Sometimes customers want to assign more than one matrix manager or custom manager in the Job Relationships portlet in EC. This might occur if an employee is working on more than one project at any one time and more participants are needed in processes such as performance management.
In this blog post I will address how the custom job relationship types are configured and how they behave in the permissions, in workflow and when syncing to the User Data File (UDF).
How should custom relationships be configured in the jobRelType picklist?
You cannot assign multiples of the same job relationship to an employee, therefore, if you want to have more than one matrix manager or custom manager you will need to create multiple picklist values as per the screenshot below.
The picklist external code must be unique and in order for the relationships to be used in the permissions, workflows and sync to the UDF the non unique external IDs must be matrix manager or custom manager:
When we grant the roles in the permission roles we do not see the custom manager 1 or matrix manager 1 custom relationships; we only see the standard roles:
When the permissions are granted, the permission role is assigned to all custom manager or all matrix managers.
What is the impact when permissions are assigned?
In the example below, Larry is assigned in Job Relationships as Project Manager (matrix manager 1) and Mentor (custom manager 1)
If we view the permissions for Larry it looks like this:
The system treats all matrix managers and all custom managers the same when it comes to the permissions. The system allows you to assign permissions using only the standard roles.
What is the impact on workflow?
Only the standard roles are available in the workflow
In our example above multiple matrix managers and custom managers are assigned to the employee.
In the workflow configuration the approval steps are:
Step 1 = HR Admin
Step 2 = Matrix Manager
Step 3 = Custom manager
In step 2 of the example above only one of the matrix managers needs to be approve the workflow before it goes