When managing your users for Performance or the Learning Management System, the "Manager" user role allows a user to be the direct manager of another employee for the purposes of evaluations, assigning courses, and more. Before removing the "Manager" role from a user or terminating/deleting the user, the direct reports should have their manager reassigned first to avoid any downstream issues.
The removal of the "Manager" role from a user can have downstream effects, including, but not limited to:
- The "Manager" field of their direct reports will be set to [None Selected], and no changes can be made to the direct reports' profiles until a new manager is selected.
- If the "Manager" role is reinstated for a user, previous direct reports will be reassigned back to the original manager, if they were not assigned a new manager.
- If using Core HR with Talent, when a manager is terminated in Core HR, their direct reports in Talent will have their assigned manager updated to "Not Assigned". Terminating a manager in Core HR should be done after their direct reports have been reassigned to a new manager in Core HR.
- If an evaluation is in flight that requires the manager's involvement and the manager loses their manager role, the evaluation will remain in limbo until it is unassigned by an Administrator. Notifications/reminders will continue to be sent.
- If an approval process requires a specific manager and the manager loses their manager role, the approval process would get stuck until the manager is re-enabled to progress the approval process or the approval process is updated and the approval process is restarted.