SMP Job Pool Task - Create

You can create different task configurations as follows:

  • Employee Relationship Task - This type of succession planning task is used when a specific employee relationship, such as manager, indirect manager, or dotted line manager is assessing and planning for users who are not the assessors manager. See Employee Relationship Task - Create - Step 1 - General.
  • SMP Assessor Task - This type of succession planning task is used when a designated assessor or group of assessors, such as HR generalists, are assessing and planning for a selected group of employees who do not necessarily report to the assessors. See SMP Assessor Task - Create - Step 1 - General.
  • SMP Job Pool Task - This type of succession planning task is used when succession planning is performed around position organizational units (OUs) that occur often in the organization (e.g., a General Manager position), rather than specific people. The pool of candidates for the position can be referenced when one or more incumbents leave the organization or move to a new position. See SMP Job Pool Task - Create - Step 1 - General.
  • SMP Talent Conference Task - This type of succession planning task is used to schedule and manage talent review conferences, engaging multiple stakeholders within the organization to provide input in employee calibration decisions. See SMP Talent Conference Task - Create - Step 1 - General.

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

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