Create SMP Template - Metric Sub-Step

The Metric sub-step uses a metric created from SMP Custom Metrics and allows the assessor to rate the identified metric.

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.
  • Fields - In this section, select which user field data is displayed for each person included in the step. These fields should present a complete profile of the employee based on their current role in the organization. To add fields, click the plus icon to the right of the Fields heading. Some fields simply display information about the employee, while others require input from the assessor. The available types of fields are user fields, resume fields from Career Center, the overall average score from a competency assessment, the overall average score from a performance review, as well as any SMP metric fields.
    • User Fields - All standard and custom user fields are available.
    • Resume Fields - This includes all sections configured for the resume in Career Center. Selecting these fields displays the value of that section of the employee's resume. Note: In order for the selected field to display a value, it is important that the employee complete their resume before the SMP task is deployed. Otherwise, no information is displayed for that employee when viewed by the assessor.
    • Competency Fields - This displays a user's overall competency assessment score from the selected competency task. In order to be able to select a competency task and display a score, you must be using the Performance module and have previously deployed a competency assessment task.
    • Performance Review Fields - This displays a user's overall average performance review score. In order to be able to select a performance review task and display a score, you must be using the Performance module and have previously deployed a performance review task.
    • SMP Metric Fields - All standard and custom metric fields are available. This collection of rating scales and supplemental questions make up the various ratings profiling the employee within the SMP task.

The added fields appear in the Fields section. These can be reordered by dragging and dropping them into the desired order. To move a field, click the title and drag it to the desired location. When it is in the proper position, release the mouse button. You can modify the Display Name for the field by entering a new name. You can also remove the field by clicking the Remove icon for that field. If multiple languages are enabled, click the globe icon to translate the field into other available languages.

In some cases, you have the option to determine whether the response is Read-Only, Response Optional, or Response Required. A response may be required if a piece of information is missing from a user's record or resume. Also, SMP custom fields and metrics are designed to allow the assessor to provide feedback about the employee. For SMP custom fields, you will generally select Response Required or Response Optional since input is needed from the assessor in order for the template to calculate the employee's impact on the organization based on the collective totals of all metrics in the assessment. Read-Only should only be selected if the same custom field is used in an earlier section of the template, in which case the assessor's previous response is displayed. It is important to be aware of where an how SMP metrics are included in the template, since a missing value can affect an employee's calculation in the SMP process, and thus affect the outcome of the succession plan.

  • Career Preferences - In this section, you can include any Career Preference questions from the Career Center to include in the template. To add career preference questions, click the plus icon to the right of the Career Preferences heading. A pop-up appears displaying all questions that have previously been configured in career preferences from the Career Center. Note: In order for the selected question to display a value, it is important that the employee complete their career preferences before the SMP task is deployed. Otherwise, no information is displayed for that employee when viewed by the assessor.

The added questions appear in the Career Preferences section. These can be reordered by dragging and dropping them into the desired order. To move a question, click the title and drag it to the desired location. When it is in the proper position, release the mouse button. You can also remove the question by clicking the Remove icon for that field.

  • Details - The Details options help construct the overall Profile step in the template. The following options are available:
    • Photograph - Select this option to display the employee's photograph in the sub-step.
    • Historical Data - This option works in conjunction with the Metric option. Select this option to display information from the past SMP tasks in which the employee was included. In the field, enter the number of past tasks to include. You must then select the appropriate metric to include from the Metric drop-down list.
    • Display Current Ratings or Helicopter View placements - Select this option to allow Current Ratings or Helicopter View placements to appear in the History pop-up within the SMP task.
    • Metric - This option works in conjunction with the Historical Data option. This drop-down includes all available SMP rating scales, SMP formula metrics, and SMP metric grids that have been previously created in SMP Custom Fields and Metrics. If the Historical Data option is selected, you may select a metric from which the past assessments for the employee will display to the assessor.
    • Comments - Select the Include Comments option to include a Comments field for the assessor to provide comments related to the sub-step. Select the Comments are required option to require the assessor to add comments.
    • Grid Override - This option is only available when a Metric Grid is selected from the Metric drop-down list. Select this option to allow the assessor to override the calculated positions in the metric grid. This enables the assessor to move the employee to a spot on the grid that may be more suited to their placement in the organization based on outlying factors that may not be reflected in the SMP task.

Sample Metric Sub-Step within Profile Step