Managing roles in Poplee Performance

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.

Access to the role administration module is not enabled by default during rollout.
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).

 

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

   
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

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)

 

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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

 

 

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