Security access for appraisals

As delivered, only the current owner of an appraisal can update and submit the appraisal. Current appraisal owners have complete access to the appraisals. An employee's current direct manager and upline manager always have Inquiry, Reassign, and Peer Feedback access to the employee's appraisal on the Manager. If the appraisal owner is not the employee's current manager, the appraisal owner's upline supervisor has Inquiry, Reassign, and Peer Feedback access to the appraisal. In this scenario, the upline supervisor's only access is through the inbasket. The administrator and HR generalist have access to all actions.

Note: Upline manager refers to the parent supervisor of a supervisor or manager in the supervisor structure. When a manager transfers to a different supervisor role, the supervisor role that the manager has vacated remains in place under the former upline manager. Upline appraisal owner refers to the parent supervisor of an appraisal owner.

This table summarizes the security as delivered. You can modify security so that the upline managers can update and submit appraisals when they are not the appraisal owners.

Action Direct or upline manager Appraisal owner Upline appraisal owner
Inquiry X X X
Reassign X X X
Update X
Submit X
Revert to In Progress X
Send for Acknowledgment X
Peer Feedback X X X