In this article, Performance administrators can understand how to update appraisal managers or automate the process of updating appraisal managers when an employee's direct manager changes.
How to Manually Update an Appraisal Manager?
Performance administrators can manually update the manager of an appraisal:
Navigate to Administration > Performance > Appraisal Setup
Click Assigned List
Click on the manager's name
A popup will be displayed to select the new appraisal manager > Click the tick icon
⚠️ | If 'Auto manager update' is enabled, the appraisal manager will be automatically be updated to the employee's direct manager overnight. Please refer to the below sections for more information. |
Should you want to complete this action in bulk, this can be done by:
Navigate to Administration > Performance > Appraisal Setup
Click Assigned List > Update Managers
This page will display the Employee name, Appraisal manager and Current Manager.
There are various different actions available:
Click Update All to update all records
Click Update Selected to update all records selected
Click Update to update only the individual record
How to Automatically Update an Appraisal Manager?
To facilitate the automatic updating of the appraisal manager whenever there is a change in the employee's direct manager, you can enable the Auto Manager Update feature for appraisals:
Navigate to Administration > Performance > Appraisal Setup
Click Appraisal Settings
Under the Appraisal Settings tab
Under Appraisal Settings > Tick Auto manager update
Click Save
Appraisal managers will be automatically updated overnight when the employee's manager has changed.
📝 | The Assigned List page will display a new column 'Auto manager update' with toggle options 'Enabled' and 'Disabled'. You can sync the appraisal template to set the toggle to 'Enabled' for all synced appraisals. |
The Assigned List page will display a new column 'Auto manager update' when this setting is enabled in Appraisal Settings:
When 'Auto manager update' is enabled in the Appraisal Settings.
When 'Auto manager update' is disabled in Appraisal Settings
How to Disable Auto Manager Update for Individual Employee Appraisals?
Once enabled, you can disable the 'Auto manager update' setting for specific employee appraisals:
Navigate to Administration > Performance > Appraisal Setup
Click Assigned List
Disable the Auto Manager Update toggle
⚠️ | Please note if you synchronise the template this will reset 'Auto manager update' to 'Enabled' for all employees, including employees who were manually disabled as above. You will need to manually disable the toggle for specific employee appraisals again if you have synced the appraisal template. |
Appraisal Manager Changed Notification
The Appraisal Manager Changed Notification alerts users to changes in the employee's appraisal manager. This notification triggers whenever there is a change to the employee's appraisal manager.
You can view and manage this notification under the Appraisal Notifications tab when editing the appraisal template.
Frequently Asked Questions (FAQ)
Does Auto Manager Update apply to past completed appraisals?
Yes, Auto Manager Update applies to all appraisals assigned under the appraisal template, including past completed ones. This ensures the employee's current manager can access all appraisal data.
If an employee finishes an appraisal with one manager and subsequently changes to a new manager, the completed appraisal will automatically update the appraisal manager to the new one.
If you prefer not to have completed appraisals auto-update managers, you can disable this feature in the appraisal settings tab after the appraisal period concludes.
The employee's manager was changed today however the appraisal manager has not been automatically updated, why has it not changed?
The system will automatically update the appraisal manager overnight once the employee's manager has changed. If you want the appraisal manager updated immediately, you will need to manually update the appraisal manager.
Why are completed appraisals auto-updating to new managers?
When completed appraisals are auto-updated to reflect a new manager, it can cause confusion as it lists the new manager as the appraisal manager.
This feature is part of the Auto Manager Update functionality, which applies to all appraisals under the appraisal template, including completed ones to allow full visibility to current managers.
If you do not want completed appraisals to automatically update to reflect new managers:
You can manually disable the Auto Manager Update toggle for completed appraisals via the Assigned List page.
Note that syncing the appraisal template will re-enable the Auto Manager Update setting for all appraisals, even for those you manually disabled.