Put employee, HR and payroll decisions with the people responsible for them.
Enter personal leave, time and goals work and read permitted pay, benefit and performance records.
Maintain employee and employment history records and coordinate the departure.
Maintain payroll records and review the final run and statements.
Review people operations across the configured records.
Manage settings and record access.
| Role | Employee records | Exit checklists | Assigned tasks | Employment history | Final pay | Benefits and leave | Recruiting and rehire |
|---|---|---|---|---|---|---|---|
| Employee | — | — | — | — | Edit | Edit | — |
| L&D Admin | View | — | — | View | — | — | View |
| Hiring Manager | — | — | — | — | — | — | View |
| Recruiter | View | — | — | — | — | — | Edit |
| Payroll Admin | Edit | — | — | — | Edit | View | View |
| HR Business Partner | Edit | — | — | Edit | View | View | Edit |
| CHRO / VP People | View | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit | Edit |
Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
Starts on: My exit tasks
Record entry on the learning catalog and training records; read-only on employees and positions.
Read-only visibility into requisitions and the hiring pipeline.
Starts on: Open requisitions
Record entry across the hiring pipeline; read-only on employees.
Starts on: Open requisitions
Record entry on payroll and tax tables; read-only on employees, benefits, leave and timesheets.
Starts on: Pay run approvals
Record entry on people and performance tables; read-only on pay and benefits.
Starts on: Departures in progress
Read-only oversight across all 33 HRMS tables.
Starts on: Leave balances by employee
Superuser: full record CRUD on all 33 HRMS tables, plus every view, report and app setting.
Start free, then use Proto to change fields, steps and approvals before your team goes live.