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User Roles and Permissions

This guide outlines the access levels assigned to each user role within the Xemplo. It details which features each role can access and the level of interaction permitted—whether full access, view only, or no access. These predefined roles are designed to support standard organisational workflows, ensuring appropriate data visibility and system control based on a user’s responsibilities.

Use these tables to understand and configure how different users interact with Xemplo’s features, helping to maintain compliance, streamline processes, and ensure security.

Role Types in Xemplo

This guide defines access included by default for all Administration roles. The following table describes each type of role, and the types of business users that would typically have access to each role. 

Role Name Role Description Typical Users
Super Administrator Full system access, including global platform configuration, user management, integrations, payroll settings, and high-level reporting. Can manage permissions and access for all other users. Has limited access to Worker information for all companies in a specified Xemplo instance.  COO, Head of Operations, IT Administrator, Systems Manager
Company Administrator Full system access for a selected company, including company configuration, user management, integrations, payroll settings, and high-level reporting. Can manage permissions and access for all other users in the company. COO, Head of Operations, IT Administrator, Systems Manager, HR Directors
HR Manager Broad access to worker records and HR features, including onboarding, contracts, compliance, performance, leave, and expenses. Cannot modify system configuration or manage other users' permissions. HR Operations, People & Culture Lead, HR Business Partner
Recruiter Access to hiring workflows, job assignments, and onboarding support. Limited access to broader HR functions. Talent Acquisition Specialist, Recruitment Consultant
Team Manager Access to view and manage team-related tasks such as timesheets, performance, messaging, and leave approvals. No access to system-wide configuration or personal worker records outside their team or department (if Team Manager of entire department). Line Manager, Department Head, Team Leader
Timesheet Approver Restricted role focused on reviewing and approving timesheets and related Time to Bill data. Cannot access broader HR, payroll, or configuration features. Site Supervisor, Project Coordinator, Roster Manager, Client Timesheet Approver

 

Worker Access to Xemplo

Workers have access to a limited set of features within the platform, designed to support their day-to-day interactions and maintain up-to-date personal information. All access is restricted to their own records only, with no visibility of other users or company configuration.

Feature Access Description
Assignments View current and past assignments, including role details and durations.
Background Checks View the status of any checks initiated as part of their onboarding or compliance.
Contracts View and acknowledge their employment contracts.
Credentials View and submit required credentials (e.g. licenses, certifications).
Expenses Submit personal expense claims and view approval status.
Leave Request leave, view leave balances, and check approval status.
Letters Access letters issued to them (e.g. employment confirmation, warnings, updates).
Messaging Receive messages from HR or management.
Onboarding Complete onboarding tasks, provide documents, and update personal info.
Performance View performance reviews and related feedback.
Policies View company policies and confirm acknowledgement where required.
Pre-Onboarding Complete tasks prior to official start date, such as document submission.
Tasks View and complete assigned tasks (e.g. training, compliance activities).
Time & Attendance* 
*(for companies using Time and Attendance)
Submit timesheets and view approval status.
Timesheets*
*(for companies using Bill)
Submit timesheets and view approval status.
Training Access assigned training modules and track completion.
Work Rights Submit and update visa or work eligibility documents.
Workflows Participate in workflows that require worker action (e.g. self-assessments, updates).
User Account Update login details, contact info, and preferences.

How to manage User access and Permissions

To update user access and permissions, you'll need to have either Super Administrator or Company Administrator access. Find out more about configuring roles and permissions here. 

Xemplo System and Company Setup

The following table lists all features used to setup and maintain Xemplo companies, as well as access to technical features like the Xemplo API Library and Xemplo Connect. To setup Xemplo companies, a user must be either a:

  • Super Administrator
  • Company Administrator

Global Configuration

Feature Super Administrator Company Administrator
Manage Super Administrator user accounts ✓ ✗
Manage all user accounts except Super Administrator accounts ✓ ✓
Integrations ✓ ✓

Product Activation

  • Activate specific products and features for use in a Xemplo company
✓ ✗
Xemplo Connect ✓ ✓
Xemplo API Library ✓ ✗
Global Message Templates ✓ ✗
Global Documents ✓ ✗
Global Letters ✓ ✗
Global Credentials ✓ ✗
System Settings ✓ ✗

Company Settings

Feature Super Administrator Company Administrator
Company profile ✓ ✓
Branding ✓ ✓
Message Templates ✓ ✓
Invoice settings ✓ ✓
Timesheet settings ✓ ✓
RCTI settings ✓ ✓
Service agreements ✓ ✓
On costs ✓ ✓
Onboarding ✓ ✓
Tasks ✓ ✓
Credentials ✓ ✓
Background checks ✓ ✓
Performance ✓ ✓
Pay rates ✓ ✓
Pay categories ✓ ✓
Pay schedule ✓ ✓
Courses ✓ ✓
Letters ✓ ✓
Contracts ✓ ✓
Documents ✓ ✓
Additional Questions ✓ ✓

 

Xemplo HR

The following table lists all products in Xemplo HR for Administration users. To use Xemplo HR products and features, a user must be either a:

  • Super Administrator
  • Company Administrator
  • HR Manager
  • Recruiter (for access to Hire activity)

HR Feature Access

Feature Super Administrator Company Administrator HR Manager Recruiter
Hire ✗ ✓ ✗ ✓
Leave ✓ ✓ ✓ ✗
Letters ✓ ✓ ✓ ✗
Onboarding ✓ ✓ ✓ ✗
Performance ✓ ✓ ✓ ✗
Positions ✓ ✓ ✓ ✗
Pre-Onboarding ✓ ✓ ✓ ✓
Tasks ✓ ✓ ✓ ✓
Time & Attendance* 
*(for companies using Time and Attendance)
✓ ✓ ✓ ✗
Training ✓ ✓ ✓ ✗
Workflows ✓ ✓ ✓ ✗

Worker Information

Please note: Team Manager can only access worker information for workers who report to them, or for workers in a department that the Team Manager is responsible for. 
Feature Super Administrator Company Administrator HR Manager Team Manager
Background Checks View ✓ ✓ ✗
Contracts View ✓ ✓ ✗
Credentials View ✓ ✓ View
Leave View ✓ ✓ ✗
Files ✓ ✓ ✓ ✗
Notes ✓ ✓ ✓ ✓
Onboarding ✓ ✓ ✓ ✓
Payroll information (banks, tax etc) View ✓ ✓ ✗
Performance ✓ ✓ ✓ ✓
Positions ✓ ✓ ✓ ✓
Tasks ✓ ✓ ✓ ✓
Terminations ✓ ✓ ✓ ✗
Time & Attendance* 
*(for companies using Time and Attendance)
✓ ✓ ✓ ✓
Training ✓ ✓ ✓ ✓
Work Rights ✓ ✓ ✓ ✗

Xemplo Time to Bill

The following table lists all products in Xemplo Time to Bill for Administration users. To use Xemplo Time to Bill products and features, a user must be either a:

  • Super Administrator
  • Company Administrator
  • Timesheet Approver
Feature Super Administrator Company Administrator Timesheet Approver
Agency to Host Invoices ✓ ✓ ✗
Assignments ✓ ✓ ✗
ATS Integration ✓ ✓ ✗
Engagements ✓ ✓ ✗
Invoices ✓ ✓ ✗
Oncosts ✓ ✓ ✗
Payroll Batches ✓ ✓ ✗
Purchase Orders ✓ ✓ ✗
Rate Templates ✓ ✓ ✗
RCTIs ✓ ✓ ✗
Service Agreements ✓ ✓ ✗
Timesheets ✓ ✓ ✓

 

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