You can share the management of a performance evaluation with other collaborators from the Talent module in Buk. You can grant editing or read-only permissions, and also limit visibility by areas of the organization.
Step by step
For evaluations in configuration
- Go to the "Talent" module and click on "Evaluations."
- Select the evaluation you want to share.
- Click on "Actions" and select "Share management."
- Click on "Add User."
- Choose the collaborator and select the type of permission:
- Edit: will be able to make changes to the configuration and upload participants.
- Read: will only be able to view the evaluation.
- If you wish, limit the collaborator's visibility to certain areas, divisions, or subareas.
- Save the changes with the "Accept" button.
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Once management is shared, the collaborator will see the "Talent" module enabled in their side menu and will be able to access the "Evaluations" section to view the shared evaluations.
For evaluations in progress
- Go to the "Talent" module and click on "Evaluations."
- Select the evaluation you want to share.
- Click on "Configure" and then on "Share management."
- Click on "Add User."
- Choose the collaborator and select the type of permission:
- Edit: will be able to perform actions such as advancing stages, opening evaluations, or changing evaluators.
- Read: will only be able to view participants and access reports.
- If you wish, limit the collaborator's visibility to certain areas, divisions, or subareas.
- Save the changes with the "Accept" button.
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Once management is shared, the collaborator will see the "Talent" module enabled in their side menu and will be able to access the "Evaluations" section to view the shared evaluations.
Considerations or Limitations
- Only administrators or users with editing permissions in Evaluations can share management.
- You can limit the collaborator's visibility to specific areas.
- If you share management with a user and limit their permissions by area, keep in mind that if the collaborator belongs to that area, they will be able to review their own results.
- Users with read-only permission can only view the evaluation and access reports, not make changes.
🤖 This article was translated using artificial intelligence. View original article.