Succession Plan

The Succession Plan (SCSR) page has a Create Requirements button that allow users to create succession requirements for an Employee, Position, or a Sub-Title. Requirements related to Training, Competencies, Licenses, and Certification, and Education Qualification can be mapped.

If the site has mapped qualifications for key positions or sub-titles via Qualification Mapping then the same information can be inferred on SCSR page during succession planning by using the Populate Requirements button. Additional requirements can also be defined on this page.

To define a new Succession Plan for a particular position number, the user needs to select the position as Succession Type and select the position number along with mandatory fields like Department, Unit and then add the Training, Licenses and Certifications, Competencies and Education Qualification requirements on the subsequent tabs.

If a user needs to create a new Succession Requirements for a particular Sub-Title, then the user needs to select the Sub-Title as Succession Type, select the Title and Sub-Title and then add the Training, Licenses and Certifications, Competencies and Education Qualification requirements on the subsequent tabs.

Field InformationField Information

Field Name	Field Description
Succession Type	Succession plan can be defined for an Employee or Position or Sub-Title. When Succession Type is Employee, Employee ID needs to be defined for whom the succession plan is being designed. When Succession Type is Position, Department, Unit and Position Number fields are required to be defined. When Succession Type is Sub-Title, Title and Sub-Title fields are required to be defined.
Populate Requirements	If the site has mapped qualifications for Positions, Sub-Titles via Qualification Mapping then the same information can be inferred on this page during succession planning by using the Populate Requirements button. Additional requirements can be added on this page. Note: By default, the Populate Requirements button is disabled, when the user selects Succession Type as Position and Sub-Title it will be enabled.
Target Date	This field defines the target date when we need a Successor to be identified and ready.
Risk of Loss	This field defines the changes of losing the current incumbent - High, Low, or Medium.
Impact of Loss	This field defines the impact of losing the current incumbent - High, Low, or Medium.
Position Criticality	This field defines how critical is the current position - High, Low, or Medium.
Notify Successors	Upon selecting this check box Alerts are created for the employee when a new Engagement Form is initiated for any Succession Plan for them. Once the employee login from their credentials they will see notification generated for them saying "You have been identified as a potential successor in Succession Plan. An Engagement Form has been initiated for you to review, please navigate to the Engagement Form tile under the Performance Journey carousel to review."
Reason	Reason for the succession plan.
Type	This field defines if the succession plan is for a Long Term or Short Term occupancy.
Candidate Pool	This filed defines the type of candidates we are looking at; External or Internal.
Diversity Candidate	This check box defines if you are looking for a diversity candidate.
Comments	This field allows you to write comment up to 1500 characters.
License/Certification Type	This field defines the required Licenses and Certifications for a Position or a Sub-Title.
Competency	This field defines the required Competency.
Competency Level	This field defines the required Competency Level.
Degree	This field defines the required Degree.
Major	This field defines the required Majors.
Training	This field defines the required Trainings.

Row-Level ActionRow-Level Action

When searching for existing Succession Plans on the SCSR page, the row-level action provides the following extra options other than the Copy and Delete standard action.

Identiy Talent Pool - This action directs the user to Identify Talent Pool wizard.
Dashboard - The dashboard provides a visual overview of various parameters, allowing admins to see recommended successors who are active for the position, employee, or subtitle in the succession plan. Admins can view and update details in the candidate’s Engagement Form and remove recommendations if needed.
View Requirements - This option allows the user to view the succession requirements related to a succession plan.
Direct Recommendations - Direct Recommendation helps the admin to save time by directly providing the recommendation of potential match for the succession. Users can directly recommend a successor of their choice for a particular succession plan. Clicking on this option navigates the user to the Employee Search page for selection of an employee.
Edit Requirements - This option provides the ability to edit succession requirements for a succession plan. Users can change the requirements related to Training, Competencies, Licenses, and Certification, and Education Qualifications.

After selecting the candidate all the succession plan and employee details are populated on saving the form. The admin can change the status for example Initiated, Cancelled, Withdrawn and add the information under recommendation details along with the comments.