Understanding Permissions in Performance Management Reviews
| Full Company Admin | HR Admin (can be limited by dept or location) | Manager | Individuals | |
|---|---|---|---|---|
| Create review | Y | Y | Y | N |
| Assign reviewee | Can select any | Can assign reviewees based on their permissions | Can assign only from their team | N/A |
| Assign reviewer | Can select any | Can select any | Can select any | N/A |
| Write/share summary | N | N | Only for my direct reports | N/A |
| Write and submit review | Y - if assigned as reviewer | Y - if assigned as reviewer | Y - if assigned as reviewer | Y - if assigned as reviewer |
| Save review as a template | Y | Y | N | N |
| Create review template | Y | Y | N | N |
| Download review | Y | N | Y | N |
| View review | All Reviews | Any created by me or any where I have access to the reviewee based on my permissions | Those created by me or the ones where anyone reporting to me/to my report is a reviewee | Y, where I am a reviewer for a given reviewee in that review. |
| View submitted reviews | All submissions | Only my submissions, or submissions for employees within my permission scope | My submissions and all submissions for my direct reports | Only my submission |
| View summary | All summaries | All summaries | Summaries written by me for my direct reports | Only when shared with me by my manager |
| View reviews for an employee in their Documents | All submissions | All submissions | All submissions for my direct reports | Any summaries shared with me by my manager and my self review, if applicable |
| Delete review templates for the company | All templates | All templates | N | N |
| Delete reviews | Any review | Reviews created by me | Reviews created by me | N |