Change a direct manager

We understand that org changes happen and manager changes are common. When managers switch, it's easy to reflect these changes in your 15Five settings. Direct managers are responsible for things like reviewing Check-ins, holding 1-on-1s with their direct report(s), monitoring objectives, supporting their direct report(s) via Best-Self Review®, and more. 

If you are a direct report and recently changed teams, please contact an account administrator to make this switch for you. If your company is in the middle of an active review cycle, we recommend waiting to update any direct managers until after the cycle has been completed. This is due to the implications of changing a direct manager during an active cycle.

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Note

If the person you are trying to assign as a direct manager does not appear in the drop-down, there is likely a manager loop restricting this change. Additionally, if you are at the top of the reporting hierarchy, you will not be able to select a direct manager. Since everyone reports to you either directly or down the line, this would cause a manager loop. Top level employees can have others follow them.


Change someone's direct manager

1. Click on the Settings menu at the upper right corner of your 15Five account and then click People.

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2. You'll land on the 'Manage people' page.

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3. Find the person whose direct manager you want to change by filtering by direct manager, filtering by group, or searching for them by name.

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4. Select the person whose direct manager you would like to change by clicking on their name.

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5. Scroll down to the person's 'Account settings' section and click on the drop-down arrow to the right of their current direct manager. 

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6. Select the new direct manager from the drop-down list. 

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7. Remember to save the changes.

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Is the new direct manager a first time manager in 15Five? Send them some resources—I'm a Manager—to help them get started.  


Assign a new direct manager in bulk via 'Manage people'

In addition to bulk changing direct managers via Import, you can bulk change direct managers from the 'Manage people' page.

1. Click on the Settings menu at the upper right corner of your 15Five account and then click People.

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2. You'll land on the 'Manage people' page.

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3. On the 'Manage people' page, check the box to the left of everyone's name whose direct manager needs to be updated. 

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4. Click on Bulk Actions and then Change reviewer.

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5. In the pop-up window that appears, use the drop-down menu to select the new direct manager.

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6. Click the Change Reviewer button to confirm the change(s). 

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