Configuring Permissions in a Form Template

Learn how to set up permissions for the different buttons and pods in the performance form template.

ExerciseStart Exercise

1. Create a permission that satisfies the following condition: The subject of the form should have the ability to get feedback (comments only) during the Employee Self-Evaluation step.

   1. Remove all button permissions, like this example:

      

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      <button-permission type="none"> <role-name>*</role-name> <button refid="reject"/> <button refid="send"/> <button refid="sign"/> <button refid="overall-score-pod"/> <button refid="gap-analysis-pod"/> <button refid="incomplete-items-pod"/> <button refid="team-rank-pod"/> <button refid="supporting-information-pod"/> <button refid="send-back"/> <button refid="delete"/> <button refid="get-comments"/> <button refid="get-edits"/> <route-step stepid="*"/> </button-permission>Expand

   2. Grant button permission to the employee.

      
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      <button-permission type="enabled"> <role-name>E</role-name> <button refid="get-comments"/> <route-step stepid="M1"/> </button-permission>Expand

2. Create a permission that satisfies the following condition: The employee and manager should be able to send the form to the next step during the Modify stage of the route map.

   1. Grant button permission to both roles for all steps in the Modify stage.

      

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      <button-permission type="enabled"> <role-name>E</role-name> <role-name>EM</role-name> <button refid="send"/> <route-step stepid="M1"/> <route-step stepid="M2"/> <route-step stepid="1to1meeting"/> </button-permission>Expand

3. Create a permission that satisfies the following condition: The employee and manager should be able to sign the form during the signature stage.

   

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   <button-permission type="enabled"> <role-name>E</role-name> <role-name>EM</role-name> <button refid="sign"/> <route-step stepid="S1"/> <route-step stepid="S2"/> </button-permission> Expand

4. Create a permission that satisfies the following condition: The subject of the form should be able to see the supporting information and incomplete item pods in all steps.

   

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   <button-permission type="enabled"> <role-name>E</role-name> <button refid="incomplete-items-pod"/> <button refid="supporting-information-pod"/> <route-step stepid="*"/> </button-permission>Expand

5. Create a permission that satisfies the following condition: The manager should be able to see all pods that are available on the form in all steps.

   1. Grant button permission to the manager.

      

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      <button-permission type="enabled"> <role-name>EM</role-name> <button refid="overall-score-pod"/> <button refid="gap-analysis-pod"/> <button refid="incomplete-items-pod"/> <button refid="team-rank-pod"/> <button refid="supporting-information-pod"/> <route-step stepid="*"/> </button-permission>Expand

   2. Select Done.

   3. Select Save to save all the changes in the template.

Learn how to set up permissions for the Other Ratings tab in the performance form template.

ExerciseStart Exercise

1. Create a permission that satisfies the following condition: The ratings from others tab should not be visible to the subject of the form when completing the Employee Self-Evaluation step.

   1. In General Settings, select Show advanced options….

   2. Select Other’s Rating Tab Permission(s) defined. Click to modify.

      

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      <others-ratingtab-permission type="none"> <role-name>E</role-name> <route-step stepid="M1"/> </others-ratingtab-permission>Expand

2. Create a permission that satisfies the following condition: The manager will be able to see other's ratings in all route steps. (OPTIONAL, it is implied)

   1. Grant permission to the manager for all steps.

      

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      <others-ratingtab-permission type="enabled"> <role-name>EM</role-name> <route-step stepid="*"/> </others-ratingtab-permission>Expand

   2. Select Done.

   3. Select Save to save all the changes in the template.

Learn how to set up action permissions for the Goal and Competency sections in the performance form template.

ExerciseStart Exercise

1. Create a permission that satisfies the following condition: Employees should be able to add goals only during the Employee Self-Evaluation step.

   1. Select to expand Edit Fields and Sections.

   2. Select the Goals section

   3. Select Show advanced options….

   4. Select on Action Permission(s) defined . Click to modify.

   5. Before granting specific permission to the Employee in the next step, remove permission for all actions/roles/steps as example below:

      

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      <action-permission type="none"> <role-name>*</role-name> <action refid="add-item"/> <action refid="remove-item"/> <route-step stepid="*"/> </action-permissionExpand

   6. Grant permission to the employee to add goals only during the mentioned step.

      

2. Create a permission that satisfies the following condition: Managers should be able to add and remove goals during the Manager Evaluation and 1:1 Meeting steps.

   1. Grant permission to the manager for the mentioned steps.

      

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      <action-permission type="enabled"> <role-name>EM</role-name> <action refid="add-item"/> <action refid="remove-item"/> <route-step stepid="M2"/> <route-step stepid="1to1meeting"/> </action-permission>Expand

   2. Select Done

   3. Select Save to save all the changes in the template

3. Create a permission that satisfies the following condition: No one should be able to add or remove competencies, except the manager, who should be able to add and remove competencies to the job specific competencies section during the 1:1 meeting step.

   1. Ensure the Allow users to add competencies is enabled in job specific competencies section. configurable="true"

   2. Select Action Permission(s) defined. Click to modify.

   3. Remove permission for all actions/roles/steps.

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      <action-permission type="none"> <role-name>*</role-name> <action refid="add-item"/> <action refid="remove-item"/> <route-step stepid="*"/> </action-permission>Expand

   4. Grant permission to manager as requested.

      

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      <action-permission type="enabled"> <role-name>EM</role-name> <action refid="add-item"/> <action refid="remove-item"/> <route-step stepid="1to1meeting"/> </action-permission> Expand

   5. Select Done.

   6. Select Save to save all the changes in the template.

Learn how to set up other permission types in the performance form template.

ExerciseStart Exercise

1. Create a permission that satisfies the following condition: The summary section should be disabled to the subject of the form at any route step.

   1. Expand Edit Fields and Sections.

   2. In the summary section, select Section Permission(s) defined. Click to modify.

   3. Define Disabled in section permission for employee in all steps, including Complete step (select All radio button)

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      <section-permission type="disabled"> <role-name>E</role-name> <route-step stepid="*"/> </section-permission>Expand

2. Create a permission that satisfies the following condition: The Manual Overall Rating in the summary section should be a required field for the manager before moving to the next step in Manager Evaluation and 1:1 Meeting steps.

   1. In summary section, select Required Field Permission(s) defined. Click to modify.

   2. Define Required Field Permission for the manager, to provide Manual Overall Rating in the Manager Evaluation and 1:1 Meeting steps.

      

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      <required-fields> <role-name>EM</role-name> <field refid="manual-overall-rating" min-value="-1.0" max-value="-1.0"/> <route-step stepid="M2"/> <route-step stepid="1to1meeting"/> <send-action sendid="next_step"/> </required-fields>Expand

   3. Select Done.

   4. Select Save to save all the changes in the template.

3. Create a permission that satisfies the following condition: The custom section should be hidden to the employee.

   1. Select to expand Edit Fields and Sections.

   2. In the Evaluation of Potential section, select Section Permission(s) defined. Click to modify.

   3. Remove section permission to the Employee.

      

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      <section-permission type="hidden"> <role-name>E</role-name> <route-step stepid="*"/> </section-permission>Expand

4. Create a permission that satisfies the following condition: The Signature section should only be visible at the Signature stage.

   1. Expand Edit Fields and Sections.

   2. Select Signatures section.

   3. Select Show advanced options….

   4. Select Section Permission(s) defined. Click to modify.

   5. Define Hidden permission for all roles in all steps, except the Signature steps.

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      <section-permission type="hidden"> <role-name>*</role-name> <route-step stepid="M1"/> <route-step stepid="M2"/> <route-step stepid="1to1meeting"/> </section-permission>Expand

   6. Select Done.

   7. Select Save to save all the changes in the template.