For customers of our Succession Planning module.
Configuring matrix settings allows you to tailor the appearance of the people matrix and succession plan matrices to organizational preferences for unified talent evaluation.
To configure your organization’s matrix settings:
Only Company Admins, HR Admins, and HR Managers can configure the organization’s matrix settings. Learn more about managing user roles and permissions.
When viewing your people matrix or any succession plan matrix, click the gear icon in the upper-right corner:
Swap the X and Y axes by clicking the double arrow icon.
Select a matrix color style from the Color Style dropdown.
Select a matrix color scheme from the Color Scheme dropdown.
Assign a box color from the dropdown in the upper-right corner of the box.
Rename a matrix box by clicking the field and editing the existing name.
You can also access matrix settings from your Succession Planning settings.
Click Save. Changes will be reflected in the people matrix and succession plans across your organization, for all individuals with access.
Please contact our Customer Success Team for additional assistance.
Additional Resources
Visualizing and Comparing Succession Plan Candidates
Visualizing and Comparing Internal Talent on the People Matrix