To create an SMP Template, go to. Then, click the 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|
By default, the Profile step includes the following sub-steps: Metric Sub-Step, Resume/Feedback Sub-Step, Development Plan Sub-Step. Additional sub-steps can be added to the step by clicking the link. The Add Profile Sub Step pop-up appears where you can select the types of sub-steps to add. You can select multiple sub-step types, but the Development Plan and Competency sub-steps can only exist once in a profile step. After selecting the sub-step types, click to add them to the template.
The added sub-steps appear at the bottom of the list. These can be reordered by dragging and dropping them into the desired order. 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.
Existing and new sub-steps can be edited by clicking the Edit icon in the Options column. This opens the Step Properties page where you can edit the details of the sub-step. Each sub-step type has different options.
The following are the available profile sub-step types: