This is the full reference of what each role can do in Cadre. For a gentler introduction, read Roles in Cadre.
- A member can hold several roles. What each role allows adds up, so someone who is both an HR admin and a payroll admin can do everything either role can.
- Roles are given per organisation. You may be a payroll admin at one organisation and an employee at another. Switch organisation to act in another one.
- Only an owner can make someone an owner, and nobody except an owner can add a role to themselves.
- Some actions always need two people, whatever roles they hold. The person who submitted a payroll run can never approve it, and salary payments are checked by one person and released by another. See four-eyes.
You become a manager in Cadre by having at least one current direct report: someone whose manager, on their employment record, is you. Nobody grants it, and you cannot be given it in Members. When your last direct report leaves or moves to another manager, the manager screens disappear.
A manager acts on their own reporting line only:
- They decide leave, timesheets, clock corrections, goal sets and similar requests for their direct reports.
- They can read their reports’ reports, one level further down, but not decide for them, except when that person’s own manager is away (their employment has ended, they are on approved leave today, or they have no working login).
- They never see the rest of the organisation through being a manager, and nobody decides their own requests.
To change who manages whom, HR changes the person’s manager on their employment record. See Employment changes.
Every member uses Cadre for themselves: their profile, payslips and documents (under You in the menu), and their own leave, time, performance, check-ins, kudos, reviews and skills (under Work). Nobody needs a role for their own records. Your login must be linked to your employee record for your own records to appear; if it is not, the screen says so and HR can link it. The table below shows only what goes beyond your own records, so there is no column for Employee.
A tick means the role can do it. A dash means it cannot.
Organisation and settings
| What | Owner | HR admin | Payroll admin | Payroll approver | Manager |
|---|
| Open Settings | ✓ | ✓ | ✓ | ✓ | — |
| Rename the organisation; manage members, departments, locations, grades and job roles | ✓ | ✓ | — | — | — |
| Choose which notifications the organisation sends | ✓ | ✓ | — | — | — |
| Edit the organisation's statutory registrations | ✓ | — | ✓ | — | — |
| Connect Slack, Google Workspace, Microsoft 365 and webhooks | ✓ | ✓ | — | — | — |
| See the trail of Cadre support sessions | ✓ | ✓ | — | — | — |
| Manage Cadre's subscription and pay its invoices | ✓ | — | — | — | — |
| Set invoice and credit note numbering | ✓ | — | — | — | — |
| Read the audit report (payroll roles see payroll, bank and billing records only) | ✓ | ✓ | ✓ | ✓ | — |
People
| What | Owner | HR admin | Payroll admin | Payroll approver | Manager |
|---|
| Open the people directory (managers see their own reporting line) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Import employees in bulk | ✓ | ✓ | — | — | — |
| See an employee's bank account and statutory identifiers | ✓ | ✓ | ✓ | ✓ | — |
| Change an employee's bank account and statutory identifiers | ✓ | ✓ | ✓ | — | — |
| Decide employees' requests to change their bank account or identifiers | ✓ | ✓ | — | — | — |
| Set the probation policy, and set a probation's end date or record its outcome | ✓ | ✓ | — | — | — |
| See probations ending (managers see their own reporting line) | ✓ | ✓ | — | — | ✓ |
| End someone's employment | ✓ | ✓ | — | — | — |
| See a leaver's final payments | ✓ | ✓ | ✓ | ✓ | — |
| Record or withdraw a leaver's final payments | ✓ | ✓ | ✓ | — | — |
| Build workflow templates and step in on running workflows | ✓ | ✓ | — | — | — |
| Manage employee documents, templates and signature requests | ✓ | ✓ | — | — | — |
Leave and time
| What | Owner | HR admin | Payroll admin | Payroll approver | Manager |
|---|
| Decide leave requests and see a team's balances and calendar | ✓ | ✓ | — | — | ✓ |
| Set up leave types, policies and public holidays; adjust balances | ✓ | ✓ | — | — | — |
| Approve timesheets, see attendance and decide attendance flags | ✓ | ✓ | — | — | ✓ |
| Set up shifts, rosters and time settings | ✓ | ✓ | — | — | — |
Performance
| What | Owner | HR admin | Payroll admin | Payroll approver | Manager |
|---|
| Work on a team's goals, KPIs, scorecards and plans | ✓ | ✓ | — | — | ✓ |
| Set scoring and grades, the KPI library, cycles and calibration | ✓ | ✓ | — | — | — |
| Follow a team's reviews and see results once writing closes | ✓ | ✓ | — | — | ✓ |
| Build review forms and run review cycles | ✓ | ✓ | — | — | — |
| See a team's skills matrix and validate skills | ✓ | ✓ | — | — | ✓ |
| Maintain the competency framework and skills catalogue | ✓ | ✓ | — | — | — |
| Switch the writing assistant on or off | ✓ | ✓ | — | — | — |
Payroll
| What | Owner | HR admin | Payroll admin | Payroll approver | Manager |
|---|
| Open payroll runs, the register and variance | ✓ | — | ✓ | ✓ | — |
| Set pay; open, calculate, submit and return a run | ✓ | — | ✓ | — | — |
| Approve and lock a run (never the person who submitted it) | ✓ | — | — | ✓ | — |
| See payslips, statutory schedules, bank files, remittances and the journal | ✓ | — | ✓ | ✓ | — |
| See the payroll cost summary | ✓ | — | ✓ | ✓ | — |
| See the payroll wallet | ✓ | — | ✓ | ✓ | — |
| Open a payroll wallet | ✓ | — | — | — | — |
| Fund a payroll wallet | ✓ | — | ✓ | — | — |
| Open a run's Pay salaries page | ✓ | ✓ | ✓ | ✓ | — |
| Check salary payments and put them up for release | ✓ | — | ✓ | — | — |
| Release salary payments (never the run's own maker or checker) | ✓ | — | — | ✓ | — |
| Confirm a bank's account name that differs from the employee's legal name | ✓ | ✓ | — | — | — |
| See each legal employer's remittance accounts and a run's Pay remittances page | ✓ | — | ✓ | ✓ | — |
| Enter or change remittance accounts and put remittance payments up for release | ✓ | — | ✓ | — | — |
| Confirm a remittance account the bank names differently, or a change to one already paid (never whoever entered it) | ✓ | — | — | ✓ | — |
| See earned wage access settings | ✓ | ✓ | ✓ | ✓ | — |
| See early-pay advances still owed | ✓ | — | ✓ | ✓ | — |
Reports
| What | Owner | HR admin | Payroll admin | Payroll approver | Manager |
|---|
| See headcount, joiners and leavers | ✓ | ✓ | — | — | — |
| See leave liability | ✓ | ✓ | ✓ | ✓ | — |
Agencies
| What | Owner | HR admin | Payroll admin | Payroll approver | Manager |
|---|
| See clients and worker groups | ✓ | ✓ | ✓ | ✓ | — |
| See client billing: terms, cost allocation, invoices, reporting packs, profitability | ✓ | — | ✓ | ✓ | — |
| Issue, void or mark a client invoice paid; raise a credit note | ✓ | — | — | ✓ | — |
| See placements and conversions | ✓ | ✓ | ✓ | ✓ | — |
| Record, cancel or complete a placement | ✓ | ✓ | ✓ | — | — |
| Start a placement (issues its invoice) or record that it failed | ✓ | — | — | ✓ | — |
| Redeploy a seconded worker to another client | ✓ | ✓ | — | — | — |
| Convert a seconded worker to the client's employee | ✓ | ✓ | — | — | — |
