To learn how to assign additional managers to an employee in Leapsome, read here.
To learn how to change the (additional) manager within an active review cycle, read here.
Employees in your company may have more than one manager (e.g., a direct / 'line' manager and an additional / 'dotted-line' manager). Both managers are responsible for the employee's performance and development – and both usually give feedback in an assessment.
If you don't wish to assign a consistent additional manager to an employee (i.e., have them included as a reviewer in every assessment), you can also add an additional manager directly to your current review cycle.
To do so, navigate to the dashboard of the review cycle after you have set it up and launched it (it can still be pending kickoff, and you can add additional managers anytime before the completion of the cycle). To get to the dashboard, please go to the 'Reviews' tab > 'Cycles' > click on the name of the relevant review.
Search for the name of the direct report for whom you wish to add the additional manager as a reviewer. Click the 'Edit' button next to their name.
In the pop-up window, add the additional manager by searching their name. Please then remember to scroll down and save your settings.
Please note: additional managers do not have the same rights as primary managers. To learn more about access and visibility rights of additional managers in a review, read this article.
1. What does the 'Manager average' score include?
Once the managers complete the assessments for their direct reports, there will be a ‘Manager average’ score, which includes the primary manager score only.
2. How do I access the manager score for participants in Analytics?
In Analytics, filtering for the manager assessment score (Reviews > Analytics > Filter > Perspective > Manager Assessments) will only show the score of the primary manager.
3. How do I access the additional manager scores in Analytics?
To access additional manager’s score: Segment results by > Perspective and Group results by > Category.
4. How to change the additional manager to the primary manager in a review?
If you'd like to change the additional manager to the primary manager in a review: switch the primary manager to the additional first. Only then change the additional manager to primary or newly add them.
This manager role switch will turn the assessment status to ‘started’ and the manager will need to click the button ‘Finalize’ again to make it shareable & visible to other users.
5. Can an additional manager's score be used in a calibration meeting?
No, when performing a calibration meeting, only the primary manager score can be calibrated.