If you need to change a participant's manager during an active cycle, you can do that from within the specific cycle. For example, maybe the person reports day to day to their regular 15Five manager, but you want their dotted line manager to complete the manager review for this cycle only. We have a way to do that! Check out this article to see what the change means for all people involved.
If you are looking to understand what happens when a participant's 15Five manager is changed during an active cycle, scroll to the last section of this article. The first section, Change a participant's manager for manager review, is a cycle specific change. The last section, Change a participant's manager in 15Five during a cycle, is an overall 15Five reporting change.
Change a participant's manager for manager review
1. Click on 'Features' from the left navigation.
2. Click on 'Best-Self Review'.
3. Click on the name of the review cycle you wish to view. (You can also click on the three dots to the right of the cycle name, and then 'View review cycle'.)
4. From the 'Overview' tab, choose to view 'Participants'. Then you can select an additional filter: 'Me', 'My team', 'My hierarchy', and 'Whole company'. Depending on your role, you may be missing some of these filters.
5. Choose your desired filter(s) or search and check the results.
6. After scrolling down to the 'Participants' section, click the '...' next to the employee whose reviewer needs to be updated, and then click 'Edit individual settings'.
7. Find the option under 'Who is writing reviews of ________?' that says 'Manager review'. Simply put, who is writing a manager review of _______? This is where you will update which manager is responsible for completing the manager review of the participant in question.
8. Click 'Edit' to the right.
9. Use the drop down menu to select the new manager who should be responsible for writing the manager review. Managers cannot be a peer, the person’s direct report, or people who are excluded from global review settings.
10. After selecting the new reviewer/manager for this cycle, click 'Save'.
11. If the previous manager already has a draft manager review in progress, you will see a pop-up. Please note that changing managers after a draft has been created will remove the draft and create an entirely new manager review for the updated manager.
12. If you are okay with removing the previous manager's draft manager review, click 'Yes, save this new setting'.
13. All set! The new manager will now be asked to complete an manager review of this participant. All other managers/reviewers in 15Five or in other cycles will remain untouched.
IF UPWARD REVIEWS ARE ALSO INCLUDED IN THE CYCLE: We are assuming that the new manager is also a participant in the cycle and is having upward reviews written of them. When a manager is changed as noted in this walkthrough, the participant's upward review of that previous manager will be removed, leaving the participant with no upward review to complete. If you also want to update who the participant is writing an upward review of (ie if you want this participant to write an upward review of this new manager), see this article. You can also reinstate the same previous manager and the participant's upward review draft will reappear.