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Understanding the job title matrix details page in EPP
By Yanni Dapula
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📝 Summary
This article explains how to access and use the Job Title Matrix detail page in Workforce Management. It outlines the available tabs and features that allow users to manage, customize, and schedule job title matrix reports.
Details
What it is: The Job Title Matrix detail page is a management interface where Level 2–3 users can configure saved job title matrices. It provides tools to adjust visibility, include or exclude employees, customize display settings, and schedule automated reports.
Why it matters: This page helps users maintain accurate job title data, streamline reporting, and ensure that employee qualifications align with worksite-specific requirements.
💡Key points:
Access the detail page via Workforce Management → Job Title Matrix → Saved Matrixes → Matrix Name or Detail Button.
Users can:
Change matrix visibility (owner-only, public, or shared).
Include or exclude employees and job titles.
Customize display settings and themes.
Schedule automated email reports.
Review the matrix’s change history.
📝 FAQs
What does the Matrix Details top summary show? This section displays key information about the matrix, including:
Matrix title and default badge (if set as default)
Visibility status
Creation and last modified dates with user names
Scheduled email frequency and timing
What is the View tab for? The View tab previews how the matrix will appear on the summary page. It includes:
Total employees, job titles, and requirement statuses
A table with employee details (e.g., crew, department, medical expiry, DOB, last on-site, company info)
Reordering of requirements (via the Display tab)
What is the Details tab for? You can rename the Matrix:
Only you – visible only to the owner
Public – visible to all users with access to the worksite
Shared – visible to selected employees
You can share the Matrix via Saved Matrixes < Ellipsis < Share Matrix
What can I do in the Data tab? You can:
Include employees using filters like:
Currently on site
From selected crews
With 100% valid induction & prerequisites
Logged in within the last 24 hours
Exclude employees with no selected skills
Select job titles to include in the matrix
Click Update to apply changes
What display options are available in the Display tab? You can:
Reorder requirement columns
Add or remove employee info columns
Choose and manage color themes
Create and save custom themes
Color-code statuses
Click Update to apply changes
How do I schedule emails in the Scheduled Email tab? You can:
Set frequency (daily, weekly, monthly)
Choose specific send times
Select one or more recipients [Learn more → Scheduling job title matrix reports]
What does the Change History tab show? This tab provides a detailed log of all changes made to the selected job title matrix.
