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 Succession Planning for a Position, and Designating a Person for the Position: Example

Procedure

  1. Choose Start of the navigation path Human resources Next navigation step Personnel management Next navigation step Personnel development Next navigation step Planning Next navigation step Succession. End of the navigation path

  2. The Succession Planning screen appears.

  3. If necessary, change the object type to Position .

  4. Enter the object name or the object ID of the position in the corresponding field.

  5. If necessary, change the key date for planning.

  6. Select the planning criteria you want to include.

  7. If applicable, enter a career of your choice in the Additional career field.

  8. Choose Enter.

  9. Choose Start of the navigation path Planning Next navigation step Execute. End of the navigation path

  10. The Succession Planning screen appears. In the top section of the screen, the system displays standard information on the position. In the succession plan, the system displays planning objects that match each of the selection criteria specified.

  11. To display the ranking list for the planning objects, choose Start of the navigation path Goto Next navigation step Ranking list End of the navigation path .

  12. The Succession Planning screen appears. This ranking list is sorted by suitability range or suitability percentage. The planning criteria that the planning objects meet are displayed in the right-hand section of the screen.

    To toggle between the suitability ranges and the suitability percentage, choose Start of the navigation path View Next navigation step Suitability % on. End of the navigation path

  13. Position the cursor on the person that you want to transfer to the position.

  14. Choose Start of the navigation path Planning Next navigation step Transferral. End of the navigation path

  15. The Assign Holder screen appears.

  16. If necessary, change the staffing percentage and the relationship period .

  17. Save your entries.

Result

You have transferred the person to the position for the specified period.