SMP Assessor Task - Create - Step 3 - Co-Planners

Use the Co-Planners page to determine the co-planner for the assessors. For co-planners, whatever positions are included in the assessor's task also appear for the co-planner when viewing the task. Adding and allowing co-planners is optional. Default co-planners are assigned to each task on a nightly basis, but the assignment is a one-time assignment; if new users are added to the task after the initial assignment, default co-planners are not assigned to the newly added users.

You can add, edit or delete co-planners.

To create a Succession Management Planning (SMP) task, go to Admin > Tools > Succession Management > Tasks. Then, click the Add SMP Task link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
SMP Task Administration Grants access to create Succession Management Plan (SMP) tasks for assessing talent incumbents and successors, and manage activity within those tasks. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Talent/Succession - Administration
Succession - Successor User Search

Grants ability to search for potential successors in a succession task or in Succession Snapshot within Universal Profile. Users who do not have this permission cannot search for potential successors. The constraints that are applied to this permission limit the users who can be searched and added as potential successors. This permission can be constrained by OU, User's OU, Subordinates, Direct Reports, User, and User Self and Subordinates. This is an end user permission.

Note: This permission is not dynamically assigned to users who are designated as a co-planner. This permission must be added to the relevant security role in order for the co-planner to search for potential successors.

Talent/Succession

Allow assessors to add or remove co-planners within their tasks

Select the Allow assessors to add or remove co-planners within their tasks option to enable assessors within the task to add or remove co-planners.

Allow assessors to assign specific assessees to each co-planner

Select the Allow assessors to assign specific assessees to each co-planner option to assign specific assesses to each co-planner.

Note: If co-planners are enabled for the task, be aware that co-planners must have the Succession - Succession User Search permission in order to search for and add potential successors.

Add Co-planner

Adding co-planners is optional.

To add a co-planner:

  1. Click the plus icon next to Default Co-Planners. The Add-Co-Planner pop-up opens.Default co-planners are automatically set as co-planners based on availability, regardless of whether or not the assessors are able to select their own co-planners.

  2. Click the Co-Planner field to select specific co-planners.

  3. Click the Availability drop-down to set the availability for the co-planner by OU. The selected co-planner is set as the co-planner for all assessors within the corresponding availability.

  4. Click Save.

Default co-planners appear in the Default Co-Planners section. You can add, edit or delete co-planners by selecting the appropriate icon in the Options column on the Define Succession Task page.

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