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)
  • can 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 results 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 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
• You can enable custom visibility for HRBPs in the review template settings. If the option is enabled, HRBPs 
  • can access the review cycle and see the progress of employees that are assigned to them
  • can edit contributors (e.g. peers)
  • cannot make any other changes or add participants

Please note: If an Admin or Super-Admin is also participating in an assessment the ‘Participant’ role overrides the Admin status, meaning that in this case the visibility rules set for ‘Reviewees’ will also apply for the Admin. This way, the admin in their role as ‘Participant’ cannot see any feedback before they are supposed to.

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)
  • can 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 results 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 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
• You can enable custom visibility for HRBPs in the review template settings. If the option is enabled, HRBPs 
  • can access the review cycle and see the progress of employees that are assigned to them
  • can edit contributors (e.g. peers)
  • cannot make any other changes or add participants

Please note: If an Admin or Super-Admin is also participating in an assessment the ‘Participant’ role overrides the Admin status, meaning that in this case the visibility rules set for ‘Reviewees’ will also apply for the Admin. This way, the admin in their role as ‘Participant’ cannot see any feedback before they are supposed to.

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.