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Roles & Permissions
Updated over a month ago

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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