SMP Talent Conference Task - Talent Conference Sign Off Step

The Talent Conference Sign Off step enables the moderator (assessor) to provide their final sign-off on the task and to provide any final comments regarding the task.

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

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
SMP Task - View Grants the ability to view succession tasks. This permission is dynamically assigned to a user when they are assigned any type of SMP task. However, this permission is not dynamically removed when the SMP task has ended. This permission cannot be constrained. Talent/Succession
Task - View Grants ability to view assigned tasks via Scheduled Tasks screen and Welcome Page My Tasks widget. This is an end user permission. Core
EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Talent Conference Summary Sign Off This email is triggered when a talent conference is signed off. This email trigger enables moderators to notify reviewers that the Sign Off step is completed. This email can be sent as a notification to Moderator, Reviewer(s), or a specific user. The Moderator and Reviewer roles are defined in the Talent Conference SMP task. Succession Management

Step Title and Directions

At the top of the page, the step title and directions are displayed, which are configured by the system administrator. Be sure to read the instructions prior to beginning the step.

Options

The following options may be available from the Options drop-down menu:

  • Manage Co-Planners - This option is only available if the task is configured to allow co-planners. If co-planners have already been selected, then this option displays the current number of co-planners (e.g., "Manage Co-Planners (4)"). Select this option to view, add, and remove co-planners. This opens the Manage Co-Planners flyout.
    • To add a co-planner, select the pop-up icon . This opens the Select a User pop-up, in which a user can be selected.
    • To remove a co-planner, select the Remove icon next to the user's name.
    • Select the Save button in the Manage Co-Planners pop-up to save any changes to the co-planners.
  • Print Succession Task - Select this option to print the task using your browser. Clicking the option opens the Print window for your browser and allows you to print the task.
  • Download PDF - Select this option to generate a PDF version of the succession task. When a task owner generates a PDF, the PDF includes the work completed by the task owner. When a task reviewer generates a PDF, the PDF includes the work completed by the task reviewer.

    • To print the task:

    1. Click the Download PDF option from the Options drop-down. This opens the Task Print pop-up. You can either download the task as a PDF or print the task using your browser.

    1. Click Download PDF to download the task as a PDF.
      1. The message in the pop-up changes to indicate that an email will be sent when the PDF is ready.
      2. The email address is pulled from your user record.
      3. The Succession Task PDF Notification email must be active and configured in Email Administration.
      4. If you have downloaded the PDF within the last 20 days, then when you click the Succession task title, the pop-up opens and indicates that your PDF is ready to download.
    2. Click Print Task to print the task from your browser. This opens the Print window for your browser and allows you to print the task.

Sign Off

When the moderator signs off on a task, they are signing off on all of the ratings included in the talent conference. Because of this, the option to sign off is not available until all talent conference steps within the task are completed.

In order to sign off on the talent conference task, enter your first and last name in the Moderator field, and click the Sign button. The submitted signature displays your name in the font selected in My Account > My Preferences. A date stamp is added to indicate the date on which the sign off was provided.

If necessary, you can re-sign prior to submitting the task by clicking reentering your name and clicking the Re-Sign button. This can be done in the event of a typo.

The Sign Off step is considered complete once the step is signed. However, the task is not complete until it is submitted.

Comments

In the Comments field, enter comments related to the task, up to 3,000 characters. This field is optional.

Evergreen Succession Ratings

Depending on the configuration of the talent conference task, Evergreen Succession Ratings may be updated upon submitting the task. This setting is indicated below the Comments field.

  • If Evergreen Succession Ratings are updated upon sign-off, then submitting the task immediately updates the Evergreen Succession Ratings for users within the task with the selected ratings.
  • If Evergreen Succession Ratings are not updated upon sign-off, then submitting the task does not update the Evergreen Succession Ratings for users within the task with the selected ratings.

Navigation Buttons

The following navigation buttons are available at the bottom of the page:

  • Previous - This button takes users to the previous step of the succession task. This button is not available on the first page of the succession task.
  • Save and Exit - This button saves the assessor's progress and exits the succession task.
  • Save and Continue - This button saves the assessor's progress and proceeds to the next step of the succession task. This button is not available on the final page of the succession task.
  • Submit - This button submits the succession task. This button is only available when all sections of the task are complete. Caution: A succession task cannot be reopened once it has been submitted. However, assessors are able to access the task up until the task end date, even if the task has been submitted.

When in read-only mode, the available buttons are Previous, Exit, and Next.