People Matrix - Manager Mode
A new People Matrix feature displays a group of users and their proficiency for a set of capabilities. Managers can configure which users and capabilities are included in the matrix.
The following features are available:
- Create interactive matrices to visualize skills data at the team level
- Set target goals and see how your teams compares with the targets
- Easily review and compare self-ratings, peer ratings, and manager ratings in a single interface
- Proficiency levels are predicted by the AI for declared skills tied to the employee role
People Matrix's “Manager Mode” displays a team's declared skills and targets. Indirect managers and interested parties can be given access to rating data via a new constrainable permission.
Matrices can be easily managed from the home page where you can take advantage of summary metrics before diving into the details. Rating data can be actionable from the matrix; managers can rate employees and peers and data can be exported. Skills-based “Related Learning” recommendations are available for Learning customers.
How Does this Enhancement Benefit My Organization?
Managers and leaders can visualize their team's skills in an interactive matrix, facilitating comparisons, gap analysis, and tools to take action.
Starter Guide
Click here to download the Skills Profile and Capabilities Library Starter Guide.
Frequently Asked Questions (FAQs)
Do I need to purchase People Matrix to use it?
No, People Matrix is available to CSX customers free of charge for the manager use case.
Does People Matrix work with Edcast?
Not currently. For now, People Matrix relies on the Skills Graph data. As we further integrate the systems, this may become possible.
What features do I need to use the People Matrix?
Only Capabilities is required, but if you want to take advantage of learning recommendations, then the CSX Learning product is needed.
What do I need to get started with the People Matrix?
Ideally, you will have already defined what skills are important to your team and will have baseline data. If you do not have baseline data, you can always add it via the matrix, but you will still need to define what it is you want to track. People Matrix can help in showing you what skills are shared by your team, and what skills they might have based on their roles.
Does the People Matrix support constraints?
Yes, viewers of the People Matrix can be constrained to just their teams, location, division, etc.
Does People Matrix support Capability Models?
No, but it is targeted to be added in a future release.
Can I create a matrix for employees that are not my subordinates?
Yes, but unless the rating data is set to public, you may not be able to see it when it is added. To solve for this, users who need access to rating data beyond that of their direct subordinates can be granted the permission. This allows them to see ratings that have been shared. This permission can be constrained.
Considerations
- To update ratings via the matrix, customers must enable the feature connectors in the feedback templates.
- Proficiency Levels and Rating Scales can be configured independently. Customers are advised to keep Proficiency Levels and Rating Scales the same to avoid confusion.
- Related Learning requires customers to have purchased the Learning functionality.
Implementation
This functionality is automatically enabled for all organizations.
Access to the People Matrix is controlled by the and permissions. Access to predicted proficiency levels is controlled by the permission. When users are granted the permission, they are granted access to the specified rating data wherever it is available.
Glossary
- People Matrix - A people matrix displays a group of users and their proficiency for a set of capabilities. Managers can configure which users and capabilities are included in the matrix.
Permissions
The following new permissions apply to this functionality:
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| People Matrix | Grants access to the People Matrix functionality. This permission can be constrained to User, OU, User's OU, User Self and Subordinates, and User's Direct Subordinates. The constraints on this permission determine which users are available in the People Matrix. This is a manager permission. | Core Administration |
| User Ratings - View All Shared Ratings | Grants ability to view all ratings that are shared with others in addition to the rater. This permission applies to anywhere the ratings are displayed, such as People Matrix and Skills Profile. This permission is intended for indirect managers or non-managers to be able to view rating data for users over which they have no oversight. This permission grants access to all OU types, both standard and custom. This permission can be constrained to User, OU, User's OU, User Self and Subordinates, and User's Direct Subordinates. The constraints on this permission determine whose shared ratings the person can view. This is a manager permission. | Core Administration |
The following existing permissions apply to this functionality:
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| Capability Preferences - Manage | Grants ability to create and edit expertise levels and rating scales for capabilities via Capabilities Preferences. This permission cannot be constrained. This is an administrator permission. | Core Administration |
| User Rating Templates - Manage |
Grants ability to manage feedback templates for capabilities. This permission cannot be constrained. This is an administrator permission. This permission only works when used in conjunction with the User Rating permission. |
Core Administration |
Security Roles
Upon release, the new , , and permissions are automatically granted to the default System Administrator role. Administrators must grant this permission with the appropriate constraints to other roles, if necessary.