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 Evaluating a Simulation of Succession

Prerequisites

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

Displaying a Planning Object’s Profile

To display the profile of a planning object, position the cursor on the object in question, and choose Start of the navigation path Goto Next navigation step Profile. End of the navigation path

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

Performing Profile Matchups

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 Start of the navigation path Goto Next navigation step Profile matchup. End of the navigation path

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

Displaying Qualification Deficits

Prerequisite: You must have performed a profile matchup, and be on the Profile Matchup screen.

  1. Choose Start of the navigation path Settings Next navigation step Editing options. End of the navigation path

  2. The Editing Options dialog box appears.

  3. Select the Qualification deficits only field .

  4. Choose Transfer.

The Profile Matchup screen appears. The system displays only qualifications and requirements for which qualification deficits exist.

Displaying a Training Proposal

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

  1. Perform a profile matchup as described above.

  2. 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.

  3. To book the person onto the business event, choose Start of the navigation path Edit Next navigation step Book business event End of the navigation path .

Creating a Career or Succession Plan for a Planning Object in the Succession Simulation

Position the cursor on the planning object for which you want to create a career or succession plan, and choose Start of the navigation path Goto Next navigation step Planning. End of the navigation path

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

Transferring a Person to a Position

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

  2. Choose Start of the navigation path Simulation Next navigation step Transferral. End of the navigation path

  3. The Assign Holder screen appears.

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

  5. Save your entries.

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