You must already have performed a succession planning simulation . You must be on the Succession Planning screen.

To display the profile of a planning object, position the cursor on the object in question, and choose Goto ® Profile.

The <Object type>: Display Profile <Data selection period> screen appears. The profile is displayed on this screen.

To match up the qualifications of the planning object with the requirements of an object in the succession plan, position the cursor on the entry in question, and choose Goto ® Profile matchup.

The Profile Matchup screen appears. The system displays the qualifications and requirements. Essential requirements and alternative qualifications are flagged as such.

1. Choose Settings ® Editing options.

The Editing Options dialog box appears.

2. Select the Qualification deficits only field.
3. Choose Transfer.

Prerequisite: You must use the Training and Event Management component.

1. Perform a profile matchup as described above.

If a qualification does not (entirely) meet a requirement and there is a training course (business event) that would impart the missing qualification, the system displays the Training proposal icon and the name of the business event.

2. To book the person onto the business event, choose Edit ® Book business event.

Position the cursor on the planning object for which you want to create a career or succession plan, and choose Goto ® Planning.

The Career Planning or Succession Planning screen appears. The system displays the career plan or succession plan.

1. Position the cursor on the person that you want to transfer to the position.
2. Choose Simulation ® Transferral.

The Assign Holder screen appears.

3. If necessary, change the staffing percentage and the relationship period.
4. Save your entries.