Create Hierarchy Based Escalation Matrix

To create hierarchy based escalation matrix, follow the steps below.

  1. Go to App Builder > Employees.

    The Employees page appears.

  2. Scroll down to the Performance Management section.
  3. Click the Escalation Matrix card.
    Create Escalation Matrix 1

    The Escalation Matrixs page appears.

  4. Click Create Escalation Matrix button.
    Create Escalation Matrix 2
  5. In the Title field, enter a title for the escalation matrix.
    Create Escalation Matrix 3
  6. Click Add Escalation Level button and do the following.
    Create Escalation Matrix 4
    1. Enter the Escalation Level Name.
      Create Escalation Matrix 5
    2. In the Duration field, define the duration to report the escalation.
      Create Escalation Matrix 6
    3. Under the Type column, select Hierarchy based from the dropdown.
      Create Hierarchy Based Escalation Matrix 1
    4. Under the Escalation Flow mode column, select the escalation flow depending on your requirement.
      Create Hierarchy Based Escalation Matrix 2
  7. Optional: If you want to add more escalation levels, click the Add Escalation Level button again and repeat step 6.
    Create Hierarchy Based Escalation Matrix 3
  8. Click Save.