How You Include Matrix Managers as Reviewers

Your organization can ensure a comprehensive review of its employees by allowing matrix managers to rate the performance of their dotted line reports. Matrix managers are other managers who aren't defined as the employee's line manager.

Matrix management can be enabled on these two Talent Review pages:

  • Meeting templates

  • Meeting configuration pages

Meeting Template

If your organization usually includes matrix managers in your Talent Review meetings, as administrators you can enable inclusion of matrix managers in the Talent Review template.

  1. In the Setup and Maintenance work area, search for and select the Configure Talent Review Dashboard Options task.

  2. Create or edit an existing template.

  3. Select the Include matrix managers as reviewers check box.

  4. Save your changes.

Meeting Configuration Pages

Even if your administrators haven't enabled adding matrix managers as reviewers, as facilitators you can enable this when you create a Talent Review meeting.

  1. Create a talent review meeting.

  2. In the Review Participants section, select the Include matrix managers as reviewers check box.

  3. Submit your meeting configuration after you've configured the meeting.

Note that the setting in the Talent Review meeting configuration decides the inclusion or exclusion of matrix managers. If you clear the Include matrix managers as reviewers check box in the meeting configuration, matrix managers can't review their dotted line reports even if matrix management is enabled in the template.