When an admin changes an employee's manager, there may be some impact on Lattice products for the employee, their previous manager, and their new manager.
This article walks through the impact of a manager change on the following tools:
Reviews
Previous manager
- Previous managers will still be assigned to complete active downward reviews and share review packets.
- Admins can update manager responsibilities using the steps in Change Manager Responsibilities in a Review Cycle.
- If the previous manager has drafted or submitted a review before changing managers, their review will be permanently deleted once they are removed.
- Previous managers will have visibility into the employee's review packets that they were assigned review packet sharers for.
New manager
- New managers will have visibility into all previous review packets for their direct reports.
- New managers can view review cycle packets for active cycles created before the manager change once the review ends.
Goals
Previous manager
- Previous managers can still view private goals they created for their direct report.
- Previous managers cannot view private goals for the employee post-manager change.
New manager
- New managers can view all previous and current private goals the employee is assigned to or created.
Engagement
Previous manager
- Once an engagement survey is launched, survey analytic configurations are locked. Manager changes will not reflect in active or ended surveys.
- If an employee submits their response BEFORE their manager changes, the results will reflect their old manager. If an employee submits their response AFTER their manager changes, the results will reflect the new manager.
New manager
- New direct reports will not be added to their survey views if the survey was created before the manager change.
Learn more in What Happens If a Manager Change Occurs During or After an Engagement or Pulse Survey?
Grow
Previous manager
- Previous managers will lose visibility into the employee's Individual Development Plan and Career Vision responses.
New manager
- New managers will gain visibility into the employee's Individual Development Plan, Growth Areas, and Career Vision responses.
1:1s
Previous manager
- Previous managers will still have visibility of their past 1:1s with the employee.
- The 1:1 relationship will not automatically end after the manager change.
New manager
- New managers will not have visibility into the 1:1 relationship with the previous manager.
- New managers will need to create a new 1:1 relationship with the employee.
Learn more in What Happens to the Previous Manager's and Direct Report's 1:1s After Changing Managers?
Updates
Previous manager
- Previous managers will not have visibility into past Update submissions.
New manager
- New managers will not have visibility into past Update submissions.
- New managers will need to set up Updates for their new direct report.
- If the change occurs in the middle of an Update period (ex., April 11-15), the direct report will be able to see the old manager's Update customized questions, however, the responses will be visible to the new manager.
Feedback
Previous manager
- Previous managers will not have visibility into manager only or private + manager feedback for the employee
New manager
- New managers will have visibility into past Manager Only or Private + Manager feedback for the employee.
Compensation
Previous manager
- Compensation cycle data is locked during the Data Check section of the compensation cycle. Manager recommenders or approvers cannot be changed during an active compensation cycle.
- Previous managers will still be able to view compensation cycle data while in an active compensation cycle.
New manager
- Compensation cycle data is locked during the Data Check section of the compensation cycle. Manager recommenders or approvers cannot be changed during an active compensation cycle.
- New managers will not be able to view compensation data while in an active compensation cycle if the manager change occurred after the cycle was created.