Create Performance Item Permissions

Permission Groups can be set up to help in the set-up of multiple Performance Items involving the same individuals in the Edit, Target, and Review groups.

1. Select Menu > Performance Management > Performance Item Permissions.

2. Select New. Enter the Name of the permission group.

a. Search for the desired Group, Business Unit, Job Classification, Role and/or Employee.
b. Select Add to be add your selection to the desired section.
c. Select Who does this include? to view the names of employees included in the desired section.

Adding employees to the “Who can manage employee information for this performance item?” group will limit visibility of the performance item and results only to these individuals. For a Performance Item some organizations choose to restrict access to the Administrator/CEO and HR group alone. Without selecting particular individuals/roles, the employee’s manager and indirect manager will be able to see Performance results based on your organization’s reporting structure.

3. Select Done.

If you accidentally add the wrong group(s) to a permission section, highlight the group and select Remove.