Snapshot - Succession - Succession Information

The Potential Successor for section of the Snapshot: Succession page displays all positions and incumbents for which the user has been identified as a potential successor. Managers can toggle between the Incumbents and Position tabs within this section.

  • Incumbents tab - This tab displays all users for whom the user has been identified as potential successors.
  • Position tab - This tab displays all positions for which the user has been identified as a potential successor.

To access the Succession Snapshot page, go to Home > Universal Profile. Then, click the Snapshot tab. Then, click the Succession widget.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Snapshot Succession - View Enables user to view the Succession widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. On this page, users can view successors and successor ratings. Users cannot view their own Succession widget and subpage, regardless of permissions. This permission can be constrained by OU, User's Subordinates, User's Direct Subordinates, and Employee Relationship. For most users, this permission should be constrained by User Self and Subordinates. Universal Profile
Snapshot Succession – Manage Enables user to view the Succession widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. On this page, users can view and manage successors and successor ratings. Users cannot view their own Succession widget and subpage, regardless of permissions. This permission can be constrained by OU, User's Subordinates, User's Direct Subordinates, and Employee Relationship. Universal Profile

Potential Successor for Incumbents

The Incumbents tab displays all users for whom the user has been identified as a potential successor. To the right of the tab name, the number of incumbents for whom the user has been identified as a potential successor is displayed.

The following information is displayed for each incumbent:

  • User's Photograph
  • User's Name
  • User's Position
  • User's Manager
  • Color Strip - This color indicates the user's rating as a potential successor for the corresponding incumbent. No color is displayed if the user has not been rated or if no fields are available.

All incumbents can be expanded to view additional information by clicking the expand magnifying glass icon in the upper-right corner of the section. This displays any additional fields that were configured to display.

Potential Successor for Positions

The Positions tab displays all positions for which the user has been identified as a potential successor. To the right of the tab name, the number of positions for which the user has been identified as a potential successor is displayed.

Each position is segmented so that each position is clearly distinguishable. The color strip for the position indicates the user's rating as a potential successor for the corresponding position. No color is displayed if the user has not been rated or if no fields are available.

All positions can be expanded to view additional information by clicking the expand magnifying glass icon in the upper-right corner of the section. This displays any additional fields that were configured to display.

Within each position segment, all current incumbents for the position are displayed. If the position is vacant, then "Vacant Position" is displayed. The following information is displayed for each incumbent:

  • User's Photograph
  • User's Name
  • User's Position
  • User's Manager