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Administrator Guide
Last Updated: 2024-03-08
Assign Workers to a Matrix Organization

Assign Workers to a Matrix Organization

Configure the
Assign Matrix Member
 business process and security policy in the Organizations and Roles functional area.
Matrix organizations represent indirect reporting relationships. Workers can belong to only one supervisory organization, but they can belong to multiple matrix organizations. You can only assign 1 worker at a time to a matrix organization.
The managers displayed on an organization chart are workers assigned to the roles marked as
Is Leadership
 for
Matrix Organization
 in the
Maintain Assignable Roles
 task.
  1. Navigate to the
    Assign Matrix Member
     task.
  2. Select the
    Effective Date
     of the assignment.
  3. Select the
    Matrix Organization
     that you're assigning the worker to, and then click
    OK
    .
  4. Select the
    Worker
    . When the worker has multiple positions, select the
    Position
     of the worker.
  5. Click
    Submit
    . You can use custom organization hierarchies to roll up matrix organizations.
The update is routed to the approver. When the assignment is approved, as of the effective date, Workday displays the matrix organization details on the
Job
 section of the worker's profile on the
Management Chain
 and
Organizations
 tabs.
The user with the Matrix Manager role has access to the workers in the matrix organization. The matrix manager is also automatically assigned to the
Matrix Manager (Supervisory Hierarchy Access)
 security group, which doesn't give them additional access by default. You can enable matrix managers to access the supervisory reports of any managers within matrix organizations by configuring the security group on a security policy. For performance reasons, we recommend that you don't use this security group in business process action steps.
Example: Helen is the matrix manager for the Matrix1 organization. Bob is a supervisory organization manager within Matrix1. Helen wants to see the business titles for all workers within Bob's supervisory organization. You assign the
Matrix Manager (Supervisory Hierarchy Access)
 security group to the
Worker Data: Business Title on Worker Profile
 domain. You give the group View access. Bob's supervisory organization includes subordinate organizations. Helen gains access to the workers in those organizations as well.
You can use the
Remove from Matrix Organization
 task to remove a worker from a matrix organization.