One connected platform. Different people. Different needs.
UmiHR defines 12 customer-side roles and two platform roles, with access shaped by membership, permissions and the employee relationship.
Leadership & HR
A shared foundation for people leadership.
Company owner
Connect the organisation’s people operations.
Bring company settings, employee records, lifecycle processes, work, pay and analytics into a shared workspace with full customer administration authority.
Oversee departments, locations and employee profiles.
Assign users and review access responsibilities.
Review people operations and available analytics.
Global HR administrator
Coordinate the employee lifecycle.
Manage broad people operations across employee records, onboarding, offboarding, policies, talent, development and service.
Maintain people records and HR policies.
Coordinate lifecycle tasks, approvals and support.
Review payroll work and workforce analytics within your role.
Regional HR administrator
Support day-to-day HR operations.
Use a defined HR role for employee administration, attendance, leave, talent, development and compliance activity.
Manage the operational HR work assigned to the role.
Review relevant approvals and employee activity.
Use payroll read access and permitted people records.
Managers & employees
A better experience for everyday HR.
People manager
Give your team clarity and timely decisions.
Bring team attendance, leave, expense requests, performance and learning into a practical manager experience.
Review team requests with their full context.
Follow goals, reviews and learning activity.
Support employees through connected service workflows.
Employee
Make everyday HR work easier to complete.
Give each employee access to their own records and actions, from attendance and leave to published payslips and support requests.
Clock in and out, apply for leave and submit expenses.
Review own payslips, benefits, goals and learning.
Raise helpdesk or access requests and view permitted documents.
Specialist teams
Specialist work with appropriate authority.
Payroll & benefits administrator
Keep payroll preparation and control together.
Maintain payroll inputs, run preparation, approval and publication according to permission, with benefits and expense administration alongside.
Work with permitted sensitive payroll information.
Prepare currency-specific runs and review entered values.
Manage benefits, payslips and payroll documents.
Finance & expense approver
Give expense decisions a clear financial review.
Review claims and finance approvals while retaining the payroll read and analytics visibility available to the role.
Inspect expense amount, currency, category and date.
Record approval or rejection with decision notes.
Follow expense analytics and permitted supporting records.
Talent acquisition partner
Manage the handover from applicant to new hire.
Connect jobs, candidates, applications, interviews and offers to preboarding and employee conversion.
Maintain candidate records and application stages.
Coordinate interviews and retain internal feedback.
Manage offer responses and the onboarding transition.
IT asset & access administrator
Coordinate equipment and access responsibilities.
Use an asset register, assignments and provisioning records to support people as they join, change roles and leave.
Maintain equipment and assignment status.
Review and provision approved access requests.
Support joiner and leaver tasks and relevant tickets.
Compliance auditor
Review the records without general edit authority.
Use a read-only assurance experience for permitted people, payroll, document, compliance, analytics and audit information.
Review control owners, due dates and evidence notes.
Inspect the records allowed by the role.
Follow traceable activity and compliance status.
Candidates & partners
Connected participants. Considered access.
Candidate / new hire
Keep the next step in view.
Provide a limited experience for the candidate’s own profile, offer and preboarding documents, with support when needed.
Review relevant candidate and offer information.
Participate in the offer response and preboarding process.
Access own permitted documents and support conversations.
External payroll partner
Prepare client payroll with a defined boundary.
Work within assigned customer payroll preparation and document responsibilities without payroll publishing authority.
Access assigned customer payroll work.
Prepare permitted payroll inputs and records.
Leave publication with authorised customer roles.
Behind the customer workspace
Separate platform operations.
The platform super administrator manages customers, plans, subscriptions and platform settings. Platform support agents use customer and support visibility without blanket authority over every customer’s HR data.
Match roles to your operating model
Role names describe operational responsibility. Automated geographic data segregation and custom field-level access policies are not included in the current role model. Review the access matrix for your organisation during implementation.
Bring your people operations together.
Tell us about your team, your current processes and the workflows you want to improve.