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.

  1. In the upper section, enter the following information about the 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.
      • 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.
  2. Depending on the selected template type, certain steps are automatically included in the template. 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:

  • Employee Relationship Template
    • Overview - Freeform Step
    • Survey Step
    • Current Organization - Organization Chart Step
    • Profile
    • Metric Grid
    • Succession Chart
    • Batch Step
  • Assessor Template
    • Overview - Freeform Step
    • Survey Step
    • Current Talent Pool - Current Talent Pool List
    • Profile
    • Metric Grid
    • Talent Pool Succession List
    • Batch Step
  • Job Pool Template
    • Overview - Freeform Step
    • Survey Step
    • Succession Chart
  • Talent Conference Template
    • Overview - Freeform Step
    • Talent Conference Step - A Talent Conference template must contain at least one Talent Conference step. However, multiple Talent Conference steps can be added.
    • Sign Off Step

    Contents

    The following information is available within this folder. Click a link to navigate directly to the appropriate topic: