Roles & Permissions

See below to learn which features each role can access and what they can view in Workleap Performance. 

Note: Users can have multiple Workleap roles at a time, and all users have Employee permissions

Executive

Permissions

Executives can:

  • Create and manage review cycles and content
  • Add and remove participants
  • Assign Direct Managers

Can view

  • Full cycle list
  • Participants without a Direct Manager
  • All participants' review answers (read-only)
    • Self, Peer, and Manager
  • Cycle progression reports
  • Review completion status

Collaborator

Permissions

Collaborators can:

  • Create and manage review cycles and content
  • Add and remove participants

Note: Collaborators cannot assign DIrect Managers.

Can view

  • Full cycle list
  • Participants without a Direct Manager
  • All participants' review answers (read-only)
    • Self, Peer, and Manager
  • Cycle progression reports
  • Review completion status

Direct Manager

Permissions

Direct Managers can:

  • Complete reviews on employees they manage
  • Share their manager review with employees they manage
  • Complete their self-reviews

Can view

  • Cycles that include employees they manage
  • Review answers from employees they manage (read-only)
  • Peer review answers about employees they manage (read-only)
  • Their own review answers
  • Cycle progression reports (cycles including them or employees they manage)
  • Review completion status (reviews including them or employees they manage)

Note: Direct Managers can view review submissions for their whole reporting line. That means a Direct Manager can view review submissions for all their employees and all the employees that their employees supervise.

Employee

Permissions

Employees can:

  • Complete their self-reviews
  • Complete peer reviews (if assigned as a peer reviewer)

Note: Employees can participate in peer and self-reviews even without an assigned Direct Manager.

Can view

  • Cycles that include them
  • Their completed review submissions
  • Their Direct Manager's manager reviews about them (read-only)

Note: Employees can only view their Direct Manager's review once it's shared with them.

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