SMP Task - Manager Change Data Workflow

The ratings and successors that are identified by a manager for direct reports are preserved if a manager changes teams or becomes inactive.

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

Considerations

If the new manager is within the task availability and the task is in an In Progress, Complete, or Expired status, the new manager has access to ratings and potential successor information within My Team, Helicopter View, SMP reporting, and the SMP Task (if the task is In Progress or Completed).

If the new manager is not within the task availability and the task is in an In Progress, Complete, or Expired status, the new manager has access to ratings and potential successor information within My Team, Helicopter View, and SMP reporting.

If the new manager is added to the task availability prior to task expiration, then the new manager has access to the task, providing the opportunity to add or modify rating values and potential successors.

If the task is in an In Progress, Complete, or Expired status and the manager becomes inactive without being replaced by a user within the task availability, then the rating values and potential successors identified by the manager continue to be attributed to the inactive manager.

Use Cases

Manager Becomes Inactive - These use cases apply when a user's manager becomes inactive and one of the following users becomes the user's new manager:

  • Second Level Manager
  • Direct Report
  • External User

Manager Moves to New Team - These use cases apply when a user's manager moves to a new team and one of the following users becomes the user's new manager:

  • Direct Report
  • External User

New Manager is Outside Task Availability - This use case applies when a user's new manager is not within the SMP task availability.