2773643 - How to use the EP Role (All Matrix Managers) in a Route Map - Performance Management

This article discusses the EP role which is used in the Performance Management process to encompass all Matrix Managers in a Route Map.

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SAP SuccessFactors Performance Management

• The EP role represents All Matrix Managers.
• This role is useful if you have employees who report to multiple Matrix Managers at the same time.
• With this role, you can forward a performance form to all Matrix Managers in a routing step, allowing all the matrix managers to participate in the step.

Note: You can only use the EP role with Collaborative Step (C-Step) route maps and Iterative Step (I-Step) route maps - Single steps are not supported.

How to configure in the route map:

1. Go to Manage Route Maps
2. Select either an Iterative or Collaborative step
3. Select the Roles dropdown list:

Behaviour: 

• If you configured an Iterative step type, (I EM EP), then the Manager (EM) could choose which user among all matrix managers (EP), to send the form.
• If you configured a collaborative step type (C EM EP) between EM & EP, the form would go from the Manager (EM) to All Matrix Managers (EP).

Learn more about the EP role in the Performance Form permissions

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