Action Item - Succession Planning Task

All types of succession planning (SMP) tasks appear on the user's Action Items page.

To access the Action Items, go to Home > Universal Profile. Then, click the Actions tab. Note: The location of this link is configurable by your system administrator.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Action Items - EPM Grants ability to view and take action upon Performance (EPM) items on the Action Items page and in the Your Action Items widget. This permission can be constrained by OU, User's OU, User's Self, and User's Self and Subordinates. This is an end user permission. Universal Profile

View Team

The View Team flyout allows managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

An Options drop-down may be available on various pages of the Universal Profile. This menu may include options such as Assign Training and Create Goal. See Universal Profile Options Drop-down Overview.

Succession Task Action Item Details

When a succession planning action item is displayed on the Action Items page, the following is displayed for each action item:

  • Color Strip - The left edge of the action item icon is color coded to represent proximity to the due date of the action item. For example, if the action item due date is past due, then the color strip is red to indicate that action is required immediately. If an action item due date is not eminent, then the color strip is green to indicate that action is not required immediately. See the Color Strip Key section below for additional information.
  • Title - This displays the action item title. If the user is a co-planner for the SMP task, then the task title indicates this. Click the action item title to open the appropriate step of the task. If a task owner or reviewer attempts to open a task outside of their task period, the system prints the task rather than opening the task.
  • Due Date - This displays the action item due date.
  • Status - This displays the current status of the action item. See the Succession Planning Task Statuses and Actions section below for additional information.
  • Priority Flag - This button allows users to mark action items as high priority. Priority can be helpful as a visual indicator to users. Also, action items can be filtered by priority from the Sort drop-down at the top of the page. When the priority flag is not selected, it is gray . When the priority flag is selected, the action item is high priority and the flag is red .

Action Item Options

The following options are available from the action item drop-down menu:

  • Launch - Click this option to open the appropriate step of the task.
  • View as PDF - Click this option to download the task as a PDF. Print functionality is compatible with portals that utilize SSO, providing an asynchronous PDF generation process that prevents timeouts and page crashes.

Succession Planning Task Statuses and Actions

Status Actions Action Behavior
Not Started Launch Redirect the user to the selected step of the task
In Progress Launch Redirect the user to the selected step of the task
Past Due Launch Redirect the user to the selected step of the task

Succession planning tasks in Queued, Expired, or Complete status do not appear on the Action Items page.

For employee relationship tasks, the status is automatically updated to In Progress when the manager gets a new subordinate, even if the manager does not reopen the task. If the task status is complete and a new manager is assigned the task, the task status is updated to In Progress.

For assessor tasks, the status is automatically updated to In Progress when the assessor gets a new assessee, even if the assessor does not reopen the task. If the task is configured to allow assessors to be added after the task period starts, the task status is automatically updated to In Progress if a new assessor is added.

For job pool tasks that are an assessor based assignment, if the task status is complete before the task expires and a new incumbent is added to a position, the task status is automatically updated to In Progress even if the assessor does not reopen the task.

For job pool tasks that are a position to be planned assignment, if the task status is complete before the task expires and a new incumbent is added to a position, the task status is automatically updated to In Progress even if the assessor does not reopen the task.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days