The 3 standard roles to create to get started with team goals

If you have access to Roles configuration as an admin, you can add or edit permission levels for Poplee Performance.

To make the most of our review management and goal tracking features, we offer 3 standard roles, which can be customized to your workflow or team goal processes.

First, here is a detailed explanation of the different permissions:

1- "View team goals": allows you to view team goals by scope (or perimeter). By default, I have the right to consult the team goals assigned to me.

  • For global sharing within a team, you can choose the "Department only" scope.
  • For more restricted visibility, use "Supervised employees" or "Specific users". 
  • As a reminder, you can combine several scopes by clicking on the "More" icon

2- "Categorize a goal as a team goal": allows you to choose between personal/team when creating or modifying a goal

This permission will be the preferred option for managers or team leaders to allow them to create the right goal category when they do reviews.

4- "See the immediate parent goals of my goals": allows me to see only the parent goals directly linked to my goals, those of my manager, for example. This permission automatically gives access to the "Tree" tab"

3- "See the hierarchy (primary out of all primaries) of my team goals": allows you to see all goals that are connected above mine, by following the parent goals chart (not necessarily the same as the organizational chart on the Trombi side). For example, from those of my manager to those of the CEO. This permission automatically gives access to the "Tree" tab

Now, what are the ideal boxes to tick to start using team goals? We provide 3 standard roles, which can be adapted to suit your organization and combined with the personal goal roles presented here.

Administrator role 

Manager role

User role

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