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.

After selecting the step types, click Add to add them to the template.

The added steps appear at the bottom of the list. These steps can be reordered by dragging and dropping them into the desired order. To move a step, click the step title and drag it to the desired location. When it is in the proper position, release the mouse button. 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.

Existing steps and new steps can be edited by clicking 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 are creating. The following are the available step types: