Create SMP Template - Development Plan Sub-Step

The Development Plan sub-step allows the assessor to map any recommended training to the user's primary development plan. During the sub-step, the assessor can select existing training if the organization is using the LMS functionality, or the assessor can add action steps. Note: To be able to add the selected training to a development plan, you must be using the Development Plan functionality available within Performance Management.

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

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Succession Management Plan Templates - Manage Grants ability to create and edit Succession Management Plan (SMP) templates for use in assessing talent (incumbents and successors) in SMP tasks. This permission cannot be constrained. This is an administrator permission. Talent/Succession - Administration

Enter the following information:

  • Title - 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 - Explain 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/Cancel

  • Click Save to save any changes.
  • Click Cancel to discard any unsaved changes.

Sample Development Plan Sub-Step within Profile Step