2306515 - Position Matrix Relationship to Job Relationship Sync Troubleshooting Guide - EC

The Position Matrix Relationship Sync to Job Relationship of the Position's incumbent is not occurring.

• SAP SuccessFactors HXM Suite
• SAP SuccessFactors Employee Central
• Position Management

Position Matrix Relationships are not syncing to the Job Relationship of the Position's Incumbent in the following scenarios:

• The position assignment of the employee changes via "Change Job and Compensation Info" the MSS action.
• The matrix relationship of the position changes via "Edit" mode on the Position in the "Position Org Chart".
• Assigning a position to a new hire in the Add New Employee Wizard.
• via Manage Positions tool.

This issue has occurred due to a configuration issue or incorrect understanding of the scenarios in which a Position Matrix Relationship will be synced from the Position to the Job Relationship of an Incumbent.

• Position Management, especially in relation to Synchronization and Position Matrix Relationship Sync to Job Relationship, has specific configuration requirements, along with specific scenarios for when the Sync will occur.
• If the configuration is correct and you are triggering the Position Matrix Relationship Sync to Job Relationshipin a supported scenario, the Job Relationship of the Position Incumbent will be updated according to your setting.
• If you are experiencing an issue whereby, your Position Matrix Relationship Sync to Job Relationship is not working correctly or at all. 

We recommend reviewing your configuration and the supported scenarios in the following three areas, to resolve your issue:

• Configuration Issues
• Scenarios in which the Matrix Relationship Change will sync to the Job Relationship of the Incumbent

Configuration Issues:

Position Management Settings:

• Make sure the correct option is selected for the "Synchronize position matrix relationships to job relationships of incumbents" field on the "Synchronization" tab of the "Position Management Settings" UI in Admin Center.
• You can use this option to determine whether and how the synchronization of position matrix relationships and job relationships is executed.

The possible options are:

• Always - Synchronization takes place every time when the position assignment of the employee is changed or when the matrix relationships of the position are changed
• Never – No synchronization takes place
• Only when position assignment of the employee is changed
• Only when Matrix Relationships of the position are changed.

Object Definition Settings:

• You need to set the association positionMatrixRelationship on the position object to editable.
  This can be done on the Position Object Definition in "Configure Object Definitions".
  Scroll to the "Associations" section, select the "Details" of the association "positionMatrixRelationship" and set the "Visibility" to "Editable" .
   
• On the "PositionMatrixRelationship" Object Definition, the "matrixRelationshipType" needs to use the picklist "PositionMatrixRelationshipType" 
  The MDF picklist "PositionMatrixRelationshipType" needs to be filled with the exact same values as the EC Legacy picklist for job relationships "jobRelType". Please make sure that non-unique external code in "jobRelType" picklist are same as the external code in "PositionMatrixReletionshipType".Please use checktool to identify any configuration issue on the same: Position Management > All values available in the Position Matrix Relationship picklist are also available in the Job Relationship picklist.
• Please make sure the effective dating of the PositionMatrixRelationshipType picklist has one record as of 01/01/1900. This is a requirement to map values from the MDF picklist to the Legacy picklist, asLegacy Picklists have only one effective dated record as of 01/01/1900.

• If you are using Position Types, please make sure the correct option is selected for the field "Synchronize position matrix relationships to job relationships of incumbents?".
• Please note this option will supersede the previously mentioned option.
• You can use this option to determine whether and how the synchronization of position matrix relationships and job relationships is executed.

The possible options are:

• Always - Synchronization takes place every time when the position assignment of the employee is changed or when the matrix relationships of the position are changed
• Never – No synchronization takes place
• Only when position assignment of the employee is changed
• Only when Matrix Relationships of the position are changed 

• If you are using Position Types and do not see the field "Synchronize position matrix relationships to job relationships of incumbents?" on you position types. Please navigate to the Position Type Object Definition in "Configure Object Definitions". Click on the "Details" of the "syncMatrixRelationPosition" field and make sure the field is enabled and Editable and save. Once you have confirmed you can now see the  "Synchronize position matrix relationships to job relationships of incumbents?" field in Manage Data, please make sure a correct option for your needs is selected based on the above point. Please note this field is defaulted to "Never", which will cause the sync not to work if the field is not visible. 

Scenarios in which the Position Matrix Relationships will sync to the Job Relationship of the Incumbent, if the above configuration is correctly defined:

Review the following section of the handbook for further information: Employee Central Position Management Implementation Guide - Matrix Relationship And Sync

• Synchronization can be triggered when
• The position assignment of the employee changes via "Change Job and Compensation Info" the MSS action.
• The matrix relationship of the position changes via "Edit" mode on the Position in the "Position Org Chart".
• Via a Position Matrix import.
   
• If position assignment of the employee changes via "Change Job and Compensation Info" the MSS action, the following is applicable:
• The system updates existing job relations if the employee's newly assigned position has a position matrix relationship of the same relation type and the related position has at least one incumbent. This means that the incumbent of the related position will become the manager for the job relation.
• The system makes no changes to existing job relations if the newly assigned position either has no position matrix relationship of the same relation type or there is no incumbent for that related position. The system will also make no change if the incumbent of the incumbent of the matrix relationship, was already added to the same type in Job Releationships (this may have been done by a manual change to the Job relationship Portlet).
• Where related positions have at least one incumbent, job relations are added for those position matrix relationships of the employee's newly assigned position. 

Note: Sync does not take place via changes are via Job History (Clock) only via Pencil or Take Action "Change Job and Compensation Info".

• In all cases, inheritance takes place regardless of the leading hierarchy. 

Job History Import:

The inheritance of Job Relations from position to position incumbent isn't triggered during the import of Job History data - that is, when you are changing the position assignment of an employee using such an import.

Add New Employee:

• Position Matrix Relationship not synchronized to Job Relationships during the Hire wizard.
• When we assign an employee to a position during the Hire wizard, the Job Relationship portlet remains blank.
• The matrix job relations are synchronized only during save (after hire/workflow has been approved).
• Which means the matrix manager will only be populated only while saving a transaction.
• The matrix manager will not be created when you will hire a new user.
• If you manually select Job Relations while adding an Employee in the Hire Wizard or try set by rule this will overwrite the sync and the matrix relationships will not synced from the Position.  

Rehiring:

• If you are rehiring a user to a new position, their previous Job Relationships will show in the rehire wizard.
• Since the values are already populated, as seen above with the hiring scenario, the synchronization of Job relationships will not occur.
• If new matrix relationships needs to be assigned based on the new position, the pre-populated job relationships must be deleted.
• The synchronization of the new relationships will then occur after the save.
• Some customers choose to implement a rule for rehire scenarios to prevent the job relationships from being maintained for rehire events.
• This can be done similar to how is described in KB article 2320050   

Changing the job relationship portlet of the employee will not sync to the employee's position. The sync of Matrix Position Relationship happens from the Position to the Job Relationships only, not the other way around.

Please Note: Position Matrix Relationship to Job Relationship Sync will only happen if the matrix position has an incumbent. If the position is empty no record will be created in the Employee's Job Relationship.

If you use more than one Job Relationships of the same type, this is not supported on the Position matrix relationships. The Sync does not support this scenario and will only sync one Matrix Relationship Type to the corresponding Job Relationship. Reference KB article 2079991 - How to add more than one Job Relationship of the same Type - Employee Central

Position Matrix Relationship does not sync to Job Relationship for Internal Hires.

• 2388165 - Matrix position not in sync to position
• Please review the Implementation Handbook for further detail on this feature.
• 2529515 - Position Management: Position to Job Information Sync Troubleshooting Guide

SF success factors EC syncing PositionMatrixRelationshipType jobRelType , KBA , LOD-SF-EC-POS , Position Management , LOD-SF-EC , Employee Central , How To

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