| Note: From October 1st, 2025, we introduced new plans that better reflect how our customers use Deputy: Lite, Core, and Pro. If you're an existing customer, look out for an email with all the details you’ll need. Learn more about the new plans and what this change means for you. |
| Note: This feature is being gradually rolled out to eligible customers and may not be available in your account. |
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.
- Feature rollout: Performance management is currently in closed beta and only available to a limited number of customers.
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 |
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 |
|||||
| Write note about myself | |||||
|
Write notes for another employee Subordinates only. No one above or peers |
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" | Archive/Delete |
|---|---|---|---|
|
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. 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. System Admins retain access at all times, regardless of assigned locations. |
|
| View notes others have written about others |
System Admins can view all notes in the business. |
System Admins can view all notes in the business. |
|
| Write note about myself | |||
| Write notes for another employee |
System Admins, at all times, regardless of assigned locations. |