At a high level, there are two kinds of access users can have to Performance Management in Rise.

1. Access your own reviews, check-ins, and goals, either as an employee or manager.
2. Administrative access to view and manage reviews, check-ins and goals for everyone.

The former is fully automated based on participation and requires no special roles or permissions to be configured. As long as users have the essential permission “Access performance management,” they’re all set.

Review and check-in cycle participants will see the review cycle they’ve been added to. Goal owners and their managers will see the goals assigned to them. Any public goals will be visible to everyone. This is all based on who participates in various activities and doesn’t require special roles.

Additionally, users can have administrative permissions to view and manage reviews, check-in cycles, and everyone’s goals. Rise has two permissions for this: “Manage goals” and “Check-in and review cycles, templates, and questions.” Both of these should be set to “no access” for non-admins.

Permission details

Access performance management

• Explanation: When enabled, allows users to see Performance in the menu and navigate to it.
• Default/recommended access: Enabled for everyone.

Manage goals

• Explanation: When enabled, allows users to view, create, edit, delete, and update all goals.
• Default/recommended access: Enabled for administrators only.

Check-in and review cycles, questions, and templates

• Explanation:
  
  • Edit: Users can view, create, edit, and delete review and check-in cycles, templates, and questions. Users can see and export feedback for all employees.
  • View: Users can view review and check-in cycles, templates, questions, and feedback, but can’t make changes to them.
  • No access.
• Default/recommended access: Edit for administrators. View for lower-level HR staff. No access for everyone else.