The purpose of this page is to provide an overview of the Matrix Grid Reports and to act as a bridge to any content related to this feature.
The Matrix Grid Reports offer insights across available talent and help you compare succession candidates from a target population like a team or department.
You use the matrix grid reports, sometimes known as a 9-box, to identify your high potential talent. The matrix grids themselves are just reports so you can't actually take any action from the reports directly. However, once you identify your top talent, based on their placement in the grid, you can use the other features of SAP SuccessFactors Succession and Development to assign them to succession plans, add them to mentoring programs, and create development plans for them.
SAP SuccessFactors offers two Matrix Grid Reports, which are usually configured as "Performance-Potential" and "How vs. What" (Objective vs. Competency). Even though this is the default configuration, you might choose to create the first report using performance and objective ratings and then competency and potential ratings for the second report. Which ratings you use and whether you place a particular rating along the x-axis or y-axis is best determined by your specific talent strategy and goals.
Based on how you've defined your reports, the system pulls ratings from various data sources across the SAP SuccessFactors HCM Suite. Most commonly, these ratings come from performance forms that are part of SAP SuccessFactors Performance Management but can also come from ratings imported from an external system, assigned via the Employee Profile or adjusted via Calibration sessions. You can configure these rating sources, including custom weighting, as well as defining other aspects of the report like which forms to include or whether to include in progress forms. You can also adjust the report output by modifying cell background colors and labels or adding icons to represent certain field values. Customers often choose to display Talent Flags such as Impact of Loss, Risk of Loss, Minority, Gender, etc.
Are there different versions of the Matrix Grid Reports?
Currently, we have two versions of the Matrix Grid Reports available: the v12 Matrix Grid Reports, which is the newer version of the UI and leverages the Fiori design standards to provide consistency and enhanced usability and accessibility; and the v11 Matrix Grid Reports, which is the older version and has its end of maintenance planned for Q1 2018 and end of life planned for Q1 2019. See the dates below that apply to the v11 Matrix Grid Reports:
End of development: Starting from Q1 2017, functional enhancements will only be made to the v12, or higher, UI version.
End of maintenance: The last release in which maintenance activities, such as code fixes, will be applied to version v11 is Q1 2018. As of Q2 2018, no more maintenance activities will be performed for older versions.
End of life: The last release in which customers can productively use versions lower than v12 is Q1 2019. As of Q2 2019, we will automatically activate the new v12 UI version for all those customers who have not yet enabled the v12 UI version themselves.
Please refer to the following section in the Succession Implementation and Administration Guide for more information on the End of Maintenance for Matrix Grid Reports v11.
To allow users to use the Matrix Grid Reports, the following permissions should be granted:
- Succession Planners > Matrix Report Permission: Allows users to access both Matrix Grid Reports (if both Matrix Reports are enabled). It's currently not possible to grant permissions to only one of the Matrix Grid Reports, but not to the other.
- Succession Planners > Succession Management and Matrix Report Permissions: The target population associated to this permission will control the employee population that will be visible to a given user in the Matrix Grid Reports (this permission also grants visibility to successors and icons in the Succession Org Chart).
Is it possible to grant permissions for some users to access only one of the Matrix Grid Reports?
When both Performance-Potential and the How vs What Matrix Grid reports are enabled, it is not possible to provide access to only one of the Matrix Grid Reports. The "Matrix Report Permission" grants access to both reports (if both are enabled).
If you only need to use one of the reports, you can request Cloud Product Support to disable the How vs What Matrix Grid Report in the back-end. If you plan on using only one of the reports, it's recommended to enable only the Performance-Potential Report. Even if you need to use the How vs. What report only, you should enable the Performance-Potential report and then customize the Trend Elements used by each axis and the Report Name.
Admin Center Configuration
For complete information on the settings that can be configured for the Matrix Grid Reports in Admin Center, please refer to Wiki Page Matrix Grid Report - Admin Center Configurations.
Selecting the Source for X-Y Axis
- You have the option to decide which processes to include in the reports. You can even select different processes for each axis. This option is useful, for example, if you do 360 reviews and annual reviews but want to use only the overall performance ratings from the annual review in the Matrix Grid Report. It's now easy to exclude ratings from the 360 review. To use this option, go to Admin Center > Matrix Grid Report > Performance-Potential, and select the processes you want to use. To create new processes of ratings, go to Admin Center > Reporting and Analytics > Processes and Forms.
For detailed information on the source of ratings configuration, please refer to Matrix Grid Report - Understanding the source of ratings.
Normalization and Custom Weights
- To allow use of different rating scales across the system, the Matrix Grid Reports apply a normalization process, so all ratings can be displayed proportionally to the original rating in the report. The normalization process can be customized using custom weights for each rating scale option. For more information, please refer to Wiki Page Matrix Grid Reports - Normalized Ratings and Custom Weights.
Matrix Grid Report Icon Configuration
- You have the option to choose the icons that you want to use in the grid reports directly from Admin Center. For information on how to configure the icons via Admin Center, please refer to Wiki Page Matrix Grid Reports - Icon Configuration.
Matrix Grid Report Custom Filters
- By default, the Matrix Grid Reports will have the fields "department", "division" and "location" available as filter options. You can also add other fields as custom filters to allow users more granular filter options in the report. Please refer to Wiki Page Matrix Grid Reports - Custom Filters or a list of supported matrix filters.
Displaying Matrix Grid Placement in Employee Profile and Reports
- matrix1Label and matrix2Label: It is possible to display the current Matrix Grid Placement of an employee in the Employee Profile and Scorecard using the "matrix1Label" (Performance-Potential) and "matrix2Label" (How vs. What) standard elements. Those fields are standard elements, similar to fields like "department" and "location", so they can be included in Employee Profile portlets, it's not possible to edit the value of those fields (they are calculated at runtime). They can also be exported via Admin Center > Export Extended User Information > Personal Information. However, they can't be reported on via Ad Hoc Reports or used in the Talent Search, since they are calculated at runtime. For more information, please refer to Wiki Page Matrix Grid Reports - matrix1Label and matrix2Label.
- Matrix Grid Placement History portlets: The Matrix Grid Placement History portlets store the historical placement records for the employees. It makes it possible to display the historical matrix placement for each employee in the Employee Profile and also to report on this data using Ad Hoc Report Builder. Please refer to Wiki Page Matrix Grid Reports - Matrix Grid Placement History portlets for more information on this.