In some cases, a manager may change while a review cycle is still in progress — due to org restructuring, team changes, role transitions, or exits. Peoplebox now supports automatic mid-cycle manager updates to handle these transitions smoothly without disrupting the review process.
🧮 Admin View & Configuration
When creating or editing a review cycle, admins can enable Automatic Manager Changes under advanced settings.
Note: You must set a cut-off date — changes after this date will not reflect in the cycle.
🔄 What Happens When a Manager Changes Mid-Cycle?
When a manager is updated for an employee during a live review cycle, here’s how Peoplebox handles the transition:
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What Happens Goals were approved by previous manager? They remain intact and are attributed to the previous manager
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Peers were selected/approved by previous manager These are retained unless changed manually.
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Previous manager's review If it is submitted, it is available for the new manager to access under "Previous Manager" review. If it is not, It stays recorded and will not be removed. New Manager can access the content.
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Old manager did not submit review No further action is needed from them, they can choose to submit. If they submit they can a
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New manager assigned Will be notified to write a review for the employee
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Reviewee needs to review their manager The reviewee will now give feedback for the new manager as well as old manager (if they are part of review cycle)
📬 Who Gets Notified?
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Review Cycle Creator Receives an email digest every day about the changes made.
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New Manager
Receives an email with a summary of their new responsibilities, including review writing and any pending goal/peer actions.
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Reviewee (Employee)
Gets notified about their manager change and any new review assignment they have.
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Previous Manager
Receives a summary of removed assignments. No further action is expected unless a review was already submitted.
🔐 FAQs
Q: Will my old manager’s review be deleted?
A: No, if they’ve submitted the review, it will remain saved and visible in the review timeline.
Q: Will goals and peers need to be re-approved?
A: No. Approved goals and peers will continue as-is unless manually edited.
Q: Can I see who approved the goals if the manager has changed?
A: Yes, the system shows the name of the person who originally approved the goals or peers.
📞 Need Help?
If you have questions or need assistance adjusting manager assignments, reach out to your Peoplebox Customer Success Manager or email us at support@peoplebox.ai