Add Matrix Managers as Participants in Performance Reviews

HR specialists, line managers, and employees can add matrix managers as review participants to any performance document that they have access to.

This step is necessary only if the HR specialist hasn’t already configured the performance template to automatically add matrix managers as participants (that is, if the Auto-populate matrix managers of the worker as participants checkbox isn’t selected in the Process tab of the performance template). Line managers can verify whether an employee has a matrix manager by viewing the employee’s organization hierarchy in Connections.

In this case study, the standard performance document Performance Evaluation US 2024 has been created from the template and assigned to the employee, Bala Gupta. In this task, you’ll sign in as Elizabeth Mavery, the line manager of Bala Gupta, and add his project manager, Bonnie Vickers, as a matrix manager participant.

1. Sign in as Elizabeth Mavery.
2. Click My Team > Performance.
3. Use the search filters to view the employee’s standard performance document listed in the search results.
4. From the Actions menu (displayed as three dots) next to the standard performance document, select Manage Participant Feedback.
5. Click Add.
6. In Select person from, select the employee pool to which Bonnie Vickers belongs. In this example, select Team since Bonnie Vickers belongs to Bala Gupta’s project team.
7. Select Bonnie Vickers as the matrix manager.
8. In Provide Feedback as, select Project Manager, which is the role assigned to Bonnie Vickers.
9. To send the request to the matrix manager right away, leave the Send now toggle button selected.
10. Specify a due date and send an optional message to the matrix manager.
11. Click Save.
    The employee can also request feedback from their matrix managers by navigating to Me > Career and Performance > Feedback > Feedback requests about me. If the Worker can select participants checkbox is selected in the performance process flow, the workers can request feedback from matrix managers without needing approval from their line managers. If this checkbox isn’t selected, workers can still add participants, but the request is sent to the line manager who’ll then review it and forward it to the matrix manager.

    Note: Line managers can also remove matrix managers from the Manage Participant Feedback page, even if they were automatically assigned.