List of user actions in Performance

Employees, managers, and admins can perform different actions in Performance. Some actions are user-specific, and some are based on admin permissions. Learn more in Overview of User Management.

Actions

Employee

Manager

Admin

Create a Performance review template

If admin permits

Manage Performance review template

If admin permits

Create a Performance review cycle

If admin permits

Manage Performance review cycle

If admin permits

Assign, unassign, and share Performance template

If admin permits

Add employees to the Performance cycle and remove them

If admin permits

Delegate Performance review

If admin permits

Add additional reviewers

If admin permits

Add skip-level managers

If admin permits

Nudge users

Notify users

If admin permits

Self-review

Review team’s Performance

Calibrate ratings

If admin permits

Make manager review visible

If admin permits

Add review notes

Add development plans

Schedule one-on-one meetings

Add training recommendations

Add HR recommendations

Add manager recommendations

Request resolution

If admin enables request resolution

Rollback review

If admin permits

Sign off

If admin enables sign off

If admin enables sign off for reviewers

If admin enables sign off for reviewers

Track the review completion

If admin permits

Add post review feedback questionnaire

Post review feedback

Lock and unlock the review

If admin permits

View past reviews

Export the review form

 Note: If the admin gives certain permissions to any employee in the organization, they can perform respective actions.