One user is both Manager (EM) and Matrix Manager (EX) for a specific Employee.
SuccessFactors Performance Management
We do not recommend the scenario below:
- Employee: Brooke Brown
- Manager: Carla Grant
- Matrix Manager: Carla Grant
Carla Grant is the EM and EX for the E Brooke Brown.
- This can lead to several issues within PM forms, 360, Goal plans, CDP and any other which uses xml roles as basis to control visibility and edit permissions.
- e.g. You have a PM form with route map steps only between Employee and Matrix Manager, and you're using single, collaborative or iterative steps.
- It could lead to intermittent complications, e.g. while some forms don't appear in the Matrix Manager's inbox or instead in his enroute inbox, other forms don't show any issues.
- You might be able to resolve the visibility issue by routing the affected forms forwards and backwards, however, the main problem of a possible permission conflict will not be resolved by routing the PM forms forward and backwards.
- Goal plan of Brooke Brown
- Manager Carla Grant has edit permissions and can add goals
Matrix Manager Carla Grant has no permissions to view and edit anything on the goal plan
- If in this scenario Manager and Matrix Manager are the same user for one specific employee, it is not predictable what issues might occur as there is a conflict in system logic.
- How is the system supposed to recognize whether Carla Grant has permissions to edit goals and add goals or no permissions at all for Brooke Brown's goal plan?
- These type of conflicts will affect any area that is controlled via xml permissions - see article "2087940 - Explanation of User Roles (E, EM, EMM, EX etc.) and How Roles are Used in Forms & Routing Maps and all Modules - BizX Platform" to get a better idea of how many areas could be impacted.
for support - please see as well the following engineering ticket for reference
PM, performance management, route map, logic, permissions, roles, conflict, manager, employee, HR, EH, Matrix Manager, influence, , KBA , LOD-SF-PM-FRM , Forms & Templates , LOD-SF-GM-TMP , GM Template Management , Problem