SMP Task Administration Overview

SMP Task Administration allows administrators to schedule and manage succession management plan tasks. There are four task types available:

  • Employee Relationship Task - This type of succession planning task is used when a specific employee relationship, such as manager, indirect manager, or dotted line manager is assessing and planning for users who are not the assessors manager.
  • SMP Assessor Task - This type of succession planning task is used when a designated assessor or group of assessors, such as HR generalists, are assessing and planning for a selected group of employees who do not necessarily report to the assessors.
  • SMP Job Pool Task - This type of succession planning task is used when succession planning is performed around position organizational units (OUs) that occur often in the organization (e.g., a General Manager position), rather than specific people. The pool of candidates for the position can be referenced when one or more incumbents leave the organization or move to a new position.
  • SMP Talent Conference Task - This type of succession planning task is used to schedule and manage talent review conferences, engaging multiple stakeholders within the organization to provide input in employee calibration decisions.

To access SMP Task Administration, go to Admin > Tools > Succession Management > Tasks.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
SMP Task Administration Grants access to create Succession Management Plan (SMP) tasks for assessing talent incumbents and successors, and manage activity within those tasks. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Talent/Succession - Administration
EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Succession Task Assigned If this email trigger is active when the SMP task is saved, an email is sent to the selected recipients. This email trigger can be sent to the SMP task recipient or a specific user. Succession Management
Succession Task Due This email is triggered when a Task Owner step is due. This email is not triggered by the overall succession task becoming due. This email will still fire even if the task owner has already completed their SMP task. This email can be sent to the SMP task assignee or a specific user. Succession Management

Add SMP Task

Click this link to create a new SMP task based on an existing SMP task template.

  • Employee Relationship Task - This type of succession planning task is used when a specific employee relationship, such as manager, indirect manager, or dotted line manager is assessing and planning for users who are not the assessors manager. See Employee Relationship Task - Create Overview.
  • SMP Assessor Task - This type of succession planning task is used when a designated assessor or group of assessors, such as HR generalists, are assessing and planning for a selected group of employees who do not necessarily report to the assessors. See SMP Assessor Task - Create Overview.
  • SMP Job Pool Task - This type of succession planning task is used when succession planning is performed around position organizational units (OUs) that occur often in the organization (e.g., a General Manager position), rather than specific people. The pool of candidates for the position can be referenced when one or more incumbents leave the organization or move to a new position. See SMP Job Pool Task - Create.
  • SMP Talent Conference Task - This type of succession planning task is used to schedule and manage talent review conferences, engaging multiple stakeholders within the organization to provide input in employee calibration decisions. See SMP Talent Conference Task - Create.

Search Existing SMP Tasks

Search for existing SMP tasks by name and type. Select the Show completed/expired option to include completed and expired tasks in the display.

SMP Task Table

The following information displays for each SMP task in the table:

  • Name
  • Description
  • Created By
  • Task Period
  • Status
  • Active - When this option is selected, the corresponding SMP task is active.
  • Dynamically Assign - Select this option to have the task be assigned dynamically. This means that if a user changes organizational unit (OU) (e.g., division, position) and then matches the availability set for the task, they are assigned the task.
    • This option is only available for Employee Relationship tasks. If the Employee Relationship task is In Review, then this option is disabled and cannot be edited.
    • Note: If you select individual users, rather than an OU or group, the task must be Dynamically Assigned if you intend to add additional users to the availability in the future.

The following options are available in the Options column:

  • Copy - Click this icon to copy the SMP task.
  • View Settings - Click this icon to view a read-only version of the SMP task settings.
  • Edit - This option is only available for tasks in a Queued or Not Started status. Click this icon to edit the SMP task.
  • Vacancies - This option appears if the SMP task has Plan Owner vacancies. Click this icon to view the vacancy details. See SMP Task Administration - Vacancies.
  • Add User - Click this icon to add a user to the succession task. This option is not available for Talent Conference tasks.
    • For Employee Relationship tasks, administrators are able to add users to a task when the task is In Progress. However, if the task is In Review, then the option to add users to the task is not available.
  • View Details - Click this icon to view the SMP task details. See SMP Task Details.
  • Delete - This option is only available for tasks in a Not Started status. Click this icon to delete the SMP task.

Save

If changes are made to the Active or Dynamically Assign settings, then you must click Save to save the changes.