Create SMP Template - Add Additional Steps

Additional steps can be added to the template by clicking the plus icon to the right of the Steps heading. The Add Step pop-up appears where you can select the types of steps to add. You can select multiple step types.

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

Managing Steps

You can perform the following tasks:

  • Add a step - After selecting the step types, click Add to add them to the template. Newly added steps appear at the bottom of the list.
  • Reorder - Drag and drop them into the desired order. To move a step, click the step title and drag it to the desired location. Note: Current Organization/Current Talent Pool step, Individual Profile step, and Succession Chart/Talent Pool Succession List step can only occur once in an SMP template.
  • Edit a step - Click the Edit icon in the Options column. This opens the Step Properties page where you can edit the details of the step. Each step type has different options.

When creating an SMP template, the available step types varies depending on the type of template you create as follows: . The following are the available step types:


  • Click Cancel to close this window without adding steps.
  • Click Add to add the selected steps.