SMP Resume/Feedback Report

Display information from the Resume/Feedback sub-step of the Profile within a SMP task. A specific SMP Task must be selected. SMP task data is available for this report as soon as the corresponding SMP task is saved.

To access the SMP Resume/Feedback Report, go to Reports > Standard Reports > Succession. Then, click the SMP Resume/Feedback link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
SMP Resume/Feedback Report Grants access to SMP Resume/Feedback Report, which displays responses to SMP task Resume/Feedback sub-step for a group of users. This permission can be constrained by OU and User's OU. Reports - Talent/Succession

Filters

  • User Criteria- limit report output to the users matching the specified user criteria
    • The report will only run within the defined constraints for the user running the report
    • This is the standard OU availability selection criteria drop-down. Choose from available OU types
    • Defaults: If no User Criteria are selected then the report will run for the entire available population
  • Task (required field) - select specific task
    • Once the task is selected, all feedback or career profile sub-steps will appear in the "Select Sub-Steps" row.
  • Select Sub-Step- only rating scale metrics that were included on the succession chart step for the selected SMP task will be displayed
    • If there is no feedback or career profile sub-step, then the message will appear: "This task does not contain a Feedback or Career Profile Sub-Step. Please select another task." and the report will not run
  • Display OU - check to Include OU Information and select Organizational Unit from drop-down list
  • Sort by - select to sort the report by User or by Assessing Manager

Output

The output displays the user, assessing manager, and the assessor comments.

  • Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file.

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