Workflows for Multiple Managers

Shivani Panchal Updated by Shivani Panchal

When an employee has more than one manager assigned, the following workflows will apply:

Objective Approval

Where an employee has more than one manager (approver), when they send an Objective for approval, the system will ask them which manager to send this to:

The selected manager will then receive the usual email notification flagging that an objective has been sent for their approval. Any additional managers will not receive the notification email.

What happens if the other manager approves an objective that wasn't sent to them?

As reflective of a 'real life' scenario, if an employee has more than one manager, any of those managers could approve that employee's Objective, even in the event that it wasn't directly sent to them. Whilst this would be a rare occurrence, as there will typically be a reason for sending an Objective to one Approver over another; communication between Approvers at this point is recommended.

Check-Ins

With multiple managers, an employee can have a Check-in with any of their managers. Any of the managers can add a Check-in for that employee via their Team screen. If an employee themselves adds a Check-in, they will be asked to select which manager their Check-in meeting is with:

The Check-In summary screen always shows which manager the Check-in was with: 

Reporting

Where an employee has multiple managers, the names and emails of all of their managers will appear in the system reports. Below is an example of a 'Check-ins by person' report, with the additional manager column highlighted, in this instance showing that Stephanie has both Sean (Manager 1) and Amita (Manager 2). 

Was this article useful?

My Team - Private Notes

Contact