Who can do what with performance reviews?
Users in BalancedResults include administrators, supervisors, and employees. Here's a breakdown of who can do what on a plan:
Basic Plan Actions
| Actions |
Administrators |
Supervisor |
Employees |
|
Create a plan
|
✔️ |
✔️ |
|
| Copy a plan |
✔️ |
✔️ |
|
| Edit a plan |
✔️ |
✔️ |
|
| Delete a plan |
✔️ |
|
|
| Reactivate a plan |
✔️ |
✔️ |
|
Plan Approvals Actions
| Actions |
Administrators |
Supervisor |
Employees |
| Edit approvers |
✔️ |
✔️ |
|
| Submit a plan for approval |
✔️ |
✔️ |
|
| Force start an approval queue |
✔️ |
|
|
| Stop and reset approval queue |
✔️ |
|
|
| Override plan to active or ready for final review |
✔️ |
|
|
| Reset plan back to active |
✔️ |
|
|
Active Plan Actions
| Actions |
Administrators |
Supervisors |
Employees |
| Add/edit plan content |
✔️ |
✔️ |
|
| Add/see comments |
✔️ |
✔️ |
✔️ |
| Edit comments |
Only their own |
Only their own |
Only their own |
| Add/see notes |
✔️ |
✔️ |
|
| Edit notes |
Only their own |
Only their own |
|
| Add/edit feedback sessions |
✔️ |
✔️ |
|
| Initial feedback session |
|
Only for themselves |
Only for themselves |
| Add comment while initialing feedback session |
|
✔️ |
✔️ |
| Edit feedback session comment |
|
✔️ |
✔️ |
| View the attachments section |
✔️ |
✔️ |
✔️ |
| Add/edit the attachments section |
✔️ |
✔️ |
|
| Click "I'm ready to start rating" |
✔️ |
✔️ |
|
| Add/edit ratings |
✔️ |
✔️ |
|
End of Year Actions
| Actions |
Administrators |
Supervisors |
Employees |
| Write/edit the supervisor overview |
|
✔️ |
|
| Write/edit the employee assessment |
|
|
✔️ |
| Electronically sign the plan |
|
Only for themselves |
Only for themselves |
| Complete the plan |
✔️ |
✔️ |
|
Exception: administrators and their own plans
Administrators have full access to view and edit most of their own plan. But there are a few things they cannot do:
- View or print notes
- Access the Score Breakdown section before the plan is completed
- View or print ratings before a plan is completed
