This article explains what happens when a manager takes over an existing team by becoming their manager through a reporting line. This isn't the same assigning an existing segment through the Managing tab on the employee record of the manager, which enables the manager to access the existing segment without managing its employees.
Each employee's survey scores and comments contribute to the segment they're in at the time of survey launch.
When you assign employees with existing survey data to a new manager, there's no immediate effect until the next full survey round. For example, if you change the employees' manager during an active survey round, their submitted scores and comments from that survey round will still contribute to the previous manager's dashboard. The new manager's dashboard will remain empty during that survey round.
When the next survey round starts, Peakon considers the employees as reporting to the new manager. Each employee's latest score for each driver transfers to the new manager's dashboard, and leaves the dashboard of the previous manager. If any of the 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. The employees' historical scores (preceding the latest scores) will remain in the previous manager's dashboard.
After the transfer of the scores, the dashboard of the previous manager will only contain historical scores. It will still be visible to others in the segment heat map while the scores remain valid within the visibility window. The previous manager can also continue to access their historical dashboard. If the previous manager leaves the company, the dashboard will no longer be accessible.
The transfer of the scores will contribute to the aggregated participation rate of the new manager's dashboard. The per-round participation rate of the new dashboard will only update when employees start answering the survey in their new segment.
It's possible to backdate the manager value of employees that are moving teams, retroactively moving their scores and comments to the new manager's dashboard. In that case, the new manager's dashboard will receive employee 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 employees' new manager to the 10th of June, so only the scores and comments from the 16-30 June survey will transfer to the new manager.
Regardless or whether the employees answer the survey in their first full round after backdating, their latest scores (and any historical scores, depending on the backdating date) will transfer to the new manager's segment.