Use Case - 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

In each scenario, the following events occur:

  1. An organization conducts an annual SMP Manager task for all employees. In the SMP task, managers are required to rate and identify potential successors for all of their direct reports.
  2. On January 1, a manager (Rita) applies ratings and identifies potential successors for all of her direct reports. Rita completes the task and clicks the Submit button. The task status is Complete.
  3. Rita views My Team and can see the ratings and potential successors that she applied during the task.
  4. On January 15, an administrator generates several SMP reports. The administrator reviews the report output and can see the ratings and successors that were applied by Rita to her direct reports.
  5. On February 1, Rita transfers to another management position within the organization. Her new manager is Alexis.

Direct Report Becomes New Manager

  1. The organization replaces the old manager (Rita) with one of her direct reports (Karen), who is within the availability for the SMP Manager task.
  2. On February 2, Karen views My Team to review her new direct reports. In the Succession tab, Karen can see the ratings and successors that were applied to her new direct reports by Rita.
  3. Karen views the completed SMP Manager task within the My Tasks page. In the task, Karen can see the ratings and successors that were applied to her new direct reports by Rita. If the task has expired, Karen can see the ratings and successors that were applied to her new direct reports by Rita in the SMP task PDF.
  4. Karen views the Helicopter View page and can see the ratings and potential successors that were applied to her new direct reports by Rita.
  5. On February 3, Karen's new manager (Shannon, who is also Rita's former manager) views My Team to review Karen's succession information. In the Succession tab, Shannon can see the ratings and successors that were applied to Karen by Rita before Rita moved to a new team.
  6. Rita views My Team to review her new direct reports. In the Succession Tab, Rita can see the ratings and successors that were applied to her new direct reports by their former manager.
  7. Rita's new manager (Alexis) views My Team to review Rita's succession information. In the Succession tab, Alexis can see the ratings and successors that were applied to Rita by Rita's previous manager (Shannon).
  8. On February 4, the administrator generates several SMP reports. The administrator reviews the report output and can see the ratings and successors that were applied by the previous manager to the new manager's direct reports.

External User Becomes New Manager

  1. The organization replaces the old manager (Rita) with an external user (Tanya), who was not part of the annual succession task but is within the availability for the SMP Manager task.
  2. On February 2, Tanya views My Team to review her new direct reports. In the Succession tab, Tanya can see the ratings and successors that were applied to her new direct reports by Rita.
  3. Tanya views the completed SMP Manager task within the My Tasks page. In the task, Tanya can see the ratings and successors that were applied to her new direct reports by Rita. If the task has expired, Tanya can see the ratings and successors that were applied to her new direct reports by Rita in the SMP task PDF.
  4. Tanya views the Helicopter View page and can see ratings and potential successors that were applied to her new direct reports by Rita.
  5. On February 3, Tanya's new manager (Shannon, who is also Rita's former manager) views My Team to review Tanya's succession information. In the Succession tab, Shannon cannot see any ratings or successors for Tanya because Tanya was not part of the task.
  6. Rita views My Team to review her new direct reports. In the Succession Tab, Rita can see the ratings and successors that were applied to her new direct reports by their former manager.
  7. Rita's new manager (Alexis) views My Team to review Rita's succession information. In the Succession tab, Alexis can see the ratings and successors that were applied to Rita by Rita's previous manager (Shannon).
  8. On February 4, the administrator generates several SMP reports. The administrator reviews the report output and can see the ratings and successors that were applied by the previous manager to the new manager's direct reports.