HRMS + Payroll for SMB

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  1. HRMS + Payroll for SMB
  2. Roles and access
Reference

Who can do what in HRMS + Payroll for SMB

Assign record entry and oversight to the people responsible for each decision.

How permissions work

Employee work

Employees enter their own goals, leave and time, and read selected pay, benefit and review records.

Specialist work

Recruiter handles hiring records; L&D Admin handles courses and training; Payroll Admin handles pay and tax records.

Oversight

HR Business Partner maintains people and review records; CHRO / VP People has broad read access; Admin manages the app.

Who can do what

Permissions by role
RolePeople recordsRecruiting and onboardingTime and leavePayroll and benefitsPerformance and learningTax and reporting
Employee——EditViewEditView
L&D AdminViewView——Edit—
Hiring Manager—View————
RecruiterViewEdit————
Payroll AdminView—ViewEdit—Edit
HR Business PartnerEditEdit—ViewEditView
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: Review cycle work

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

Hiring Manager

Read-only visibility into requisitions and the hiring pipeline.

Can

  • View Applications, Candidates, Interviews, job requisitions

Starts on: Requisition board

Recruiter

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

Can

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

Starts on: Offers pending 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: 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: Review cycle work

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: Payroll 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 HRMS + Payroll for SMB your way.

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

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