1. Contractors HRMS
  2. Roles
Reference

Who can do what in Contractors HRMS

See who prepares contractor engagements, checks evidence and records decisions.

How permissions work

Keep ownership visible

An engagement has an Owner; a review decision has a Reviewer; an action has assigned to.

Separate preparation and approval

The person who prepares the terms should hand the current revision to an Independent Approver.

Scope worker records

HR Coordinator handles Employees and Timesheets while reviewers focus on assignment evidence.

Who can do what

Permissions by role
RoleEngagement workspaceProfiles and rate termsCompliance reviewIndependent decisionsFollow-up actionsWorker time and records
AdminEditEdit—ViewEdit—
Engagement OwnerEditViewEditViewView—
Compliance ReviewerView—EditViewEdit—
Independent ApproverApprove—ViewEdit——
HR CoordinatorView———ViewEdit
Workforce AnalystView—ViewViewViewView

Each role in detail

Admin

Maintains organization, person and profile configuration and controls access.

Can

  • Manage Organizations, People, contractor profiles
  • View contractor engagements, review decisions, state history

Engagement Owner

Prepares engagement terms and coordinates the assignment with the worker and organization.

Can

  • Manage contractor engagements, contractor compliance items
  • View contractor profiles, evidence documents, review decisions, follow up actions

Starts on: Engagements to prepare

Compliance Reviewer

Checks observations and supporting documents before the engagement is verified.

Can

  • Manage contractor compliance items, evidence documents, follow up actions
  • View contractor engagements, review decisions

Starts on: Engagements to prepare

Independent Approver

Records a decision on the engagement revision after reviewing its evidence.

Can

  • Manage review decisions
  • View contractor compliance items, evidence documents, state history

Reviews and approves

  • Approve contractor engagements

Starts on: Engagement status board

HR Coordinator

Connects contractor assignments with employee records and weekly time submissions.

Can

  • Manage Employees, Timesheets, time entries
  • View contractor engagements, follow up actions

Starts on: Submitted timesheets

Workforce Analyst

Reads assignment progress, decisions and time records for operational reporting.

Can

  • View contractor engagements, contractor compliance items, evidence documents, follow up actions, review decisions, state history, Timesheets

Starts on: Engagement status board

Set up Contractors HRMS your way.

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

How to get started