Succession Management Plan templates includes all of the steps and configuration options for a particular setup of a succession management task. SMP templates support talent pooling succession plans.
There are four types of SMP templates, "Employee Relationship" (traditional succession planning), "Assessor" for succession planning for a group or pool of users, "Job Pool" for succession planning for a particular position, rather than an incumbent, and "Talent Conference" for scheduling and conducting talent review conferences.
Determining the template type allows you to create succession plans for multiple scenarios. This functionality enables organizations to succession plan for critical roles, strategic positions, high potentials, or any pool of employees across the organization.
To access SMP Templates, go to .
Permissions
| 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 |
Search Templates
Search for existing SMP template by name and type. Select the Display Inactive Templates option to include inactive templates in the display.
Add Template
Select this link to create a new SMP task template. See SMP Template - Create/Edit.
Templates Table
The following information displays for each SMP task template in the table:
- Title
- Type
Active
When this option is selected, the corresponding SMP task template is active.
Options
The following options are available in the Options column:
- Edit
- Select this icon to edit the template. See SMP Template - Create/Edit. - Copy
- Select this icon to copy the template. See SMP Template - Create/Edit. - Delete
- Select this icon to delete the template.- A Talent Conference template cannot be deleted if it has been used in a SMP task.