Transfer Performance Documents

HR specialists and managers can transfer worker performance documents from one manager to another.

This is useful when an employee changes managers or when there's a management transition. When a worker has multiple performance documents, you can transfer some or all documents to the same or different managers as needed.

If you’re an HR specialist , you can transfer performance documents, regardless of their status, as long as you have access to the worker’s records. You can’t transfer your own performance documents.

1. Go to My Client Groups > Performance > Performance Documents
2. Search for the performance documents to transfer.
3. Select the performance documents and click Transfer to New Manager.
4. Select the new manager’s name.
5. Select a reason for the transfer.
6. Click Submit.

If you're a manager, you can transfer one or more performance documents at a time. Completed or cancelled performance documents can’t be transferred.

1. Go to My Team > Performance
2. Find the employees whose document you want to transfer.
3. Select the documents, then click Actions > Transfer.
4. Enter and select the new manager’s name.
5. Click Save and Close.

Select Participant as New Manager

Both HR specialists and managers can transfer performance documents to a participant who previously provided feedback. They can also make a current participant the new performance document manager. When they do this, they can't send any more participant feedback requests to that manager for the same performance document. However, the previous manager can become a participant for any new participant feedback requests.

When a participant becomes the new performance document manager, the feedback that the participant provided earlier is still available in the performance document. If they have any open participant feedback requests from before for the same performance document, that request becomes locked and they can't complete it.

Impact of Transferring Performance Documents

After you transfer a performance document this is what happens:

• The previous performance document manager can't view the performance document unless they still have access to the employee. If they still have access to the employee, they can see a read-only version of the document.
• The new manager can view the performance document and all the data in it.
• Performance ratings and comments from the previous manager and participant feedback remain intact in the performance document.
• The new manager can edit the performance document, including any comments and ratings provided by the previous manager.
• The worker, new manager, and feedback participants can continue the evaluation by performing the next available task in the process flow.
• If notifications are enabled, the previous manager, the new manager, and the employee receive notifications when an HR specialist transfers the document.