Each employee's survey data contributes to the segment they're in at the time of survey launch.
Any changes that occur as a result of an employee moving to a different team will only occur during the next full survey round. For example, if you change the employee's manager during an active survey round, their submitted scores and comments will still contribute to the previous manager's dashboard.
When the next survey round starts, Peakon considers the employee as reporting to the new manager. The employee's latest score for each driver transfers to the new manager's dashboard, and leaves the dashboard of the previous manager. If the employee's latest scores are outside of the validity window (Example: 1 year) with regards to the new survey round's closing date, those scores won't transfer to the new manager's dashboard. Historical scores (preceding the latest scores) of the employee will remain in the previous manager's dashboard.
As a result of the change, both dashboards can observe a change in current scores when the next survey starts. This is typical behaviour during an active survey due to the combination of new scores entering the dashboard and the visibility window shifting forward, thereby removing old scores. The combination of the 2 events seamlessly and confidentially integrates the employee's scores into the new manager's dashboard. There will be no change to the historical scores on either dashboard.
The employee's old comments remain in the dashboard of the previous manager.
The transfer of the scores will contribute to the aggregated participation rate of the new manager's dashboard. The employee will only contribute to the per-round participation rate when they answer a survey in the new segment.
It's possible to backdate the manager value of an employee that's moving teams, retroactively moving their scores and comments to the new manager's dashboard. In that case, the new manager's dashboard will receive the employee's scores and comments from the first full survey round after the validity date that you selected when backdating the change. Those scores and comments will additionally disappear from the previous manager's dashboard.
Example: You had 2 surveys from 1-15 June and 16-30 June. You backdated the employee's new manager to the 10th of June, so only the employee's scores and comments from the 16-30 June survey will transfer to the new manager.
Retroactively moving an employee's scores and comments into an established dashboard can risk exposing the employee through deduction or comparison. We recommend consulting your organization's internal policies and processes for managing users in Peakon.