Matrix Management Workflow

At a high level, these are the workflow steps each user needs to perform to set up and use matrix management in performance evaluations.

This table outlines the steps depicted in the image here, along with each role that performs the steps.

Workflow Step	Performed by Role	Tasks
Configure matrix management	HR Specialist or Administrator	Create a Participant Role for the Matrix Manager Include the Participant Feedback Task in the Performance Process Flow Configure the General Step Create Standard Performance Documents and Assign Them to Employees Set Up Notifications for Matrix Managers
Invite matrix managers to evaluate standard performance documents	Line Manager Worker	Add Matrix Managers as Participants in Performance Reviews
Participate in performance evaluations	Matrix Manager	Matrix Manager Tasks in a Performance Evaluation Evaluate an Employee's Standard Performance Document Revise Your Evaluation
View matrix manager feedback	Line Manager or Worker	View a Matrix Manager’s Evaluation