# HR Portal

> Markdown version of [HR Portal](https://www.quickidcard.com/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: 2026-08-21


QuickIDCard HR Portal is a dedicated area in My Account for organization administrators. HR shares badge templates, reviews employee designs, manages team members, runs reports, and configures billing. Employees customize and order their own badges. QuickIDCard prints and ships. QuickIDCard staff do **not** approve employee designs — the customer's HR administrator does.

No minimum order. Volume discounts apply per checkout. Demo: https://youtu.be/XAhHZPCcj6g

## Who it is for

Businesses and corporate offices, schools and universities, healthcare and facilities, and any organization that wants employees to self-serve badge orders under HR rules.

## Workflow

1. Set up organization (request setup)
2. Share templates
3. Employees customize
4. HR approves (if enabled) and employee checks out; QuickIDCard ships

## Portal tools

- **Dashboard** — pending approvals, linked employees, shortcuts
- **Reports** — employees, approvals, orders, invites; date filters and CSV export
- **Badge approvals** — approve, reject, edit in designer, update quantity
- **Shared badges** — assign templates per employee when "share all" is off
- **HR settings** — sharing, approval, cart quantity, PO billing, shared store credit
- **Send notification** — email reminders or invite by email
- **Creator restrictions** — limit fonts, images, backgrounds, and similar tools
- **Employee overview** — templates, order history, account details

## Organization settings

- **Share all templates** — every organization template appears for employees, or pick specific templates per person
- **Require HR badge approval** — badges stay out of the cart until HR approves
- **HR controls cart quantity** — HR sets quantity at approval (when approval is on)
- **Bill via purchase order** — employees check out on the organization's PO account when PO is enabled
- **Share store credit** — checkout uses organization store credit

## Employee experience

1. Open a badge from Admin Shared Templates
2. Customize name, photo, title, and other fields
3. Submit for approval with requested quantity (if required); HR gets email
4. After approval, check out with card, shared store credit, or PO
5. Email updates when approved or sent back

## Important notes

- HR approves **badge designs** before purchase, not finished orders after checkout
- Each employee can belong to **one organization** at a time
- Notifications are **email only** (no in-app message center)

## Getting started

1. [Request setup](https://www.quickidcard.com/hr-portal/setup.md)
2. Design organization templates
3. Configure HR Settings after provisioning
4. Invite employees (one-by-one or bulk linking via the setup form)

HTML page: https://www.quickidcard.com/hr-portal