Update managers during a cycle

Although we do not suggest changing people's 15Five reviewers during an active cycle, we understand it might sometimes be necessary. It is important to note that the term manager and reviewer can be used interchangeably when it comes to Best-Self Review®. Technically reviewers are responsible for reviewing Check-ins and managers are responsible for their team in a Best-Self Review® cycle, but for all intents and purposes, they are the same.

If you need to change a person's manager for a review cycle only (i.e. the person's reviewer will remain the same in 15Five, but another person will manage their review cycle), you can do so using the 'Edit individual settings' option.

  • If you want to update the manager that is responsible for writing a manager review in a cycle, see this article
  • If you want to update the direct report(s) that is responsible for writing an upward review in a cycle, see this article.

If you need to change a person's reviewer in 15Five, and that person is also a participant in a cycle (upcoming, active, or ended), check out the scenarios below to see what this change will mean for the participant and managers.

You can add an additional manager for any participant in a review cycle. Additional managers have visibility into the participant's review results in addition to the main manager for the cycle. Review administrators can add an additional manager to accommodate for recent changes, dotted line managers, or just to add extra visibility for a leader. For more information on this option, see this article

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If you're not familiar with The Office, a Dunder Mifflin company hierarchy can be seen here. Roles of the employees mentioned in each scenario are also listed below:

  • Dwight Schrute= reporter/participant/employee
  • Michael Scott= old manager    
  • Andy Bernard= new manager

Specific name scenarios:

  • 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. 
  • Upward review changes:
    • If a reviewer is changed DURING a review cycle, the participant will not be asked to submit an upward review of their new reviewer.
    • If an upward review has already been submitted of the previous reviewer, it will be remain in view for the participant, the manager, and the review administrator(s).
    • If the participant has not submitted an upward review of their previous reviewer, the upward review option will simply be removed from their view and no upward review will be due for either reviewer. The reason being, this participant does not have sufficient evidence to write a fair upward review of someone who just became their reviewer.
    • If the direct report does need to submit an upward review of their new manager, use this article to add the upward review.
  • Manager review changes:
    • If a reviewer is changed DURING a review cycle and the previous reviewer has already submitted their manager review of the employee, the submission will remain and will be visible to the new manager.
    • If a reviewer is changed DURING a review cycle and the previous reviewer has not submitted their manager review of the employee, the draft manager review will be removed. In the case that the manager review is unsubmitted, the new reviewer will submit the 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. 
    • If the manager review does need to be completed by the previous manager, despite the recent manager change, use this article to add the manager review back in.
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