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User roles and permissions in Performance


NOTE: Performance permissions do not impact Engagement, Effectiveness, and Experience surveys. Learn more about permissions on the rest of the platform in Account Settings & Administration

From an administrative point of view, there are three permissions-based roles a user can have in Culture Amp Performance, each with varying levels of access to employee information:

  • Performance Administrator - As a performance admin, you have the ability to manage and access everything on the administrative side of your account. You will also be able to assign the roles detailed below to others as needed.
  • HR Business Partner (HRBP) - As the HR business partner, you have Admin rights but only for specific department(s) assigned to you. You will be able to access information related to performance review, self-reflections and more.
  • Department Goal Creator - As a department goal creator, you can create and manage department goals for employees in the department(s) you are assigned to. Department goal creators cannot create, edit, or view other features such as performance reviews, self-reflections or employee information.

Culture Amp Performance also leverages the organizational hierarchy from the user upload to ensure all members of your workforce only have access to the sections of the platform that are relevant to them. e.g. if a Performance user does not manage direct reports, they will not see any sections pertaining to management of direct reports.

  • User: Typically encompasses the majority of your workforce who would be considered to be individual contributors, i.e. they do not have anyone that reports to them.
  • Manager: This is the next access level up, it provides additional sections on team-based reporting and unlocks additional functionality such as Manager Requested Feedback.

Performance administrator feature access

NOTE: Performance administrators must also be an Account Administrator in the rest of your account.

Account-level

Performance Reviews and Self-Reflections

  • Manage reviews & self-reflections: Launch, Complete (on behalf of others) and End
  • Evaluation dashboards to view completion and overall ratings
  • Self reflection dashboards to view completion, read by manager, commented and incomplete items
  • Calibration views: Create and Share

Goals

  • Manage all company and department goals

Users

  • Assign Performance roles: Performance admin, HRBP & Department manager

HR business partner feature access

Performance Reviews and Self-Reflections 

  • Reviews and self reflections: Complete (on behalf of others) within the departments assigned to them.
  • Evaluation dashboards to view completion and overall ratings within the departments assigned to them.
  • View self reflections within the departments assigned to them.
  • Calibration views: Create and Share

Goals

  • Manage department goals for the departments assigned to them.

Feedback

  • View manager-requested feedback of people within the departments assigned to them.
  • Request feedback on behalf of managers within the departments assigned to them.

How to manage roles

Account Administrators can change the roles of others.

  1. Click on Account Admin and select Users
  2. Search and select the person you want to update a role for.
  3. You will see the user's profile. Under Permissions, select the appropriate role for this person.
  4. If you select HR Business Partner or Department goal creator, you must assign them to specific department(s).

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