Selecting succession plan for employee to authorize
Select the “Authorize Succession Plan for Employee” from the left pane
The “Select Succession Plan for Employee to Authorize” page appears.
The system displays the following
Date Format |
The date format that is applicable to the login user. |
Enter the following
Succession Planning Unit |
From the drop down list, select the organization unit in which the Succession Planning Setup component is deployed |
To select through Search Criteria
In the search criteria group box, specify the search criteria based on which the system will fetch the records.
Enter the following search criteria values, in some or all of the following fields.
Employment Unit |
From the drop-down list, select the employment unit of the employee. This refers to the organization unit that holds the Employment Information component. |
Plan No. |
To retrieve the records of all employees with the unique succession plan number, enter the plan number. |
Plan Status |
From the drop down list, select the succession plan status as “Pending for Authorization” to retrieve the records of all employees with the succession plan status as “Pending for Authorization”. |
Employee Code |
To retrieve the records of all employees whose employee codes contain specific characters, type in the character(s) in any combination with wild cards. Example. ECC1*, will search for those employee codes that start with ECC1. Other examples are *ECC1 and EC*C1. |
Employee Name |
To retrieve the records of all employees whose employee names contain specific characters, type in the character(s) of these employee names in any combination with wild cards. Example, Rob*, will search for those employee names that start with Rob. Other examples are *Rob and R*b*. |
Assignment No. |
To retrieve the records of all employees with a specific assignment number, type in the assignment number. Alternatively, type in the digit(s) in any combination with wild cards. The system displays the assignment number as 1 by default. |
Department Short Description |
To retrieve the records of all the employees belonging to a specific department, type in the character(s) of this department in any combination with wild cards. |
Grade Set Short Description |
To retrieve the records of all the employees belonging to a particular grade set, type in the character(s) of the grade set in any combination with wild cards. |
Grade Short Description |
To retrieve the records of all the employees belonging to a particular grade, type in the character(s) of the grade in any combination with wild cards. |
Job Level Short Description |
To retrieve the records of all the employees belonging to a particular job level, type in the character(s) of the job level in any combination with wild cards. |
Job Title |
To retrieve the records of all the employees holding a specific job title, type in the character(s) of this job title in any combination with wild cards. |
Position Title |
To retrieve the records of all the employees holding a specific position title, type in the character(s) of this position title in any combination with wild cards. |
Select the “Search” pushbutton.
The multiline displays the following details of the employees that satisfy your search criteria
Plan No. |
The unique succession plan number. |
Plan Status |
The plan status is “Pending for Authorization” |
Employment Unit |
The employment unit of the employee for whom the succession plan has been created. |
Employee Code |
The employee code of the employee for whom the succession plan has been created. |
Employee Name |
The name of the employee |
Assign. |
The number of the primary assignment of the employee |
Department |
The department of the employee, in the context of the primary assignment. |
Position |
The position title of the employee, in the context of the primary assignment. |
Job level |
The job level of the employee, in the context of the primary assignment |
Job |
The job of the employee, in the context of the primary assignment |
Grade Set |
The grade set of the employee |
Grade |
The grade of the employee |
Select the hyperlinked “Employee Name” field in the multiline.
The “Authorize Succession Plan for Employee” page appears.
Use this page to select succession plan for employee to authorize
To select succession plan for employee to authorize
To select through Search Criteria