Before getting started
Poplee Performance is a tool that allows you to share and monitor your employees' review campaigns. For this reason it is important to set up 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 the roles administration. To access this, go to the Lucca settings cogwheel, then to Roles and permissions.
This help sheet lists all the permissions relating to Poplee Performance.
Beware of implicit permissions: as soon as an employee is evaluated in a campaign or assigned to a goal, they will have access to it, even if the permission checkboxes are not checked. This helps to avoid goals being unknowingly assigned (and therefore not monitored) or reviews not being prepared .
The different Poplee Performance permissions available:
| Permission name | Related Poplee Performance menus | User permission | Good to know |
| View the reviews of | My reviews | By default, this gives you access to your own reviews as well as those for which you are the reviewer. You can extend the scope of consultation using the drop-down list. For example, a manager will also have a "Supervised employees" scope, to view the archives and current reviews for their team. |
The “view reviews of” permission is applied by default to view reviews in a campaign.
You will find examples in this help sheet .
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| Create a campaign and manage campaigns whose owner is within the scope | Campaigns |
This permission has 2 effects: |
Please refer to this help sheet to better understand this permission. |
| Importing a review history | Settings |
This allows you to import reviews conducted outside Poplee Performance so that they can be taken into account in the Recommendations tab. |
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| Create, manage rules and view the associated recommended reviews | Recommendations |
This allows you to create scheduling rules and manage all existing rules, and also view the review suggestions associated with these rules. |
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| View suggestions for reviews subject to scheduling rules | Recommendations |
This allows you to access the scheduling dashboard and use the suggestions to schedule reviews subject to scheduling rules |
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| View personal goals of | My goals | This allows access to your own goals, as well as those you 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. |
| Edit the percentage of progress of the goals of | My goals |
This allows you to keep control of your progress. |
To find out more, click here. |
| Suggest a goal for yourself | My goals | This permission allows employees to propose their own goals. They will need to be approved by the manager. | |
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Create, modify, abandon or delete a goal of |
My goals | This permission allows the manager to manage the goals of these supervised employees. | |
| Access to goals dashboard |
Dashboard |
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| Setting up the goals | Settings | This permission allows you to set the rate at whichyour goals are set, assign a weighting to them or import goals to have a base as close as possible to your practices. | |
| Consult the team goals of | Team | This allows you to see team goals within a scope. By default, I have the permission 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 "Plus" icon |
| Categorize a goal as team goal | My goals |
This allows you to choose between personal/team when creating or editing a goal. This permission is preferable for managers or team leaders, to enable them to create the right goal category at review time. |
This permission is preferable for managers or team leaders, to enable them to create the right goal category at review time. |
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See the reporting line (all main goals) of my team goals |
Tree |
This allows you to see all the goals that are linked above yours, by following the parent goals flowchart (not necessarily the same as the organization chart in the Who's who). For example, from your manager’s to the CEO’s. | |
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See the immediate parent goals of my goals |
Tree |
This allows you to see only the parent goals directly linked to your goals, for example those of your manager. This permission implicitly gives access to the “Tree” tab. |
Default settings
Below you will find our recommended settings to get you started.
We've also included a few advanced use scenarios on this help sheet to help you with the set up.
As an admin, in a primary or secondary role:
| Reviews |
View reviews of > All departments Create a campaign and manage campaigns whose owner is within the scope > All departments |
| Recommendations |
Activate the 3 permissions |
| Personal goals |
View personal goals of > All departments Edit the percentage of progress of the goals of > All departments Suggest a goal for yourself (without scope) Create, modify, abandon or delete a goal of > All departments Access to goals dashboard > All departments |
| Team goals |
Consult the team goals of > All departments Categorize a goal as team goal See the reporting line (all main goals) of my team goals See the immediate parent goals of my goals |
As a manager, in a secondary role:
| Reviews |
View reviews of > User + Supervised employees |
| Personal goals |
View personal goals of > User + Supervised employees Edit the percentage of progress of the goals of > User + Supervised employees Suggest a goal for yourself Create, modify, abandon or delete a goal of > Supervised employees |
| Team goals |
Consult the team goals of > Department Categorize a goal as team goal See the immediate parent goals of my goals |
As an employee, in a secondary role:
| Reviews |
View reviews of > User |
| Personal goals |
View personal goals of > User Edit the percentage of progress of the goals of > User Suggest a goal for yourself |
| Team goals |
Consult the team goals of > Department Categorize a goal as team goal See the immediate parent goals of my goals |
Viewing reviews of supervised employees who are in a different establishment from the manager
A manager will be able to view the reviews of their supervised employees at other establishments, even if their role does not give access to these establishments.
Example: I have a role that only gives access to the Lucca FR establishment, and I have the “view reviews of” permission with the following scope:
- “all departments”: so that I only see reviews of Lucca FR employees
- default access to supervised employees: so that I can see the reviews of my supervised employees, whatever their establishment, for example I can see reviews for employees at Lucca UK
Goal-related permissions
To learn more about goal-related permissions, see these help sheets:
- The 3 example roles to create to get started with team goals
-The 3 example roles to create to get started with personal goals