Roles

Your roles decide what you can see and do in an organisation. You can hold different roles in different organisations.

Who can give members their roles: Owner, HR admin.

The six roles

Owner: Can do everything in the organisation, including its Cadre subscription and the settings only an owner can change. An organisation always has at least one. Only an owner can make someone else an owner.
HR admin: Looks after people: records, logins and members, leave, time, performance, documents and workflows.
Payroll admin: Prepares payroll: pay components, employees’ pay, payroll runs and submitting them for approval, and the organisation’s statutory registrations.
Payroll approver: Checks and approves payroll that someone else has prepared, and releases salary payments.
Employee: Uses Cadre for themselves: their own payslips, leave, time, goals, reviews and documents.
Manager: Nobody is given this role. If at least one person currently reports to you, you are their manager, whatever other roles you hold. Your manager screens appear as soon as someone reports to you, and go when your last direct report moves on or leaves.

Several roles at once

A member can hold several roles, and what each role allows adds up. For example, someone who is both a Payroll admin and an Employee can prepare payroll and also see their own payslips.

One rule holds whatever roles you have: nobody approves a payroll run they submitted themselves, because payroll needs a second pair of eyes. An owner, or someone who is both a payroll admin and a payroll approver, still needs someone else to approve the runs they submit.

To change a member’s roles, see Members and roles.

Everyone has self-service

Every member can use the You part of the menu for themselves: My profile, My payslips, My documents and the rest. They can also ask for leave, record their time, and see their own goals and reviews. This needs no particular role. See Help for employees.

Managers act only on their own reporting line

A manager sees and acts on the people who report to them, not the whole organisation.

A manager decides leave, timesheets and goals for their direct reports.
A manager can also read, but not change, the records of their reports’ reports: the second level down.
A manager can decide for someone at the second level only while that person’s own manager is away. This covers a manager who has left, is on approved leave today, or can’t sign in. It means a request is never stuck.
Nobody decides their own requests.

See Help for managers.

What each role can do

In this table, a tick means the role can do it. The Employee column is left out because everything employees do for themselves is open to every member. Where Manager has a tick, it covers only the manager’s own reporting line.

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	✓	✓	—	—	—