SMP Talent Conference Task - Create - Step 4 - Confirm

Use the Confirm page to verify the task settings prior to creating the task.

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
EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Succession Task Assigned If this email trigger is active when the SMP task is saved, an email is sent to the selected recipients. This email trigger can be sent to the SMP task recipient or a specific user. Succession Management

Back/Save/Cancel

  • Click Back to return to the Co-Planners page. See SMP Talent Conference Task - Create - Step 3 - Co-Planners.
  • Click Save to save the task and proceed to the SMP Task Administration page. The task is distributed to all users selected in the Availability step regardless of the user's language preference. If enabled, the Succession Task Assigned email is triggered.
  • Click Cancel to discard any unsaved changes and return to the SMP Task Administration page.