Visibility in a review cycle is decided separately for three things: the answers written in a review, the name of the person who wrote them, and the scores computed from them. This article lists who sees each one in Workleap, by role, and who can share results, send reminders, or extend a deadline.
Who this is for: everyone. The roles are the platform roles: Employees (everyone), Direct Managers (anyone with direct reports, at any level of the reporting line), Executives (full Performance access), and Collaborators (same configuration rights as Executives, typically HR partners, but narrower read access, as listed below). A Temporary Direct Manager is someone assigned to a reviewee for one cycle only.
Note: Administrators manage platform settings and have no Performance permissions of their own. An Administrator who is not also an Executive, a Collaborator, or a Direct Manager sees a review cycle as an Employee does.
Who can read the answers in a review
The answers written in a review are visible to the people below, whatever the cycle's settings.
The author always sees their own answers: a reviewee on their self-review, a manager, peer, or upward reviewer on the review they wrote, submitted or not.
Once a review is submitted, its answers are also visible to Executives for every reviewee in the organization, and to the reviewee's Direct Managers up the reporting line and their Temporary Direct Manager.
The reviewee sees the manager, peer, and upward reviews about them only once their manager has shared them, and only the questions the cycle set to be shared. A reviewee always sees their own self-review.
Collaborators do not get organization-wide access to answers. A Collaborator reads answers only through the same relationships as a manager: their own reviews, their reporting line, and reviewees temporarily assigned to them.
Sharing and the question settings are independent: a shared review shows an answer only when its question was set to be shared with the reviewee. See How do I write the questions of a review cycle?
Who can see who wrote a review
Seeing a reviewer's name is decided separately from seeing their answers.
Executives and Collaborators always see the reviewer's identity, so they can manage peer and upward nominations. This is the one place where a Collaborator is not limited to a manager's view.
The reviewee's Direct Managers and Temporary Direct Manager always see who wrote each review.
The reviewee sees the names of their peer and upward reviewers only when the cycle's peer or upward visibility is set to Shared with identity. With Shared anonymously, the reviewee sees the answers without the names, and never sees the list of who was nominated.
Self-reviews and manager reviews are never anonymous.
Who can see review scores
Review scores, the Performance and Potential scores, and the distributions built from them follow their own rule.
Executives see scores for the whole organization.
Direct Managers see scores for everyone in their reporting line, direct and indirect.
Temporary Direct Managers also see the reviewees assigned to them, except in a locked cycle, where a temporary assignment gives no extra access.
Collaborators cannot see scores: the per-cycle lists, the averages, the 9-box, and the Analytics page are hidden from the Collaborator role. Someone who is both a Collaborator and a Direct Manager still sees their own reporting line through the manager role.
Employees don't see scores.
Averages are only shown when they are based on at least 4 scores, unless you are allowed to see every contributing reviewee anyway. See How do I read the results of one review cycle?
Who can share results, send a nudge, or give more time
Three actions in a review cycle depend on your relationship to the reviewee.
Share or unshare a reviewee's reviews: Executives for anyone; Direct Managers for their reporting line; Temporary Direct Managers for their assigned reviewees, while the cycle is unlocked. Collaborators only through those same relationships. Unsharing is impossible once a cycle requires acknowledgement.
Send a nudge (a reminder with your own message): Executives and Collaborators to anyone; Direct Managers within their reporting line.
Give a reviewer more time on a review that locks on its own deadline: Executives and Collaborators for anyone; Direct Managers for their reporting line; Temporary Direct Managers for their assigned reviewees.
Who can see a review's lock date
Everyone can see whether a review is locked. The date it locks on is shown only to Executives, Collaborators, the reviewee's Direct Managers and Temporary Direct Manager, and the review's own author.
Related
How do I share review results with a team member as a manager?
How do I read and acknowledge the reviews shared with me as an employee?
How do I read the results of one review cycle?
What can each role see and do in Workleap?