Before you get started
Poplee Performance is a tool that allows you to share and monitor your employees' review campaigns. For this reason it is important to configure the permissions that everyone involved will have once the campaign is launched.
As an administrator, you may need to organize these roles yourself, directly in the database.
How?
Access to Poplee Performance is managed from role management. To access it, you must go to the Lucca settings cogwheel and then to the Roles and Permissions.
This help sheet lists all the permissions related to Poplee Performance.
If you do not have access to this module, ask your administrator. If you are the Poplee Performance administrator, contact the Lucca Help desk.
Beware of implicit permissions: as soon as an employee is assessed in a campaign or assigned to a goal, there will be access even if the permissions are not checked. This helps to avoid goals being unknowingly assigned (and therefore not monitored) or reviews not being prepared .
To help you clarify this, there are some use cases on this sheet to help you understand more clearly how to configure your roles.
The different Poplee Performance permissions available:
| Permission name | Related Poplee Performance menus | User permission | Good to know |
| Consult the reviews of | My reviews | This allows access to your own reviews, as well as those I have access to through additional scopes. For example, a manager will also have a "Supervised employees" scope, to view the archives and current reviews for their team. |
The scope also applies to campaigns, even if you are the campaign owner. For example, you may have permission to launch campaigns in all departments, but access the reviews included in the "View reviews" permission as read-only. This is to comply with the review confidentiality requirements. For more information, click here.
The permission to "open reviews" applies by default to the visibility of a campaign's reviews. This means that the review visibility restriction will apply according to the scope described on the permission to "open reviews". To override this restriction, you can use the advanced option described here. |
| Create a campaign and administer the campaigns whose owner is within the scope | Campaigns |
This permission allows you to create, launch and monitor campaigns (also within a given scope). This option can be combined with the establishment scope (ETS). |
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| View the personal goals of | My goals | This allows access to your own goals, as well as those I have access to through additional scopes. For example, a manager will also have a "Supervised employees" scope, to view the archives and current goals for their team. | For more information, click here. |
| Modify the progress percentage of the goals of | My goals |
This allows you to keep control of your progress. |
For more information, click here. |
| Propose a goal | My goals | This permission allows the employee to propose their own goals. They will need to be approved by the manager. | |
|
Create, modify, abandon or delete a goal for |
My goals | This permission allows the manager to manage the goals of these supervised employees. | |
| Access to the goals dashboard |
Dashboard |
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| Set goals | Settings | This permission is used to configure the pacing of your goals, assign them aweighting or import goals to have a base that is consistent with your practices. | |
| Consult the team goals of | Team | This allows you to see team goals by scope. By default, I have the right to view 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 |
| Categorize a goal as a team goal | My goals |
This 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. |
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. |
|
See the reporting line (all the primary goals) of my team goals |
Tree |
This allows you to see all the related goals above mine, by following the parent goals chart (not necessarily the same as the organizational chart in the Who's who). For example, that of my manager up to that of the CEO. | |
|
See the immediate parent goals in my goals |
Tree |
This allows you to view only the parent goals directly attached to my goals, e.g. those of my manager. |
Default settings
The settings we recommend to get started:
As an admin, on a primary or secondary role:
| Reviews |
Open the reviews of All the departments Create a campaign and administer the campaigns whose owner is within the scope All departments |
| Personal goals |
Open the personal goals of All departments Edit the progress percentage of the goals of All departments Propose a goal (without scope) Create, edit, abandon or delete a goal of All departments Access to the goals dashboard All departments |
| Team goals |
Open the team goals of All departments Categorize a goal as a team goal See the reporting line (all the main goals) of my team goals See the immediate parent goals of my goals |
As a manager, on a secondary role:
| Reviews |
Open the reviews of User + Supervised employees |
| Personal goals |
Open the personal goals of User + Supervised employees Edit the progress percentage for the goals of User + Supervised employees Propose a goal Create, edit, abandon or delete a goal of Supervised employees |
| Team goals |
Open the team goals of Department Categorize a goal as a team goal See the immediate parent goals of my goals |
As an employee, on a secondary role:
| Reviews |
Open the reviews of User |
| Personal goals |
Open the personal goals of User Edit the progress percentage for the goals of User Propose a goal |
| Team goals |
Open the team goals of Department Categorize a goal as a team goal See the immediate parent goals of my goals |
User access to the reviews
Before 26 March 2024, it was possible to add collaborators without a Poplee Performance role to a campaign, who could then access the review form via email.
This possibility is an exception to Poplee Performance that we have decided to deactivate to simplify the use and understanding of user roles in this solution.
Since 26 March 2024, it is mandatory to have a role including the Poplee Performance solution to conduct reviews. If users must continue to perform their reviews they must add the solution Poplee Performance to their role as shown below.
You must create a secondary Poplee Performance role with all these users and give them only the permission "view reviews of - user". These users will then see the Poplee Performance application in Lucca and will be able to conduct and view their reviews from the solution in addition to the email received.
Special cases
You are an HR team spread over several legal entities and/or you split campaign management. So you need several admin roles, but also need to respect the confidentiality of each member of the HR team.
The structure at departmental level must first be verified. The HR team leader should be identified as the head of their department and sub-departments should be created for each team member.
This will then allow you to create secondary roles for each hierarchical level and control visibility through departments (select them all, except those you do not need to see)
Goal-related permissions
To learn more about goal-related permissions, you can consult these help sheets:
- The 3 standard roles to create to get started with team goals
- The 3 standard roles to create to get started with personal goals