Create a Participant Role for the Matrix Manager

HR specialists create participant roles that need to participate in the performance review process.

In this case, they create participant roles for the employee’s peers and matrix managers since both these roles need to be able to evaluate the employee’s standard performance document. Once defined, the roles must be selected in the standard performance document to be able to access various sections of the document. Sign in as HR specialist Scott Campbell to create a participant role.

1. Go to My Client Groups > Performance > Setup Maintenance > Performance Roles.
2. Create the performance role.
3. Enter a unique name for the performance role and a brief description.
4. From the Role Type list, select Participant, if not already selected.
5. In Role, enter Project Manager as the matrix manager’s role. The role name can be any additional manager types who are expected to review employees.
6. In Description, enter Project manager (matrix manager) role for accessing documents and providing feedback.
7. In From Date, enter today’s date.
8. In To Date, enter 12/31/2026.
9. From the Status list, select Active, if not already selected.
10. Select Allow role to view worker, manager, and participant ratings, comments, and questionnaires. This allows the Project Manager matrix manager additional access as participant in a performance document to view the employee's own ratings and comments and those of the line manager performing the actual evaluation.
11. Repeat steps 4-10 to create the Peer role.
12. Click Submit.