In certain situations, an employee’s Primary Manager may need to be updated during an ongoing cycle. Synergita allows you to update the manager without requiring the new manager to submit feedback, while preserving the feedback submitted by the previous manager.
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.
Click Save.
Handling Pop-up Messages:
If the system detects ongoing feedback from the current Primary Manager, it will display a pop-up.
Click Yes to update the Primary Manager only in the profile without affecting existing feedback.
If a different pop-up appears, click Change Primary Manager in Profile to complete the update.
Note: 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.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.