Toast Payroll: Manage Security Roles

In this Article:

Review Security Roles
Standard Security Roles
View or Adjust a User's Security Role
Custom Security Roles
Security Role Access For Pay Changes
Additional Resources

Review Security Roles

Security roles in Toast Payroll are similar to permissions in Toast Web. Security roles allow you to manage what pages and information your staff can view and what functions they have available to them, such as approving timesheets or running payroll. Security roles can also give your staff (typically managers and HR personnel) access to other employee information as needed.

Standard Security Roles

Note: Standard security roles cannot be edited. If you would like permissions that do not align with the standard issued roles, Toast Payroll Pro is required in order to create custom security roles.

Active Standard Security Roles

HR+: This gives users the highest level of access in the system. HR+ users can adjust security roles for all other users, including themselves
Manager: This user can only access employees who have been set up to directly report to them (Toast Payroll: Update Positions). Managers cannot run payroll.
Employee: This gives users access to their personal information only and allows them to update their own information as needed.
Payroll: Provides access to limited employee data and full access to run payroll. Note: As of January 2024, Toast Payroll will no longer support or update this security role.

Quick View of Active Standard Security Roles

✅ indicates that the security role can perform this action on all employees (unless noted). ❌ indicates they cannot.

Task	Employee	Manager	HR+
Hire new employees / Add team members ()	❌	✅ Only at the employee security role	✅
Update employee email addresses ()	✅ Self only	❌	✅ Only when the email address is unverified
View an employee's pay	✅ Self only	✅ Can only view employees within reporting structure*	✅
Assign and edit a job's pay ()	❌	✅ Can only view employees within reporting structure*	✅
View a employee's payment method ()	✅ Self only	✅ Can only view employees within reporting structure*

Toast Payroll: Manage Security Roles

Review Security Roles

Standard Security Roles

Active Standard Security Roles

Quick View of Active Standard Security Roles

Inactive Standard Payroll Security Roles

View or Adjust a User's Security Role

Custom Security Roles

Security Role Access For Pay Changes

Additional Resources