Add an additional manager for a participant

This article walks through how to add an additional manager for a review cycle participant. Additional managers are people besides a review cycle participant's direct manager that have the ability to write a manager review about them in a Best-Self Review® cycle.

There are two types of additional managers: cycle-specific and default.

• Cycle-specific additional managers are assigned to a review cycle participant in their individual settings for that review cycle. There can be up to five (5) cycle-specific additional managers assigned to a person.
• A person's default additional manager is automatically assigned as a cycle-specific additional manager in all review cycles that person is a participant in. In addition to having the ability to write manager reviews, default additional managers can also be granted visibility into all past review cycles for the person they're an additional manager for in Best-Self Review® feature settings.

In this article, you will learn...

• How to add default additional managers
• How to add cycle-specific additional managers

Add default additional managers

There are two methods for adding default additional managers— using our bulk import tool (best if you want to add additional managers for multiple people at once) or in a person's account settings (best for adding an additional manager for a person one-off).

Add additional managers in bulk using our bulk import tool

This option allows you to bulk upload or change default additional managers for multiple individuals at once. Only account admins have the ability to add additional managers via bulk import.

1. Click the 'Settings' gear in the top right-hand corner of 15Five.
   
2. Select 'People' (in-app link) from the dropdown menu to open the 'Manage people' page.
3. Click to open the 'Import' tab in the top navigation bar.
4. Prepare a CSV for upload. This CSV must contain two columns: email and additional_manager_write. List the employee's email address in the 'email' column and the email address of the person you'd like to serve as their default additional manager in the 'additional_manager_write' column.
5. Upload the file by clicking the Choose file button at the bottom of the import screen.

Manage additional managers one-off from a person's account settings

This option allows you to manually add or change an individual's default additional manager from their account settings page. Account admins and a person's direct manager have the ability to add a default additional manager from a person's account settings.

1. Click the 'Settings' gear in the top right-hand corner of 15Five.
   
2. Select 'People' (in-app link) from the dropdown menu to open the 'Manage people' page.
3. Use the search bar at the top of the page to find the person whose settings need to be updated, and click on the person's name to open their account settings.
4. Scroll down to the Account settings section of the page and find the "Additional Manager" setting. Here, select who you want to assign as the person's default additional manager from the dropdown menu.
5. Click Save at the bottom of the page.

Add cycle-specific additional managers

This option allows you to give a person or multiple people the ability to write manager reviews about a review cycle participant in a specific Best-Self Review® cycle. Additional managers added from within an individual's review settings only have the ability to write a manager review in that specific review cycle.

There can be up to five (5) cycle-specific additional managers added per person (including the default additional manager assigned in a person's account settings, if applicable). Review admins, cycle collaborators, and a person's direct manager have the ability to update a participant's individual review settings.

1. Click Best-Self Review® in 15Five's main, lefthand navigation bar.
   
2. Open the upcoming or active review cycle you'd like to manage additional managers in.
   
3. Search for the review cycle participant you want to add a cycle-specific additional manager for.
   
4. Use the '...' option to the right of the participant and select 'Edit individual settings' from the dropdown menu.
   
5. Scroll down to the 'Who can view reviews of [participant]?' section and click Edit next to 'Additional manager reviews'.
6. Add the names of the people you want to add as additional managers, then click Save.