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Can a director view the goals of any employee under them even if it is not his "direct report"

  • 3 January 2023
  • 4 replies
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Userlevel 3
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Hi,

We have a Director who wants to be able to view the performance and Goals of employees that report to his direct reports. (So essentially anyone that is under him in the reporting structure). Currently I only see a way to set someone up to see only “direct reports” or “all”. Even the custom fields don’t seem to help. Is their a way to grant access so that someone can see anyone under them, but not peers, and not anyone above them?

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Best answer by ConorCunningham 19 January 2023, 14:32

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Userlevel 4
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Hey @lisaamoroso 

For the Performance data section you can choose to select the My reports option which will give your Director access to the Performance data of all employees who are directly or indirectly assigned to them.

 

Another option would be to use the Custom option to remove access to any employee you do not want the Director to view. In my example below I have used the filter Email Doest not equal ________.  This would ensure that they would not view any peers or anyone above them. 

For more information on this, I am providing you with our helpcenter article on How to use employee filters to give your employees custom access rights

 

 

Please let me know if I can be of any further assistance. 

Best,

Userlevel 4
Badge +5

Hey @lisaamoroso,

I hope you are doing well, I wanted to update you on the most current information available in regards to our Goals feature.

The answer I provided above was based on our old Goals function, however with our new Goals feature what you asked above in relation is now automatically enabled. So going forward Supervisors will be able to view everyone below them in the org-chart. 

For more information on this, I am providing you with our helpcenter article on this topic below:

I am happy to assist you on any other questions you may have.

Best,

Conor

Userlevel 3
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awesome. thanks.

 

Userlevel 3
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Sorry to be a bother again...Will it be possible for this same hierarchy to apply to the “feedback” also? 

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