SMP PowerPoint Template Add/Delete

Use the PowerPoint Preferences page to access templates that are created and uploaded by the administrator. Templates stored here are accessed by report users from a new template selector drop-down located inside the SMP PowerPoint Template Report standard report.

The PowerPoint template can display data for each employee in a SMP profile format or can be a metric grid output that displays all the employees on the metric grid. This provides greater flexibility in designing the output of how succession data is to appear for as part of the succession planning process.

Note: You must have Microsoft Office with PowerPoint and have installed the Office 2007 Compatibility pack or have Microsoft Office PowerPoint 2007 or newer in order to use this functionality.

All templates must be created in the PowerPoint 2007 format or newer(*.pptx). Otherwise, this functionality cannot be used.

The functionality does not support all features of Microsoft PowerPoint. The data displayed in PowerPoint falls under the constraints and restrictions per Microsoft. The system cannot impact or modify PowerPoint functionality.

To manage SMP PowerPoint templates, go to Admin > Tools > Succession Management > PowerPoint report preferences.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY

SMP PowerPoint Report Preferences

 Enables administrators to manage templates and tags for specific fields for use in the SMP PowerPoint Template report. This is an administrator permission. Talent/Succession - Administration
SMP PowerPoint Template Report Grants ability to create custom PowerPoint templates with which to report on incumbents for an SMP task. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Reports - Talent/Succession

Add a Template

To add a template

  1. Expand the Templates section.
  2. Click Add Template.
  3. Locate and select the template that you want to add. The template you select appears in a list in this section.

Delete a Template

To delete a template, click its delete icon.