Create SMP Template - Profile Step
To create an SMP Template, go to Add Template link.
. Then, click thePERMISSION 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 |
Add Sub-Step
To add a sub-step:
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Click Add Sub-Step to add additional sub-steps to the step. Default sub-steps are Metric Sub-Step, Resume/Feedback Sub-Step, and Development Plan Sub-Step. The Add Profile Sub Step pop-up appears where you can select the types of sub-steps to add.
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After selecting the sub-step types, click Note: You can select multiple sub-step types, but the Development Plan and Competency sub-steps can only exist once in a profile step.
to add them to the template.
The added sub-steps appear at the bottom of the list on the Define Template: Profile page.
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To reorder, drag and drop items into the desired order.
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To move a sub-step, click the title and drag it to the desired location. When it is in the proper position, release the mouse button.
Sub-Step Table
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Title - Name of the sub-step.
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Type - Type of sub-step.
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Options:
- Click the edit icon to edit sub-steps. This opens the Step Properties page where you can edit the details of the following sub-steps.
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Click the delete icon to delete sub-steps.
Save/Cancel
- Click to save any changes.
- Click to discard any unsaved changes.