Create SMP Template - Competency Task Sub-Step

When including a competency assessment within an SMP task, you must create an SMP template with a placeholder for the competency assessment. The competency assessment placeholder is added as a sub-step within a Profile step. This is only a placeholder for an SMP-based competency task; the specific competency task is selected when the SMP task is created.

Note: The Competency Task sub-step option is only available for manager and assessor SMP template types. It is not available for job pool templates because in job pool tasks, you do not assess incumbents.

Note: You many only include either a Competency Results sub-step or a Competency Task sub-step, but not both. If either sub-step is selected, the other sub-step type becomes unavailable.

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.

After entering the details, click Save and continue creating the template.

Sample Competency Task Sub-Step within Profile Step