How to Manage Roles in Talenta Performance

Article author
Learning Center Mekari
  • Updated

By default, Talenta Performance provides two default roles: Super Admin, which can access all menus and features, and Employee, which can only access the default menus. 

The menu used to manage the Role types you use in Talenta Performance Review is Roles. In this menu, you can create new roles according to your needs, as well as edit and delete them.

Here are the steps:

  1. Go to the "Settings" menu.

  2. Click "Manage user" then select Roles.

  3. A list of default roles and roles you have previously created, if any, will appear.

  4. To create a new role, click the "Add New Role" button.
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  5. Enter the name and description of the role you want to add.
    1-DNU3HFQS.png

  6. Select the Branches that can be accessed by the role. Branches here are used to control the data that appears; the displayed data will only be related to the employee data in the selected branches. 
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    For example, if user A is assigned to the Bogor branch, user A can only view or manage goals and reviews for employees in the Bogor branch.

  7. Then, in the Permissions section, determine the features that can be accessed by the role. There are 4 (four) permissions that you can configure:

    a. Review Cycle, used to manage permissions related to created cycles.
    3__2_.pngb. Review Settings, used to manage permissions related to viewing the Settings menu.4__2_.png
    c. Manage Users, used to manage permissions related to users who have access to the Talenta Performance Review Application.
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    d. Manage Goal, used to manage access permissions related to goals, such as managing company and organization goals, as well as viewing and generating reports on goals.
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    The checkboxes in Review Cycle, Review Settings, and Manage Users are used to:
    - Check View if the user is given access to view.
    - Check Add if the user is given access to add.
    - Check Edit if the user is given access to make changes.
    - Check Delete if the user is given access to delete.
    - Check Report if the user is given access to view reports.
    - Check Edit Result if the user is given access to change the cycle results.

  8. After that, click the “Submit” button to save.
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  9. The created role will then appear as follows.

  10. You can click "Actions", then click the "Edit role" icon to edit the role settings or the "Delete role" icon to delete the role.

This concludes the guide on how to manage roles in Talenta Performance. Next, you can learn how to Assign Roles in Talenta Performance here.