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Automatically assign a matrix to employees

This article is intended for administrators.

When you deploy the Skills & Career product, we offer you the option of importing your matrices and then assigning them to employees in bulk (Import skills matrices and/or assign employees to a matrix).

Thanks to our new associated feature, you can now set up automatic assignment rules so that matrices are updated on the basis of a pre-defined criterion, saving you a considerable amount of time!

🔗 How do you define the assignment criterion?

The assignment criterion must be a profile field from the list below:

Generally speaking, the “Job title” field is the most relevant for this purpose.

Once you have selected the criteria, please contact Elevo Support (support@elevo.io) so that we can finalize the settings.

🖍️ How do you create an assignation rule for a given matrix?

To create a rule, go to the matrix concerned, then to the “Associated employees” tab.

⚠️ Warning : If you have not previously contacted our support team to validate the assignment criteria, this button will not appear.

  • Click on “ Set up automatic assignment ”,
  • Here you must select one or more values from each drop-down menu, in order to define the level to which the employees concerned by these values will be associated,

💡 Note : For reasons of consistency, a value selected for one level will not be available for selection for another level.

  • Once you have completed the assignment, click on “Save the assignment criteria”,
  • The assignation will be performed automatically after saving. This may take a few seconds when a large number of employees are involved.

💡 Note : The assignation is then automatically updated every two hours.

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🙋🏻‍♂️ Questions

➡️ What happens if I remove a rule?

Employees previously assigned to this matrix thanks to the rule will always be assigned to it.