Cycle setup: Roles and access rights

Who can create new assessment cycles?

Cycles can be created by admins or - if you have enabled this setting as an account administrator - managers, i.e. users that have at least one direct report, or normal users.

What are the different roles within a cycle?

• The 'owner' is the person setting up the cycle. The owner can
  • define and update the cycle settings (scope, participants, timeline, questions)
  • view all completed assessments within the cycle 

• A 'participant' is any employee being assessed in your cycle. Depending on your cycle settings, participants
  • can write a self-evaluation
  • can nominate their peers
  • can share their results with their direct manager or another person
  • can sign their digitally
• The 'manager' is the direct manager of the participant. Depending on your cycle settings, managers 
  • can write a manager assessment for the participant
  • can confirm or change the peer nominations of the participant
  • can view the peer and direct report assessment of a participant they're managing
  • can share the results with the participant
  • can sign the results digitally
• The 'direct report' of the participant is an employee that is directly managed by the participant. Depending on your cycle settings, direct reports 
  • can write a direct report assessment for the participant
  • (they cannot see any other assessments of the participant)
• The 'peers' of the participant is another employee that doesn't have to be closely related to the participant. Depending on your cycle settings, peers
  • can actively nominate themselves as contributors for other participants
  • can write peer assessments for the participant
  • (they cannot see any other assessments of the participant)
• If you assign additional managers to a review, additional managers can:
  • can write a manager assessment for the participant
  • can view the peer and direct report assessment of a participant they're managing

Who has access / visibility rights within a cycle?

This matrix provides you with an overview of the reviews visibility and access rights of (super-) admins, team leads, managers, and 'normal' users.

Who can create new assessment cycles?

Cycles can be created by admins or - if you have enabled this setting as an account administrator - managers, i.e. users that have at least one direct report, or normal users.

What are the different roles within a cycle?

• The 'owner' is the person setting up the cycle. The owner can
  • define and update the cycle settings (scope, participants, timeline, questions)
  • view all completed assessments within the cycle 

• A 'participant' is any employee being assessed in your cycle. Depending on your cycle settings, participants
  • can write a self-evaluation
  • can nominate their peers
  • can share their results with their direct manager or another person
  • can sign their digitally
• The 'manager' is the direct manager of the participant. Depending on your cycle settings, managers 
  • can write a manager assessment for the participant
  • can confirm or change the peer nominations of the participant
  • can view the peer and direct report assessment of a participant they're managing
  • can share the results with the participant
  • can sign the results digitally
• The 'direct report' of the participant is an employee that is directly managed by the participant. Depending on your cycle settings, direct reports 
  • can write a direct report assessment for the participant
  • (they cannot see any other assessments of the participant)
• The 'peers' of the participant is another employee that doesn't have to be closely related to the participant. Depending on your cycle settings, peers
  • can actively nominate themselves as contributors for other participants
  • can write peer assessments for the participant
  • (they cannot see any other assessments of the participant)
• If you assign additional managers to a review, additional managers can:
  • can write a manager assessment for the participant
  • can view the peer and direct report assessment of a participant they're managing

Who has access / visibility rights within a cycle?

This matrix provides you with an overview of the reviews visibility and access rights of (super-) admins, team leads, managers, and 'normal' users.