To manage user permissions, click on the Employees link on the left hand side of the Administration page. An employee’s permission level is listed next to their name. There are four permission levels in PerformYard:
- Billing Administrator
- Basic Administrator
Descriptions for these permissions are below. Note that these permissions are hierarchical. There is not a specific permission for a user to be a “manager” as that permission is received by default when having a direct report. Assignment of one employee as another’s manager occurs in an individual employee’s profile.
All administrators have the ability to change the permissions of others, but only up to matching the permission level they have. For example, this means a Basic Administrator can change an Employee to become another Basic Administrator, but they cannot assign a user to be an Administrator.
To change a user’s permission level, click the gear icon to the right of the table in their row. Use the drop-down to change a user’s permissions. Descriptions for each permission level are listed below, and also appear in the window to change permission.
Billing Administrators: Billing Administrators have access to purchase new seats of PerformYard and pay invoices. Billing Administrators also have full rights to manage and set up PerformYard. This includes access to all employee information in PerformYard including individual reviews, goals, status reports, workflows and documents.
Administrators: Administrators have full rights to manage and set up PerformYard. This includes access to all employee information in PerformYard including individual reviews, goal details, status reports, workflows and documents.
Basic Administrators: Basic Administrators can assist in setting up PerformYard through functions in the Administration section; they can add/deactivate employees, view/manage/edit all employee data fields, assign/manage workflows and manage company documents. Basic Administrators do not have access to individual employee reviews, goal details, status reports, and documents.
Employees: Employees can view and manage their own information (data fields, reviews, goals, status reports, to-dos, documents, recognition, notes) where enabled or permissioned. Employees have access to certain company-wide information and limited access to data/information about other employees. Where an employee is assigned as another employee's manager, they will receive additional access to information about that other employee such as that employee's reviews, status reports, goals and documents.