In Dialog, it is possible to assign roles to users. Below, we explain per role what rights they give a user.
Do you want to grant someone certain rights, but you are unsure about which role to use? Feel free to reach out to support@dialog.nl - We're happy to help!
Supervisor
A Supervisor has various permissions that allow them to support employees in their team. A supervisor can:
- View employees' goals and see reflections. The supervisor can also write notes on these goals and create goals for employees. Additionally, the manager can approve personal plans (if this setting is enabled).
- View feedback received by employees, as long as it has not been restricted by the employee. The supervisor can also request feedback from other employees about the employee they manage.
- Write discussion points, meeting notes, and private notes on the employee’s page.
- Write the evaluation for the employee and finalize it.
- If your organization uses spontaneous evaluations, the manager can initiate an evaluation for an employee at any time.
- Create team goals and adjust team settings.
- Write the talent review and calibration for employees and view reports for their own team(s).
- View the engagement report for the teams the role is assigned.
Supervisor (no insight into engagement)
This role has the same permissions as a regular Supervisor, except it does not provide insights into the engagement report.
View child teams
This role is an additional role that can be assigned to a Supervisor. With this role, a manager can also:
- View the goals and evaluations of employees in all underlying teams.
- Access the engagement report for all underlying teams.
View child teams (no insight into engagement)
This is an additional role for managers, but it does not grant insights into the engagement report.
Evaluate child teams
This role is an additional role that can be assigned to a Supervisor. With this role, a supervisor can also:
- Write evaluations for employees in all underlying teams and finalize them.
Evaluator
An evaluator has various permissions that allow them to write employee evaluations. When an evaluator is assigned to a person or team, they can:
- View employees’ goals and their reflections.
- View employees’ received feedback, as long as it has not been restricted.
- Contribute to writing evaluations for employees. However, the evaluator cannot finalize the evaluation.
Evaluator (cascading)
This role gives a user the evaluator rights for a team and all underlying teams.
Evaluator & Final assesor
This role has the same permissions as the Evaluator role but also grants final review responsibilities, meaning the user can finalize evaluations.
Evaluator & Final assesor (cascading)
This role grants Evaluator permissions for the assigned team and all underlying teams. The user is also responsible for finalizing evaluations for these teams.
System admin & Super admin
The System admin and Super admin roles give you access into the admin side of the platform.
The difference between these roles is:
- A System Administrator cannot view goals, any notes, or evaluations of employees, or any reports
- A Super Administrator can view employee goals, smileys and evaluations of employees. Moreover, it has access to all reports in the platform.
- Neither role provides access to employees’ received feedback.
Coach
If your organization uses the coach functionality, an employee can assign their own coach. A coach can:
- View employees’ goals and related reflections. They can also write notes on these goals.
- View feedback received by the employee, as long as it has not been restricted.
Coordinator
A coordinator has various permissions that allow them to support employees. A coordinator can:
- View employees’ goals and reflections. They can also write notes on these goals and create goals for employees.
- Write and view conversation notes between a manager and an employee.
- View feedback received by employees, as long as it has not been restricted.
- Request feedback from other employees about the employee they coordinate.
- Create team goals and adjust team settings.
- Access the engagement report for the team they are assigned to.
Coordinator (No Engagement Insights)
This role grants all coordinator permissions except insights into the engagement report.
Coordinator (Underlying Teams)
This role grants coordinator permissions for both the assigned team and all underlying teams.
Coordinator (Underlying Teams - No Engagement Insights)
This role grants coordinator permissions for both the assigned team and all underlying teams, except for the engagement report.
Insight into engagement
This role grants a user access to the engagement report for the team it's given
Insight into engagement (cascading)
This role grants a user access to the engagement report for the team it's given and all underlying teams.
Insight into reports
This role allows a user to view the following reports:
- Goals report
- Feedback report
- Team and Organizational goals
- Engagement report
Insight into reports (cascading)
This role allows a user to view the following reports for the team and all underlying teams:
- Goals report
- Feedback report
- Team and Organizational goals
- Engagement report
Insight into evaluation reports
This role grants a user access to the evaluation report but not to written evaluations.
Insight into evaluation reports (cascading)
This role grants a user access to the evaluation report, including those of underlying teams, but not to written evaluations.
Insight into evaluations (cascasding)
This role allows a user to view goals, smileys, and evaluations of all underlying teams.
Insight into talent review
This role grants a user insights into the Talent Review (also known as 9-grid).
Insight into talent review (cascading)
This role grants a user insights into the Talent Review (also known as 9-grid) for all underlying teams.