The practical role of matrix managers differs from company to company. For some, matrix managers contribute to employees' appraisals and objectives in the same way as their first managers; others just want to give certain managers access to specific profiles of people who are not their direct reports.
Currently each user can have one pimary manager, one sign-off and one matrix manager.
From the system perspective, a matrix/second manager assigned to an employee can:
What the matrix/second manager cannot do is:
The default setting doesn't create a separate stage for matrix managers. Instead, they can simply add and share their comments with others when an appraisal is at stage 1 (self-assessment) or 2 (manager's assessment) and, as mentioned above, they cannot change the appraisal stage. If you'd like the matrix managers to have a separate stage (meaning the progress of the appraisal is dependent on them moving the appraisal to the next stage), please get in touch and we will be happy to discuss the options with you.
The summary of default workflow including matrix manager:
Matrix managers receive the same reminders and notifications as first managers – when an appraisal due date is approaching, when it's overdue, when the appraisee's self-assessment is submitted and when the appraisal is completed.
To enable matrix managers on your account:
If a user has a matrix manager assigned, any appraisals set up in the future will automatically include the matrix manager. If you are enabling the feature when there are appraisals already in progress and you want the matrix managers to contribute to these, don't forget to edit the appraisals in progress.