Hiring Manager
Read-only visibility into requisitions and the hiring pipeline.
Can
- View Applications, Candidates, Interviews, job requisitions
Starts on: Requisition board
- Financial Services HRMS
- Roles and permissions
Who can do what in Financial Services HRMS
Give each HR, recruiting and payroll owner access to the records they handle.
How permissions work
Record entry
Manage access lets a role create and update its assigned records.
Oversight
View access supports review without changing an employee or candidate record.
Decision owner
A named approver on a leave request, offer or pay run should match the person who made the decision; the role recording it must have edit access to that table.
Who can do what
| Role | Workforce records | Recruiting and offers | Leave and time | Payroll and tax | Performance | Learning and onboarding |
|---|---|---|---|---|---|---|
| Hiring Manager | — | View | — | — | — | — |
| Recruiter | View | Edit | — | — | — | — |
| Employee | — | — | Edit | View | Edit | View |
| L&D Admin | View | View | — | — | — | Edit |
| Payroll Admin | View | — | View | Edit | — | — |
| HR Business Partner | Edit | Edit | — | View | Edit | — |
| CHRO / VP People | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Each role in detail
Recruiter
Record entry across the hiring pipeline; read-only on employees.
Can
- Manage Applications, Candidates, Interviews, job requisitions, Offers
- View Employees
Starts on: Offers awaiting approval
Employee
Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
Can
- Manage Goals, leave requests, time entries, Timesheets
- View benefit enrollments, leave balances, pay statements, performance reviews, training records
Starts on: Leave approval inbox
L&D Admin
Record entry on the learning catalog and training records; read-only on employees and positions.
Can
- Manage course enrollments, Courses, training records
- View Employees, Positions
Starts on: Training due
Payroll Admin
Record entry on payroll and tax tables; read-only on employees, benefits, leave and timesheets.
Can
- Manage pay statement lines, pay statements, payroll calendars, payroll runs, tax filings, tax jurisdictions
- View benefit enrollments, Employees, leave requests, Timesheets
Starts on: Timesheet approval inbox
HR Business Partner
Record entry on people and performance tables; read-only on pay and benefits.
Can
- Manage Employees, employment history, Goals, performance reviews, Positions
- View benefit enrollments, pay statements
Starts on: Employees by department
CHRO / VP People
Read-only oversight across all 33 HRMS tables.
Can
- View Applications, benefit enrollments, benefit plans, Candidates, course enrollments, Courses, Departments, Employees, employment history, Goals, Interviews, job requisitions, job titles, leave balances, leave requests, leave types, Locations, Offers, onboarding checklists, onboarding tasks, pay grades, pay statement lines, pay statements, payroll calendars, payroll runs, performance cycles, performance reviews, Positions, tax filings, tax jurisdictions, time entries, Timesheets, training records
Starts on: Leave approval inbox
Admin
Superuser: full record CRUD on all 33 HRMS tables, plus every view, report and app setting.
Can
- Manage Applications, benefit enrollments, benefit plans, Candidates, course enrollments, Courses, Departments, Employees, employment history, Goals, Interviews, job requisitions, job titles, leave balances, leave requests, leave types, Locations, Offers, onboarding checklists, onboarding tasks, pay grades, pay statement lines, pay statements, payroll calendars, payroll runs, performance cycles, performance reviews, Positions, tax filings, tax jurisdictions, time entries, Timesheets, training records
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.