What are the different user roles on the Horizons Platform?

In our endeavour to provide a seamless experience while hiring staff globally on behalf of companies, we've established three distinct user categories to provide a flexible and intuitive experience, catering to the diverse needs of global teams.

Let’s dive into the three primary user groups:

Company Users

These are users from businesses that leverage the Horizons platform to hire, manage, and pay their global teams. They ensure efficient coordination, from hiring full-time employees under our EOR model to bringing on board contractors.

Manager access: Those with manager-level access can approve both expenses and leaves. However, they can't modify company settings, access payroll and billing features, or generate reports.

HR access: All the rights of manager-level capabilities, plus manage new team member onboardings, submit one-time incomes (like variable payments), and oversee expense approval policies.

Finance access: Those with finance access have all the rights of HR, but can also access and view payroll reports, and generate payroll reports, as well as view billing data.

Admin access: Admin users have comprehensive control. They can tweak company settings and access every administrative function, from new hire onboarding to user management. This includes managing team member profiles, all payroll and billing functionalities, report generation, and policy management. It's advisable to keep the number of users with full admin access limited for security and simplicity.

Team Members

Individuals hired via Horizons by your company, they can be either full-time employees (under the EOR model) or contractors. Their access revolves around personal employment data, payslips, and role-specific communications.

Team Member access: As a full-time employee, you'll have team member access which enables you to submit expense claims, request leaves, and view your personal profile as well as job-related documents like your employment contract and payslips. If you're a contractor, this access allows you to submit expenses and manage and track payments for the services you've rendered.

Team Members Advanced

Beyond the standard company users and team members, our experience with customers revealed that employees hired via Horizons often played roles in managing the company's account, handling invoices, or even approving expenses for other EOR employees and contractor.

Recognizing this multifaceted role, we've introduced "Team Members Advanced." to offer a more tailored set of privileges. These users have the same capabilities as Company Users, but they also manage specifics of their own employment or contractor engagement.

Team Member Manager access: Combines Team Member privileges with Manager access capabilities to allow for leave and expenses approval tasks.

Team Member HR access: Merges Team Member privileges with HR access capabilities, providing broader HR functionalities such as managing onboardings, submitting one-time variables, and overseeing policies while maintaining access to personal employment specifics.

Team Member Onboarder access: Combines Team Member privileges with onboarding only access features to also allow for raising new hire request and tracking onboarding progress.

Team Member Finance access: Combines Team Member privileges with Finance access features to also allow for accessing and viewing of payroll reports and billing data.

Team Member Admin access: Integrates full Team Member access with comprehensive Admin privileges, offering a holistic platform interaction.

How to change a User's role?

Prerequisite: You'll need to have admin access to change a user's role on the Horizons platform.

Steps:

1. Navigate to Settings
2. Go to 'Users & Roles'
3. Click on three dots on the right of each user
4. Click Edit
5. Update role and click Save

Summary of Roles

We've created an overview table to summarise all roles.

Company Users

Team Members

Team Members Advanced