Scope of this Playbook

Based on your role, you can use this playbook to configure and use matrix management in your organization as part of the performance evaluation process.

• As an HR specialist, you can set up performance documents to automatically include matrix managers and assign the documents to employees for a performance evaluation.
• As a line manager or employee, you can invite matrix managers as review participants in the evaluation process.
• As a matrix manager, you can evaluate employees by providing feedback and ratings.