Managing Cycle Users and Delegated Managers
Delegate a user's evaluation responsibilities to another manager, or change the user's career and job category within an evaluation cycle. Export the evaluation results first, because changing the career or category resets the evaluation.
How do I open a cycle user?
Go to Modules > Evaluation & Careers > Evaluation Cycles and open the cycle.
Select See all users. The Cycle Users page lists users by team, with their Career, Job Category and evaluation status.
Open the user.
The User Evaluation card shows the user, career, category and managers, including a delegated manager when there is one.
How do I delegate the evaluation to another manager?
On the user's evaluation page, select Edit. The Update Job Category for User window opens.
In the Delegated Manager section, choose the manager in Select Delegated Manager.
Under This delegated manager will handle:, select Current Evaluation, Future Preparation and, if applicable, Potential Assessment. At least one of Current Evaluation or Future Preparation is required.
If the delegated manager does not handle the potential assessment, you can choose a separate Potential Assessment Manager.
Click Update.
How do I change a user's career or category?
On the user's evaluation page, select Edit.
In the Update Job Category section, select Export Evaluation Results. The Career and Category fields stay disabled until you do this.
Choose the new Career and then the Category.
Click Update.
Changing the career or category resets all evaluation skills and scores. This cannot be undone.
How do I manage evaluation peers for a user?
In 360 cycles, use Manage Peers at the top of the user's evaluation page, or the Manage Peers icon on the user's row in Cycle Users. See Managing Evaluation Peers.