Defining default visibility for managers' feedback requests

Role: HR Administrator

You can choose if you want feedback requests created by managers about their direct or cross reports to be visible to the associated Team Members by default.

When a manager creates a feedback request about a Team Member, they can always override the default option.

By default, Sage People does not display managers' feedback requests to Team Members.

To make managers' feedback requests visible by default:

  1. Go to the Installed packages page:

    • In the Salesforce Lightning Experience, go to Setup > Platform Tools > Apps > Packaging > Installed Packages.

    • In Salesforce Classic interface, go to Setup > App Setup > Installed Packages.

  2. Select Configure next to Sage People Performance Management:

    Link to the Performance Management package Configure page on Installed Packages page

    Sage People displays the Performance Management Configuration Details page.

  3. In the Feedback section, under the Feedback Request Visibility heading, select Default to Visible:

    Screenshot: Feedback Request Visibility on the Performance Management package configuration page

  4. Select Save.

Feedback requests about Team Members created by managers now default to visible to the associated Team Member, but managers can choose to override this when creating a feedback request.