The Performance Team page and reviewer roles

The Team page lists everyone who has access to Performance and the role each person holds. Use it to make someone a reviewer, give a manager access to Team performance, or change several people's roles at once. The role decides what a person can see and do in Performance, including whether they can review goals and assessments.

Where: Performance › Settings › Team

You need:

• The Reviewer right to open the page
• The Admin right to change roles

How roles and rights fit together

Each person in Performance has exactly one role. A role is a set of rights, defined in Settings › User Rights. Every company starts with three roles:

Admin and Employee can't be deleted. Manager is a starting point: you can rename it, change its rights, or delete it, and add roles of your own. See Performance user rights.

The Reviewer right matters most for goal cycles:

• Only people with it can be picked in Assign Reviewer on a goal cycle.
• It opens Team performance, where reviewers track their team's cycles.
• A direct manager without it is still made reviewer in a Use Direct Manager cycle, but can only reach reviews from email links.

How to change one person's role

1. Go to Performance › Settings › Team.
2. Find the person, or type their name in Search team....
3. Choose a role in the Role dropdown on their row.
4. The change saves at once and a confirmation appears. If it fails, the dropdown goes back to the old role.

How to change several people's roles at once

1. Tick the box on each person's row, or the box in the header to select everyone shown.
2. To include everyone loaded, click Select All N items. in the banner. Click Load more first if not everyone is loaded.
3. Click Bulk Actions (N).
4. In Team roles, choose a Role and click Save.

How to add or remove people

You can't add or remove people here. The note on the page explains: people are added or removed through My Teams › Profile › Access in KAMI. Only active employees with Performance access are listed.

What Happens Next

• The person gets the role's rights. Ask them to reload Performance to see new menus. A new reviewer sees Team performance and the cycles where they review someone.
• Existing cycles aren't changed. Giving someone the Reviewer right doesn't make them anyone's reviewer. Pick them in Assign Reviewer, or make them the employees' manager in KAMI.
• Taking the Reviewer right away doesn't remove someone as reviewer from cycles they're already on. Pick a new reviewer in the cycle, or change the employees' manager. See Managing participants in a goal cycle.

Tips

• Give every people manager a role with the Reviewer right before you open a Use Direct Manager cycle.
• Keep Admin to a few people. Admins see every cycle, review and piece of feedback in the organisation.
• Make a custom role instead of handing out Admin when someone only needs to create cycles. Give it Create Goal Cycles or Create Cycles on top of the Manager rights.
• Check roles after a big hiring or restructuring sync. New people arrive as Admin or Employee, never as Manager.

Troubleshooting / FAQ

Q: I changed a role and it jumped back. Saving roles needs the Admin right. Without it, the change is refused and the old role comes back.

Q: A manager can't see Team performance. Their role doesn't have the Reviewer right. Change their role here, or add the right to their role in User Rights.

Q: Someone isn't on the Team page. They're inactive, or don't have Performance access. Grant it from their profile in My Teams.

Q: The page says "Couldn't load the team." It means the list didn't load. Click Retry.

Page reference

Related articles

• Performance user rights
• Managing participants in a goal cycle
• Creating a goal cycle
• Performance for administrators