The same functional and matrix manager responsibilities/permissions on the Performance review form?

[Chandrika]

Hello All,

We are trying to find out if any companies split responsibilities/permissions equally between functional and matrix manager for each stage of the performance review form?

Many thanks.

[Kristian_Unell]

Hi,

We have Direct Managers and Matrix Managers contributing to the performance forms.

Since there are many ways they split their responsibilities, we have made is very simple !

Both have almost the same rights:

• both can create/comment/rate objectives
• both can contribute do the Career discussion (it's a section)
• only the direct manager can date competencies (because it is a drop down rating), but both can comment to the section
• both can send for sign-off.

This seems to work well for us, and when people ask how they manage do split the tasks, I say that they managed to define this for the employee's tasks and supervision, so they should be able to align on the performance form. 

Hope it helps,

Kris.

[SPR]

Thanks Kris, that's most helpful.