Match employee self-service and HR work to the people who own each record.
Personal leave, time, statements and learning records should be tested with an Employee account.
A submitted case needs the named reviewer or approver on its source record.
HR Business Partner (HRBP), Payroll Admin, Recruiter and L&D Admin use their assigned record groups.
| Role | Employee records | Leave and time | Pay and benefits | Employee requests | Hiring and onboarding | Development |
|---|---|---|---|---|---|---|
| HR Business Partner | Edit | — | View | — | — | Edit |
| Employee | View | Edit | View | — | — | Edit |
| L&D Admin | View | — | — | — | — | Edit |
| CHRO / VP People | View | — | — | — | — | View |
| Payroll Admin | View | View | Edit | — | — | — |
| Recruiter | View | — | — | — | Edit | — |
| Hiring Manager | View | — | — | — | Edit | — |
Owns employee, position, lifecycle and performance records; reads statements and enrollments.
Starts on: Leave approval inbox
Self-service role for own time, leave and goals with own-scope read access to statements and records.
Starts on: Leave calendar
Manages the course catalog, enrollments and durable training records.
Starts on: Training due
Read-only enterprise visibility across people, performance and development records.
Prepares payroll runs, statements, tax records and reads the upstream employee and time inputs.
Starts on: Timesheets for approval
Runs requisitions through the applicant pipeline; directory-level employee and position read access.
Edits own draft requisitions and own interview scorecards; reads candidate and offer context.
Start free, then use Proto to change fields, steps and approvals before your team goes live.