Everyone on your Breezy Perform account can invite other employees.
If you’re a manager, you can create and edit goals and report on data for your direct reports, and you’ll be included in their feedback and reviews by default.
If you’re an admin on your account, you can also edit employee info and manage permissions for your entire company.
User roles and permissions
People you add to your account are added with basic employee permissions and are considered a Direct Report or a Manager. Admins have additional permissions to manage company settings, reviews, and other behind-the-scenes stuff.
Direct Reports: Everyone can update their profile and use 1:1s, goals, feedback, and relevant reviews.
Managers: Employees who are managers can also manage goals, run reports, and complete reviews for their direct reports. Depending on your company’s settings, they may be able to request and see feedback for their direct reports.
Admins: Admins manage the company-wide settings for the account, create and manage performance tools for the whole company, and can add and remove other users. Admins can also grant or remove admin permissions for other employees.
How to invite employees
Anyone on your Perform account can invite other employees to join your company. By default, the person who invites another employee is assigned as their manager. You can opt out of this role when inviting employees, or an admin can change this later in the employee’s profile.
💡 Tip: Automate with your HRIS!
You can connect a supported employee management system to sync employee data automatically. Find out how!
To invite a batch of employees:
Click the gear icon in the left sidebar.
Click Invite Users.
Enter or paste employee email addresses, separated by commas or line breaks, and click Next.
If you don’t want to be the manager associated with the employees you’re inviting, uncheck I am the primary manager for these employees.
Verify or edit the employees’ name and click Next.
If you’d like to assign all the employees on the list to the same department or location, click to select these options and enter the correct info.
To specify different departments or locations for each employee on the list, click to select these options and enter the correct info for each employee.
Click Send Invites.
The employees you invite will receive an email with a link to sign in to Breezy Perform.
How to edit employee info
If you’re an admin, you can update an employee’s info in your Company Settings.
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Employees on the left-hand side of the window.
Find the correct employee on the list and click their name to open their profile.
Click View.
Make changes as needed and click Save.
How to deactivate an employee
If you’re an admin, you can deactivate an employee in your Company Settings.
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Employees on the left-hand side of the window.
Find the correct employee on the list and click the More icon (ellipsis) on the right-hand side.
Click Deactivate.
Enter a deactivation date.
Enter the confirmation prompt (usually the employee’s last name) and click Deactivate.
Note: If you need to reactivate an inactive employee, please contact our support team.
How to assign a manager
If you’re an admin, you can assign or change someone’s manager from your Company Settings:
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Employees on the left-hand side of the window.
Find the correct employee on the list and click their name to open their profile.
Click Add Manager or edit next to the manager listed.
Enter the manager’s name and choose the correct person from the list of results.
Click Save.
Click Save again to confirm.
The employee will now appear on the manager’s list of direct reports.
How to sign in as another user
If you’re an admin, you can use proxy login to sign in as another user, to update info on their behalf, or to check out reported issues.
To sign in as another user:
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Employees on the left-hand side of the window.
Find the correct employee on the list and click the More icon (ellipsis) on the right-hand side.
Click Login as [Employee].
Select or type a reason for the proxy login.
You’ll be switched to a view with that employee’s role and permission level. While logged in as another employee, you can view and edit data as the employee would. To return to your admin view, click End this Session at the bottom of the window.