3324180 - How to set matrix relationship in Position by user?

Matrix Relationships are normally set by position code, but there is a need to establish these relationships by using the matrix position's incumbent instead of their position code.

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

SAP SuccessFactors Employee Central

• Position

Since the matrix relationship's position code is also used to sync Matrix Position to Job Relationships, it is not possible to replace this field with user directly. 

However, adding an additional field to search by incumbent is also a workaround to fulfill the requirement. 

Steps are:

1. Go to Configure Object Definitions< Search: Object Definition< PositionMatrixRelationship 
2. Click "Take Action"
3. Add a new field (for example: cust_Incumbent) and set its Data Type to be User.
4. Save
5. Create a business rule via Configure Business Rules<Create New Rule<Metadata Framework< Rules for MDF Based Objects
   • Base Object: Matrix Relationship For Position
   • Purpose: Evaluate

       6. Click "Take Action" in Configure Object Definitions< Search: Object Definition< PositionMatrixRelationship 

       7. Click "Details" at the end of cust_Incumbent field

       8. Configure the rule created in step 5 under Rules.

Matrix Relationship position could be set by searching User.

position relationship, PositionMatrixRelationship, Matrix Relationship For Position, search by user, by incumbent , KBA , LOD-SF-EC-POS-MAT , Matrix Relationships & Job Relationships Sync , How To