Manager Changes During a Review Cycle (Updated August 2019)
Who does this affect?
Review cycle creators will have access to this new feature, but question linking does impact the review cycle itself and the view that managers have.
Why the update?
Previously, there were a lot of questions in regards to what happens when someone changes managers during an active review cycle. What kind of visibility to former managers have? Can new managers retract old manager reviews and start fresh? Etc.
The logic has been worked to simplify things.
When a manager change occurs during an active cycle, the manager review for a direct report will ALWAYS be retained. It doesn't matter if the review was started as a draft or not.
Additionally, there is a new cycle setting that review administrators can set that allows managers to decline reviews. This allows managers who know their direct reports are changing to not review them. This allows for smoother manager transitions with little disruption or manual intervention needed for check-in/review cycles.
This gives agency between new and transitioning managers to self-select when it is appropriate to provide feedback or to decline. For example, an employee who has a new manager 1 week into an active review cycle would likely benefit more from their former manager. Therefore, the new manager could choose to decline the review and with the new logic, the former manager would be the primary reviewer.
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