Administrator Topic

SMP Task - Succession Chart Step - Recommended Successors and Advanced Search

The Advanced Search page enables assessors to find recommended successors and to search for successors using a customizable search.

To open a succession planning task, go to Home > Scheduled Tasks. Then, select the task name.

This page is available when reviewing the plan for an incumbent in a manager or assessor task or when reviewing the plan for a position in a job pool task.

To view recommended successors or to define a set of advanced criteria to identify potential successors, from the Review Plan page, select the Search button in the Find Successors section.

Collapse / Expand Sections

Sections on this page can be collapsed or expanded by selecting the arrow icon to the right of the section heading.

Recommended Successors

This section displays users who have been identified by the system as potential successors because their resume and competency data matches the job profile criteria. The system displays how closely each recommended successor matches the job profile criteria.

To add a recommended successor as a potential successor for the user or position in the succession task, select the checkbox next to the appropriate users. After selecting the appropriate users, select the Add button at the bottom of the page. The selected successors are added to the Review Plan page.

For Job Pool tasks, this section is always available. For Manager and Assessor tasks, this section is only available if enabled for the task by the administrator.

Note: If a user who appears in this section was selected as a successor prior to viewing the Advanced Search page, then the user is automatically selected in this section and cannot be unselected. The user must be removed as a successor from the Review Plan page.

Advanced Search

This section enables the assessor to define resume, performance, succession, or competency criteria to identify potential successors.

Advanced Search - Add Criteria

To add a search criterion, select the Add Criteria link. This opens the Add Criteria flyout.

Within the Add Criteria flyout, select the appropriate attribute category from the Attribute drop-down menu. Based on the attribute category selected, the flyout displays all of the available attributes within the selected category. This information may vary based on your organization's configurations. Select all appropriate attributes in order to effectively narrow the list of potential candidates. After selecting the appropriate attributes, select the Save button to add the criteria to the Advanced Search page.

Once a criterion is added, it is displayed in the Advanced Search section. Assessors must then define the importance of the criterion by selecting the appropriate value from the drop-down to the right of the criterion. This enables the assessor to construct a set of criteria that reflects desired characteristics for potential successors.

  • To edit a criterion, select the Edit icon to the right of the criterion. This opens the Edit Criteria flyout.
  • To remove a criterion, select the Remove icon to the right of the criterion.

Advanced Search - Set Candidate Pool

From the Candidate Pool field, select the organizational units or groups that should be included in the candidate search. The constraints on the assessor's Candidate Search permission determine which users can be included in the search.

Advanced Search - View Search Results and Match Criteria

When a search is initiated, the search results display each user who matches the search criteria with the best matches displayed first. Each user's number of matching criteria and matching percentage are displayed.

To view how well a user matches the selected criteria, select the value in the Matching Attributes column. The user's row is expanded and their criteria values are displayed. The system clearly indicates whether the user fully matched or partially matched the search criteria.

Advanced Search - Add Potential Successor

To add a user as a potential successor for the user or position in the succession task, select the checkbox next to the appropriate users. After selecting the appropriate users, select the Add button at the bottom of the page. The selected successors are added to the Review Plan page.

Note: If a user who appears in this section was selected as a successor prior to viewing the Advanced Search page, then the user is automatically selected in this section and cannot be unselected. The user must be removed as a successor from the Review Plan page.

View Selected Successors

To view all of the successors who have been selected on this page, select the XX Selected link in the lower-left corner of the page. This opens the Selected Users flyout. See Succession Task - Selected Users Flyout.

Add / Cancel

Select the Add button to add the selected users as potential successors. The selected users appear on the Review Plan page.

Select the Cancel button to navigate back to the Review Plan page without adding the selected users.

 

Last Published: 9/10/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand