Role History: Why a manager shows as Not Specified in a role record

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Fullcast Performance relies on a User's Role History to track each user's Discipline & Segment assignment and their place in the org chart.

To correctly attribute a user's data to their manager's team totals and averages, Fullcast Performance needs an accurate record of who that user reported to throughout their tenure with your organization. Thus, Fullcast Performance requires the "Manager" assigned to each of the user's role history records to have been a manager for the entire period they are assigned to.

If you have set the manager to "Not Specified" deliberately, this just means that for the period in which the user's manager is "Not Specified," the user's data will not be included in any manager's team totals or averages, and will not "roll up" to totals and averages across the organization.

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Fullcast Performance will assign "Not Specified" as the manager automatically when new users are created:

When a user is created for the first time (either during your initial Fullcast Performance implementation or via the org chart editor) their first Role History Record is created with their initial start date and current Discipline, Segment, and Manager.

Fullcast Performance then validates the start date of the user and their associated manager to ensure the manager started at the same time or earlier than the user (in a manager role, so the manager could have been active in your org, but not as a manager).

If that manager started AFTER the user, Fullcast Performance will insert a Role History Record for the time period between the user's start date and their current manager's start date and assign "Not Specified" as the manager. 

This is to ensure that a manager's team totals and averages include team members that reported to them while they were a manager.  

To update that initial Role History Record with their correct manager or to add previous Role History Records, you can "Edit or Add Role History Records" the user's Role History and update the manager field. 

Learn more about editing and adding Role History records.