Create SMP Template - Freeform Step

The Freeform step is a read-only step that is generally used to display instructions, descriptions, or definitions that are important to the SMP task. It is helpful to include a Freeform step at the beginning of a template to include information for the manager or assessor about the succession process and the task they are completing. This type of step can also be included at different points throughout the template to help explain the next activity the assessor may complete.

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 Freeform Step