Create SMP Template - Sign Off Step

The Sign Off step enables the moderator to sign off on the finalized talent assessments. This step is completed when the talent conference is finished. Thus, it must be the last step in the talent conference template, and it cannot be removed from the template.

The configured title and directions appear on the Summary page of the talent conference meeting.

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

Enter the following information:

  • Title - This is the name of the step, which is displayed to the assessor to indicate the current step. This field is required and the character limit is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Directions - The directions are displayed to the user during the step and are intended to explain something to the user or direct the user. This field has standard formatting options and accepts HTML. The character limit is 3000. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Save or Cancel

Click Save to save any unsaved changes to the step, or click Cancel to discard any unsaved changes.