SMP Template - Create/Edit

To create a SMP Template, go to Admin > Tools > Succession Management > Templates. Then, click the Add Template link.

To edit a SMP Template, go to Admin > Tools > Succession Management > Templates. Then, click the Edit icon to the right of the appropriate template.

To create or edit a template:

Name - Enter a descriptive name for the template, which makes it easy to identify. The character limit for this field is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
Type - Select the type of template you are creating.

Employee Relationship - 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.
Assessor - 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.
Job Pool - 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.
Talent Conference - 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.

To add additional steps to the template, click the plus icon to the right of the Steps heading. The following steps are automatically included in the template:

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