About roles
A role sets what a user can view and change for an employer. A role is chosen when a user is added, and can be changed at any time by an Admin.
When a new Employer is created, the Admin role is assigned automatically.
To give another person access, go to Settings, then select Users, and add or invite a user with the required role. For steps, go to Add and invite a user to an employer.
The available roles are:
Admin
An Admin can do everything the account owner can, except:
- View billing information.
- Remove existing users. For steps, go to Remove a user.
- Change the account owner. For steps, go to Change owner.
An Admin can create users, but only the account owner can delete a user.
Supervisor and Operator
The Supervisor and Operator roles are in beta, so only some customers can use them at the moment. Permissions for these roles may change. To take part in the beta, contact an account manager.
Supervisor and Operator are bureau roles for members of a payroll squad. Supervisor is only available through payroll squads. Operator is also available directly on an employer. For steps, go to How to configure payroll squads or Add and invite a user to an employer.
A Supervisor's access takes priority over every other role for the employers in a payroll squad the Supervisor belongs to.
An Operator has restricted access to employer and employee settings, can edit pay run entries, and can view reports. An Operator can be given access to set up pay codes, switched on or off separately by an Admin or tenant admin.
The API Keys section is not visible to an Operator. For details, go to About API Keys.
Where a user holds a different role in more than one payroll squad, or in a squad and directly on an employer, the highest-privilege role applies. From highest to lowest, the order is: Supervisor, Admin, Operator, Editor, and Reviewer.
Reviewer
A Reviewer is a restricted role. A Reviewer can:
- View employees and pay runs, without making changes.
- Access every report.
- View mail logs.
- Connect a new Connected Service.
Editor
An Editor has every permission a Reviewer has, and can also:
- Add and edit employees, but not delete them.
- 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? Contact your account manager who can assist you with setting these up.
Payroll Client - Approver
A Payroll Client - Approver is the main bureau client role. A Payroll Client - Approver can edit employees, edit pay run entries, submit pay runs for processing, and view reports.
Payroll Client - Editor
A Payroll Client - Editor cannot progress a pay run through its approval states. A Payroll Client - Editor can edit employees, view pay run entries, and view reports.
Payroll Client - Reviewer
A Payroll Client - Reviewer is a restricted role with access to view data only. A Payroll Client - Reviewer can view employees, view pay run entries, and view reports.
Missing bureau settings? Contact your account manager who can assist you with setting these up.