SMP Job Pool Task - Create - Step 2 - Availability

In the Availability step, you set the availability of the task.

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

Availability

The following options are available in the Availability section:

  • Assessor based assignment - Select this option to assign the task to specific assessors and then assign positions to each assessor. Each assessor is responsible for completing a job pool task for the assigned positions.
  • Position to be planned assignment - Select this option to select specific positions for which the job pool task must be completed. When the job pool task is initiated, the task is assigned to Plan Owners for the selected positions. The Plan Owner for a position is configured at the position organizational unit (OU) level.

Assessors

This section is only available if the Assessor based assignment option is selected in the Availability section.

To select specific assessors to whom the job pool task will be assigned, click the plus icon to the right of the Assessors heading. At least one assessor must be selected, and multiple assessors can be selected.

Each selected assessor must be assigned to at least one position OU. Click the Select Positions icon to select at least one position OU. Each assessor is responsible for completing a job pool task for the assigned positions. A position cannot be assigned to multiple assessors.

For each assigned position OU, select the Include Subordinates option to include the subordinate positions in the assignment. Note: When you include subordinate positions, you include all subordinate positions, not just the direct subordinate positions.

When the job pool task is initiated, the system assigns the job pool task to the selected assessors.

Positions

This section is only available if the Position to be planned assignment option is selected in the Availability section.

To select specific positions for which the job pool task must be completed, click the plus icon to the right of the Positions heading. At least one position must be selected, and multiple positions can be selected.

When the job pool task is initiated, the system determines which users are in the Plan Owner OU for the selected positions. The system then assigns the job pool task to those users. The Plan Owner for a position is configured at the position organizational unit (OU) level.

Next

Click Next to proceed to the Co-Planners step. See SMP Job Pool Task - Create - Step 3 - Co-Planners.