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Roles and Permissions in Performance

Information about the different Admin roles and permissions available in Performance

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What can I learn from this page?

Information about the different Admin roles and permissions available in Performance

Who is this page for?

Performance Admin

Understanding Performance Permissions in Culture Amp

In Culture Amp, navigating performance permissions is essential for managing your employees effectively. It's important to note that Performance permissions do not impact Engagement, Effectiveness, and Experience surveys. This means that a user can be assigned performance admin permissions without needing account admin permissions. For a comprehensive overview of permissions across the rest of the platform, refer to our Engagement Permissions support guide.

πŸ‘₯ Performance Roles

In Performance, there are three roles with varying levels of access to employee information:

Role

Description

Performance Administrator

Can manage and access everything on the Performance side. Cannot administer employee data or assign roles unless also an Account Administrator.

Perform HR Business Partner (Perform HRBP)

Admin rights for specific departments. Access to performance reviews, self-reflections, and related information within assigned departments.

Department Goal Creator (Goals classic)

Create and manage goals (classic) for assigned departments. Cannot access or edit performance reviews, self-reflections, or employee information.

⚠️ Note: Any goal-related permissions discussed in this guide apply specifically to customers using Goals (Classic). All management of goals for Goals (new) is handled by Account Admin users.

πŸ‘€ User Roles

Culture Amp Performance uses the manager hierarchy from your user upload to ensure employees only have access to relevant sections of the platform. For example, a user without direct reports won’t see management-related sections.

Role

Description

User

Typically, the majority of your workforce are individual contributors who don't have direct reports.

Manager

This level provides access to additional sections of the Perform platform, such as team-based reporting and Manager Requested Feedback.

Performance Administrator Feature Access

Performance Reviews and Self-Reflections

  • Manage reviews & self-reflections: Launch, complete (on behalf of others), and end

  • View evaluation dashboards for completion and overall ratings

  • Access self-reflection dashboards to see completion status, manager reads, comments, and incomplete items

  • Create and share calibration views

Goals (classic)

Manage all company and department goals


Perform HR Business Partner Feature Access

Performance Reviews and Self-Reflections

  • Complete reviews and self-reflections on behalf of others within assigned departments.

  • Access evaluation dashboards to view completion and overall ratings within assigned departments.

  • View self-reflections within assigned departments.

  • Create, share, and view calibration views.

    • πŸ“ŒNote: Perform HRBPs cannot view calibration views (unless shared) if the view includes performance reviews outside their scope, such as reviews from other departments.

Goals (classic)

  • Manage department goals for assigned departments.

Feedback

  • View manager-requested feedback for people within assigned departments.

  • Request feedback on behalf of managers within assigned departments.

πŸ“Œ Note: Just a heads up, you can't assign someone as both a Perform HRBP and Performance Admin in the platform anymore. However, you might still see some users with both roles. Here's the deal: if a user has both Performance Admin + Perform HRBP permissions, they can add ANY participant to a cycle. But they'll only see and manage data for employees in the departments they're assigned to under the Perform HRBP role.

πŸ› οΈ How to Manage Roles

Only Account Administrators can change the roles of others.

  1. Navigate to your Settings page and select Roles and Permissions.

  2. Click on Assign Role.

  3. Search for and select the person whose role you want to update.

  4. You'll see the roles currently assigned to them. Choose the role(s) you want to assign and click Save.

  5. If you select HR Business Partner or Department Goal Creator roles, you'll need to assign them to specific department(s). You can filter departments by typing part of their name or select all shown departments by choosing Select All.

  6. Click Save to update.


πŸ’¬ Need help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.

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