Add an additional manager for a participant

15Five's 'additional manager' feature allows you to grant someone who isn't an individual's manager visibility into all of their current, past, and future review cycle results. In addition, review admins can appoint multiple cycle-specific additional managers for an individual in any review cycle to give them visibility into that person's review results.

Additional managers can be added in bulk via CSV import or on a one-off basis via an individual's account settings. Cycle-specific additional managers can be added via a review participant's 'Individual settings' page. This article walks through each of those processes.

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Note

As of September 2021, it's possible to give new managers visibility into the past reviews of their direct reports by turning automatic visibility in global review settings under 'Visibility setting'.


Add/change additional managers in bulk via CSV import

This option allows you to bulk upload or change additional managers for multiple individuals at once. Additional managers added via bulk import will have visibility into all past, current, and future reviews for the individual. There can only be one one additional manager added per person. Only account admins have the ability to add an additional manager via bulk import.

  1. Click the 'Settings' gear in the top right-hand corner of 15Five.
    Screen_Shot_2021-11-11_at_4.06.45_PM.png
  2. Select 'People' from the dropdown menu to open the 'Manage people' page.
    Screen_Shot_2021-11-11_at_4.07.45_PM.png
  3. Click 'Import' in the top navigation bar.
    Screen_Shot_2021-11-12_at_9.03.08_AM.png
  4. Create a CSV that contains two columns: email and additional_manager. List the employee's email address in the 'email' column and the email address of the person you'd like to serve as their additional manager in the 'additional_manager' column.
    Screen_Shot_2021-11-12_at_9.19.32_AM.png
  5. Upload the file by clicking the Choose file button at the bottom of the import screen. Screen_Shot_2021-11-12_at_9.16.13_AM.png

Add/change an additional manager from account settings

This option allows you to manually add or change individuals' additional manager via their account settings page. Additional managers added from account settings will have visibility into all past, current, and future reviews for the individual. There can only be one one additional manager added per person. Only account admins have the ability to add an additional manager via a participant's account settings.

  1. Click the 'Settings' gear in the top right-hand corner of 15Five.
    Screen_Shot_2021-11-11_at_4.06.45_PM.png
  2. Select 'People' from the dropdown menu to open the 'Manage people' page.
    Screen_Shot_2021-11-11_at_4.07.45_PM.png
  3. Once on the 'Manage people' page, find the person whose settings need to be updated and click on their name.
    Screen_Shot_2021-11-11_at_4.13.06_PM.png
  4. Scroll down to the person's Account settings section. Find the "Who can see X's Best-Self Review® results?" sub-section, click the Change button.
    Screen_Shot_2021-11-11_at_4.15.54_PM.png
  5. Find the person you'd like to appoint as their additional manager using the dropdown menu. Please note that you can only add one additional manager.
    Screen_Shot_2021-11-11_at_4.16.50_PM.png
  6. Click Save.
    Screen_Shot_2021-11-11_at_4.18.39_PM.png


Add a cycle-specific additional manager(s)

This option allows you to give a person or multiple people visibility into a participant's review results in any specific Best-Self Review® cycle. Additional managers added from account settings will have visibility into only the specific review cycle. There can be multiple cycle-specific additional managers added per person. Only review admins have the ability to update a participant's individual review settings.

  1. Click 'Best-Self Review®' in the lefthand navigation bar.
    Screen_Shot_2021-11-11_at_4.36.03_PM.png
  2. Open the review cycle you'd like to add an additional manager for a participant in.Screen_Shot_2021-11-11_at_4.39.05_PM.png
  3. Search for the review cycle participants who you'd like to add a cycle-specific additional manager for.
    Screen_Shot_2021-11-11_at_4.40.44_PM.png
  4. Use the '...' option to the right of the participant who needs to be updated and click 'Edit individual settings'.
    Screen_Shot_2021-11-11_at_4.41.33_PM.png
  5. Click Edit next to Additional manager.
    Screen_Shot_2021-11-11_at_4.58.23_PM.png
  6. Add the names of the people you want to add as an individual manager, then click Save.
    Screen_Shot_2021-11-11_at_4.18.39_PM.png

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