PLATFORM / FINANCE + REPORTING / Security + access rights
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 50–500 employees, phased for multi-entity enterprises.
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
