Types of permissions in a performance review process

Modified on Wed, 8 Nov, 2023 at 1:02 PM

Accesses and permissions in Performance must be assigned to participants for each performance review process. This means that a 360° Review can have a different assignation of accesses and permissions than a Goal Setting process.

It's also possible for a participant to have an admin/manager role and a reviewee/reviewer role at the same time for the same process. None of them will interfere with their assessments or their process accesses and permissions.

Accesses and permissions

Type of access	Description
Administrator	It's the one who has all of the permissions to visualize and manage all of the information associated to a process, which includes participants, monitoring of the process, individual and general results, etc. They will be able to manage all departments and participants and also the configuration of the process. Additionally, they will also have full access to all of the sections of the process (Configuration, Massive Uploads, Monitoring, Calibration, Results, Action Plans, Accesses and Permissions, Reports) and they will be capable of performing massive actions such as resetting/deleting assessments or changing their statuses. They will also be able to send reminders.
Manager	It's the one who has the possibility of seeing and managing one or more particular departments in the process. What the user will be able to do in the process will be determined by which permissions they were given by the administrator, but they can, for example, access the Monitoring section, view and/or create action plans, and also manage participants belonging to their assigned departments and sub-departments (if allowed). If they have access to Monitoring, this user won't be able to perform actions such as resetting/deleting assessments or changing their statuses. They won't be able to send reminders either.
Manager with administrative permissions	This additional permission allows managers to access the Configuration section and also the Participants and Objectives and Goals subsections of their assigned departments. This will also allow them to make changes on the general information of the participants, their review relations and their objectives and goals. If this manager has permissions to Monitoring, they will be capable of performing massive actions such as resetting/deleting assessments or changing their statuses. They will also be able to send reminders. If you want to know more about managers with administrative permissions, please see this article.

If you would like to know how to assign accesses and permissions, see this article.