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
- As part of the SMP Manager Task, Manager 1 rates and applies potential successors to their direct reports.
- Manager 1 completes all sub steps of the task and saves the task, but does not submit the task.
- The system saves all ratings, potential successors, and grid placements for Manager 1's direct reports.
- The task status is In Progress.
- The administrator runs SMP reports for the team.
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 |
- Manager 1 becomes inactive or moves teams.
- Manager 2, who is also part of the task, assumes the direct reports of Manager 1.
- Manager 2 opens the task and finds that all of Manager 1's ratings, potential successors, comments, grid placements, and development recommendations remain.
- Manager 2 edits the ratings, potential successors, comments, grid placements, and development recommendations for the team.
- Manager 2 submits the task. The task is in a status of Completed.
- The administrator runs SMP reports for the team.
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 |
- Manager 2 becomes inactive or moves teams.
- Manager 3, who is also part of the task, assumes the direct reports of Manager 2.
- Manager 3 opens the task and finds that all of Manager 2's ratings, potential successors, comments, grid placements, and development recommendations remain.
- Manager 3 edits the ratings, potential successors, comments, grid placements, and development recommendations for the team.
- Manager 3 submits the task. The task is in a status of Completed.
- The administrator runs SMP reports for the team.
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 |
- After several days, the SMP task moves from a Completed status to an Expired status.
- The administrator runs SMP reports for the team.
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 |
- Manager 3 becomes inactive or moves teams.
- Manager 4, who is an external user and is not involved in the task, assumes the direct reports of Manager 3.
- The administrator runs SMP reports for the team.
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 |