View Incumbents
Click “View Incumbents” hyperlink. The “View Organizational Hierarchy” screen is displayed showing the list of incumbents for the position as a chart for whom the succession planning is done.
The “View Incumbents” screen consists of two panes.
Left Pane – Displays the succession chart for the incumbent.
Right Pane – In the left pane, on clicking each of the nodes (except the node for Position Title) in the Succession Chart, the corresponding details (about the incumbent) get displayed in the right pane.. In addition it also displays the following tabs:
· Summary
· Projects
· Actions
Note: On clicking the node for Position title, the details in the right pane get displayed only with the Position Title.
The following details are displayed in the header:
Employee Name (Employee Code) |
The name of the employee. |
Designation |
The designation of the employee. |
Department Short Description |
A short description about the department. |
Official Contact Details (Additional Employment) |
Official contact details of the employee. |
Work Location |
The work location of the employee. |
Click “View Full Profile” hyperlink to view the full profile of the employee. The “Employee at a Glance” screen is displayed.
The following details are displayed under the “Master Section”:
Employee |
The code of the employee. |
Date of Joining |
The date of joining the organization. |
Employee Type |
The nature of employment. |
Click to attach tags. The
“Tag attached to Employee” popup appears.
Enter the tag in the field.
Click “+” symbol adjacent to the field to add the entered tags.
Click “Save” icon to save the tags entered.
The following field details are displayed under “Current Work Details” section:
Employment Unit |
The employment unit. |
Work Location |
The work location of the employee. |
Department |
The department of the employee. |
Job Title |
The job title of the employee. |
Position Title |
The position title of the employee. |
Grade |
The grade of the employee. |
Grade Set |
The grade set corresponding to the grade. |
Start Date |
The start date of employment. |
Supervisor |
The name of the supervisor. |
The following field details are displayed under “Assignments Handled within the Company” multiline:
From Date |
The date from which the assignment is handled. |
To Date |
The date till which the assignment is handled. |
Position Title |
The position title of the employee. |
Department |
The department of the employee. |
Job title |
The job title of the employee. |
Grade Set |
The category of grade. |
Grade |
The grade of the employee. |
Reason for Change in Assignment |
The reason for change in the assignment. |
The following details are displayed under the “Summary” tab:
No. of Successors |
The number of successors. |
Reports To |
The reporting authority. |
The following field details are displayed under “Contact Details – (Official)” section:
Address |
The address of the employee. |
Phone No. (Official) |
The official phone number of the employee. |
Mobile No. (Official) |
The official mobile number of the employee. |
The following field details are displayed under “Work Experience (in years)” section:
In the position |
The total number of experience in the current position. |
In the Organization |
The total number of experience within the organization. |
External Experience |
The total number of experience in the previous organizations. |
Over all |
The overall experience. |
The following field details are displayed under “Talent & Profile Assessment” section:
Flight Risk |
The flight risk of the employee. |
Succession Plan |
The succession plan carried out. |
Last Performance Score |
The last performance score of the employee. |
Potential Rating |
The potential rating. |
The following details are displayed under “Assignment” tab:
Employee Type |
The nature of employment. |
Employment Unit |
The employment unit. |
Business Unit |
The business unit. |
Cost Center |
The cost center. |
Grade Set |
The category of grade. |
Grade |
The grade of the employee. |
Full Time/Part Time |
The nature of the employment as to full time /part time. |
FTE |
The full time equivalent details. |
Compensation (INR) |
The compensation provided to the employee. |
Career Path |
The details of the career plan for the employee. |
The “Projects” tab provides the details of the projects to which the employee has been assigned.
The “Actions” tab consists of the following links:
Edit/Delete Primary Assignment
Record Information on Family Members
Record Personal Information
Record Contact Information
History Leave
Training Imparted to Employee
View Employee Promotion/Transfer
View Appraisal Details & Acceptance/Comments by Employee