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Performance Pro - Downline View and Edit Features - New Interface

The Downline feature allows appraisers to view and/or edit the data and history of employees three levels beneath their direct reports. If the feature is not selected, an appraiser may only view his/her direct reports.

 

NOTE

The Downline feature allows appraisers to view and/or edit the data and history of employees three levels beneath their direct reports. If the feature is not selected, an appraiser may only view his/her direct reports.

  • Downline View - Appraisers with Down­line View access may view, but not edit data for employees in their Downline.
  • Downline Edit - Appraisers with Downline View and Downline Edit access may view and edit data for their Downline.
These privileges are given on the Employee Data screen of each user. They can also be given from System Configuration > Employee Information > Assign Access & Custom Fields > Appraisers.

To Activate Downline Features

Click System Configuration, then Company Settings.

company settings-2


From the Advanced Features area, check Downline Features and click Save.

downline setting

To Assign Individual Downline Privileges via Employee Data Screen

Click System Configuration, then Employee Information.

Employee Information

From the Employee Data section, select an appraiser.

employee selector

In the Privileges area, select Downline View and then Downline Edit if applicable. Click Save.

DV DE setting

To Assign Downline Privileges in Mass via Appraiser Setup Screen

Click System Configuration, then Employee Information.

Employee Information

From the Assign Access & Custom Fields section, click Appraisers.

appraisers

Click Assign Appraisers then NEXT: Choose Privileges.

Select the downline settings for the desired appraisers. Click Save.

privilege dv de