- Engagedly Help Center
- Performance
- Overview
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.