Don't worry, this is normal! When a new manager takes over a team, results collected under the previous manager are not automatically assigned to them.
In Amélio, survey results are associated with the employee's demographic attributes at the time they complete the survey.
For example, an employee completes a survey while Monique Chantilly is their manager. A few months later, Jean Dutil becomes their new manager. The employee's survey responses remain associated with Monique because she was their manager when they completed the survey.
This distinction is important. Some responses may be directly influenced by the employee's situation at the time, such as their relationship with their manager or colleagues.
Would you like the new manager to be able to view these results? You have a few options!
1. The previous manager is still active
Is the previous manager still with the organization? In this case, you can give the new manager specific access to the previous team's results.
This allows the new manager to view the team's results without changing historical results or the previous manager's access.
See the article Granting special access to results for step-by-step instructions.
2. You want to replace the previous manager across all results
Another option is to replace the previous manager's name with the new manager's name in employee profiles, then update the demographic attributes for the relevant survey.
This will replace the previous manager's name with the new manager's name in the results of the previous survey.
Keep in mind: the results will no longer reflect the team structure as it was when employees completed the survey. This option is therefore most useful when you want previous results to reflect your current team structure.
See the article Why didn't my survey results update after I changed an employee's profile to learn how to update the results.
And that's it! The new manager will now be able to access the results they need.
