1. Hospital + HRMS + Accounting
  2. Roles and access
Reference

Who can do what in Hospital + HRMS + Accounting

Give HR, operations, review and finance staff the records they need.

Who can do what

Permissions by role
RoleWorkforce recordsRecruiting and onboardingTime and leavePayroll and taxHospital serviceCharge and evidence review
HRMS App Administrator——————
Hospital Operations Owner————EditEdit
Service Reviewer————EditEdit
HR ManagerEditApproveApprove———
Payroll Officer——EditEdit—View
Finance Reviewer——ApproveApproveViewEdit

Each role in detail

HRMS App Administrator

Full record and configuration access for the Hospital HRMS + Accounting app build and administration.

Can

  • Access assigned records

Hospital Operations Owner

Maintains service episodes and coordinates charge and evidence follow-up.

Can

  • Manage hospital service episodes, service charge lines, follow up actions
  • View hospital departments, evidence documents, review decisions

Starts on: Service queue

Service Reviewer

Records independent decisions and verifies episode evidence.

Can

  • Manage review decisions, evidence documents
  • View hospital service episodes, service charge lines, state history

Starts on: Service queue

HR Manager

Maintains employee and hiring records and decides submitted leave requests.

Can

  • Manage Employees, employment history, job requisitions, leave requests, onboarding checklists
  • View Timesheets, Offers

Reviews and approves

  • Approve leave requests, job requisitions

Starts on: Offer approvals

Payroll Officer

Prepares payroll runs and checks statements, lines and filings.

Can

  • Manage payroll runs, pay statements, pay statement lines, tax filings
  • View Timesheets, leave requests, external reconciliations

Starts on: Payroll approvals

Finance Reviewer

Checks service value reconciliation and payroll run approval.

Can

  • Manage external reconciliations
  • View hospital service episodes, service charge lines, payroll runs, pay statements

Reviews and approves

  • Approve payroll runs

Starts on: Payroll approvals

Set up Hospital + HRMS + Accounting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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