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 certain actions.