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Configure Custom Role Improvement Plan Permissions

Custom role PIP permissions allow admins to give specific employees admin-like access to the Performance Improvement tool.

Written by Adam

There are two types of permissions an admin can set for custom role owners:

Learn how to configure custom role admin permissions in Set Up Custom Role Admin Permissions.

Company-wide Permissions

Company-wide permissions allow custom role owners to view PIPs for all users within the organization. You can select two options when granting company-wide permissions. These permissions can be granted by creating the custom role > navigating to the company-wide permissions page, and clicking on the Reviews tab.

1. Reviews, Calibration, and Improvement Plan Admin

Permissions include:

  • Full administrative access to all Performance Reviews, Talent Reviews, and Improvement Plans for all users

  • The ability to view, manage and approve PIPs for all users

  • Edit PIP settings and templates

  • Enable or disable PIPs for the organization

2. Manage all improvement plans

Permissions include:

  • The ability to view, manage, and approve PIPs for all users

  • Edit PIP settings and templates

  • Enable or disable PIPs for the organization

Targeted Permissions

Targeted permissions allow custom role owners to view PIPs for a subset of employees. These permissions can be granted by creating the custom role > navigating to the targeted permissions page, and clicking on the Reviews tab.

Permissions include:

  • The ability to view, manage, and approve PIPs for the target group

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