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Security Roles

Written by Carlo Arazas

The following security roles are available in Performerly:​

HR Lead

As an HR Lead, you have full access to the platform and all PIPs.

You can:

  • Configure Performerly settings.

  • Manage user access.

  • View, create, edit, and manage all PIPs.


Line Manager

As a Manager, you can create and manage PIPs for your team.

You can:

  • Create and edit PIPs for your direct reports.

  • View PIPs you’ve created or that have been shared with you.

  • Add updates, track progress, and document coaching efforts.


Employee

As an Employee, you’ll only have access to your own PIP.

You can:

  • View your personal PIP.

  • Add check-in notes and updates.

  • See your goals and progress as set by your manager.


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