PLATFORM / FINANCE + REPORTING / Security + access rights
Everyone sees exactly what they should, and nothing more.
Build roles down to the field, company, and action level; control who can view, edit, and approve; and keep a full audit trail of every change.
- ROLES
- Fully configurable
- SCOPE
- By entity, department, location
- CONTROL
- View, edit, approve, per field
- AUDIT
- Every change logged
WHAT'S INCLUDED
- 01
Custom roles
Combine permissions for any job function.
- 02
Field-level access
Hide SSNs, pay rates, or bank data by role.
- 03
Scoped access
Limit managers to their entities, departments, or locations.
- 04
Approval rights
Separate who prepares from who approves.
- 05
Single sign-on + MFA
SAML SSO and multi-factor authentication.
- 06
Audit trail
Who changed what, when, and from where.
HOW IT WORKS
A planned go-live, with parallel runs first.
- 01Discovery + design. We map entities, pay rules, deductions, and integrations.
- 02Data + configuration. YTD wages, tax accounts, benefits, and GL mapping loaded and tested.
- 03Parallel runs. One or more payrolls run beside your current provider and matched to the cent.
- 04Go live. Usually at a quarter or year start. Employees invited, your team trained.
INCLUDED IN
QUESTIONS ABOUT Security + access rights
- Which plan includes security + access rights?
- It is included from the Payroll + HRIS plan up.
- Does it share data with the rest of Worklio?
- Yes. Every module works from one employee record, so changes flow to payroll, time, benefits, and reporting automatically.
- Can we add it later?
- Yes. Modules can be added at any time; your data is already in place.
SECURITY
Audited controls on every module.
SOC 2 Type II, ISO 27001, 27018, and 9001. Layered access rights, two-factor authentication, and a full audit trail.
IMPLEMENTATION
A named team, parallel runs first.
Fastest for 50 to 500 employees, phased for multi-entity enterprises. Your timeline depends on entities, states, integrations, and data quality.
WORKLIO INSURANCE
Benefits and comp, billed with payroll.
Benefits admin is free when Worklio Insurance Services is your broker of record.
- PAYROLL AND TAXES PAID
- $35+ Billion
- ACH TRANSACTIONS
- 23+ Million
- W-2S / 1099S PROCESSED
- 4.3+ Million
- EMPLOYEES PAID
- 2.8+ Million
TRUSTED BY PARTNERS INCLUDING
