Problem
How can I give custom role access to view uploaded Historical reviews?
Who can access historical PDF reviews on an employee profile?
Resolution
Access to Historical Review PDFs
By default, historical reviews uploaded as PDFs to employee profiles can be accessed by:
The employee
Their manager
Managers of managers (if the Review cycles of indirect reports permission are enabled)
Super admins
Note: Only Super admins can upload and delete historical reviews.
Granting Access to Additional Users
If you’d like to provide view access to additional users, you can do so by creating a custom relationship role.
Create a custom relationship field: Admin > Settings > People > Fields > Click Create field > Select Relationship.
Enable reviews access for the custom relationship field: Admin > Settings > Permissions > Search for the newly created field name or filter by Relationship > Select the role and click Edit > Enable the relevant permissions > Save.
Assign the role holder on employee profiles: Admin > Directory > Select the employee > Locate the relationship field on their profile > Add the appropriate role holder
Alternatively, you can assign role holders in bulk via CSV upload: Bulk Update Employees by CSV.