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People

Hiring, the employee directory and the org chart

From the applicant with a CV attached to the employee with a reporting line, a document set and a leave balance — one record, followed all the way through.

Talent management in Matrix

Each item below is functionality in the product today.

Applicants with CVs

Candidate records carry the CV itself, uploaded into the same tenant-owned file storage as everything else you keep.

Employee directory and profiles

The people in your company, with the profile detail HR needs and the identity every other part of Matrix references.

Employee and HR documents

Documents against the person, classified by document types you define, plus a separate HR document area.

Employee notes

Recorded observations that belong on the record rather than in someone's inbox.

Reporting hierarchy

The org chart, used by the product itself — it is how a DSR knows who to send to and how an employee sees their manager on their dashboard.

Departments and job titles

Two catalogues you maintain, used across the directory and the reports.

Team resumes

The polished CVs you send to clients, kept with the commercial records that need them.

Invitations rather than account creation

Add a user and they receive an emailed invitation link; they set their own password, and no administrator ever handles it.

The hierarchy is not decoration

An org chart in most systems is a picture. In Matrix the reporting line is used: it determines who a Daily Status Report goes to, it drives the My Manager widget on an employee's dashboard, and it is what makes leave approval land with the right person.

Keeping it accurate therefore has an immediate payoff, which is the only reliable way an org chart stays accurate.

One person, one record, from applicant onward

The candidate you interviewed and the employee whose leave you approve are the same person in the same workspace. Their CV, their documents, their notes, their attendance, their hours and their projects are all reachable from the directory.

Document types are your own catalogue, so what you store — contracts, identity documents, certifications — matches your policy instead of a vendor's assumption.

  • Applicant records with CV upload
  • Employee documents and separate HR documents
  • Document types, departments and job titles maintained by you

People: common questions

How are new users added?
An administrator adds the user, and Matrix emails them an invitation link. The invitee sets their own password from that link, so no one else ever knows or handles it.
What is the reporting hierarchy used for?
It is the org chart, and the product uses it: Daily Status Reports go to the submitter's reporting manager, and each employee's dashboard can show their manager.

Related

Or go back to all features.

Try it against your own work

A workspace takes a couple of minutes to create. Put one real project in it and see whether this shape matches how your team already works.