If you need to change a user's reviewer and that user is also a participant in a cycle (upcoming, active, or ended), check out this article to see what this change means for the participant and the reviewers. If you are not familiar with The Office, a Dunder Mifflin company hierarchy can be seen here.
Specific name scenarios:
- Dwight Schrute= reporter/participant/employee
- Michael Scott= old Reviewer
- Andy Bernard= new Reviewer
- If Michael is removed as Dwight's reviewer BEFORE a Review Cycle begins and no new Reviewer is assigned to Dwight, then he will be excluded from the Review Cycle. This is the case, since each participant must start the cycle with a reviewer in order to be included in the cycle.
- Michael has been removed as Dwight's reviewer. If Dwight is assigned a new Reviewer BEFORE the Review Cycle begins, then a Reporter<>Reviewer relationship is already established and the Review Cycle begins as normal, with Andy as the new reviewer.
- Michael has been removed as Dwight's reviewer. Now, Andy is assigned as Dwight's Reviewer DURING an active review cycle. Andy will "take over" for Michael. Andy has access to Dwight's self review and peer reviews that have already been submitted of Dwight. Dwight will not be required to complete an upward review of Michael or Andy. However, Andy will complete the process of reviewing Dwight's other reviews and releasing the summary himself.
- Michael has been removed as Dwight's manager. Now, Andy is assigned as Dwight's Reviewer DURING an active Review cycle and there is already a Manager Review of Dwight that was completed by Michael. Andy can read the answers from Michael's manager review of Dwight, but cannot edit them. Michael no longer has access to edit his Manager review or Dwight's other reviews. All previously submitted peer reviews will become visible to Andy, and any further peer reviews will be routed through Andy.
- If Michael is deactivated as a user (or removed as Dwight's reviewer) DURING a Review cycle and no new Reviewer is assigned, Dwight can still participate in the cycle, but only his Self Review can be completed. This is different than the first bullet point because Dwight was without a Reviewer when the cycle began.
- If Dwight's reviewer changes to Andy DURING an active cycle and Dwight has draft reviews in progress, the reviews will remain as drafts and he can submit them when ready. When he submits his self review, it will be sent to Andy. He will not complete an upward review of Michael. Lastly, peer reviews of Dwight will be routed to Andy.
- Michael is removed as Dwight's Reviewer AFTER the cycle has ended. Now, Andy is assigned as Dwight's Reviewer. Andy WILL NOT be able to see Dwight's self, peer, manager, or upward reviews since he was assigned as his reviewer AFTER the cycle had ended. If Michael has not completed his manager review of Dwight or shared the results, Michael will be able to complete these actions up until the cycle is locked. Michael's reviews will also not be visible to Andy upon submission.
More general scenarios:
- Changing reviewers AFTER a cycle has ended WILL NOT allow the new reviewer to finish up what the old reviewer did not complete in the cycle. That responsibility still lies with the old reviewer.
- When a reviewer is changed DURING a review cycle, the participant will no longer be asked to complete an upward review of either manager.
- If a reviewer is changed DURING a review cycle and the old reviewer HAS NOT submitted their manager review of the employee, the draft manager review will be removed. The new reviewer will create and submit their own manager review of their new employee. If the old reviewer and new reviewer need to meet to discuss each new employee, that is encouraged prior to the manager review being submitted.