Performance Visibility Setting - Knowledge Base | BerniePortal

Visibility Settings - Performance

Viewers can view employee 1:1 threads for the employees they are assigned. Employers and Feature Admins manage those Viewer assignments on the Visibility Settings page when Performance is enabled. This is separate from Survey Visibility settings.

To add a Viewer:
  1. Select Performance in the top navigation menu.
  2. Select Settings in the secondary navigation menu.
  3. Select Visibility.
  4. Select Add a Viewer.
  5. In the Choose a Viewer field, enter a name, then select Add next to the employee in the search results.
  6. Select Add an Employee.
  7. In the Name: field, enter a name, then select Add next to each employee whose 1:1s the Viewer should see. Repeat for each employee.
  8. Select SAVE CHANGES.
The Viewer table lists each Viewer and the employees in the Who They See column. After you assign a Viewer, they can open those 1:1 threads from Other 1:1s. See Viewing Employee 1:1's - Admins & Viewers.

To edit a Viewer:
  1. On the Visibility Settings page, open the gear menu in the Actions column for that Viewer and select Edit.
  2. Use Add an Employee to add employees, or select Remove in the Actions column to remove an employee from the list.
  3. Select SAVE CHANGES.

To delete a Viewer:
  1. On the Visibility Settings page, open the gear menu in the Actions column for that Viewer and select Delete.
  2. On the Confirm Delete dialog, select Ok.