This article outlines how the permissions work for Performance management, including how different access levels affect what your team members can see and do.
Before you read
- Target audience: This article is for users with System Administrator access.
-
Plan restrictions: To access Performance management, you'll need a Deputy HR subscription.
This article covers
Default user permissions
This table outlines the default user permissions for Deputy's standard access levels.
| Permission | Employees | Supervisor | Location Managers | Sys Admin | Advisor |
|---|---|---|---|---|---|
| Enable Performance | |||||
|
View notes about me |
Only if the note was shared with them. Based on Note visibility - per note |
Only if the note was shared with them. Based on Note visibility - per note |
Only if the note was shared with them. Based on Note visibility - per note |
Only if the note was shared with them. Based on Note visibility - per note |
|
| View notes I have written about others | |||||
|
View notes others have written about others Subordinates only. No one above or peers |
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| Write note about myself | |||||
|
Write notes for another employee Subordinates only. No one above or peers |
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View all archived notes about a subordinate |
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Archive notes I have written |
N/A - cannot write notes |
N/A - cannot write notes |
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Archive notes others have written |
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Unarchive notes I have written |
N/A - cannot write notes |
N/A - cannot write notes |
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Unarchive notes others have written |
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View notes in main Performance page (Active tab) |
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Write a note from main Performance page (Active tab) |
Custom permissions
If your plan includes custom access levels, the table below outlines how the configurable View and Manage permissions apply. You can learn more about Team performance permissions.
Note: To check whether your plan includes custom access levels and permissions, see the Customization & Security section of Pricing Plans.
| Permission | "View only" | "Manage" |
|---|---|---|
|
View notes about me *Notes that have been written by others |
||
| View notes I have written about others |
Note: If a user is unassigned to a location, they lose access to notes they've written for any employees who worked in that location. Note: System Admins retain access at all times, regardless of assigned locations. |
Note: If a user is unassigned to a location, they lose access to notes they've written for any employees who worked in that location. Note: System Admins retain access at all times, regardless of assigned locations. |
| View notes others have written about others |
Note: System Admins can view all notes in the business. |
Note: System Admins can view all notes in the business. |
| Write note about myself | ||
|
Write notes for another employee (subordinates only) |
Note: System Admins have access at all times, regardless of assigned locations. |
|
Archive notes I have written |
||
Archive notes others have written |
|