To display the downstream impact of succession planning in the Succession Org Chart

To show the downstream impact of succession planning on internal and external nominations

To show the downstream impact of succession planning on internal nominations

To show the hierarchy of the organization

They can be viewed in the talent card.

They can be associated to roles in Manage Job Roles.

They can be viewed within Recruiting.

They can be associated in Manage Competencies

Admin Center → Manage Permission Roles

Admin Center → Nomination Setup

Provisioning → Company Settings

Admin Center → Succession Settings

You can pull succession icons from the Succession Matrix Report.

You can pull succession icons from the Succession Org Chart.

You can edit MDF Positions from a calibration session.

You can include talent flags in a calibration template.

You can add succession nominations from a calibration session.

When there are fewer than 20 results, the export triggers a job on the back end.

There are distinct Role-Based Permissions to export all results and export only certain users.

All results will be included even if you do NOT scroll down to the bottom of the result page.

When there are more than 20 results, the export triggers a job on the back end.

Provisioning → Edit Org Chart configuration

Provisioning → Edit Matrix Classifier configuration in Provisioning

Admin Center → Reporting and Analytics

Admin Center → Succession

Key word

Rating option

Search fields

Target population

This report shares the icon configuration with the Performance-Potential Matrix Report.

This report CANNOT have custom weights.

Report access is controlled by its own permission in Role-Based Permissions.

Report access is controlled by its own provisioning switch.

sysScoreCardPerfHistoryPortlet

sysOverallCustom1

sysScoreCardSuccessorPortlet

sysOverallCompetency

You can create a succession plan for positions.

You can keep a history of date changes made to a position object.

You can sync positions.

You can add custom fields to the position object.

You can search by position within the Succession Org Chart.

Check Provisioning → Succession Management.

Check the e-mail that is sent to you after the import process is completed.

Check Provisioning → Company Settings.

Check Admin Center → Company Settings.

Add the portlets to the Dashboard tile.

Add the portlets to a home page tile.

Add the applicable permissions for the portlets.

Add the portlets to the data model.

Add/edit/delete talent pool nominations

Miscellaneous permissions to the position object

Miscellaneous permissions to the career path object

View talent pool nominations

Add a new status.

Secure the Talent Pool object.

Set a readiness rating for an employee.

Filter nominations by date range.

Delete a nomination from the talent pool.

Standard Element

View Template

Background Element

Scorecard

Import/Export

Edit

Correct

View

View History

Succession Approval

Succession Organization Chart

Succession Management and Matrix Reports

Succession Planning

Talent Search Access

dateOfBirth

retirementDate

hireDate

startDate

From the Succession Data Model XML

From Configure Object Definition

From the Succession Org Chart XML

From Employee Files

Succession → Position Management Import Positions

Employee Files → Import and Export Data

Employee Files → Manage Data

Employee Files → Manage Positions

Nominations Setup

Org Chart Configuration

Talent Search Settings

Succession Settings