Who can see what

Who can see your answers and results?

The table below lists each kind of information, who can read it and under what condition. The sections after it describe each role in more detail, and how the rules are enforced.

Facets holds two kinds of information behind one login. Peer and upward feedback is developmental: it goes to the person it is about, and no account can read another person’s ratings or comments as written. The manager tools are a performance record: what a manager or project lead writes down about the people they lead. The two are kept apart, with one route between them that the person a 360 is about controls (see how the two are kept apart).

At a glance

Survey responses are confidential, not anonymous. Facets links each response to the person who gave it, so they can finish later and answer only once. Nobody with an account can read another person’s ratings or comments as written. Named colleague input to a manager’s assessment is a different thing: the manager sees the colleague’s name beside it, and the colleague is told so first.

Who can read each kind of information in Facets, and under what condition
ProductInformationWho can see itCondition
Team surveyEach person’s ratings and comments, as writtenNo accountResponses are linked to the person who gave them. They are stored where no signed-in account can read them.
Team surveyA person’s own noteThat person, and a facilitator if the team has oneA facilitator reads every member’s note, before and after release, for as long as they hold the role. A team lead, manager or workspace admin does not, unless appointed facilitator. You may choose which behavior to work on; your choice is kept with your results and shown to nobody else.
Team surveyThe facilitator view: raters named beside patterns in how they rated, and notes where one person rates another unusuallyThe team’s facilitatorIt never shows ratings or comments as written.
Team surveyA paraphrase of each written comment, without the writer’s nameThe team’s facilitatorOnly if they were named before anyone agreed to take part, and the survey was opened with model-written output on.
Team surveyThe team pack and the themes from comments, and the team’s working agreement: its commitments, their owners and the norms it wroteTeam members, the team lead, owners and admins, and the facilitatorOnce released. A theme appears only where at least 3 people raised it.
Team surveyWho has started and who has submitted, by nameThe team lead, the facilitator, and workspace owners and adminsThe team lead uses it to remind people, once per person in a run.
Team surveyThe team behavior profile in the team pack: how often the team as a whole shows each behaviorTeam members, the team lead, owners and admins, and the facilitatorOnce released. A behavior is shown only where at least four teammates have a score on it, and never per person.
Team surveyYour invitation and reminders, with your own linkYou, by email or, where your organization chose it, as a Slack or Teams direct messageA direct message goes to you alone and says nothing about anyone else. If Slack cannot find you, you get the email instead; through Teams you also get the email. What your organization's Slack or Teams administrators can read is set by that service and your organization's plan, and the owner of a Teams flow can read its run history.
Team surveyWhether your invitation went by direct message or by email, and why, or that you asked for emailThe team lead, the facilitator, and workspace owners and adminsIt is shown on the run's list of who has started and submitted, and says nothing about your answers. No Slack or Teams identity of yours is kept.
Leadership 360The brief: averages by behavior, the overall questions, and themes from the commentsThe person it is aboutOnce released. Behavior averages need at least 3 raters; question-level averages and the overall questions need at least 5. Comments appear as paraphrased themes, and it never shows who gave which answer. If your review follows an earlier one, the people you ask are also asked to look back at last time’s growth areas, and your brief shows the change.
Leadership 360The follow-up pulse, where the person sends oneThe person it is aboutOnce, 60 to 90 days on, the people who answered may be asked two to four questions about the behaviors the leader chose to work on; the leader sees combined answers only, from three, and whether each moved. Only where the raters were told at the start, and never on a review sent as an open link.
Leadership 360The confidential box, on a review that has a facilitatorThat facilitatorRead as written, before and after release. It is not shown to the person the review is about and is not used in their brief.
Leadership 360A summary the person chooses to shareThe person they send it toThe headline, plus the strengths and growth areas they pick and an optional note. Sharing is never automatic. If the recipient attaches it to someone’s record, it is used when drafting that person’s assessment.
Leadership 360On a review someone set up for you: who was asked and who has answered, the confidential box, and your brief before youThe person who set it up, who is its facilitatorOnly if you accept it, on a page that says so first; you may decline, and nothing is sent to anyone until you accept. An owner or admin of the workspace, a practitioner it has engaged, or a manager it has given a seat can set one up, so it may be your manager. They never see anyone’s answers, and your results reach a manager otherwise only through a summary you choose to share.
Leadership 360Your invitation and reminders as a rater, with your own link, and a follow-up pulse if one is sentYou, by email or, if the organization chose it for the review, as a direct message in its Slack or Microsoft TeamsA direct message goes to you alone and says nothing about anyone else or about who has answered. If Slack cannot find you, you get the email instead; through Teams you also get the email. What the organization's Slack or Teams administrators can read is set by that service and the organization's plan, and the owner of a Teams flow can read its run history.
Leadership 360Whether your invitation went by direct message or by email, and why, or that you asked for emailThe review's facilitator, if it has oneNever the person the review is about. It says nothing about whether you have answered. No Slack or Teams identity of yours is kept.
Engagement cycleResults for a groupOwners and admins. A manager sees their own group and the organization total, if the cycle said so before anyone answeredOnly for a group that clears the floor: 5 respondents by default, up to 50 if your organization raises it. Groups whose numbers could be worked out from others are hidden too. Results, themes and the written summary are in English, whatever language the survey was offered in.
Engagement cycleIndividual answers and what people writeNo oneWhat people write appears only as themes that several people raised.
Engagement cycleYour invitation and reminders, with your own linkYou, by email or, if your organization chose it for the cycle, as a direct message in its Slack or Microsoft TeamsA direct message goes to you alone and says nothing about anyone else. If Slack cannot find you, you get the email instead; through Teams you also get the email. What your organization's Slack or Teams administrators can read is set by that service and your organization's plan, and the owner of a Teams flow can read its run history. The survey and its invitations come in the language your organization chose for the cycle: English or Spanish. The privacy notice and terms are in English.
Engagement cycleWhether your invitation went by direct message or by email, and why, or that you asked for emailThe cycle's owners and adminsIt says nothing about whether you have answered. No Slack or Teams identity of yours is kept.
Manager toolsGoals, quarterly bands, 1:1 notes, colleague input and assessmentsThe manager who keeps themAn owner or admin can open a record to read it, never to change it. Each open is logged with their name and the date, and shown to the manager.
Manager toolsWhat a colleague writes when asked for inputThe manager, with the colleague’s name beside itColleagues are told it is not anonymous before they type.
Manager toolsGrowth and stay conversations: what the person said, and the guide the manager held it withThe manager who keeps themPart of the person’s record, read as the rest of it is: an owner or admin can open it to read, logged and shown to the manager. Nothing here is rated, and nothing here is read when an assessment is drafted.
Manager toolsA calendar invitation for your regular 1:1You, at the address your manager entered for youOnly if your manager sends one. You receive one email with the 1:1 times and your manager’s name; the invitation carries your name and address and nothing written about you. If your manager has let you add topics for your 1:1s, the email also carries your own link for that; the calendar file does not.
Manager toolsTopics you add for your own 1:1s, through a personal linkYour manager, with your name on themOnly if your manager turns the link on. There you read your own topics and nothing of your manager’s record; you never pay, sign in or need an account. Your manager cannot change what you write, an owner’s or admin’s open of the record does not show it, and no model is given it.
All productsAccount, billing and usage detailsFacets staff, through the operator consoleThe console is blocked from answers, comments, notes and manager records.

Managing someone, leading a team or administering the workspace does not give anyone access to a note or the facilitator view. Being appointed facilitator does, and a manager or an admin can be appointed. Only an owner or admin names the facilitator.

Reporting minimums

Results appear only when enough people have answered. The minimum depends on the survey and the kind of result. Counts are completed responses, not team size.

The minimum number of responses before a result appears
SurveyResultMinimum
Team surveyA person’s own scores3 raters, so teams of 4 or more
Team surveyQuestion-level detail5 raters
Team surveySummaries of the four self-reports4 people
Team surveyTrust6 rated pairs
Team surveyComment themes3 writers
Team surveyTeam behavior profile4 teammates with a score on the behavior
Leadership 360Behavior averages, indices and themes3 raters
Leadership 360Question-level detail and the overall questions5 raters
Engagement cycleResults for a group5 respondents by default; an organization may raise it to 50

The floor for an engagement cycle is 5 unless your organization raises it. At an organization’s written request, Facets can lower it for a single cycle, below 5, before the cycle opens. Everyone invited to that cycle sees the floor in force before answering.

Facets does not add survey feedback to performance records. The one route is the leader’s own choice: after a Leadership 360, the person it is about can send a summary (the headline, plus the strengths and growth areas they pick) to someone they choose. If the recipient attaches it to that person’s record, it is used when drafting their assessment. On idea boards and projects nothing moves automatically; people copy words across by hand.

Who sees what, role by role

Team members and raters

Their own answers, while the survey is open, through their personal link. Afterwards, their own individual note, which a facilitator the team has named can also read. Nothing about anyone else as an individual.

The team lead

The roster, who has started and who has submitted, by name, so they can nudge anyone who has not — once per person in a run — and the shared team pack once released. No answers, no individual peer scores, no individual notes, no written comments. Leading the team does not give access to any of them.

A facilitator, when one is attached

Everything the lead sees, plus every member’s individual note, before and after release, for as long as they hold the role. The facilitator view also names raters beside patterns in how they rated (for example, giving everyone the same score) and notes where one person rates another unusually. It never shows ratings or comments as written. If the facilitator was named before anyone agreed to take part, it includes a paraphrase of each written comment, without the writer’s name. An owner or admin names the facilitator, and a manager or an admin can be appointed. A facilitator exists to put a human between a machine-written report and a person reading it about themselves.

The workspace’s owners and admins

On every team in the workspace, what the team lead sees: the roster, who has started and who has submitted, and each team pack once it is released. No answers, no individual peer scores, no individual notes, no written comments. Where an owner turns the program report on, the workspace’s owners, and a practitioner the organization has engaged, also read a program report: numbers pooled across at least three teams, with each team named only for who took part and what it decided, and only from surveys whose people were told before they answered.

Owner and admin are roles in the workspace, not a manager’s capacity: what the row on managers and HR below says stands as written.

A practitioner your workspace engaged

A practitioner your workspace engaged sees what an admin sees, and the teams they facilitate as a facilitator does; their access is in the access log and ends when the engagement does.

The person a Leadership 360 is about

Their own brief, once it is released. On each behavior, the average of what the people who answered said, beside their own rating and the rating they expected, wherever at least 3 people observed it. The average for each question, and for the overall questions beside their own answer, only where at least 5 people answered it. The comments as paraphrased themes. It never shows who gave which answer or any one person’s ratings, and never the confidential box for the facilitator. Where the workspace’s program report was on when a leadership review opened, and its people were told so before they answered, its numbers also reach the workspace’s owners and a practitioner the organization has engaged, only pooled with other leaders’ in cohorts of five, once a cohort is complete, never naming whose numbers are whose.

A Leadership 360 someone set up for you

Someone who may start a review in a workspace (an owner or admin, a practitioner the organization has engaged, or a manager the workspace has given a seat, so possibly your own manager) can set one up for you by your address. It runs only if you accept it, on a page that says first that, as its facilitator, they will read who was asked and who has answered, anything written in the confidential box, and your brief before you do. You may decline, and nothing is sent to anyone until you accept. They never see anyone’s answers, and your self-assessment, your goals and what you share stay yours.

Managers and HR

Nothing from the feedback side, in that capacity. A manager who is also a member of the team gets exactly what every other member gets, and nothing more. No manager role, setting or export hands a manager another person’s peer ratings or individual note. The one way to that access is being appointed the team’s facilitator, as above. A manager can also set up a Leadership 360 for one of their reports and be its facilitator, as the 360 section above describes: it runs only if the person accepts it, knowing what the manager will read, and they may decline.

The manager tools are a different matter and are covered below: there a manager records goals, bands and written assessments about named people, and those records are theirs to read and to export. They contain nothing from the feedback side, apart from a summary a 360’s subject chooses to send, described below.

A manager, in an engagement cycle

An engagement cycle is an organization-wide survey, not feedback about anyone. A manager sees their own group’s numbers and the organization total, once the group clears the reporting floor, only for cycles that said so before anyone answered; never an individual answer, anyone’s words or another group. The consent page tells each person their manager will see their group’s numbers, and the setting cannot change once the cycle has opened. Which group is a manager’s is decided by the account the workspace’s roster ties them to, never by a name that resembles theirs, and each time a manager opens their group’s results it is written to the audit log.

Change since the last engagement cycle

A cycle’s results can show how a group moved since the organization’s last cycle, and only between two numbers the reader could already see: the group’s figure as each cycle published it, and, for a manager, only where both cycles told the people answering that their manager would see their group. The change is worked out from those two published numbers and nothing else, never from anyone’s answers or from who answered both times, and only where most of the same people were invited both times.

Conversation records

The manager who holds the conversation, and nobody else. They are not in the workspace export.

What the organization will try

The workspace’s owners and admins, on the cycle’s page and in the workspace export; never a manager.

Options for a manager’s group

The manager whose group it is, and nobody else; not in the workspace export.

An HR system or identity provider, when one is connected

An owner can connect the organization’s identity provider, or an HR system through it, to keep the engagement roster. For each person it sends, we keep their name, work email address, manager, department, whether they are active and their end date, with the identifiers it uses for them; nothing else it sends, such as a job title, location or pay, is kept, and nothing is ever written back to it. Only an owner can connect, stop or replace one. What it says reaches the roster when an owner or admin applies it, or each hour on its own where an owner has turned that on; managers see none of it. Someone it marks as having left is not invited again once that is applied, and their roster row is deleted 90 days after they were marked inactive.

A manager whose work email address it gives as someone’s manager is shown those people’s names on their People page, and they become people the manager keeps only if the manager presses to add them. Nothing else from it reaches a manager, and no survey figure ever does.

The tables holding raw peer ratings, comments, nominations, and members’ self-assessments have no read policy for any signed-in account at all. They are reachable only by server code holding a service credential, after it has verified either a member’s single-use token or a staff role. Adding a “let managers see scores” feature would not be a settings change; it would be a schema migration and a visible one. A facilitator’s notes and view are worked out from those rows by the system, so the facilitator never reads the raw ratings or comments.

Every access to a released report is written to an audit log.

The manager tools: who can see what

The manager tools are a different product with different rules about who sees what, so they are described separately. They are for anyone who leads people, whether they manage a team or lead a project.

The manager

The records they keep for the people they lead: goals, quarterly performance bands, 1:1 notes, colleague input and assessments. Another manager’s records are not theirs to see: to a manager, another manager’s person looks exactly like a person who does not exist. The one way past that rule is deliberate and visible — an owner or admin of the workspace can open a record to read it, never to change it, and every open is logged with their name and the date and shown to the manager who keeps the record.

If a manager turns it on, the people they keep 1:1s with can add topics for those 1:1s, and the manager reads them on the 1:1 pages, with the person’s name on them, and cannot change them. An owner’s or admin’s open of a record does not show them.

Your manager may note the hours a week you work. It is shown to them and to you, used to show how full your coming weeks are against the work planned and estimated for you and, added up with the hours of the other people they track, how full their team is, and used for nothing else. If your manager connects Microsoft Power BI, the figure is sent there too, with the rest of what they see. Your manager may see, beside their notes and when preparing a 1:1, how full your coming weeks are as a percentage and a word, computed when the page is read and stored nowhere in Facets; if your manager connects Microsoft Power BI, these figures are sent there too.

The person being assessed

There is no in-app view for them yet, which is a gap rather than a feature. The assessment exports as a document written to be handed over — fairness notes first, the rationale beside the band, and a closing line naming what fed it. Separately: in most places a written characterization of an employee is personal data that person can ask to see, and the app says so wherever a manager types about someone.

The one thing they can do, if their manager turns it on, is add topics for their 1:1s through a personal link. There they read their own topics and the date of their next 1:1, and nothing of the manager’s record. They never pay, sign in or need an account for it, and no model is given what they write.

Growth and stay conversations

A manager can record a growth conversation, about where someone wants to grow, and a stay conversation, about what keeps them and what would make their work better: what the person said, in their words, and the guide the conversation was held against. They are part of the person’s record, seen as the rest of it is and downloaded with it. Nothing here is rated, and nothing here is read when an assessment is drafted or a message is written in Drafts. A stay conversation records what was said, never a conclusion about whether the person will leave: there is no field for one.

Colleagues who are asked for input

They are told, in bold, before they type: their manager will read what they write, with their name on it, and will use it when writing this person’s assessment. There is no anonymity offered here, because with two or three respondents it could not be delivered. Declining is a real button, the manager learns only that somebody declined, and any half-written draft is discarded.

Teammates on an idea board

An idea board is a manager asking their team one question and reading what comes back, and it has privacy settings of its own rather than borrowing either set above. Each board carries one of four settings for names, chosen before anybody posts and fixed from that moment: hidden from teammates but seen by the manager; hidden from everyone, the manager included; shown to everyone; or each person’s own choice, post by post, which is the default. People write under the setting they were shown, which is the reason it cannot be changed underneath them afterwards.

On the setting that hides names from everyone, it is the database that withholds them. Who wrote what is kept in its own table, and the rule admitting a manager to that table does not hold for such a board — so the manager, the logged admin path and the export all get no rows at all, rather than a page that knows the answer and declines to show it.

Votes and reactions are counts under every one of the four settings. Nobody sees who voted, the manager included, and there is no setting that changes it. An owner or admin can open a board to read it by the same logged path they open a People record by, with their name and the date recorded and shown to the manager who runs it.

A board can also be a whiteboard, and the same rules hold on it, because a sticky note is an idea: the words on it are one row in one table, under the same names setting, the same export, the same withdrawal and the same purge. What a canvas adds is where things are, and that is where the line falls. This board also has a canvas. Where you put a sticky note is something everyone on the board can see; when you put it there is not shown. On a small board, how you arrange things may still say who you are. Live cursors and the pen are offered only on a board that shows every name, because a pointer with a name on it says who is here, an unlabeled one says it by elimination, and a count of who is present says the same thing more slowly. On every other setting the board refreshes while people read it without saying who is there.

Pictures can be uploaded to a canvas, and everyone on the board and the manager can see them. Every upload is re-encoded on the way in, so no camera, location or editing metadata survives; what that cannot remove is what is in the picture, so the board says before anybody uploads one that a picture can show a face or a name and that the choice is theirs. They are stored privately on the same infrastructure as everything else here, reachable only through a link to the board that holds them, and both the files and their records go with the board’s words on the ninety-day clock.

If the manager has switched GIFs on, GIPHY’s published API rules require the search and the image load to happen in the browser. So the picker searches GIPHY from the browser of the person using it, and the browser of anyone whose page shows a GIF looks it up and loads it from GIPHY directly. GIPHY gets that browser’s IP address, the ordinary browser details, the words somebody typed and the ids of the GIFs looked up — and never a name, an email address, an account or board identifier, or the address of the page. Searches and the GIFs shown are rated G, and the board’s promise page names GIPHY and the IP address before anybody posts.

A manager can open a board with theme suggestions switched on, and the board’s promise page and invitation say so before anybody posts; like the names setting, it cannot change afterwards. On such a board the manager can ask an AI model to suggest themes that group the ideas everyone on the board can see. The model is sent each idea’s title and the words under it, never who wrote it, and on an inbox board or before a reveal it is sent nothing. The themes are shown to the manager alone and move nothing on the board.

Nothing on a board is part of any performance record. No board table references a People record in either direction, so an idea cannot become a goal, a line in a check-in, or evidence in an assessment; a manager who wants to act on one copies the words across by hand, into their own.

Teammates on a project

A project is a task tracker, and it has terms of its own rather than borrowing any of the three above — because it cannot honestly borrow one. A task has an assignee; a manager who watches a late task list has learned something and will not unlearn it. So the project says plainly what it is, in the same weight of type as the others, on its own first screen and before anybody writes anything: Everyone on this project sees names — the manager who runs it, and every teammate on it. It is a record of work, not of feedback about anyone. Nothing here is copied into any assessment, and nothing here is anonymous.

There is no names setting on a project and there is nothing to withhold: who a task belongs to and who wrote a comment are columns on the row, shown to everyone on the project. Nothing here is anonymous, and nothing here can be. If you want to raise something without your name on it, an idea board is the place for that, not a task.

The manager who runs a project can edit any task, because a task is an instruction about work. They cannot edit a comment somebody else wrote — that is testimony, and the only thing they can do with it is delete it with a reason its author can read. An owner or admin of the workspace can open a project by the same logged path they open a People record by, with their name and the date recorded and shown to the manager who runs it. Nothing anyone writes on a project — a task, an estimate, a comment, a date — is part of any performance record, and no project table references a People record or the reverse. One kind of figure crosses: hours. Where your manager tracks you in Facets and you share the address you were invited by, they may see the hours of estimated open work you hold on any project in this workspace, week by week and by project, and the hours a week any manager has planned for you; not the tasks, comments or anything else on a project they do not run.

A manager can turn an idea from a board into a task on a project. When they do, the words are copied across rather than linked, and whether the project is told where the task came from depends on the board it came from: the line From an idea on {board} is shown to members only on a board that shows every name. On any other board they see nothing about the idea, because “this task came from that idea, and it is assigned to Priya” would say that Priya wrote the idea. The manager, who made the task, always sees the link.

Anyone who can change a task can attach a web address or a picture to it, and everyone on the project and the manager can see both. Pictures are re-encoded on the way in, so no camera, location or editing metadata survives; what that cannot remove is what is in the picture, so the project’s first screen says before anybody uploads one that a picture can show a face or a name and that the choice is theirs. A picture can be deleted by the person who uploaded it and by the manager. Pictures are stored privately on the same infrastructure as everything else here, reachable only through the project’s own pages — an owner or admin who opens a project by the logged path is told how many there are and is not shown them — and deleting a project deletes every picture on it. Ninety days after a workspace stops paying, the pictures teammates uploaded to its tasks are deleted with their comments. The manager's own pictures and every link stay with the task, as its description does.

A manager can write updates about how a project is going and send them by email to people outside the project whom they name, typing a name and an email address for each: everyone on the project sees those names and never the addresses, an update carries counts and dates and never a comment or a figure about one person, and every update email carries a link that stops them. Anyone holding the project’s read-only link, which the manager can switch on and off, reads its updates, its milestones, and the title, status and due date of each open task, and nothing else.

A manager sees, for each person on a project, the hours of estimated open work they hold in each coming week, and each person sees the team's total and their own; a figure about one person is shown to the manager and that person, and leaves the project only as hours per week, to the manager who tracks that person in Facets.

A manager may note the days each person on a project is away, and each person may note their own; the manager and that person see them and nobody else, and the schedule plans around them. A manager may also turn on planning around each person's weekly capacity for a project; the dates a schedule then sets can reflect how many days a week each person works, and the promise page says so to everyone on the project. A saved baseline keeps each task's dates as they were on one day, and everyone on the project sees it.

A manager can set goals of their own that tasks on their projects count toward; a goal may name an owner, who is shown to everyone on those projects, as a task's owner is. A goal is the manager's, counted from tasks, and is not a goal on anybody's People record.

A manager can connect a Slack or Microsoft Teams channel of their own to a project or an idea board. What is posted there is what everyone on the project or board can already see: an update, a daily list of tasks done, due and overdue with their owners, a board's opening and closing, and ideas without names. It never carries a comment, a vote, an estimate or a figure about one person. It is a copy in the customer's own service, and the ninety-day deletion does not reach it. A manager can also connect a channel of their own for reminders: how many check-ins are due, and that their group's survey results are ready or a commitment's check is due, with no figure and no name. An organization can connect a channel to a survey cycle, told that the survey is open or closing and nothing about who answered.

A manager can connect their own Microsoft 365 work account and send tasks from a project to a Microsoft Planner plan in their organization. What is sent is what everyone on the project already sees of that task: its title, description, dates, priority, checklist and labels, and who it is assigned to, matched to a Microsoft 365 account the manager picks. We keep the manager's Microsoft sign-in, sealed, to send tasks and to learn whether each one is complete. We keep no Microsoft address and read nothing else from Planner. Survey answers, Leadership 360 answers and People records never go. What was sent is a copy in the customer's own Microsoft 365, and the ninety-day deletion does not reach it.

A manager may plan the hours a week a person spends on a project they run, or on work tracked elsewhere, for people on their projects and people they track; the people who plan for you and you see those hours, and so does a manager who tracks you in Facets, with the project's name and who planned it; nobody else on a project does.

A manager may let Microsoft Power BI read, under a key only they hold, what they themselves see of their projects and of this planning: names and never addresses, no comment and no survey answer, and of a People record only a tracked person's name and the hours a week noted for them. Replacing the key ends the old one at once.

Us, and HR

There is no HR role and no organization-wide view on a single manager plan. On the Organization plan, owners and admins can open any manager’s record through the logged path above; there is still no export of everyone at once and no view that reads across records without opening each one. Our own operator console can reach account and billing metadata and is blocked at the column level from every table on this side — assessments, goals, colleague input and the rest — with a test that fails if a new table is added without someone deciding which side of that line it is on, run in continuous integration on pull requests marked ready for review and on changes to the main branch.

How the two are kept apart

Facets does not add survey feedback to performance records. Exactly one table links the two, and it is the record of a summary somebody chose to send — described below. No other table on either side references the other, and no policy lets even that one be read back through into the review or its raters. An HR system or identity provider connected to the engagement roster is on neither side: it offers a manager the names of people it says report to them, never a survey figure, and the roster never reads a manager’s records.

One route exists and it belongs to the person the feedback is about. After reading their own leadership brief they can tick the parts they want to pass on, add a note, and send it to their manager. What lands is a copy. Three parts are not shareable at all — the paraphrased themes from what colleagues wrote, the gap between how they see themselves and how others do, and the exact rater counts, which on a small group narrow it too far. The overall questions and the question-by-question averages cannot be sent either.

Attaching an incoming summary to someone’s record is a manual act. The system knows the sender’s email address and could match it automatically; it does not, because that would be the first automatic connection between a developmental review and a performance record. Once a recipient attaches a summary to a person’s record, it is used when drafting that person’s assessment, and the assessment says so.

Where confidentiality has limits

On a three-person team, confidentiality is arithmetic, not a guarantee.

You have exactly two peers. If you can see an average and you know what you gave, you can work out what the other person gave. No amount of software prevents that. So Facets withholds per-dimension peer scores entirely at that size and tells raters this on the consent screen.

Written comments are never quoted back to the people they are about.

Not in the team pack, not in an individual note, not in a leadership brief. In a Leadership 360 and an engagement cycle they are grouped into themes and paraphrased. On a team survey a language model summarizes them, without the writer’s name: the whole team reads themes that at least three people raised, never drawn from comments about fewer than three teammates, and the team’s named facilitator reads each comment in other words, only if they were named before anyone answered. Where the workspace had turned model-written output off when the survey opened, nobody reads them. An automated check rejects any pack or brief that reproduces a recognizable run of words from someone’s comment — with the survey’s own dimension names excluded from that test, since those are our words rather than anyone else’s. In a group of six, a direct quote is a name.

A team’s named facilitator reads each comment in other words.

One reader sees each comment rather than only themes, and that is deliberate. On a team run, a language model rewrites each comment people write about a teammate in other words, and the facilitator — the single account allowed to read the facilitator pack — reads them grouped by the person they are about, without the writer’s name. It is what a facilitator needs to prepare a conversation, and the alternative was worse: for most of this product’s life those answers were collected and read by nobody, so people wrote in good faith into a field with no reader. A comment the model cannot rewrite without repeating a run of its words or naming someone is withheld, and the facilitator sees only how many were. A facilitator reads a run’s comments only if they were named before anyone answered it; one named later releases notes but never reads that run’s comments. The paraphrases stay in the facilitator pack until the ninety-day deletion after the workspace leaves the service, which empties them from it along with the answers themselves. The 360 and the engagement cycle are different: there, only the themes leave the pipeline.

On a small idea board, not signing can be as visible as signing.

A board is not a statistic, so there is no minimum size for it to hide behind. Instead the page a teammate reads before they post says how many people are on the board, and under five it says outright that what they write may still identify them. The default setting — each person decides, post by post — has an arithmetic of its own: where most people sign their ideas, the few unsigned ones stand out by elimination. That sentence is on the page where the choice is made, not somewhere it could be read afterwards.

Data protection law may reach further than our own settings.

In some jurisdictions a subject access request can reach ratings and comments about the person making the request. This is one reason ratings are behavior-anchored and time-bounded rather than evaluative: it changes what a disclosure would contain.

Where AI is involved, and where it is not

Scoring is entirely deterministic. No model decides a number, a threshold, or whether a result is shown to you.

A language model may be used to write the narrative parts of a team pack or a leadership brief. When it writes a team pack’s narrative it is given the team-level aggregates and nothing else: no individual ratings, no per-rater information, and none of the written answers anyone submitted. It cannot reproduce a colleague’s phrasing because it was never shown any. A team survey’s comments are summarized in a separate step, only for a survey opened while model-written output was on: a language model is given them as they were written, without the name of the person who wrote them, of the person they are about or of the team, so a name somebody typed into one goes with it, and writes themes for the whole team and a paraphrase of each comment for the team’s facilitator. Nothing it writes may quote them: a theme or a paraphrase that repeats a recognizable run of a comment’s words is dropped and counted, never shown. For a leadership brief it receives the scored evidence pack — scores, gaps, response counts — together with the written comments, with the writer’s identity removed and only once enough people have responded for anything to be reported. It never receives the confidential box for the facilitator. It is instructed to paraphrase and never quote, and the checks below hold it to that.

On a leadership review a model may also write one or two follow-up questions to a rater, and may ask for an example. For that it is shown only what that one rater has said — their ratings and their comments, never anyone else’s, never the leader’s self-ratings, and never the confidential box. Each question passes a fixed set of checks before it is shown: it may not ask the rater to name or single out a colleague, use a trait word, speak in the first person, or ask more than one thing. A question that fails is replaced by a fixed one. The brief writer is then instructed to describe a particular example only when more than one person raised it and to fold a single person’s example into the pattern it illustrates — an instruction, held to by review, not something a check can measure.

A pack or a brief it writes then has to pass the same automated checks as the template version: every score-like number matched against the underlying data, no trait adjectives, no ranking language, no speculation about motive, no causal claim about your results, and no six-word run shared with anything anyone wrote. A team pack that fails is replaced by the deterministic version rather than released — there is no review step between it and the whole team. A brief that fails is regenerated or held for a human.

Your ratings and comments are not used to train anyone’s model. If no AI provider is configured, the deterministic template writes the brief instead — and it is a complete brief, not a degraded one.

On a project, the manager who runs it can ask a model to draft a plan of sections and tasks, or to break one task down into subtasks and checklist steps. For a plan the model is given what the manager typed, the project’s title and description, and the titles of its sections and tasks, up to a fixed length; for a breakdown, what the manager typed, the project’s title, and that one task’s title, description and section, with the titles of its subtasks and the steps on its checklist. The manager can also ask it how many working days each of up to forty tasks will take, to fill in a schedule: for that it is given the project’s title and, for each of those tasks, its title, description and section, its parent task’s title and the titles of its subtasks and checklist steps, up to a fixed length, and the days it suggests change no task unless the manager applies the schedule. Teammates write titles and steps too, so words somebody on the project wrote can be among what is sent when their manager asks, exactly as written — a name typed into a title goes with it. The model is never given who is on the project, anyone’s email address, who a task is assigned to or who created it, a comment, a task’s status or dates, the record of who moved what, or anything from the manager tools or the feedback side, and none of what it is given is used to train a model.

What comes back is a draft in the manager’s own browser. Nothing is added to the project until they apply it, the model never assigns anyone, and teammates never see a draft or what it cost. Each request leaves a usage record — who asked, what it cost, whether it worked, and none of the text — which our operator console can read. Turning model-written output off for the workspace turns the assist off, and so does closing the workspace. With no AI provider configured there is no model draft at all and nothing stands in for one: the manager is pointed to their templates instead.

A manager can also ask the model to plan a new project before it exists: it can ask them up to three rounds of questions, then drafts the project’s title, description, sections, tasks and milestones, and no project exists until the manager presses Create project. For that it is given only what the manager typed — the goal, timeframe, team size and constraints — and the questions it asked with their answers, up to a fixed length and exactly as written, so a name typed into them goes with them; nothing from any existing project is sent, and neither is the manager’s name, anyone’s email address or the workspace’s name. Each round and the draft leave the same usage record.

The manager who runs a project can also ask the model to draft an update about how it is going. For that the model is given what the manager typed, the project’s title, the status they picked, how many of its tasks were done since the last update and how many are overdue and blocked, the title and due date of the next task due, and the last update’s words, up to a fixed length and exactly as written, so a name or a figure typed into any of them goes with it. It is never given who is on the project or who the updates are sent to, anyone’s email address, who a task is assigned to, a comment, the record of who moved what, or a figure about one person, and none of what it is given is used to train a model. The draft lands in the manager’s own note box, where they can change it, and nothing is saved or sent until they save the update. Each request leaves the same usage record, and turning model-written output off turns this off too.

In the manager tools, a manager can ask a model for a conversation guide, a 1:1 agenda, follow-up actions from their notes, measurable wording for a goal, or a draft assessment, for someone who reports to them. For a guide or an agenda the model is given what that manager has recorded about the person — their name, their role, the shape of their work and what they are accountable for, the strengths, development areas and support needs noted for them, the year’s goals and the results recorded against them, the year’s check-ins and their open follow-up actions — and what the manager typed for that conversation or meeting. For a draft assessment it is given the same record, the manager’s answers to the assessment’s questions, what the colleagues the manager asked wrote, with their names removed, and the summary the person chose to share with their manager, if there is one. For follow-up actions it is given the person’s name and the notes the manager asks it to read; for a goal, the draft goal and the person’s role, and not their name. Each is cut to a fixed length, and what was written goes exactly as written, whoever wrote it — a name typed into a note goes with it. The model is never given anyone’s email address, which the record it is sent has no field for, or anything from the feedback side but a summary the person chose to share, and none of what it is given is used to train a model.

Suggested follow-up actions and goal wording are added only if the manager adds them. Each request that goes to the model leaves a usage record — who asked, which tool, the credits, the model, how it ended, the tokens, and none of the text — which does not itself say who it was about, and which our operator console can read; where a guide, an agenda or a draft assessment is saved to a person’s record, the audit entry for that save carries the usage record’s reference. The five tools draw on the same AI credits as the project assist and theme suggestions: one allowance for each manager seat, over a rolling 30 days. When a manager’s credits are used up, and whenever model-written output is off or no AI provider is configured, each tool answers from its standard template instead, and nothing is sent.

On a growth or stay conversation, a manager can ask a model to adapt the guide to the person: its opening, and the way into each of its fixed questions. The model is given the person’s role, the name of the kind of work they are filed under and what they said in the last conversation of the same kind, up to a fixed length and exactly as written, and nothing else: never a check-in, a band, a goal, a result, an assessment or anything a colleague wrote, and none of what it is given is used to train a model. The request leaves the same kind of usage record as the five tools and draws on the same AI credits; the adapted guide is kept only with the conversation the manager saves against it. When the credits are used up, or model-written output is off, the guide’s own words are used and nothing is sent.

In Drafts, a manager can ask a model to write a message for them to send themselves — an email, a text or a chat message — from an idea, their own draft or a message they are answering, and to check how a message’s tone reads. The model is given what the manager typed for it, the message being answered, who it is to as a kind of recipient and, for one of their people, that person’s first name, the tone and the other choices the manager made, and, for another version, the version before it, up to a fixed length and exactly as written — a name typed into any of it goes with it. Only while the manager has that person’s notes switched on for the draft is it also given the agenda and notes of their latest 1:1 and what was written in their latest check-in. It is never given an email address from anyone’s record or the workspace’s name, though one typed or pasted into the text goes with it as written, and none of what it is given is used to train a model. A draft is shown to that manager alone: nobody else in the workspace sees it, owners and admins included, and Facets keeps no draft on the website. Facets never sends the message and does not tell the person it is written to; the manager decides what to send, from their own email or messaging app. Each request leaves the same kind of usage record as the five tools, with none of the text, and draws on the same AI credits; when a person’s notes were used, our audit log notes which person and the dates of the notes, never their words. In the iPhone and iPad app, the finished draft or tone check is held on our servers, encrypted, for 24 hours so the app can collect it, and is deleted at the first daily clean-up after that. Drafts has no template: when a manager’s credits are used up, and whenever model-written output is off or no AI provider is configured, it writes nothing, and the manager’s words stay where they typed them.

On an idea board opened with theme suggestions on, the manager who runs it can ask a model to suggest themes that group the ideas. The model is given up to sixty of the ideas everyone on the board can see, numbered, each with its title and the words under it up to a fixed length, exactly as written — a name typed into an idea goes with it — and never who wrote an idea, on any names setting, a comment, a vote or a reaction, the manager’s answers or private notes, a date, or anyone’s name or email address from the board. On an inbox board, and on a board that has not been revealed yet, nobody sees anybody else’s ideas, so the model is given nothing, and none of what it is given is used to train a model.

What comes back is up to six themes, each a short title, a summary and the ideas it groups. A theme that uses any of the trait or ranking words the coaching checks refuse is dropped, not reworded, and the manager is shown the rest with the model’s name beside them — nobody else is shown them. Nothing on the board moves: no idea is refiled and no column is made, and a new suggestion replaces the last. Each request leaves a usage record — who asked, whether it worked, the tokens, and none of the text — which our operator console can read. Turning model-written output off for the workspace turns theme suggestions off, and so does closing the workspace. With no AI provider configured there are no suggestions and nothing stands in for them: never a theme a template wrote.

Practical details

Access links

A member’s link contains a random token, and only a one-way hash of it is stored. Nobody — including us — can look up an existing link and read it back. A lost link has to be re-issued, which stops the old one at once. On idea boards and projects, every other email that carries a new link — a reminder, a digest, an answer to an idea — leaves the one before it working for up to a day, so a page already open outlasts the email; a survey or rater link stops the moment a new one is issued. An engagement survey’s links are the exception: the link in the first invitation keeps working until the survey closes, alongside the link in the latest reminder, and a link from a reminder in between stops when the next one is sent. A team survey’s links work the same way for a person whose invitation came as a Slack or Teams direct message; a re-issued link still stops the ones before it at once. So do a Leadership 360 rater’s links, when the invitation came as a Slack or Teams direct message.

The one exception is the shared open link an idea board, a project or a leadership review can be joined by. Because it is posted for a whole team, often more than once, it may be kept as the link itself, not only as a hash, while it is switched on, and it is shown only to the person who switched it on: not to the team, not to a workspace admin, and not in our operator console. That copy is encrypted, with keys kept outside the database. It is deleted the moment it is switched off or replaced, when a review’s link reaches its limit, or when the board, project or review closes. Personal links are never kept.

A personal calendar link is kept the same way, as a one-way hash only, so it appears once, when it is made, and nobody can read it back. Anyone signed in can make one so that the calendar app they choose, such as Outlook, keeps their calendar up to date. It sends that app their own dates and titles, including the names of the people they manage, since a 1:1 is titled with the person’s name. Getting a new link ends the old one at once, with no day’s grace, and so does turning it off.

Where data lives

A managed Postgres database and a hosting provider, both in the United States. Transactional email goes through a third-party sending provider, and where a language model writes a pack or a draft, or suggests themes, the request goes to an AI provider. These are named individually in the privacy policy.

The iPhone app

The app shows each person what the website shows them, and nothing more: every screen reads from the same place, under the same rules. It collects these, to work and for nothing else, never for tracking or advertising:

  • Your email address, to sign you in, as the website does.
  • The phone’s push token, if you allow notifications: an identifier for that one phone, which Apple’s push service needs to deliver a notification to it. It is kept with your account and deleted with it, and signing out of the app on that phone asks us to delete it.
  • What you write, such as tasks, comments, ideas, answers and notes, kept with your account as it is when you write on the website.
  • The pictures you attach to a task, chosen with the iPhone’s photo picker and kept with the task, as a picture uploaded on the website is.

It has no analytics and no crash reporter of its own, and sends no usage statistics and no crash reports. On the phone it keeps a copy of your Today, your projects and their tasks, and your calendar, so it can show them before the network answers, where the iPhone keeps it from being read while the phone is locked; and, for the home-screen widget and the iPhone’s search, the titles and due days of your running projects and open tasks. People and Surveys are never kept on the phone. They are read when you open them, held only in the app’s memory, and sit behind a Face ID lock that is on unless you turn it off. While they are locked, and whenever the app is not the one in front, those screens are covered, so the iPhone’s app switcher never shows them. Signing out deletes everything the app kept on the phone.

Deletion

A team or a review can be deleted, and that removes the underlying ratings with it. Ask through the contact form and it will be done; a self-serve control is on the list.

This page describes how the product behaves. The privacy policy is the legal document.

Questions about any of this are welcome

If something here is not specific enough for your legal or security review, say what you need and we will answer plainly, including where the answer is “not yet”. Ask through the contact form. The security page covers the infrastructure underneath all of this — where it runs, what encrypts it, what the backups guarantee, and the controls that do not exist yet.

If you were invited to answer a survey or asked about a colleague and want to see, correct or delete what is held about you, that form reaches us directly — no account needed, and no need to go through whoever invited you.