Succession Management Plan Report

This report displays the selected sections of a Succession Management Plan Task. Each section will be displayed on a separate page. You may select one individual at a time to view his or her plan. Succession task data is available for this report as soon as the corresponding succession task is saved.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Succession Management Plan Report Grants access to Succession Management Plan report, which displays the selected sections of a Succession Management Plan Task of a specific assessor. This permission can be constrained by OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. The permission constraints determine which users are available within the report. Note: If the user's permission is also constrained by User Self and Subordinates, then this overrides the User's Direct Reports constraint. Reports - Talent/Succession

Filters

  • Select User (required field) - Select specific user. This criteria refers to the user who was assigned a task (the assessor).
  • Tasks (required field)- select SMP task
  • Steps - check sections to include
  • Metric Grid - check to display grids based on employee name of percentage distribution
  • Profile Step Display - check to display all profile sub-steps on separate pages or leave unchecked to display on a single page

Output

  • link to print out one report at a time

On the output, each step will appear on a separate page and each step will appear in the order defined within the SMP template on the output. The header will display the task name on the left side and the task assignee's name on the right side.

Freeform step will display the text defined for the freeform step

Current Organization step will display the employees in the task. The org chart view will display the org chart of the manager and all employees included in the task. Employees not included in the task will not display in the org chart. The additional info from the info popup will not display on the org chart. Up to 4 ID cards will display per row.

If the Current Organization step is displayed as a list, the list view will display a list of all employees included in the SMP task. Employees not included in the task will not display in the list. The additional information will display for each employee.

Survey Step will display all questions and their associated answers from the survey step in the task. Each question will display on the page in the order defined for the step. The answer of each question will display. If the answers are formatted using formatting tools, these formatting options will appear on the page.

Profile will display sub-steps within the profile in a single, combined output view. The data that is displayed in all the sub-steps in the Profile will be based on Custom Field Security. If the user accessing the output does not have access to fields or data based on Custom Field availability, then these items will not appear in the printout. A separate profile step will appear for each employee included in the task. The employee profile steps will appear in the same order they appear within the SMP task. The profile step for an employee will always start on a new page. If all the sub-steps do not fit on a single page, then the profile step of each user will run multiple pages.

If the option to display each sub-step on a separate page is checked, then each sub-step will display on a separate page. The title of each sub-step will appear on the page.

If the employee photo is enabled for display on any Profile sub-step within the task, then the photo of the employee will appear in the top left below the step title. The photo will appear on every page of the profile print out.

All data will display based on the order of the sub-steps. The data will appear in the same order as it appears in the task.

The Fields Displayed will appear in the order defined for the step. Rating Scale and Formula metric fields that are included in the Metric sub-step as the metric rated on the sub-step will also appear in the Fields Displayed list at the bottom of the list.

Career Questions section of the sub-step will list out all included career preference questions for the sub-step. This section will only appear if career questions are included in the sub-step.

If the metric grid in included in the Metric sub-step as a metric rated on this sub-step, then the grid will appear as it does in the task. The grid will appear on a separate page. For the Competency sub-step, a competency ratings table will appear on the print out.

Resume/Feedback sub-step will display the feedback comments as a bulleted list. All formatting tools applied to the entries will appear on the print out.

Metric Grid Step will display the metric grid on the print out as defined in the metric grid step of the task. The grid will display the same number of rows and columns as defined in the metric grid field. All employees included in the task will appear on the grid based on their x and y axis values. If the metric grid setting on the report is set to User then the employee's names will appear on the grid. Each employee will appear with their full name on a separate line within the box. If the user does not have access to fields used on the grid through Custom Field security, then the grid will not appear on the print out.

Indirect reports will not be displayed on the grid. If the reporting is set to display the grid as %, then the percentage of the employees in each box will appear instead of the employee names.

Batch Rating Step will display the batch rating table as defined in the task. The batch rating table will display with all employees included in the task. The employees will be listed in alphabetical order. The columns will appear as defined for the step. Indirect reports will not display on the print out. Custom Field administration rules will apply to succession fields included on this step.

Succession step will display the succession step in the task. The ID cards will be color coded based on settings for the step. The successors will be color coded based on the settings for the step. If color coding is used, then a legend will appear at the bottom right of the chart. If the succession step is an org chart, then the org chart will display on the page along with successors added for employees on the chart. Up to 4 ID cards will display per row.

If the succession step is a list, then the employees will be listed on the page along with successors added for employees on the print out.