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 Display of Assignments to Succession Plan

Purpose

You use this process to obtain an overview of the candidates assigned to a specific succession plan.

Prerequisites

You are a member of the support team for the succession plan to which the candidates are assigned.

Process Flow

  1. You choose Succession Planning on the start page.

    The system displays a list with all succession plans to which you have access and that correspond to the relevant selection criteria.

  2. You select a succession plan and choose Assignments (Display Candidate List) .

    The system displays the candidates that are assigned to the succession plan. The candidates are displayed on different tab pages.

    The All tab page contains all candidates assigned to the relevant succession plan and the last activity that was created for this assignment. The other tab pages contain candidates in a specific process within the succession planning process.

    Note Note

    The tab page titles correspond to the processes assigned to the succession plans in the relevant process templates.

    End of the note.

  3. You determine criteria to manipulate the number of candidates and how associated data is displayed. There are criteria available on the following tab pages.

    • Selection Criteria tab page

      On this tab page, you can limit the number of candidates displayed by using suitable selection criteria.

    • Ranking Criteria tab page

      On this tab page, you can display various rankings for the candidates that match the selection criteria. For more information, see Ranking .

Result

The system displays a list of the candidates assigned to a succession plan. The list of assigned candidates can be used as a starting point for performing numerous functions. These include:

  • Creation of Activities for an Assignment

  • Creation of Activities for Several Assignments Simultaneously

  • Entering a note

  • Printing a candidate list

  • Candidate Search