Helicopter View - Display Options

The following display options are available for the Helicopter View.

To access the Helicopter View page, go to Succession > Helicopter View.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
MyTeam SMP - Manage Grants access to My Team Succession page for subordinates (and other users depending on constraints). This permission can be constrained by OU, User's OU, User's Direct Reports, User, and User Self and Subordinates. This is primarily a manager permission. Within My Team, the Succession tab is only available when viewing a direct report of the user. Note: By design, for any My Team permission that is included in the Manager default security role, all the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role. Note: If the user's permission is also constrained by User Self and Subordinates, then this overrides the User's Direct Reports constraint.

With the February 2018 release, this permission no longer grants direct access to the independent Helicopter View page. This functionality is now controlled by the SMP Helicopter Evergreen Calibration permission. However, the MyTeam SMP - Manage permission still enables access to Talent Conference tasks.

 Talent/Succession
SMP Helicopter Evergreen Calibration Allows users to view and calibrate Evergreen succession data within the Helicopter View. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, and User's Direct Subordinates. The constraints that are applied to this permission determine whose data can be viewed and calibrated within the Helicopter View. This is an administrator or manager permission. Talent/Succession
SMP Helicopter Task Calibration Allows users to view and calibrate succession data from a task within the Helicopter View. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, and User's Direct Subordinates. The constraints that are applied to this permission determine whose data can be viewed and calibrated within the Helicopter View. This is an administrator or manager permission. Talent/Succession

Print Helicopter View

Excel - Click the Excel icon to generate a Microsoft Excel version of the current grid. The worksheet displays the title of the grid, criteria used in the grid, filters applied to the grid, and color code settings. The grid in the printout displays each user's full name.

Print - Click the Print icon to generate a PDF version of the current grid. The PDF displays the title of the grid, criteria used in the grid, filters applied to the grid, and color code settings. The grid in the printout displays each user's full name.

Display Full Name

Select this option to display each employee's full name on the grid, rather than the employee's initials.

View By

From this drop-down, users have the ability to change the grid view. The following options are available:

  • User - This option displays the employees within the defined user criteria plotted within the grid.
  • Percentage - This option displays the percentage of employees within the defined user criteria who have been rated or calibrated to be within each of the grid's cells. The percentage is displayed with two decimals of precision.
  • Count - This option displays the number of employees within the defined user criteria who have been rated or calibrated to be within each of the grid's cells.

Note: The maximum number of users that can be displayed in Helicopter View is 600.

View By: User

The User View displays the employees within the defined user criteria plotted within the grid.

View By: Percentage

The Percentage View displays the percentage of employees within the defined user criteria who have been rated or calibrated to be within each of the grid's cells. The percentage is displayed with two decimals of precision.

The cell percentage is calculated based upon the employee grid placements. If a user's placement has been calibrated, then the calibrated placement is used for the calculation.

In Percentage View, the following functionality and controls are not available:

  • Because no user icons are displayed, a user's grid position cannot be modified. In addition, because the grid positions cannot be modified, the Reset button is disabled.
  • Because no user icons are displayed, the Display Full Name option is disabled. If this option was selected prior to selecting Percentage View, then this option is deselected and then disabled.
  • Trend filters are disabled.

View By: Count

The Count View displays the number of employees within the defined user criteria who have been rated or calibrated to be within each of the grid's cells.

If a user's placement has been calibrated, then the calibrated placement is used for the calculation.

In Cell View, the following functionality and controls are not available:

  • Because no user icons are displayed, a user's grid position cannot be modified. In addition, because the grid positions cannot be modified, the Reset button is disabled.
  • Because no user icons are displayed, the Display Full Name option is disabled. If this option was selected prior to selecting Count View, then this option is deselected and then disabled.

View Users within Cell

To view the users within a cell in Percentage or Count View, click the cell title. This displays a pop-up containing all of the users within the cell.