Human Resources: how permissions work
how to bind accounts and appoint roles in Human Resources, and how each identity does self-review, manager review, and calibration.
Source help/en/product-features/platform-hr-permissions.md
In user language: how to bind accounts and appoint roles in Human Resources, and how each identity does self-review, manager review, and calibration.
Related: Human Resources app · Use the action assistant for Human Resources
Workspace admins usually do two setup steps before others can self-review or manager-review.
1. Admin: bind employee accounts
- Open Apps → Human Resources → People and org
- Open an employee record
- Under Cadau account, pick the matching workspace member → Save bind
One person binds one account. After bind, that member can fill their own self-review; if they are someone else’s supervisor or designated reviewer, they can fill manager review.
2. Admin: appoint roles (optional)
On Overview, Human Resources permissions:
| Role | What they can do |
|---|---|
| HR specialist | Change org/people, hire/leave/transfer, create review cycles (similar write rights to admins inside this app) |
| Calibrator | Write the effective band only in the calibration stage |
Workspace admins / creators already have all rights; they need not appoint themselves.
3. Day-to-day use
| Who you are | How |
|---|---|
| Ordinary member (bound) | Performance and reviews → open your record → fill self-review |
| Line manager (bound, and supervisor or designated reviewer for that person) | Open the report’s record → fill manager review → Submit |
| Calibrator / HR specialist / admin | After the cycle enters calibration → write the effective band; specialists/admins can also create cycles and archive |
| Unbound member | Public summaries only; cannot change reviews or org/HR; others’ ID numbers are masked; no ID photos or emergency-contact details |
4. With the chat assistant
In the action assistant or Messages, say “look up org”, “fill self-review”, and similar. Permissions match the UI — unbound or not a reviewer: the assistant is refused too; it will not review on someone else’s behalf.
5. Shortest path (trial)
- Admin binds accounts for themselves and one report
- Create and open a review cycle, generate records
- The report self-reviews
- You (as supervisor) manager-review and submit
- Enter calibration and write the effective band