Re-assign Matrix managers

Why should I use this form?

If the matrix manager is changed, the below form is used to reassign the matrix managers. Selecting the matrix manager category will list the matrix manager for the employee and new manager can be chosen with ‘Effective from’ and ‘Effective to’ dates.

What are the Pre-requisites?

Matrix Managers should be assigned to the employee.

Who can access this form? 

This form shall be visible to all employees to whom the visibility is given in Setup HRMS ® Module Role Mapping/ Module Administration.

How to navigate to this form?

HR Foundation à Job Structure à Reassign Matrix Managers.

Work Flow

The Workflow will have these preconfigured roles – Matrix Manager 1, Matrix Manager 2, Matrix Manager 3, Matrix Manager 4 and Matrix Manager 5 for routing any form for approval or otherwise to them. It is similar to Reporting Manager and Functional Reporting Manager roles in Workflow.

If the Workflow is set to be routed to Matrix Manager and if the employee is not assigned with Matrix Manager the workflow will automatically moves to next stage/level.

The Workflow can be set to move in parallel to all Matrix Manager or sequentially move from one Matrix Manager to another. If it is set in parallel the choice of approval (moving to next level after one matrix manager approves or after the approval of all matrix manager) is set at configuration level.

If a transaction is raised, the Workflow will move to the current Matrix Manager who is assigned to the employee.

The Workflow can be configured to move to the next stage/level automatically if no action is taken in the current stage/level for XXX number of days.

MIS Reports

Two reports were provided for matrix manager Reports à Job Data àView Matrix Managers report will list the matrix managers for a given employee. Reports à Job Data àView Matrix Reportees will list the reportees when manager name is entered.

Business Case

Matrix Manager based workflows can be set for Weekly Timesheets and Self Appraisal where approval are mandated for completion of process with parallel/matrix managers when employees are working across different projects.