SMP Talent Conference Task - Create - Step 3 - Co-Planners

Use the Co-Planners page to configure whether moderators can select co-planners for their task. This step also enables administrators to select default co-planners for the task.

Co-planners have access to all functionality that is available to moderators. Adding and allowing co-planners is optional.

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

Allow users to select co-planners

To allow moderators to select their own co-planners during the task, select theAllow users to select co-planners option.

Default Co-planners

  • To add a default co-planner for the task, click the plus icon to the right of the Default Co-Planners. On the Add Co-Planner pop-up, select a Co-planner and availability. Default co-planners are automatically set as co-planners based on availability, regardless of whether or not the moderators are able to select their own co-planners. Adding co-planners is optional.

Co-Planners Table

  • Name - The name of the selected co-planner.
  • Availability - The selected availability for the co-planner.
  • Options:
    • Click the edit icon to edit a default co-planner's availability.
    • Click the remove icon to remove a default co-planner.

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