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The “Job Specific Attributes” tab enables you to filter the search criteria based on the attributes namely grade, department, job family and job level.
The following details are displayed on clicking “Job Specific Attributes” tab:
Grade
Department
Job Attributes
Job Level
Job Family
Grade |
The list of grades from all the Org Structure OU’s that corresponds to the Succession Planning OU selected in the landing page. |
Department |
The list of departments from all the Org Structure OU’s that corresponds to the Succession Planning OU selected in the landing page. By default the department corresponding to the position or the department to which the incumbent belongs would be defaulted. |
Click the ‘+’ button next to "Job Attributes", the following details get displayed:
Job Level |
The list of job levels corresponding to the Unit Structure OU selected in the landing page. |
Job Family |
The list of job families corresponding to the Succession Planning OU selected in the landing page. |
Enter the following field details under “Work Experience” section:
Years in Present Position |
The number of years of experience in present position. |
Work Experience (Internal) |
The number of years of work experience in the current organization. |
Work Experience (External) |
The number of years of work experience in the previous organizations. |
No. of Direct Reports |
The number of direct reports that the potential successor should have. |
Provide the required filter criteria in the filter page.
Click “View Successor” pushbutton. The employees satisfying the search criteria that have been selected will be fetched and displayed in the “Successors List” multiline.
Click “Next” pushbutton to navigate to the “Expertise and Experience” tab.
Note: If the search criteria has been entered in one section and the user clicks any other section heading, the search criteria that has been entered in the first section has to be saved even if the 'Next' button or the 'Previous' button have not been clicked. In other words 'Auto Save' has to be enabled. For example, if the search criteria has been entered in the 'Job Specific Attributes' section and the user clicks the heading 'Additional Attributes' without clicking the 'Next' button, the search criteria that was entered in the 'Job Specific Attributes' section would be saved.