FAQ: Performance Cycle - Update Cycle Manager

When an organization has a Supervisor change for active participants in a performance cycle - there are a few options to consider. Performance Agreement Automation or Manual Updates.

1. Set up- Performance Agreement Automation

Depending on how far a performance cycle has progressed, a new supervisor may have the insight into an employee's performance that's needed to complete their appraisal.

To set automatic Supervisor updates: 

Navigate to Administration---> Performance ---> Terminology

• Click the toggle to enable 
• Fill in the amount of days to Automatically update managers from cycle completion. 

2. If you choose not to enable Performance Agreement Automation- Administrators can manually update an Active Cycle Participant's Supervisor by following the steps below: 

Open a Performance Cycle

Navigate to Administration ---> Performance ---> Management --->Cycles 

• The Cycles page will open. Locate the appropriate performance cycle, and click the pencil button to edit the cycle.

Edit the Cycle Participant

• Open the Participants tab.

• In the Participants search bar, type the name of the employee with a new supervisor and press enter. 
• The person's name appears in the Assigned section. Click on Settings . 
• Within the Edit Participant modal, select the new cycle manager from the drop-down menu.

5. Once the new supervisor is assigned as cycle manager, click Save.