People Matrices from Capability Models with Multiple OUs

A new summary view is available for models containing multiple organizational units (OUs) to compare OUs with unique proficiency targets. Multiple OU types may be used in a matrix. The summary view enables viewers to compare target attainment across OUs.​

To create a people matrix from a capability model, go to Skills > People Matrix. Select the Get Started or Create New button. Select Use a template.

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 the ability to view all ratings shared with others in addition to the rater. This permission applies anywhere the ratings are displayed, such as the People Matrix and Skills Profile. This permission is intended for indirect managers or non-managers to view rating data for users over whom 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 Summary View displays each OU in the competency model along with target achievement metrics for the first 1,000 users in the OU. If the matrix includes over 1,000 users, the achievement metrics are not displayed when the matrix is first accessed. When this occurs, a message indicates that the matrix row limit is exceeded. Note: If the matrix includes over 1,000 users, the Export option is unavailable on the Summary View.

Managers can select the My Team link to view only their direct subordinates. This option is only available if the viewer has subordinates. The My Team view includes overall metrics for subordinates based on the highest skill target. When calculating if users are on target, the system considers the highest target within the capability model that applies to the user.

Matrix viewers can select an OU to view the details of individuals within it, quickly identifying which employees are most qualified for their roles. If the selected OU includes over 1,000 users, only the first 1,000 users are displayed in the matrix. When this occurs, a message indicates that the matrix row limit is exceeded. This message displays each time the matrix is accessed.

The OU drop-down enables viewers to navigate between OUs quickly. The following options are also available in the drop-down menu:

  • Summary - Viewers can select this option to return to the Summary view.
  • My Team - This option is only available if the viewer has subordinates. Managers can select this option to view only their direct subordinates.

If the selected OU has multiple levels in the hierarchy, viewers can select the Filter icon to the right of the OU drop-down to select specific OUs within the OU structure. The Filter option is unavailable if the capability model is not configured to include subordinate OUs.

When a matrix from a capability model is exported, the exported file includes an Audience OU field to indicate the OU associated with each user and their data. A user may be included in multiple OUs.