Roles help delegate employee permissions within the Talent Management System.
Navigating to the Employee Profile
From Talent Management, click Account Admin from the menu near the top-right.
Click the "People" link to go to the "People" page.
Click the eye icon to the left of a user.
Click Access & Permissions.
Click Edit to edit the tab.
Click Talent on the left-hand side.
Built-In Roles
Permission
Permission Description
360 Admin
Access to “360 Admin” menu in the 360 Evaluations Module
Can assign out 360 Evaluations, create projects, and specify rater relationships
360 Manager
Access to “Manager Tools” menu in the 360 Evaluations Module
360 Report Viewer
Not tied to reports
Evaluation Admin
Adds the Performance Admin Tab in the Evaluations Module
Add/Edit Evaluations
Schedule Evaluations
Add/Edit Competencies
Evaluation Manager
Adds the Manager Tools Tab in the Evaluations Module
Approval Queue
Manage Goals & View Goals
Assign Evaluation
Notes
If a user with this role has direct reports, they will only be able to see approvals and goals and assign evaluations to their direct reports only.
Evaluation Report Viewer
Not tied to reports
Instructor
When assigned to a course/class an instructor can do the following:
Create and edit a class
Manage the class by printing out a roster, managing completion status
Email employees enrolled in the class
Manage the waitlist if turned on at the class level
LMS Administrator
Access to “LMS Admin” menu in the LMS Module
Can create/edit and assign out certifications to all users
Can add new courses into the system
Can Require/Recommend Courses to all users
Can Add Course Exemptions
Can Manage employee course history for all employees
Can create/edit and assign out learning plans
Can add Instructors and Classrooms
Manager
Same access as Employee
Can assign training, certifications, learning plans, and historical courses to direct reports
Can view and edit course roster for direct reports
Can view an employee transcript of direct AND indirect reports
Can approve training, learning plans, certifications, and historical courses
Student
Role is unnecessary to assign to everyone.
Access to courses assigned to them
View past course history through transcript
Access to all courses in the catalog, UNLESS a catalog restriction is applied to a course for only certain Locations, Departments or Groups
Submit historical course and certification information for approval by the manager and training admin
Training Admin
Access to everything
Access to LMS Admin tab in LMS Module
Ability to approve certifications and historical courses for employees
Has access to the Account Admin section
Has access to the Reports Module
Grants access to Account Admin, which also includes access to employee evaluations.
Does not grant additional performance roles or permissions.
Does not give any additional roles/permissions for Performance, Only LMS
Training Report Viewer
Allows the user access to the following reports if added to their company in the SysAdmin > Talent Reports area:
Certifications by Location
Assigned required courses by Location
Complete training by Company Location
Certification by business unit
Assigned required courses by business unit
Complete training report by business unit
The user will see Employee information for anyone they are assigned to as a Manager, or any Employees who are part of a Business Unit they are assigned to as a Business Unit Controller (if applicable).
*Note: Any user who is not a Manager or business unit controller and is given the Training Report Viewer role would not see any data in the reports if added to the company.
Custom Roles
See Custom Roles to create and assign new roles to an employee.
