Manager Access Profile Audit

Purpose

Verify Function, Display, Data, People, and role-based access aligns with job responsibility.

How to use this checklist

Run this review with a system administrator, payroll/timekeeping owner, operational manager, and reporting or integration owner. Mark each item Pass, Needs Work, or Not Applicable and capture evidence.

Checklist

• [ ] Managers have only the functions needed for their role
• [ ] Display profiles expose the correct pages, tiles, and add-ons
• [ ] People access returns the intended home and transferred employees
• [ ] Data access aligns with business structure and labor categories
• [ ] Multiple manager roles do not create conflicting permissions
• [ ] Delegation has start/end dates and an accountable owner
• [ ] Terminated or transferred managers lose access promptly
• [ ] A test account validates each standard security persona

Minimum evidence to retain

• Screenshot or export of the applicable configuration.
• Test employee, test date, expected result, and actual result.
• Named owner and due date for every failed item.
• Approval showing the business owner accepted the final result.

Stop and escalate when

A failed control could affect payroll, employee access, compliance, or a closed pay period. Do not use production edits as the first test.