📝 Summary

This article explains how to create a new job title matrix using a three-step process in the Workforce Management module. Users can select employees, configure display options, and review the matrix before saving. All saved matrices are accessible via the Saved Matrices tab on the Job Title Matrix page.

Steps:

Step 1: Access the New Job Title Matrix page
From the left-hand navigation menu, go to Workforce Management → Job Title Matrix → New Matrix.

Step 2: Enter matrix data

Use this section to define the scope of your matrix:

1. Employees
Select employees for the matrix:

• Choose all employees, specific groups, or individual employees for the selected worksite(s).
• Optional setting: Check the box to exclude employees who do not have the selected job title. This option is unavailable if you select “Any employees with the selected job title.”

2. Job Title
Select one or more job titles to include in the matrix report.

3. Proceed to next step
Click the Next button to configure display options.

Step 3: Configure matrix display

Customize how the matrix appears:

1. Columns
Include or exclude employee profile columns based on worksite preferences. You can reorder columns to suit your reporting needs.

2. Colours & Preview
Manage visual themes and preview the matrix:

• Select a default colour theme from the drop-down menu.

• Manage existing themes in the Manage Your Theme section:
  • View all saved themes
  • Identify the default theme
  • See how many matrices use each theme
  • Review theme change history
  • Delete themes

• Create and save a custom colour theme

• Apply colour coding to different statuses

3. Proceed or go back

• Click the View button to review the matrix
• Click the Back button to return to the matrix data step

Step 4: Review and save the matrix

On the final screen, review the job title matrix before saving:

• Click the Save button to store the matrix
• Click the Download button to export the matrix as an Excel file
• If multiple job titles are selected, click the Expand icon to view details for each title

💡 Tips

• Use a supported browser for the best experience
• Ensure you have the correct permissions to create and save matrices
• Saved matrices are accessible via the Saved Matrices tab on the Job Title Matrix page

📚 Related Articles:

• Understanding the job title matrix overview in EPP
• Understanding the job title matrix report page in EPP
• Understanding the job title matrix details page in EPP
• Scheduling the job title matrix report in EPP