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Performance Management through a Chain of Command

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edited Jul 19, 2019 10:36PM in Performance Management (TBE) 1 comment

Summary

How to configure Perform so that more than one Manager enters information in the performance review

Content

We are trying to create a chain of command in our performance reviews so that a Team Lead enters information in the performance review, but the Review Manager completes the review and provides the final "grade".

I've created a new role under Hiring Manager called Team Lead, and created the new page layouts.  However, I cannot determine how to have Team Lead access the employee records (to launch the reviews), and have access to the review tab to complete / save the reviews with their input.  I have added the team leads as indirect reports, I have added them as Managers (and left the review manager as the Review Manager); but in all cases the test Team Lead does not have access to the Employed completed reviews.  

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