Who sees what

A quick reference for staff and leaders: who can see each item, who can change to-dos, which emails go out, and what review scores mean.

Item	Who can see it
Check-ins	The employee, their supervisor, and their department lead (the department's SLT member, or the Senior Pastor). The employee sees the notes only after Wrap up.
Private check-in notes	Only the supervisor who wrote them
Annual review	The employee (once shared), the writer and the department lead
Peer 360 answers	The subject (without names), and the person running it and the subject's department lead (with names)
Personal to-dos and goals	Only you
Shared To-dos	You, plus anyone you share the list with
Department to-dos	The department's members and lead, admins, and anyone it's assigned to
Department goals	The department's members and lead, and anyone the goal's owner reports to
Church to-dos and goals	All staff
Meeting (draft)	The host, admins, and leaders of departments it's addressed to. Once an agenda is sent, its audience can read the agenda (not the notes).
Meeting (published)	Everyone it was sent to, plus anyone with an action item on it
My notes on a meeting	Only you
Feedback	Depends on what the sender chose: Public, Supervisor only or Private

To-do permissions

List	Who can add	Who can tick off	Who can edit or delete
Personal	You	You	You
Department	Members, the department lead, admins	Anyone who can see it	Whoever wrote it, leaders in the department, the department lead, admins
Church	Anyone	Anyone	Whoever wrote it, admins

Times are in your church's time zone.

Email	When
You've been added / You're in	An admin or leader adds you to the staff list, or finishes setting up your account
Your check-in was wrapped up	Your supervisor wraps up a check-in
Your review is ready	Your supervisor shares your review
Review acknowledged	(To the writer) the employee clicks Acknowledge
Asked for your input on a 360	You're invited to a 360
A colleague wrote their part of a 360	(To whoever is running it) an invitee sends theirs
New feedback	Someone gives you public feedback (or your report supervisor-only feedback)
Asked you for feedback	A feedback request is sent to you
Meeting agenda / Agenda item suggested	A host sends an agenda / someone suggests an item
Meeting notes published	A meeting you're in the audience for is published
Assigned you an action item or to-do	Someone else assigns you something
New on your department's to-do list	Weekday mornings, if there are new items nobody has picked up
Still waiting on you	About a day after something lands, if it's still waiting. Sent only during the working hours your admins set.
Something's waiting on you	Monday mornings, if anything has waited more than a week

Nothing is emailed when a check-in or review is started, when you assign something to yourself, or for Shared To-dos lists.

Score	Meaning
1	Does Not Meet Expectations
2	Sometimes Meets Expectations
3	Meets Expectations
4	Sometimes Exceeds Expectations
5	Exceeds Expectations