Zugata
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Advice, answers, and how-tos from the Zugata Team to get the best out of our holistic performance management system for you and your team.

Understanding Roles & Permissions in Zugata

 
 

To understand the different roles a bit better, here's a basic description of each role and its permissions. Remember, "with great power comes great responsibility," so be thoughtful in how you assign roles and permissions..


Roles

In Zugata, there are 3 different admin roles an employee can have with different levels of access to employee information.

  1. Admin - As an Admin, you have the magic keys to the entire kingdom to manage and access everything on the admin side in Zugata. You will also be able to assign the following roles to others:
     
  2. HR Business Partner (HRBP) - As the HR Business Partner, you have Admin rights but only for specific department(s) assigned to you. You will be able to access information related to evaluations, self reflections and more.
     
  3. Department Manager (DM) - As a Department Manager, you can create and manage department goals for employees in the department(s) you are assigned to. Department Managers cannot create, edit, or view other features such as evaluations, self reflections or employee information.

Permissions

Key permissions for Admins and HRBPs (limited to departments assigned to them): 

Admin




Evaluations & Self Reflections

Manage employee evaluations
Complete evaluations on behalf of managers
Manage self reflections

Goals

Manage company and department goals

Feedback

View manager-requested feedback
Request feedback on behalf of managers
Manage skills

Users

Assign roles
Set others as Admin
Manage user information
Update company name & logo

HR Business Partner




Evaluations & Self Reflections

View employee evaluations
Complete evaluations on behalf of managers
View self reflections

Goals

Manage department goals

Feedback

View manager-requested feedback
Request feedback on behalf of managers
Manage skills

Users

Assign roles
Set others as Admin
Manage user information
Update company name & logo


How to manage roles

The first user in the company has the Admin role and can change roles of others.

  1. Click on Admin Settings on the bottom left of your homepage.
  2. Select Users.
  3. Search and select the person you want to update a role for.
  4. You will see the user's profile. Under Permissions, select the appropriate role for this person.
  5. If you select HR Business Partner or Department Manager, you can assign them to specific department(s).

Note: Employees that have role changes will receive an in-app notification which links to this article to explain what the new role entails.


If you have any other questions about how Zugata, contact us at support@zugata.com. We got ‘chu!