Button Permissions apply to the buttons and pods available in a form template.
Several buttons and pods can be enabled and disabled in Form Template Settings.
- If a button or pod is enabled (or not disabled), we can further restrict it with button permissions.
- If a button or pod is disabled (or not enabled) in Form Template Settings, we cannot enable it with button permissions.
Buttons are available from the route map or the lower right-hand corner of the performance form.
Pods are available along the top of the performance form and populate with data from the performance form.
Select the Start button to access pods via the review form.
Button Permissions Configuration
Select the arrow to learn how button permissions are configured in Manage Templates and XML.
Available Button Permission Options
In the General Settings in Manage Templates and in the meta section of the XML template, the following button permissions can be configured.
Select the Start button to begin.
Ask for Feedback
Ask for Feedback gives the ability to ask feedback to several users at the same time, internal users as well as external users. If a customer does not want to use the option to ask feedback to external participants, it can be disabled from Form Template Settings.
This feature is generally available for the direct managers but matrix and HR managers can also see forms from Team Overview if they are in the workflow. Team Overview is a dashboard where users can keep track of where employees are in the progress of reviews, and they have the ability to loop in another person to give feedback on that employee. Feedback then populates the Support Information pod along the top of the form.
Ask for Feedback data has been added to the Performance Management schema in Table Reports (Ad Hoc Reporting). As a result, you can now view Ask for Feedback information, such as, who requested the feedback, when it was requested and who responded. Note that this will not include the actual content of the feedback provided.
Ask for Feedback is now supported in American and British English in the text replacement. Customers can customize verbiage to be more specific to their needs simply by going to Text Replacement from the Action Search bar.
If the customer does not want to use the option to ask feedback to external participants, it can be disabled from Form Template Settings.