Note: If your organization would like to use Additional Managers for certain employees, please let your Customer Success Manager know so that we can ensure the feature is enabled for your organization in advance of your next cycle in which you would like to include these relationships!
Setup
Additional Managers can be uploaded or manually added via the dashboard, using the “Additional Managers” box in the profile in People Administration:
Additional Managers can also be added at the campaign participant level via the Team > Surveys & performance dashboard by clicking the Edit button next to an employee’s name that appears on mouseover and scrolling to the bottom of the profile pane to the “Additional Managers Identifiers” section and clicking the “Add Item” button, then clicking Save:
Additional Managers in the Performance Cycle - What to Expect
Employees are asked if they have Additional Managers in the survey itself for informational purposes, but this does not affect whether or not Additional Manager relationships are set up in the cycle or not:
Only adding Additional Managers via People Administration (before a cycle snapshot is created), adding Additional Managers by editing profiles on the Team > Surveys & performance dashboard and choosing the “Add manager” button (after a cycle snapshot is created), or by contacting Support to update the snapshot after it’s created if the Additional Managers feature wasn’t previously enabled will result in Additional Managers being able to be added who can receive upward feedback from the employee and/or provide additional reviews to employees.
Employees may be asked to provide upward reviews for Admin- or Support-configured Additional Managers, but otherwise their experience is the same as for employees who only have their Primary Manager.
When they receive their performance reports at the conclusion of the cycle, they will receive reviews (and ratings if applicable) from both their Primary Manager and their Additional Manager:
Additional Manager Experience
The Additional Manager is asked the same Manager Evaluation questions as the Primary Manager for employees to whom they are Additional Managers, and both their direct and additional reports will appear in their list of reports to leave/edit reviews for in the Manager phase of the cycle.
There is no real difference in experience between the Additional Manager and the Primary Manager for writing reviews.
Primary Manager Experience
The Primary Manager has the ability to see the Additional Manager’s comments before they write their evaluation. However, there is nothing in the platform that would prevent a Primary Manager from starting their evaluation before an Additional Manager has completed theirs.
Otherwise, the Primary Manager’s experience is exactly the same as for managers whose direct reports do not have Additional Managers.
Final Rating
The final rating reflects the Primary Manager’s rating.
Release Reports
Both the Primary and Additional Managers can release the performance report to the employee!