People Matrix - Usability Enhancements
The People Matrix interface is enhanced to consolidate and optimize space and to make it easier to view data in the matrix.
Pagination
Previously, the People Matrix would display up to 1,000 users in a single page view.
With this release, the People Matrix displays up to 50 users in a single page view. Pagination is added to navigate between pages of users. If the viewer sorts the list of users, the entire list is resorted based on the criteria, and the viewer is returned to the first page.
Filter Enhancements
Previously, all filters on the People Matrix were displayed on the page.
With this release, all filters on the People Matrix except for the employee search are moved to a Filters flyout. A new Filters toggle is available on the People Matrix page which opens the Filters flyout. The Filters flyout displays filters based on which content is being viewed in the People Matrix.
The Rating Source drop-down filter is moved to the upper-right corner of the matrix. The Filter toggle appears to the right of the Rating Source drop-down filter.
Which filter criteria are available in the flyout is determined by which data is being viewed in the People Matrix.
- When the rating source is Declarations Only, Skill Name and Declaration Status filters are available.
- When the rating source is not Declarations Only, Skill Name and Proficiency Level filters are available.
Legend Enhancements
Previously, the legend was always displayed on the People Matrix page.
With this release, the legend details can be hidden with a toggle.
- When a Proficiency Target Level is defined for the matrix and the default rating source is Declarations Only, the Overall Skill and Training Score legend is displayed, and the Declaration Status legend is collapsed.
- When a Proficiency Target Level is defined for the matrix and the default rating source is not Declarations Only, the Overall Skill and Training Score legend is displayed, and the Proficiency Level legend is collapsed.
- When a Proficiency Target Level is not defined for the matrix and the default rating source is Declarations Only, the Declaration Status legend is displayed.
- When a Proficiency Target Level is not defined for the matrix and the default rating source is not Declarations Only, the Proficiency Level legend is displayed.
Matrix Table Header and Style Updates
The following changes are made to the matrix table header and styles:
- The Employee count is now displayed at the top of the employee list.
- The Rating Source filter is now displayed in the upper-right corner of the matrix.
- A vertical spacer is now displayed between the employee list and the matrix ratings.
Starter Guide
Click here to download the Skills Profile and Capabilities Library Starter Guide.
Implementation
This functionality is automatically enabled for all organizations.
Permissions
The following existing 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 |