SMP Task - Manager Change Data Workflow
The ratings and successors that are identified by a manager for direct reports are preserved if a manager changes teams or becomes inactive.

PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
Considerations
If the new manager is within the task availability and the task is in an In Progress, Complete, or Expired status, the new manager has access to ratings and potential successor information within My Team, Helicopter View, SMP reporting, and the SMP Task (if the task is In Progress or Completed).
If the new manager is not within the task availability and the task is in an In Progress, Complete, or Expired status, the new manager has access to ratings and potential successor information within My Team, Helicopter View, and SMP reporting.
If the new manager is added to the task availability prior to task expiration, then the new manager has access to the task, providing the opportunity to add or modify rating values and potential successors.
If the task is in an In Progress, Complete, or Expired status and the manager becomes inactive without being replaced by a user within the task availability, then the rating values and potential successors identified by the manager continue to be attributed to the inactive manager.
Use Cases
Manager Becomes Inactive - These use cases apply when a user's manager becomes inactive and one of the following users becomes the user's new manager:
- Second Level Manager
- Direct Report
- External User
Manager Moves to New Team - These use cases apply when a user's manager moves to a new team and one of the following users becomes the user's new manager:
- Direct Report
- External User
New Manager is Outside Task Availability - This use case applies when a user's new manager is not within the SMP task availability.