Roles and Permissions for Performance Management

This article explains the roles and permissions and field group bundles your team needs to use Performance Management in Namely.

OVERVIEW

If you'd like to provision access to Performance Management to employees at your organization that do not have full administrative capabilities, you may add the following Global General Permissions to their Access Role. 

GOALS AND COMPETENCIES

Global Permissions

  • Team can view goals - Permits the user to view the goals of Custom Teams and the goals of the company’s groups, including departments and divisions. 

Global Company Settings Permissions

  • Company settings goals - Allows a user to update the organization's goals in the Company tab.

  • Company settings competencies - Permits the user access to manage and assign employee competencies in the Performance section of Company Settings.

Scoped Permissions

  • Ability: team modify goals - Grants the user access to create, edit and delete custom Team goals.

  • Ability: access hidden goals - Grants the user access to view goals in draft status.

  • Ability: division modify goals - Enables a team member to access and modify group goals.

 TIP:

Need to update your roles to allow users to add, modify, and delete individual goals or another users' individual goal? Configure the Goal field under the Goals section of the Field Group Bundle Permissions and map the appropriate level in the access role!

 

PERFORMANCE

Global Permissions

  • Company can view vitals - Allows the user access to the Company Vitals dashboard, which displays utilization on custom teams, growth percentages, new hires and departures (within the last 30 days) and company-wide performance levels.

  • Review create - Enables the user to utilize the review creation tool in Performance Management. This tool is not recommended.

  • Review delete - Grants the user access to delete a performance review. Deleted reviews are not accessible or recoverable. 

  • Review template create - Enables a team member to access and manage performance review templates, including the template index page and folders. This permission must be combined with Review Create to allow a user to update templates.

  • Review view all self reviewers - Enables the employee to view their previously provided feedback on other users' performance reviews. In other words, users are able to see all reviews that they have written.

  • Review batcher manage - Allows a user to access and manage the performance review cycle wizard. Note with this access, users will be able to view and manage all performance review cycles.

Global Company Settings Permissions

  • Company settings performance review ratings - Permits the user access to manage the custom performance rating labels and colors in the Performance section of Company Settings.

Scoped Permissions

  • Ability: team read reports - Grants the user access to the library of standard reports viewable within each Custom Team. Users lacking permission to view salary, experience or performance will now view activity in the reports.

  • Ability: review view - Allows a user to view feedback shared with them in performance review cycles. Typically this is scoped to 'Self' for employees to access their own information.

  • Ability: review manage - Grants the user access to manage the reviews of others. Typically, managers have this permission scoped to their direct reports' performance reviews.