Use Case - New Manager Outside Task Availability

This use case applies when a user's new manager is not within the SMP task availability.

  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, the organization chooses to replace Rita with a new manager (Thomas), who is outside the availability for the SMP Manager task.
  6. On February 2, Thomas views My Team to review his new direct reports. In the Succession tab, Thomas can see the ratings and successors that were applied to his new direct reports by Rita.
  7. Thomas views the Helicopter View page and can see the ratings and potential successors that were applied to his new direct reports by Rita.
  8. Because Thomas is not within the task availability, he cannot access the task through the My Tasks page.
  9. 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.