In some cases, a team member may report to or work closely with more than one manager. The multiple manager feature in uMap allows organizations to assign secondary managers to a team member’s profile. This ensures all relevant leaders have visibility into that individual’s insights, goals, and development progress, creating alignment and supporting meaningful coaching conversations.
Assign Secondary Managers
Managers can assign secondary managers for their own direct reports.
Step 1: Access the Direct Reports Tab
Under the My Profile tab, navigate to the Direct Reports tab. Locate the direct report you wish to add a secondary manager to, and select the edit button.
Step 2: Add a Secondary Manager
On the Edit page, add a Secondary Manager.
You can assign multiple secondary managers to a user by using the dropdown field and typing in the name of the manager you’d like to add.
Step 2: Choose Conversation Settings
Check the box to automatically include the secondary manager in all coaching conversations. If this box remains unchecked, the secondary manager will not be included in conversations unless manually added by the primary manager.
Step 4: Save Updates
Click Save to confirm and apply your changes.
Step 5: Review and Manage Assignments
To confirm your updates, go to the Direct Reports tab. Each direct report’s assigned secondary managers appear in the details below their name. You can edit or update these assignments anytime from this page.
Important Note: When a secondary manager is assigned to a team member, they have access to the same information as the primary manager. This includes the team member’s:
Personal Insights
Professional Insights
Development Plan
Direct Reports (if applicable)
Conversations
Peer Feedback
How to manually add a secondary manager to a conversation.
Step 1: Start a Conversation
To start a conversation navigate to your My Profile tab, then select the Direct Reports tab. Click Start Conversation and choose a conversation template, and click Next.
Step 2: Complete the Settings
Before launching the conversation, review the Settings.
On this screen, you can add or remove primary or secondary managers assigned to the direct report to ensure the correct participants are included in the conversation.
Once you’ve reviewed and confirmed the settings, select Start Conversation to launch it.
Step 3: Submit Responses
Follow the standard coaching conversation process. Each manager will receive an email requesting that they provide their perspective on the direct report.
When a manager has finished entering their comments, select Submit My Responses. A pop-up will appear with two options:
Submit without finalizing – Submits your responses but keeps the conversation open so others can still contribute. Once a manager selects this option, their responses become visible to other managers included in the conversation.
Submit and finalize – Submits your responses and closes the conversation, preventing any further edits. This option should only be used when all comments are complete and the conversation is ready to be finalized.
