Succession Metric Ratings Report

This report displays all the ratings for a rating scale metric on completed SMP tasks for a set of users. Administrators can select a rating scale metric and view the ratings for the selected rating scale metric for each user in the SMP task. SMP task data is available for this report as soon as the corresponding SMP task is submitted.

The Succession Metric Ratings report only reports on tasks that are currently in a Completed status. Expired tasks are not included in this report, but can be reported on in Custom Reporting.

To run the Succession Metric Ratings Report, go to Reports > Standard Reports. Then click the Succession tab and click the Succession Metric Ratings link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Succession Metric Ratings Report Grants access to Succession Metric Ratings Report, which displays all the ratings for a rating scale metric on a SMP task for a set of users. This permission can be constrained by OU and User's OU. Reports - Talent/Succession

Criteria

Filter Name Description
User Criteria

Limit results to the users matching the specified user criteria. This is optional. If no selection is made, the report includes the entire available population.

  • The report will only run within the defined constraints for the user running the report.
Task

Select the appropriate SMP task or select "Most Recent Data."

  • Most Recent Data - This option is selected by default. When this option is selected, the report includes the most recent data for each user included in the report.
    • When the report is grouped by User, the following occurs:
      • If the employee's metric ratings were most recently updated via My Team or Helicopter View, the report displays the metric rating value that was updated via My Team. The Task column for these employees displays "Current."
      • If the employee's metric ratings were most recently updated via a completed SMP task, the report displays the metric rating value from the completed SMP task. The Task column for these employees displays the corresponding SMP task title.
      • Within the printable version, the rating value counters reflect the number of employees with each rating value, regardless of the rating source (My Team or completed SMP tasks). The pie chart displays accurate percentages of users with each value, regardless of the rating source (My Team or completed SMP tasks).
    • When the report is grouped by Metric Rating, the following occurs:
      • If the employee's metric ratings were most recently updated via My Team or Helicopter View, the employee appears in the report based on the metric rating value that was updated via My Team.
      • If the employee's metric ratings were most recently updated via a completed SMP task, the employee appears in the report based on the metric rating value from the completed SMP task.
      • Within the printable version, the rating value counters reflect the number of employees with each rating value, regardless of the rating source (My Team or completed SMP tasks). The pie chart displays accurate percentages of users with each value, regardless of the rating source (My Team or completed SMP tasks).
  • SMP Task - Click the Select SMP Task field to select a specific SMP Task. This includes only data from the selected task in the report. Only one SMP Task can be chosen.
Succession Metric Select the appropriate rating scale metric.
Group By Choose whether the report output is grouped by User or Metric Rating. If User is selected, the Export to Text option will available in report output.

Output

  • link to view the results in a web page, or link to save/open as an Excel file
  • to export data to a tab delimited text file. This option is only available if the report is grouped by User.

Output Grouped by User

Frequently Asked Questions (FAQs)

No, the report is not automatically constrained. A constraint would need to be placed on the permission in order for it to have any constraints.