Small Business HRMS

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  1. Small Business HRMS
  2. Roles and permissions
Reference

Who can do what in Small Business HRMS

Define who enters employee work and who sees sensitive results.

Who can do what

Permissions by role
RolePeople and positionsRecruiting and offersOnboarding and lifecycleLeave and timePayroll and benefitsPerformance and learning
Employee———EditViewEdit
L&D AdminViewView———Edit
Hiring Manager—View————
RecruiterViewEditEdit———
Payroll AdminView——ViewEdit—
HR Business PartnerEditEditEdit—ViewEdit
CHRO / VP PeopleViewViewViewViewViewView
AdminEditEditEditEditEditEdit

Each role in detail

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: My leave requests

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

Hiring Manager

Read-only visibility into requisitions and the hiring pipeline.

Can

  • View Applications, Candidates, Interviews, job requisitions

Starts on: Requisitions awaiting approval

Recruiter

Record entry across the hiring pipeline; read-only on employees.

Can

  • Manage Applications, Candidates, Interviews, job requisitions, Offers
  • View Employees

Starts on: Requisitions awaiting approval

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: Timesheets awaiting review

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: Active employee register

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

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 Small Business HRMS your way.

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

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