Configuring Custom Role "Reviews" Permissions

The permissions that can be granted are as follows:

This permission allows the custom role to view the review cycles that their target group is in.  The target group is the set of employees that you have selected for these privileges to affect.  This includes their review packets, the review context panel when reviewing an affected employee,  and any calibration groups for the users you are scoped to view are included in.

Please note: there may be other Reviewees or Reviewers within the review cycle that this custom role does not have visibility into based on their target group.

The permission gives the custom role access into an upcoming, active, or ended review cycle that anyone their target group is involved in. This permission gives the custom role Admin privileges within the review cycle for their targeted group, however there are some actions the role owner can take that will impact all employees within the review cycle. 

In the "Peer Nomination" phase, they can:

In the "Reviews" phase, they can:

In the "Scores & Calibration" phase, they can

In the "Share" phase, they can:

This permission will allow you to create and edit calibration groups for individuals in your target group.  This will not allow you to view, edit or create groups for individuals that you are outside of your target group.  Check out calibrating in review cycles for more information on calibration groups.  

As a reminder, these permissions only apply to the subset of employees that the Admin has selected for the role owner. The role member(s) will not have access to the private information of other employees that fall outside of this subset

• Permission to administer calibration for all review cycles

This permission will allow you to calibrate or administer calibration for your targeted group. Role owners can:

1. View all admin-level attributes only within calibration
2. Create/edit/delete calibration groups
3. Change calibrated scores
4. Enter/edit/delete weighted scores
5. Create calibration notes
6. Create and manage calibration tags
7. View custom attributes within the calibration table (Note: filtering is limited to default attributes.)

As opposed to the prior section, global permissions will allow users to take actions related to all users within your Lattice account.

The global permission will allow you to:

This permission will allow a user to have visibility and action power into all reviews that they have created. They will additionally have access to the question bank and templates.  Owners of this permission will also be able to create automated rules for reviews.  For rules that they have created, they will have visibility into review cycles created as a result of that rule.

The employee that is given this Custom Role will see an "Admin" page at the bottom of their discovery navigation. By clicking on the "Admin" page, they will see a "Reviews" section.