Custom Reporting Field Descriptions - Job Pool Succession

The Job Pool Succession Custom Report allows users to report on job pool task data.

To create a Job Pool Succession Custom Report, go to Reports > Custom Reports. Then, click Job Pool Succession Report in the New drop-down.

Note: The succession data for the user who is running the report is not visible for the user.

Permissions

With this enhancement, constraints are added to the Custom Succession Report - Create and Custom Succession Report - View permissions. The constraints apply to the job pool task creator.

  • Restrict to OU
  • Restrict to User's OU
  • Restrict to User Self and Subordinates
  • Restrict to User's Subordinates

The following existing permissions apply to this enhancement:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Custom Succession Report - Create Grants ability to create and edit Custom Succession Management (SMP) Reports and Custom Job Pool Succession Reports. Reports - Analytics
Custom Succession Report - View Grants ability to view results of Custom Succession Management (SMP) Reports and Custom Job Pool Succession Reports created by self or shared by others. Reports - Analytics

Available Fields

The Job Pool Succession Custom Report includes the following field sections:

  • Job Pool Task
  • Position Criteria
  • Incumbent
  • Successor

Job Pool Task Section

Field Name Field Description Field Type
Task Created by (ID) User ID associated with the user creating a job pool task. Text
Task Created by (Name) Name of the user associated with creating a job pool task. Text
Task Creation Date Date when the job pool task was created. Date
Task Last Modified Displays the date when a Job Pool was last modified. Date
Task Name Displays the name of the job pool task. Text
Task Status Displays the current status of the job pool task. Text

Position Criteria

Field Name Field Description Field Type
Position Name Displays the positions included as part of the report. Text
Position Custom Fields Custom fields that associated with selected position for selected task and available to the user. Various

Incumbent

The Incumbent section displays standard and custom User fields that are currently available in the User Section in custom Succession reports and associated with the current incumbent(s) for the position. The fields display as ([Standard/Custom User Field Name] - Incumbent).

Successor

The Successor section displays the standard and custom User fields that are currently available in the User Section in custom Succession reports and associated with the current successors for the position. The fields display as ([Standard/Custom User Field Name] - Successor).