About Roles
When you create a new Employer, you are automatically assigned the Admin role.
You can invite others to access your data, and when you do, you can choose a role for the user.
These are the currently available roles:
Admin
You can grant the Admin role to other users.
They can do everything that the account owner can apart from:
- View billing information.
- Remove existing users.
- Change the account owner.
Admin users created, can create users but not delete them. Only the admin user who is the account holder can delete other users.
Reviewer
A Reviewer is a restricted role with the ability to:
- View employees and payruns but not make any changes.
- Fully access all reports.
- View Mail logs.
- Connect to new Connected Services.
Editor
An Editor is a slightly less restricted role than a Reviewer. As well as all of the access that a Reviewer has, an Editor can also:
- Add new and edit existing employees, but cannot delete employees.
- Edit entries on a pay run but not finalise or start a new pay run.
- Update HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers. Liabilities.
- Manage Departments, Working Patterns and Connected Services.
- Change Payslip A statement provided by an employer to an employee, detailing their wages, deductions, and net pay for a specific pay period.This is a legal requirement under the employment rights act and should be received on or before the pay date. Customisation.
Customers with the bureau module:
Missing bureau settings? Let's chat. Give your account manager a call and we can help.
Payroll Client - Approver
An Payroll Client - Approver is the main type of user, they edit employees, edit pay run entries, submit pay runs for processing and view reports.
Payroll Client - Editor
A Payroll Client - Editor cannot progress the pay run through approval states. They can edit employees, view pay run entries, view reports
Payroll Client - Reviewer
A Payroll Client - Reviewer is a restricted role with the ability to view the data but no ability to make changes. They can view employees, view pay run entries, view reports
Missing bureau settings? Let's chat. Give your account manager a call and we can help.