Kallidus Tip: How to Set Up Executive Reviews When You Hit a Management Loop

Hello Customer Community! 👋

Did you know… if your executives need to complete reviews for each other, you might hit a management loop if you try to set them up as each other’s manager?

Here’s the quick workaround:

✅ Use a “dummy” manager

Create a dummy user (or use an existing Admin account) as the temporary manager for all the executives.
This avoids the loop and lets you generate their reviews.

✅ Then delegate the reviews

Once the reviews exist, a Perform Admin can simply delegate each review to the correct executive.