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Understanding the job title matrix report page in EPP
📝 Summary
This article provides an overview of the Job Title Matrix report in Workforce Management. It explains how users can access, create, and manage job title matrices, including viewing employee qualifications and performing training needs analysis (TNA).
Details
What it is:
The Job Title Matrix report is a tool that allows Level 2–3 users to view and manage job title requirements across selected worksites. It includes features for analyzing employee qualifications, customizing matrix views, and scheduling reports.
Why it matters:
This feature helps organizations ensure employees meet job-specific requirements, identify training gaps, and maintain compliance with worksite standards.
💡Key points:
- Access the Job Title Matrix via Workforce Management → Job Title Matrix in the left-hand navigation
- Users can:
- Create new matrices tailored to worksite-specific requirements.
- Analyze employee qualifications and requirement statuses.
- Schedule and manage matrix reports via email.
📝 FAQs
What is the Worksite Selector?
Located at the top left of the page, this tool lets users select the worksite(s) for the report. If a user has access to only one worksite, it will be selected by default.How do I create a new matrix?
Use the New Matrix section to build a job title matrix from scratch.
[Learn more → Create a new job title matrix]What is the Saved Matrixes tab?
This tab provides a quick view of all saved matrices for the selected worksite(s), including:
- Matrix name (click to open detail page)
- Visibility settings (owner, public, shared)
- Default matrix status
- Scheduled email setup
- Creation and modification details
- Actions (copy, share, delete)
What is the Deleted Matrixes tab?
This tab shows all deleted matrices for the selected worksite(s), including:
- Matrix name and visibility
- Creation and deletion details
- Revert button to restore deleted matrices to the Saved Matrixes tab