Matrix Manager for an Assignment

An assignment can have a matrix manager or a dotted line manager in addition to a line manager. For example, an employee may have an additional project or a separate compensation manager.

Matrix managers can use the matrix management functionality to view and track their employee's assignments similar to a line manager.

How You Assign a Matrix Manager

To assign a matrix manager to an employee, do these steps:

  1. Navigate to any employment flow with the Manager section.
  2. In the Maintain Managers or Assign Managers section, click Add.
  3. Search and select the matrix manager in the Name field.
  4. Select the manager type from the Type field, and then click OK.
    • Note: You need to select a type other than line manager.
  5. Repeat step 4 if you need to add another matrix manager.
  6. Click Submit.

How You Can See the Employee in the Matrix Manager Hierarchy

Matrix managers don't see their matrix reports in the My Team work area because by default, only their direct reports are displayed. To see their matrix reports, they need to use the search filters and filter by the manager type relationship they have with the employee.

How You Can Add Custom Roles for Matrix Managers

You can use a custom role to only provide access to a specific type of matrix manager. For example, you can have a custom role to restrict a manager's access to only those direct reports under the project manager hierarchy. By having separate roles for each matrix manager, you can control how different matrix managers access employee data. For example, a compensation manager should be able to see the salary of an employee, and not the project manager. Similarly, a project manager should be able to transfer an employee from one location to another, and not the compensation manager.

For more information about role-based security, see the Oracle Human Capital Management Cloud Securing HCM guide on the Oracle Help Center (https://docs.oracle.com/en/cloud/saas/index.html)