Managing Cycle Users and Delegated Managers
Update a user’s manager assignment, delegate evaluation responsibilities, or change the user’s career and category within an evaluation cycle. You can also export evaluation results before changing the career or category.
How do I open a cycle user?
Go to Modules > Evaluation & Careers > Evaluation Cycles and open the cycle you want to manage.
Select Cycle Users.
Find the user in the list and open their evaluation.
From the user evaluation page, you can review the current manager, delegated manager, career, and category for that user.
How do I change a user’s manager assignment?
Open the user evaluation.
Select Update Job Category for User.
Use Delegated Manager to choose another manager for the selected responsibilities.
If needed, use Potential Assessment Manager to assign a separate manager for potential assessment.
Save the changes.
When you choose a delegated manager, you must assign at least one responsibility for Current Evaluation or Future Preparation.
How do I change a user’s career or category?
Open the user evaluation.
Select Update Job Category.
If required, select Export Evaluation Results first to download a backup of the current evaluation.
Choose the new Career and then the Category.
Save the changes.
Changing the career or category resets the evaluation skills and scores, so export the results first if you need to keep them.
How do I manage evaluation peers for a user?
Open the user evaluation.
Select Manage Peers.
Choose a Peer Type.
Select the user to add as a peer.
Save the peer.
You can also remove peers from the Current Peers list.