Team Matrix
The working grid of the module: every scored employee in one sortable table, with their template, composite score, rating and progress — and the button that launches new assignments.
kpi_matrix_manage). Reach it at KPI Matrix → Team Matrix
(URL kpi_matrix/team_matrix). The table is sorted by Score (highest first) by
default and has a refresh button.
The table, column by column
| Column | Shows |
|---|---|
| Employee | the person's name. |
| Job Title | their role — useful when comparing like-for-like. |
| Template | which scorecard they were evaluated against. |
| Score | composite score to 2 decimals, or a muted “—” if not yet calculated. |
| Rating | the coloured rating-band badge for that score. |
| Status | the assignment's state — pending / in_progress / completed. |
| Metrics | how many metrics produced a score, as scored / total (e.g. “22 / 24”). A quick data-coverage read. |
| Actions | a View (eye) button that opens the read-only assignment detail. |
Rating badge legend
Assigning employees
The top-right Assign Employees button opens the assignment modal — this is how people get into a cycle in the first place. Pick a review cycle, a template, one or more employees (multi-select), and optionally a reviewer, then Assign. The full walk-through is on Assignments & Manual Entry.
Drilling into one employee
Click the View (eye) button on any row to open that person's assignment detail — a read-only scorecard with their composite score, rating, data-sufficiency bar, and a category-by-category breakdown of every metric (raw value, normalized score, weight). Managers also get a Recalculate button there for a single person. Full detail on Assignments → the detail modal.