This article gives an overview of what employees can view and edit when using Performance & Development functionalities, depending on their role and permissions.
Note
When configuring access for the Performance area, make sure to check each feature's visibility.
Goals
Goals can be created, viewed, edited and deleted under Goals.
The following table explains who can create goals for themselves or for others.
| Who | Who can they create and duplicate goals for? |
| Employees | Themselves |
| Supervisors | Themselves and their reports |
| Administrators and employees with edit rights for goals | Anyone in the organization. They can also create and assign organizational goals. |
The following table explains what goals employees can view and edit:
Notes
▶︎ Employees who can view a goal can also duplicate it, comment on it, export it to PDF, see its history, and see any organizational goal attached to it.
▶︎ Administrators and employees with edit rights for goals can choose whether employees can edit the goals assigned to them. They can also choose to let the employees update progress on such goals.
▶︎ Supervisors can choose whether their reports can edit their assigned goals. They can also choose to let the reports update progress on such goals.
| Who | What goals can they view? | What goals can they update the progress of? | What goals can they edit and delete? |
| Employees |
Goals they created for themselves Goals created for them by others |
Optional: Goals they created for themselves Optional: Goals created for them by others |
Optional: Goals they created for themselves |
| Supervisors |
Goals they created for themselves and their reports Goals created for them by others |
Goals they created for their reports Optional: Goals they created for themselves Optional: Goals created for them by others |
Goals they created for their reports Optional: Goals they created for themselves Optional: Goals created for them by others |
| Administrators and employees with edit rights for goals | Any goal created across the organization | Any goal created across the organization | Any goal created across the organization |
Performance
Note Only Administrators and employees with edit rights for Performance settings can create, edit and delete performance feedback forms.
Cycles and performance reviews
Performance cycles are the framework that helps you manage performance in Personio.
- To access all cycles, you need administrator access, or edit rights for cycles and cycle reviews.
- If you have custom edit rights for cycles and cycle reviews, you can view cycles for a defined group of employees only.
- To edit and archive a cycle, you need to be the Administrator or the cycle owner. You are only the owner of the cycles you create.
- If you are a supervisor, you can see the review cycles that your direct reports participate in, regardless of your permissions.
The following table explains what employees can do with cycles depending on their permissions.
| Access / Action | Cycle and cycle reviews: All | Cycle and Cycle reviews: Custom |
| View, create, edit, launch, schedule or unschedule a cycle | Yes, as long as you own the cycle | Yes, as long as you own the cycle, and only for employees within the custom permissions. |
| Duplicate a cycle | Yes, all | Yes, as long as one participant in the cycle is within the custom permissions. |
| Delete a cycle | Yes, as long as you own the cycle. | Yes, as long as you own the cycle, and the cycle is a draft. |
| Export: reviews, cycle data | Yes, all | Yes, but only for employees within the custom permissions. |
| Close a cycle | Yes, as long as you own the cycle. | Yes, for the cycles you own. |
| View a cycle's progress statistics | Yes, all | Yes, as long as you have access to all participants in the cycle. |
| Nominate peers | Yes, as long as you own the cycle | Yes, but only for employees within the custom permissions. |
| Allow sharing of manager reviews | Yes, as long as you own the cycle | Yes, as long as you own the cycle. |
| Share manager reviews | Yes, all | Yes, but only for employees within the custom permissions. |
| View and unlock reviews | Yes, all | Yes, but only for employees within the custom permissions. |
Note:
Supervisors can nominate peers and share manager reviews for their direct reports participating in the cycle.
▶︎ Reviews are created, sent and received by employees within a performance review cycle. They are listed under Performance > Review Cycles.
The following table explains who can view and edit the different review types in Personio. To learn more, read about the general sharing and confidentiality settings, and about setting confidentiality when creating or managing a performance cycle.
| Review type | Who can view it? | Who can edit it? |
| Draft Peer Reviews, Self Reviews, Manager Reviews, Upward Reviews | The reviewer | The reviewer |
| Submitted Manager Reviews |
The reviewer, Administrators, and employees with edit rights for cycles and cycle reviews Optional: The receiver of the feedback, their supervisor, or any subsequent supervisor along the entire reporting line |
If the cycle is live, and the review is submitted but not shared: the reviewer can edit it. |
| Shared Manager Reviews |
The reviewer, Administrators, and employees with edit rights for cycles and cycle reviews, and the receiver of the feedback. Optional: The receiver's supervisor, or any subsequent supervisor along the entire reporting line |
The review is locked. Only the Personio Administrator, and employees with edit rights for cycles and cycle reviews can unlock the review. Once the review is unlocked, the reviewer can edit it. |
| Submitted Self Reviews |
The reviewer, the reviewer's supervisor, Administrators, and employees with edit rights for cycles and cycle reviews. Optional: Any subsequent supervisor along the entire reporting line |
After a review is sent, it is locked. Only the Personio Administrator, the receiver's supervisor, and employees with edit rights for cycles and cycle reviews can unlock the review. Once the review is unlocked, the reviewer can edit it. |
| Submitted Peer Reviews |
The reviewer, the receiver's supervisor, Administrators, and employees with edit rights for cycles and cycle reviews Optional:The receiver of the feedback, or any subsequent supervisor along the entire reporting line |
|
| Submitted Upward Reviews |
The reviewer, the receiver's supervisor, Administrators, and employees with edit rights for cycles and cycle reviews Optional: The receiver of the feedback, or any subsequent supervisor along the entire reporting line |
Note:
Employees with access to their "Own" data for Cycles and cycle reviews cannot see reviews about themselves, unless such reviews have been shared with them. However, they can allow the sharing of manager reviews, and therefore access them.
Performance notes
Performance notes are created under Performance > Team performance, by Administrators or employees with edit rights for continuous feedback and performance notes. They are not visible to the employees they are created for. The following table explains who can see, edit and delete performance notes.
| Who | Who can they create notes for? | What notes can they see? | What notes can they edit and delete? |
| Employees | No one | None | None |
| Supervisors | Their direct reports | Notes created for their direct reports, by anyone in the organization | Notes they have created for their direct reports. They cannot edit or delete notes created by others. |
| Administrators and employees with edit rights for continuous feedback and performance notes | Everyone in the organization | Notes created for anyone in the organization, excluding themselves | Notes they have created for anyone in the organization. They cannot edit or delete notes created by others. |
Continuous feedback
Continuous feedback is sent proactively via the Give feedback button under Performance > Team performance. All employees can use this function to give feedback to anyone in the organization.
| Continuous feedback type | Who can view it? | Who can edit it? |
| Draft feedback | The reviewer | The reviewer |
| Sent feedback |
The reviewer, the receiver, employees with edit rights for continuous feedback and performance notes Optional: the supervisor of the receiver, or any subsequent supervisor along the whole reporting line |
Sent feedback cannot be edited |
Training
Courses and sessions can be viewed, created, canceled and deleted under Training. The following table explains what employees can see and edit there:
| Who | What can they view? | What can they edit? |
| Employees |
|
Employees cannot edit courses and sessions, but only sign up and withdraw their participation if needed |
| Administrators and employees with edit rights for Course management | All upcoming, past, and canceled courses and sessions |
|
| Employees with edit rights for their own training records | External trainings created for them | External trainings they have created for themselves |
| Employees with edit rights for the training records of their reports | External trainings created for them and for their reports | External trainings they have created for their reports |