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Work.com: Performance summaries - How can a new manager view previous completed performance summaries?

Knowledge Article Number 000212399
Description How can a new manager view previous completed performance summaries?
Resolution The Work.com admin needs to make sure that the new manager is listed on the user record by following the steps below:
  1. Navigate to Setup | Administer | Manager Users | Users
  2. Find the user name and click on it
  3. Verify that the new manager is listed as the current manager of the user
The new manager should be able to see previously completed summaries by navigating to Performance tab |  Performance Summaries | Completed - About my Team view.

The previous manager can view the summaries by navigating to Performance tab |  Performance Summaries | Completed- About Others view.

Note:  If the Manager Groups permission was not enabled before the deployment of the cycle the new manager would not be able to see the previously completed summaries.  To learn more about manager groups please see this article.




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