Selecting employee for succession plan

The “Select Employee for Succession Plan” appears.

Succession Planning Unit

From the drop-down list box, select the organization unit in which the Succession Planning Setup component is deployed

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Date Format

The date format that is applicable to the login user.

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To select through Direct Entry

Employee Code

The employee code of the employee

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Assignment No.

The assignment number of the employee. The system displays the assignment number as 1, by default.

To select through Search Criteria

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 For

From the drop down list, select any one of the following options:

  • Select “New”, to define a new succession plan

  • Select “Existing”, to retrieve an existing succession plan for editing

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. By default the system displays the assignment number as 1.

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.

The multiline displays the following details of the employees that satisfy your search criteria

Employment Unit

The employment unit of the employee

Employee Code

The employee code of the employee

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

To proceed

The “Succession Plan for Employee” page appears.

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Page Objective

Use this page to select employee for succession plan.

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What you can do in this page

To select the employee for succession plan

To select through Direct Entry

To select through Search Criteria

To proceed

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