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Matrix for HR and people operations

The people record and the work record in one system. Attendance arrives as a file rather than as retyping, leave leaves a trail, and the org chart is used by the product rather than drawn for a slide.

The work this removes

On the left, what goes wrong today. On the right, the part of Matrix that addresses it.
The monthly attendance reconciliation
Upload the attendance machine's own export — .xls or .xlsx, whichever it really is — and correct the exceptions instead of transcribing every row.
Leave lives in email and somebody's memory
Application, approval, rejection and cancellation are records, each notifying the people involved, with the approver's comments attached.
Balances are recalculated by hand
My Leave Summary, Leave Summary and Monthly Leave Summary read the same records as the approvals, alongside additional leave and deductions.
Documents are in a shared drive nobody can audit
Employee and HR documents attach to the person, classified by document types you define, in tenant-owned storage that verifies the requester before serving a file.
The org chart is a diagram nobody maintains
The reporting hierarchy is used by the product — it routes Daily Status Reports and drives the My Manager widget — so keeping it right has an immediate payoff.
Onboarding means creating an account and handing over a password
Invite the person by email; they set their own password from the link. Nobody else ever handles it.

Policy lives in catalogues, not in code

Leave types, holidays, document types, departments and job titles are all lists you maintain. That matters because HR policy is where products most often force a company to change its language, and language is the thing everyone in the company already knows.

Working from home is not leave

Recording a remote day as leave misstates both the attendance record and the leave balance. Work From Home is its own request type, which keeps both honest.

Notifications people can choose

Leave and DSR emails are per-user preferences. That sounds small, and it is the difference between a notification people read and a filter rule everyone quietly sets up.

Common questions

Do we have to retype attendance data?
No. Matrix imports the attendance machine's spreadsheet export — legacy .xls or modern .xlsx — reading employee code, in time, out time, work duration and total duration, and rows can be corrected afterwards.
Can we use our own leave type names?
Yes. Leave types are a catalogue you maintain, as are company holidays, document types, departments and job titles.

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