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Question

Using an alternative role in place of the 'manager' in performance reviews

  • September 10, 2026
  • 2 replies
  • 47 views

I am following up on a question I asked in today’s Talent module Launch Program, as I have got so far but am now stuck!  

In our company, an employees ‘manager’ is not the person responsible for performance reviews, feedback etc.  I have created an employee reference field in the employee profiles for the person that is - their Career Coach. 

I need the Career Coach to be able to play the role of  a ‘manager’ for their assigned employees in the performance review process.  I have set up a cycle as suggested, removing the ‘manager’ review’ and adding a ‘career coach’ review type, but I do not think that this achieves what I need, as in the cycle settings I cannot set it up such that the Career Coach sees the self review, upwards feedback and peer feedback, which is what I need. 

 

I can see that I can ‘replace manager’ for individuals on the cycle summary page, but I would like this to either be an overall system setting or a cycle setting as 90% of our employees would need this change.

 

How can I achieve this?   I was told during the sales phase that Bob could accommodate this quirk of our structure this but not how! 

 

2 replies

Karla.Hernandez

Hi Ria,

We were in a similar situation when we first launched HiBob and unfortunately faced the same limitation for employees that have dual reporting lines. I did some testing with different permission role settings to see if there was a way to give the same permissions to a different role that was not the ‘Reports to’ (AKA Primary manager) but was unsuccessful. It is only their ‘Reports to’ that is able to see the direct feedback provided by everyone that participates in the performance review. 

If dotted reporting managers needed to see other reviews including the self-review, they would have to ask the manager or employee to share a PDF copy. Interested to see if anyone else has figured out a different solution!

Keren Ringel
Bobber
  • Keren Ringel
  • Bobber
  • September 14, 2026

Hi  ​@Ria Woodhouse 

Apologies for the time it took me to answer, I was taking this with several experts in HiBob, and they confirmed what Karla was mentioning-

The self-review can only be shared with Managers by design, and the only way to share it with anyone else is to either ask the manager for the review OR use the “replace manager” action which is indeed manual.

I checked if there is a way to do this action in bulk but there isn’t. However, I was suggested that you open a ticket with Support as they might have a way to do it with MCP.

Once you submit the ticket feel free to share the ticket number with me so I can follow it up with the Technical team.

Best

Keren

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