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 Simple Activity

Definition

General activity category that classifies activities with tasks that do not have a specific behavior.

Use

The activities in the Simple Activity category contain the general tasks that the succession planner must complete. The status assigned to an activity indicates to the succession planner whether the activity is still planned or already completed.

Structure

An activity in the Simple Activity category consists of the following tab pages:

  • Details

    This tab page contains the following information:

    • Status

    • Due date (if status: Planned )

    • Completion date (if status: Completed )

    • Completed by (if status: Completed )

    • Processor (not if status: Completed )

    • Changed On (only after the activity has been created)

    • Changed by (only after the activity has been created)

  • Notes

    On this tab page you can store notes for an activity.

    If the activity is used in TRM, then this information is available to you and all other succession planners. If the activity is used in Succession Planning, this information is available to you and the other members of the support team for the associated succession plan.

  • Attachments

    This tab page enables you to upload documents.

    If the activity is used in TRM, then this information is available to you and all other succession planners. If the activity is used in Succession Planning, this information is available to you and the other members of the support team for the associated succession plan.

Example

The standard system provides the following activity types of the Simple Activity category for Succession Planning:

  • Store Results/Appraisals

  • Notify Personnel Department

  • Check Suitability

  • Include Employee in Succession Plan