Overview
Performance reviews follow your organization’s reporting structure at the time they are launched. If reporting relationships change while a review cycle is already in progress, the platform applies clear rules to ensure reviews continue smoothly and with minimal disruption.
Below is an overview of how different types of organizational structure changes are handled during an active performance review cycle.
Case 1: A Manager Becomes Inactive After the Review Is Launched
If a manager associated with an active performance review becomes inactive, the review is automatically reassigned to maintain continuity:
The review is transferred to the next-level-up manager, rather than to another manager at the same organizational level.
The new manager must have Performance Review permissions in order to take ownership of the review.
Any progress, ratings, or notes entered by the previous manager remain available to the new manager.
The reassignment happens immediately, allowing the review to continue without delay.
If no higher-level manager is identified, the review becomes orphaned (meaning it is not assigned to any reviewer) until further action is taken.
This process helps ensure that reviews continue to move forward even when leadership changes occur.
Case 2: A Manager’s Reporting Relationship Changes, but the Manager Remains Active
If a manager remains active in the Academy and retains Performance Review permissions, but their reporting relationship changes:
For the current review cycle, the reviewee will continue to be reviewed by the original manager.
Any future review cycles will follow the updated organizational structure and be assigned to the new manager.
This approach provides consistency within an active review period while allowing future reviews to reflect updated reporting relationships.
Key Takeaway
Performance review assignments are designed to provide stability during an active review cycle while still adapting to organizational changes over time. Once a review is launched, reviewer relationships remain consistent for that cycle, and future cycles automatically align with your current organizational structure.
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