SmartPay™ - Roles and Permission Levels in SmartPay™ (for UK only)

Introduction

This article explains the different roles a client can have to be able to administer SmartPay™.

Background

SmartPay™ is flexible enough to accommodate all clients regardless of their scale and preferences. There are multiple layers of permissions a client can be granted so that they don't need to worry about anyone having access to employee data they shouldn't be seeing. 

Roles for SmartPay™

There are three major roles that are available in SmartPay™:

• SmartPay Master Administrator - provides full access to all products, payrolls, windows and applications within SmartPay™.
• SmartPay Payroll Administrator - provides access to the specific payroll the person is assigned to as an approver. They will be able to manage the payroll(s), members data within the payroll(s) and approve/reject all relevant applications for the payroll(s).
• SmartPay Product Administrator -  provides access to the specific product the person is assigned to as an approver. They will be able to manage the product, approve/reject all applications relevant for the product. E.g. If I am assigned as a SmartTech™ Administrator, I'll be able to manage SmartTech™ configurations and can see and action all SmartTech™ applications. 

See the specific Reward Manager Role articles, for more information on the permissions given per role.

Obtaining the Roles

As administrators can manage one or multiple products/payrolls, they'll have to be added as approvers to the specific Product/Payroll in SmartPay. 

Once this is done, they'll be automatically granted the respective Reward Manager role, e.g. SmartPay Product Administrator or SmartPay Payroll Administrator. 

For Product Approvers

> Go to SmartPay™ > Products > Choose the product you need > Approvers > Add the name of the approver:

For Payroll Approvers

> Go to SmartPay™ > Payrolls > Choose the payroll you need > Edit > Approvers > Add the name of the approver:

Note that:

• You can add one or multiple approvers.
• To be able to add someone as an approver, they should be uploaded to the system.
• To have access and be able to act accordingly an administrator should have the role and be assigned as an approver. Adding someone as an approver would grant them the respective role automatically.