Assign Default Additional Managers via Bulk Import

Ben Pemstein Ben Pemstein
· Updated

Use the People Import tab to assign or update default additional managers for multiple employees in one CSV upload.

Before You Begin

  • You must have Account Admin access to the bulk import feature.
  • Assign default additional managers before a review cycle launches. Assignments made after a cycle starts do not apply to that cycle.
  • Each employee can have only one default additional manager.
  • Importing additional_manager_write when no review cycle is active stores the assignment on the user's profile. It will automatically apply to future review cycles.
Note: The additional_manager import column is deprecated. It provided view-only access to review cycles and is now equivalent to the review_viewer column. To assign an additional manager who will write a manager review, use additional_manager_write.

Steps

  1. Click People in the left-hand navigation.
  2. Click the Import tab in the top navigation bar.
  3. Create a CSV file with exactly two columns: email and additional_manager_write.
  4. In the email column, enter each employee's email address.
  5. In the additional_manager_write column, enter the default additional manager's email address.
  6. Save the file in UTF-8 CSV format.
  7. Click Choose file at the bottom of the Import page.
  8. Select your saved CSV file.
  9. On the Preview import screen, review the pending changes.
  10. If changes look incorrect, click Start over to cancel and return to the Import page.
  11. Click Finish import to submit.

> The import can take up to 15 minutes to complete, depending on file size.

If Something Goes Wrong

Issue Check Fix
Import does not complete after 15 minutes Verify file size and row count Re-upload the CSV; contact support if the issue persists
Employee's additional manager does not update Confirm the email addresses in both columns are exact matches to 15Five account emails Correct the email values and re-upload the CSV
File upload is rejected Confirm the file is saved as UTF-8 CSV format Resave the file as UTF-8 CSV and re-upload
Changes appear in preview but not in account Check whether a review cycle launched before the import completed Add the person as a cycle-specific additional manager for that cycle instead

Not Covered Here

This article covers bulk import only — to assign a default additional manager for a single employee, see Assign a Default Additional Manager via Account Settings.

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