Use Case - Succession Reporting

The ratings and successors identified by a manager for their direct reports are preserved in the event the manager changes teams or becomes inactive. Ratings and successors continue to appear in succession reports.

Use Case

  1. As part of the SMP Manager Task, Manager 1 rates and applies potential successors to their direct reports.
  2. Manager 1 completes all sub steps of the task and saves the task, but does not submit the task.
  3. The system saves all ratings, potential successors, and grid placements for Manager 1's direct reports.
  4. The task status is In Progress.
  5. The administrator runs SMP reports for the team.
Report Is Data Available? Data is Attributed to:
Analytics Yes Manager 1
SMP External Candidate Report Yes Manager 1
SMP Metric Grid Report Yes Manager 1
SMP Succession Report Yes Manager 1
Succession Management Plan Report Yes Manager 1
Succession Metric Ratings Report No N/A
Successor Details by Incumbent Report Yes Manager 1
Successor Details by Successor Report Yes Manager 1
  1. Manager 1 becomes inactive or moves teams.
  2. Manager 2, who is also part of the task, assumes the direct reports of Manager 1.
  3. Manager 2 opens the task and finds that all of Manager 1's ratings, potential successors, comments, grid placements, and development recommendations remain.
  4. Manager 2 edits the ratings, potential successors, comments, grid placements, and development recommendations for the team.
  5. Manager 2 submits the task. The task is in a status of Completed.
  6. The administrator runs SMP reports for the team.
Report Is Data Available? Data is Attributed to:
Analytics Yes Manager 2
SMP External Candidate Report Yes Manager 2
SMP Metric Grid Report Yes Manager 2
SMP Succession Report Yes Manager 2
Succession Management Plan Report Yes Manager 2
Succession Metric Ratings Report No Manager 2
Successor Details by Incumbent Report Yes Manager 2
Successor Details by Successor Report Yes Manager 2
  1. Manager 2 becomes inactive or moves teams.
  2. Manager 3, who is also part of the task, assumes the direct reports of Manager 2.
  3. Manager 3 opens the task and finds that all of Manager 2's ratings, potential successors, comments, grid placements, and development recommendations remain.
  4. Manager 3 edits the ratings, potential successors, comments, grid placements, and development recommendations for the team.
  5. Manager 3 submits the task. The task is in a status of Completed.
  6. The administrator runs SMP reports for the team.
Report Is Data Available? Data is Attributed to:
Analytics Yes Manager 3
SMP External Candidate Report Yes Manager 3
SMP Metric Grid Report Yes Manager 3
SMP Succession Report Yes Manager 3
Succession Management Plan Report Yes Manager 3
Succession Metric Ratings Report No Manager 3
Successor Details by Incumbent Report Yes Manager 3
Successor Details by Successor Report Yes Manager 3
  1. After several days, the SMP task moves from a Completed status to an Expired status.
  2. The administrator runs SMP reports for the team.
Report Is Data Available? Data is Attributed to:
Analytics Yes Manager 3
SMP External Candidate Report Yes Manager 3
SMP Metric Grid Report Yes Manager 3
SMP Succession Report Yes Manager 3
Succession Management Plan Report Yes Manager 3
Succession Metric Ratings Report No Manager 3
Successor Details by Incumbent Report Yes Manager 3
Successor Details by Successor Report Yes Manager 3
  1. Manager 3 becomes inactive or moves teams.
  2. Manager 4, who is an external user and is not involved in the task, assumes the direct reports of Manager 3.
  3. The administrator runs SMP reports for the team.
Report Is Data Available? Data is Attributed to:
Analytics Yes Manager 3
SMP External Candidate Report Yes Manager 3
SMP Metric Grid Report Yes Manager 3
SMP Succession Report Yes Manager 3
Succession Management Plan Report Yes Manager 3
Succession Metric Ratings Report No Manager 3
Successor Details by Incumbent Report Yes Manager 3
Successor Details by Successor Report Yes Manager 3