Overview

In the things we do, simplicity is often king 👑 and sometimes, the quickest way to brighten someone's day is with a heartening message celebrating their dedication and well-earned accomplishments. On the same note, a calm but firm word can help steer a struggling colleague back on the right track.

The ability to give and request feedback—whether for yourself, peers, or team members—should be a seamless, secure, and an efficient part of the performance management cycle. Indigo's Feedback feature delivers on all fronts, and you can bet your bottom dollar (or euro 😉) on it, placing the power of impactful, effortless communication right at your fingertips.

Are you ready to celebrate your colleagues' achievements with a digital round of applause? 👏 Dive in to discover the Feedback grid—your central hub for reviewing feedback requests and creating new ones—and learn about the permissions and privacy options you’ll need to tailor this feature to your needs. ⬇️

The Feedback Grid

We designed Feedback to prioritise clarity and user-friendliness, with a sleek interface and intuitive screens that make providing or requesting feedback effortless. Familiar grids and layouts ensure that tracking feedback exchanges is both smooth and effective.

Most interactions are accessible from the Feedback section, available via the left menu in Performance Management, where you will also find the Feedback grid. The grid lets you sort data by clicking the header of any column, and it includes a Refresh button, filtering and columns options, and a search bar—all highlighted in the image below.

Starting from the left, the grid displays the following core columns (more can be displayed using the gear ⚙️ button to the left of the search bar):

Date Requested: the feedback request's date of creation.
Feedback Subject: the employee on whom the feedback is requested.
Feedback From: the employee requested to give the feedback.
Requested By: the employee who is requesting the feedback.
Status: a feedback request can have one of three statuses—Requested, Completed, Cancelled.
Actions: any actions that can be carried out are shown here.
- Cancel Feedback Request: cancels a feedback request that is not yet completed.
- Nudge: send a reminder to an employee that has not yet given their feedback.
- Open Feedback Request: access the feedback request to read more about it.

Grid Views

The grid has three views to choose from, in the form of tabs:

Personal Requests: the grid will show you requests involving you in some way, either as the subject, the employee who needs to give feedback or the one who requested it.
Team Requests: this is for employees with direct reports such as team managers, as determined by the Organisation Chart.
All Requests: available with the appropriate permissions, this gives the viewer access to all feedback requests across the tenant.

The image below displays employee Lita Ford's perspective of the Team Requests view, filtered by Date Requested.

Subsidiary Grids

The feature is seamlessly integrated across various Performance Management sections, offering lighter versions of the Feedback grid which display similar data and functions. This streamlines the giving and requesting of feedback without having to navigate through multiple screens.

In the Personal section, you'll find a grid showcasing all feedback interactions involving you, organised into tabs based on your role:
- Received: click this to view all feedback you’ve received, except for those that have been marked as confidential.
- Sent: this displays all feedback you’ve sent to colleagues.
- Waiting on me: clicking this shows open feedback requests that require your response.
- Waiting on others: managers can check here for open feedback requests which involve them but do not require their feedback.
  - With the required permission, a blue + (Add) button will be available above the grid, allowing you to give feedback or create a new request.

In both the Team and Employees tabs, you can view any displayed user's performance profile by clicking their > (View Employee Details) button at the end of their grid entry. Within each profile, a Feedback grid that works like the one described above shows only feedback instances the chosen employee is involved in.
- Authorised users will also see the blue + (Add) button here.

Read About Requesting And Giving Feedback 👏

Permission Setup and Privacy Levels

To control access to various aspects of Feedback, Indigo admins must configure employees' user accounts with the appropriate permissions. In addition to the standard Performance Management permissions, Feedback introduces the following specific permissions for admins to manage:

Permission	Access Given
HR_PM_Feedback	The user can view relevant feedback requests and create new ones.
HR_PM_Feedback_Cancel	The user can cancel feedback requests they sent.
HR_PM_Feedback_Direct	The user can send a direct feedback request.
HR_PM_Feedback_Employees	The user needs this permission to see all relevant employees in the Request Feedback employee grid.
HR_PM_Feedback_Request	The user can access the Request Feedback screen.

⚙️ System Note: In keeping with Performance Management's standards, access to Feedback features, including the availability of certain grids and buttons, is governed by a user’s permission settings. This ensures companies maintain optimal control over how the feature is utilised, which safeguards the enforcement of their policies.

Ultimately, access configurations are to align with each company’s policies and are implemented at the discretion of its management.

Feedback is also fully customisable to meet your confidentiality preferences, thanks to the implementation of Privacy Levels. When sending or requesting feedback, you can select a Privacy Level from a dropdown menu. This gives the feedback request creator control over whether the feedback remains confidential 🔒 or is shared openly with all participants.

Subject:
- Only the feedback giver and the feedback subject can see the feedback.
- The manager can view the request but will not see the response.
Manager:
- Only the feedback giver and the requester (manager) can view the feedback.
- The subject will not be notified or have access to the feedback.
Subject And Manager:
- All participants in the request, including the feedback giver, subject, and manager, can view the feedback.

📋 Note: HR admins are able to view any feedback request regardless of privacy levels, as long as they are not a participant in it.

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