Admin
Maintains organization, person and profile configuration and controls access.
Can
- Manage Organizations, People, contractor profiles
- View contractor engagements, review decisions, state history
See who prepares contractor engagements, checks evidence and records decisions.
An engagement has an Owner; a review decision has a Reviewer; an action has assigned to.
The person who prepares the terms should hand the current revision to an Independent Approver.
HR Coordinator handles Employees and Timesheets while reviewers focus on assignment evidence.
| Role | Engagement workspace | Profiles and rate terms | Compliance review | Independent decisions | Follow-up actions | Worker time and records |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | — | View | Edit | — |
| Engagement Owner | Edit | View | Edit | View | View | — |
| Compliance Reviewer | View | — | Edit | View | Edit | — |
| Independent Approver | Approve | — | View | Edit | — | — |
| HR Coordinator | View | — | — | — | View | Edit |
| Workforce Analyst | View | — | View | View | View | View |
Maintains organization, person and profile configuration and controls access.
Prepares engagement terms and coordinates the assignment with the worker and organization.
Starts on: Engagements to prepare
Checks observations and supporting documents before the engagement is verified.
Starts on: Engagements to prepare
Records a decision on the engagement revision after reviewing its evidence.
Starts on: Engagement status board
Connects contractor assignments with employee records and weekly time submissions.
Starts on: Submitted timesheets
Reads assignment progress, decisions and time records for operational reporting.
Starts on: Engagement status board
Start free, then use Proto to change fields, steps and approvals before your team goes live.