During an active goal/performance cycle, there may be instances where an employee’s Primary Manager needs to be updated due to organizational changes or reporting structure adjustments. 

Synergita provides the flexibility to update the manager assignment without requiring the new manager to submit feedback during the review process, while retaining all feedback previously recorded by the former manager.

If the manager update is intended for the employee’s profile only and not specifically for the ongoing cycle, the following steps can be used to make the necessary changes.

Steps to Update the Primary Manager:

• Navigate to People > My Team.

• Use the Search box to locate the employee whose manager needs to be updated.

• Open the employee profile and go to the Reporting Structure tab.

• Update the Primary Manager field by selecting the new manager from the View Employee Directory

• Provide the Effective From date and save the details.

•  While saving, you will get the following two pop-up messages based on the ongoing process: 

                - One while the employee is part of the goal setting cycle 

                - And the other while, the employee is part of the review process cycle.

When the employee is part of the goal setting cycle:

When an employee is part of the review process cycle:

• The system detects the ongoing feedback process and will display the below pop-up.

• Click Change Primary Manager in Profile in order to update the new manager under the employee's profile alone, whereas the cycle manager will be the old one.

This process ensures that the previous manager’s feedback remains intact, and the new manager is added to the employee’s profile without being required to submit feedback during the current cycle.