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How to transfer Check-Ins from one manager to another?

Accepted answer


Hello All!

We have a manager that would like to reassign check-ins to an alternative manager. Is there a way to do the following?

  1. Have the current manager reassign check-ins of direct reports to another manager
  2. Have the employee create a check-in and select a manager other than their direct manager
  3. Have a new manager create a check-in for a specific employee that is not their direct report

Currently, the direct report, when creating a check-in, is unable to select anyone other than their direct manager in the manager dropdown. Likewise for managers - under My Team - Check-Ins, they can only see their direct reports.

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