Create Role Based Escalation Matrix

Pre-Requisites

Make sure that you have already created Roles in the Employees module. To learn more about creating roles, refer to the Create Roles.

To create a role-based escalation matrix, follow the below steps.

  1. Go to App Builder > Employees.

    The Employees page appears.

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

    The Escalation Matrixs page appears.

  4. Click the 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 the 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 Final Escalation Role column, select a final role to escalate.
      Create Escalation Matrix 7
    4. Under the Escalation Flow mode column, select the escalation flow depending on your requirement.
      Create Escalation Matrix 8
  7. Optional: If you want to add more escalation levels, click the Add Escalation Level button again and repeat step 6.
    Create Escalation Matrix 9
  8. Click Save.