Patriot Software

This article explains what the HR Center is in Patriot Payroll, which features are available to all payroll customers versus those with the HR Software add-on, and how to manage…

What Is the HR Center?

How to Grant or Remove Employee Access to the HR Center

HR Experts and Training is a valuable add-on for employers who already subscribe to the HR Software and would like access to discuss employee HR issues with experts and have…

What Is HR Experts and Training?

Using Employee Position History in HR

How to Add or Edit Current Position Info on an Employee

The article explains how employers track Equal Employment Opportunity (EEO) data, covering employees' gender, race, and job classification.

Tracking Employee EEO Data

Learn how to track veteran status for your employees with Patriot HR.

Tracking Veteran Status

How to Add a Note on an Employee Record

Learn how to add documents to display in the employee portal for the whole company to view or just individual employees.

How to Add and Share Companywide or Employee Documents

How to View and Manage Your Company Org Chart

Create reusable e-signature templates in the Document Library, send them to employees, and manage, duplicate, or delete them.

How to Create and Manage E-Signature Templates

Request a legally binding electronic signature from employees on companywide or individual documents, track signing status, and view the audit trail.

How to Request an Employee E-Signature on a Document

HR Software

Birthday Report

The Employee Demographics Report

Service Anniversary Report

Pending Status Report

Retirement Plan Contributions Report

Emergency Contacts Report

Employee Contact Info Report

Find reports available to HR Software customers

HR Reports

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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