Admin
Maintains organization settings, user access and record configuration.
Can
- Manage Organizations, People, professional licenses, Users
- View Employees, clinical staff assignments
Give each workforce decision to the people responsible for its records.
| Role | Clinical credentials | Recruiting | Employee lifecycle | Time and leave | Payroll operations | Benefits | Performance and learning |
|---|---|---|---|---|---|---|---|
| Admin | Edit | — | View | — | — | — | — |
| HR Manager | — | Approve | Edit | Approve | View | — | — |
| Credentialing Specialist | Edit | — | View | — | — | — | — |
| Credential Reviewer | Approve | — | — | — | — | — | — |
| Recruiter | — | Edit | View | — | — | — | — |
| Manager | — | View | Edit | Approve | — | Edit | — |
| Payroll Manager | — | — | View | View | Approve | Edit | — |
| Employee | — | — | — | Edit | View | View | Edit |
Maintains organization settings, user access and record configuration.
Owns employee changes, hiring oversight and workforce policies.
Starts on: Leave approval inbox
Prepares clinician assignments and gathers source documents.
Starts on: Assignments awaiting review
Decides whether recorded credential evidence supports an assignment.
Starts on: Assignments awaiting review
Coordinates candidate applications, interviews and offers.
Starts on: Requisitions for approval
Reviews staffing, leave and hours for assigned employees.
Starts on: Leave approval inbox
Prepares pay cycles and reviews statement and filing records.
Starts on: Timesheets for review
Maintains personal requests and follows assigned work.
Starts on: My leave requests
Start free, then use Proto to change fields, steps and approvals before your team goes live.