Changing a Manager Assignment

If an employee’s manager changes, you must update the manager assignment in two places. First, update the employee’s profile with the new manager. Then update any active evaluations so the correct manager is assigned to complete the manager portion.

This article applies to HR Admins responsible for managing employee records and evaluations.

Jump to a section below to learn how to:

• update-the-employees-manager
• update-an-employees-feedback-request-with-the-new-manager

Update the Employee’s Manager

The first step is updating the employee’s profile with the correct manager.

1. Click People from the left navigation menu.

   

2. Click Actions then Edit next to the employee whose manager you want to update.

   

3. Update the Manager field with the new manager.

4. Click Save.

   

Update an Employee’s Feedback Request with the New Manager

After updating the employee’s manager on their profile, you must update any evaluations assigned to the employee so the new manager can complete the manager feedback.

1. From the People page, click Profile next to the employee.

   

2. Locate the evaluation that needs the manager updated.

   

3. Click Actions.

4. Click Reassign Manager Feedback.

   

The evaluation will now be assigned to the new manager for completion.