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Assign a manager to a review

How do you assign a manager to a review? As an admin, open the review and click Select manager. You can also click Select manager next to the review on the review cycle page, on the Process tab. A review can have more than one manager.
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Who is the manager by default?

By default, the employee's team lead is the manager. If the employee has no team lead or more than one, the field stays empty and you choose the manager yourself. The manager you choose is saved with the employee in the review cycle and is used again next time.
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Who can be a manager?

  • An admin, also if they are a partner.

  • A colleague with admin rights for Performance.

  • A team lead of a team the employee is in.

Each person has one role per review. So the employee can't also be a manager or peer on their own review.
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A review without a manager

A review without a manager stays in the Preparation status and only starts once there is a manager. Admins get a notification every day with the number of reviews waiting for a manager.
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Read here how to set managers when you add a review cycle.
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Note: If you change the manager while the review has the In progress status, the input from the previous manager is lost. The new manager gets an invitation to give input.

Related keywords: assign manager, select manager, change manager, review manager, review without manager, preparation, multiple managers.

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