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Demo account training tasks
Demo account training tasks

Estimated time to complete: 15/20 minutes.

Partnership team Breathe avatar
Written by Partnership team Breathe
Updated over a week ago


To help you best understand the Breathe system, we've set up some training tasks for you to complete.

Once these are completed email sian.bishop@breathehr.com so that the tasks can be checked and signed off.

Firstly, you will need to log in to your Partner Hub via this URL to access your demo account: https://login.breathehr.com/login.

Once you are logged in to your Partner Hub, simply click on the little person icon (as shown in red below) to log in to your demo account.


Tasks

We have already added some dummy-data to your demo account to get you started. We recommend that you stick with Abbie, Dylan, Jay and Ben to begin with to keep things simple and easy.


Task 1

Set up and assign a part-time 20-hour week working pattern for Abbie (part-time employee). Allocate 4 hours for the days of Monday-Friday.

Task 2

Set up and assign a holiday allowance of 18 days per year for Abbie. (Part-time employee).

Task 3

Add a company document and set the audience as 'all people'.

For the sake of the demo this can be a blank word document saved as ‘Company Handbook’.

Set the read-by date for 3 months’ time.

Task 4

Set up Line Manager permissions, making sure Leave and Sickness are ticked in columns 'view' and 'manage'.

Other than this you can adapt this to your preference.

Task 5

Go on to Abbie’s profile and add some holiday.

Don’t forget that you’re logged in as a Partner - there won’t be any approval needed as you’re the one adding it.

Task 6

Add a sickness log for Ben from anytime ‘last week’, and mark as completed
before submitting.

Task 7

Add a training log for Abbie- this can be anything you want.

Task 8

Assign Dylan as Abbie, Jay and Ben's Line Manager:

Task 9

Using the Performance module, add a one-to-one and set an objective for
Ben. Select Dylan as the reviewer.


Task 10

Switch on all chargeable modules by heading to Configure > Settings > Modules > Chargeable modules.


Please note:

You won't be charged for switching these modules on. Your demo looks exactly like a real Breathe account, so we keep the prices on there for when you demo the modules, so your client understands that they are chargeable.

However, the additional modules in your demo account is completely free of charge.

Task 11

Give Kudos to Abbie. Record it as 'job well done' for 'setting up the new HR system'


And you're done! Congratulations on completing these training tasks! 🎉

Now all you need to do is email sian.bishop@breathehr.com so that the tasks can be checked and signed off.


Optional (but helpful) tasks

Recruitment in Breathe

If you want to learn more about the Recruitment module you can create a fake vacancy within your demo account.

Learn how to do this by reading the guide linked below.

Payroll export

Although Breathe doesn’t currently integrate with a payroll system, but it can help streamline the process.

Learn about our especially designed payroll export tool.


Demonstrating Breathe?

Watch this short video to learn best practices for demonstrating Breathe to your clients.

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