This article gives an overview of what employees can view and edit in the Performance & Development area, depending on their role and access rights. You can find this information for the following sections of the Performance & Development area:
Goals
Goals can be created, viewed, edited and deleted under Performance & Development > 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 |
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 can create, edit and delete performance feedback form templates.
Cycles and performance reviews
▶︎ Performance cycles are the framework that helps you manage performance in Personio.
Employees can either have full or custom edit rights for cycles and cycle reviews. Custom access only allows employees to access the data of a defined set of employees.
The following table explains what employees can do with cycles depending on their access rights.
| Access / Action | Cycle and cycle reviews: All | Cycle and Cycle reviews: Custom |
| View, create, edit, duplicate, launch a cycle | Yes, all | Yes, but only for employees within the custom access rights. |
| Delete a cycle | Yes, all | Yes, as long as the cycle has zero participants, regardless of access rights. |
| Export: reviews, cycle data | Yes, all | Yes, but only for employees within the custom access rights. |
| Close a cycle | Yes, all | Yes, as long as the employee has access to all participants in the cycle. |
| View a cycle's progress statistics | Yes, all | Yes, as long as the employee has access to all participants in the cycle. |
| Nominate peers | Yes, all | Yes. |
| Allow sharing, and share manager reviews | Yes, all | Yes, but only for employees within the custom access rights. |
| View and unlock reviews | Yes, all | Yes, but only for employees within the custom access rights. |
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 & Development > Cycles. The following table explains who can view and edit the different review types in Personio:
| Review type | Who can view it? | Who can edit it? |
| Draft Peer Reviews, Self Reviews, Manager Reviews, Upward Reviews | The reviewer | The reviewer (only while the review cycle is in progress) |
| Sent Manager Reviews |
The reviewer, Administrators, and employees with edit rights for cycles and cycle reviews Optional: The receiver of the feedback |
|
| Sent Self Reviews | The reviewer, the reviewer's supervisor, Administrators, and employees with edit rights for cycles and cycle reviews |
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. |
| Sent 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 |
|
| Sent Upward Reviews |
The reviewer, the receiver's supervisor, Administrators, and employees with edit rights for cycles and cycle reviews |
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 & Development > Feedback, 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 & Development > Feedback. 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 |
Sent feedback cannot be edited |
Training
Training courses and sessions can be viewed, created, canceled and deleted under Performance & Development > Training. The following table explains what employees can see and edit there:
| Who | What can they view? | What can they edit? |
| Employees |
Upcoming training courses that have at least one session open to self enrolment Ongoing training sessions that they are participating in Past training sessions that they participated in |
Employees cannot edit training courses and sessions, but only sign up and withdraw their participation if needed |
| Administrators and employees with edit rights for the Training section in the Performance & Development area | All upcoming, past, and canceled training courses and sessions | All upcoming training courses and sessions |