Understanding Human Resources Roles

Human Resource roles determine what the user can do in PrismHR. The user can only perform actions for client companies assigned in Data Security.

Note the following:

• The Payroll Processor can perform all payroll tasks.
• If your organization separates the time sheet entry and check printing tasks, you should assign some worksite users as Time Sheet Entry types and other users as Payroll - Prints Checks and Payroll - Print Garnishment Checks.
Human Resource Role Details
Employee's Manager (Leave Request Only) User can approve employee leave requests.
H/R Action Approver User can approve human resource actions for clients assigned in Data Security.
Payroll Approver User can approve payroll-related actions for clients assigned in Data Security.
Payroll Processor

User can process payroll information for clients assigned in Data Security. (Applies to Portal Time Sheet Entry.)
Time Sheet Entry (w/ Pay Rates) User can enter time sheet data, including pay rates. (Applies to Portal Time Sheet Entry.)
Time Sheet Entry (w/o Pay Rates) User can enter time sheet hours, but cannot see or enter pay rate information. (Applies to PrismHR Core and Portal Time Sheet Entry.)
Payroll - Prints Checks

User can view and print regular paychecks.

Note: If a user's role is only set to the Payroll - Prints Checks role, they cannot print garnishment paychecks.
Payroll - Print Garnishment Checks

User can view and print garnishment paychecks.

Note: If a user's role is only set to the Payroll - Print Garnishment Checks role, they cannot print regular paychecks.
Enrollment Proxy User can act as an employee and execute the employee's enrollment selections. (PrismHR Benefits Enrollment only.)

Onboarding Proxy

User can read employees' full onboarding workflows. (Note: The system bypasses any field-level security when using this role.)
Benefits Approver User can approve benefits-related actions for clients assigned in Data Security. (PrismHR Benefits Enrollment only.)
PTO Administrator User can see all employees in the Planned Time Off Requests form, regardless of whether they are restricted by Data Security settings, not only direct reports.
Client Manager User can be assigned to receive notifications in the Notification Recipients form.
I-9 Approver User can approve Form I-9s for employees during the onboarding process.
Pay Card Account Approver User can approve pending pay card account approvals.

Manager User Setup

Worksite managers can set up other worksite managers.

Custom HR role (defined by your organization)

If your organization has defined custom human resources roles using the Custom HR Approval Roles form, you can add them to the user. These roles are for customizing global or client-specific approval policies.