Why does an ongoing evaluation or Touchpoint still show the previous manager? (previous version)
When a user changes team or manager during a cycle, an evaluation that has already started keeps its manager until someone updates it. In the previous version of the evaluation pages, you do this with Sync evaluation.
Previous version. This article describes the previous version of the evaluation pages in the Backoffice. You are using it if a cycle's page shows a Performance & Potential Dashboard and a Cycle Users table, with the evaluation actions in the menu of each user. If the cycle's page shows the User's Evaluations cards and the tabs Current Evaluation, Future Preparation and Potential Assessment, see Why does an evaluation still show the previous manager, and how do I update it?.
Where does the manager come from?
The evaluation manager is the manager of the user's team. To change a user's manager, move the user to the right team. Then:
While the self-evaluation is still open, the evaluation updates its manager and goals automatically.
After the self-evaluation is submitted, the evaluation keeps the previous manager until you use Sync evaluation.
Update the manager
Confirm that the user is in the right team and that the team has the right manager.
Open the cycle and, in the Cycle Users table, open the user's actions menu (or the user's evaluation page).
Click Sync evaluation.
Sync evaluation is available while the evaluation is not finished and the cycle is not closed. If the user has no evaluation yet, the same action creates it.
What happens to the work already done?
If the self-evaluation was still open, the evaluation takes the new manager and the user's current goals.
If the self-evaluation was already submitted, only the manager changes. Anything the previous manager already filled in moves to the new manager, and the goals in the evaluation stay as they were.
If the new manager had been set as the delegated manager of this evaluation, that delegation is removed.
The user's career and category in the evaluation do not change.
What about Touchpoints?
A Touchpoint has its own manager. Open the Touchpoint and use Sync Manager to make it match the evaluation manager. See Touchpoints: Create, Update Status, Delegate, and Sync Manager.
When should I contact Support?
Contact Support when the team and manager are correct, Sync evaluation completes, and the evaluation still shows the previous manager. Include the user identifier, the cycle, the current team and manager, and the manager shown in the evaluation.