When creating or modifying a custom role, you can adjust the permission of the role to suit your company's needs.
Expand for Navigation Steps to Custom Roles
From Talent Management, click Account Admin from the menu near the top-right.
Click Company Setup to open the menu, then click Custom Roles.
The Custom Roles page will list previously made custom roles with columns for adding permissions to a custom role.
Click Add from the column to open the menu and add permissions to the role.
Current Permissions
| Permission | Description |
|---|---|
| Complete Project Reviews | Allows a user to complete project reviews and to view their own completed evaluations. |
| Employee Goal Management | Allows an employee to add their own goals in Performance. |
| Knowledge Base Admin | Ability to administrate Knowledge Base module |
| LMS - Approve Training History | Allows a training admin to view and approve pending course history requests. |
| LMS - Manage Catalog Restrictions | Allows a training admin to manage course catalog restrictions. |
| Manage Permissions | Ability to Manage Permissions |
| Manage Project Reviews | Allows a user to create project reviews, add projects, assign evaluations to projects, and review all completed evaluations. |
| Restricted LMS Admin | Restricts a user with an LMS Admin Role. The user cannot: • Activate/Deactivate Courses in the Catalog • Create Classes • Create Courses • Create or Edit Instructors |
| Succession Has Access To Module | Has Access to Succession Module |
| Succession Menu Development Plans | Enables the Development Plans menu item within the succession module. This allows for the ability to create Development Plans for students. |
| Succession Menu Talent Matrix | Enables the Talent Matrix menu item within the succession module. |
| Succession Menu Talent Slate | Enables the Talent Slate menu item within the succession module. |
| Succession Planning Admin | Ability to administrate Succession Planning Module |
| Succession Tab Assessments | Ability to view the Assessments tab within the succession tools. |
| Succession Tab Career Preferences | Ability to view the Career Preferences tab within the succession tools. |
| Succession Tab Dashboard | Ability to view the Dashboard tab within the succession tools. |
| Succession Tab Evaluations | Ability to view the Evaluations tab within the succession tools. |
| Succession Tab Org Chart | Ability to view the Org Chart tab within succession tools. |
| Succession Tab Scorecards | Ability to view the Scorecards tab within the succession tools. |
| Succession Tab Succession Plans | Ability to view the Succession Plans tab within the succession tools. |
| Succession Tab Training | Ability to view the Training tab within the succession tools. |
| Succession Tab Development Plans | Ability to view the Development Plans tab within the succession tools. |
Non-Functional Permissions
The following permissions have been depreciated and do not function.
| Permission | Description |
|---|---|
| Approval Queue: Post Form Approvals - Edit Form | Approval Queue: Post Form Approvals - Edit Form |
| Can Impersonate | Ability to impersonate other users. |
| Can Receive Transferred Evaluation | Ability to Receive a Transferred Evaluation |
| Can Transfer Evaluation | Ability to Transfer an Evaluation |
| Dashboard | Ability to visit and manipulate the dashboard |
| Delete Employee Images | Ability to delete employee images |
| District | Ability to see district widgets |
| Evaluations | Ability to see all evaluations |
| HRnotes | Ability to see HR notes |
| Inspection | Ability to see Inspection Module |
| Inspection Admin | Ability to full admin rights within Inspection Module |
| Inspection Has Permission to Sign for Location | Ability to sign off on Inspection for their CompanyLocationID |
| LastRaiseAmount | Ability to see the last raise amount |
| Mystery Shopper | Ability to access Mystery Shopper Module |
| Mystery Shopper Admin | Ability to administrate Mystery Shopper module |
| Mystery Shopper Link Employee to Shop | Ability to associate a specific employee to the mystery shop being completed. |
| Proctor All Tests | Ability to proctor all tests |
| Proctor Subordinates | Ability to proctor subordinate tests |
| Salary | Ability to see salaries |
| Ability to see subordinates' evaluations | Ability to see subordinates' evaluations |
| Ability to see subordinates' salaries | Ability to see subordinates' salaries |
| Success Notes Has Access To Module | Has Access to Success Notes Module |
| Success Notes Moderator | Ability to Moderate posts in Success Notes |
| Succession View Only Self | Restricts visibility to only the logged-in user |
| Succession View Only Subordinates | Allows for viewing of ONLY subordinates within the succession module. |
| Succession View Only Self | Restricts visibility to only the logged-in user |
| Succession View Only Subordinates | Allows for viewing of ONLY subordinates within the succession module. |
| SuperUser | Permission to do everything |
| TMS | Ability to visit and manipulate the dashboard |
| Training Log Has Access To Mobile | Has Access to Training Log Module |
| View All People | Allows a user to view all employees on the People page. |
| View All Tests | Ability to see all tests |