# HR Portal guide

> Markdown version of [HR Portal guide](https://www.quickidcard.com/guides/hr-portal). Site index: [llms.txt](https://www.quickidcard.com/llms.txt). Full reference: [llms-full.txt](https://www.quickidcard.com/llms-full.txt).
> Last updated: 2026-09-21


How organizations use the HR Portal day to day. Employees customize and order badges; HR controls templates, approvals, and billing. QuickIDCard staff do not approve employee badges.

## Areas

- Dashboard — pending approval count, linked employees, shortcuts
- Badge Approvals — review submissions; approve, reject, or update quantity
- Shared Badges — which templates each employee can use
- Reports — organization report with date filters and CSV export
- HR Settings — sharing, approval, quantity, PO billing, store credit
- Send Notification — email reminders or invite new team members

## Typical workflow

1. HR administrator sets up the organization and shares approved templates
2. Employees are linked or invited by email
3. Employees log in, customize their badge, and submit an order
4. HR reviews and approves (if approval is enabled)
5. QuickIDCard prints and ships approved badges

Demo: https://youtu.be/XAhHZPCcj6g

## Related

- [HR Portal](https://www.quickidcard.com/hr-portal.md)
- [Request setup](https://www.quickidcard.com/hr-portal/setup.md)
- [Approval workflow](https://www.quickidcard.com/id-badge-approval-workflow.md)
- [Onboarding checklist](https://www.quickidcard.com/employee-badge-onboarding-checklist.md)