• Title and Copyright Information
• Get Help
• 1 Introduction
  • Scope of this Playbook
  • Matrix Management Workflow
• 2 Before You Start
  • Case Study
  • Prerequisites
• 3 Set Up Performance Management for Matrix Managers
  • Create a Participant Role for the Matrix Manager
  • Include the Participant Feedback Task in the Performance Process Flow
  • Configure the General Step
  • Configure the Process Step
  • Configure the Structure Step
  • Configure the Document Periods Step
  • Preview Your Configuration
    • Need More Help?
  • Create Standard Performance Documents and Assign Them to Employees
  • Add Matrix Managers as Participants in Performance Reviews
  • Set Up Notifications for Matrix Managers
• 4 Participate in Performance Evaluations
  • Matrix Manager Tasks in a Performance Evaluation
  • Evaluate an Employee's Standard Performance Document
  • Revise Your Evaluation
  • View a Matrix Manager’s Evaluation
  • View Notifications for Performance Evaluation Requests