Succession planning for position

Select the hyperlinked position code in the multiline of the “Select Position for Succession Plan” page, or
Select the “Succession Plan “ hyperlink in the “Select Position for Succession Plan” page

The “Succession Plan for Position” page appears.

The system displays the following from the previous page

Succession Planning Unit	The organization unit in which the Succession Planning Setup component is deployed
Date Format	The date format that is applicable to the login user. Tell me more
Unit Structure Setup	The name of organization unit in which the Unit Structure component is deployed
Department	The name of the department
Position	The name of the position specific to the department
Job level	The job level pertaining to the job
Job	The name of the job specific to the department
Plan Date	The date on which the succession plan is defined.
Plan Status	The plan status can be any one of the following. Pending for Authorization Authorized Rejected

Note : The plan status is blank for the new succession plan

Rejection Reason

The reason for rejection is displayed, if the plan status is “Rejected”.

To nominate successors, based on existing succession planning criteria

From the “Planning Criteria” drop-down list under the “Default” group box, select the any existing succession planning criteria. The drop-down list box displays the user-defined names of all the succession planning criteria that have been already created and saved.
Select the “Default” pushbutton.

All the fields under the “Succession Criteria” group box are filled with the search criteria saved under the user-defined succession planning criteria name.

Edit any of the fields under the “Succession Criteria” group box if required, to change the search criteria based on which you want to nominate successors.
Select the “Search” pushbutton.

The “Employee Details” multiline will display the details of all the employees who satisfy your search criteria.

Enter the details of each employee nominated as a successor, in the “Employee Details” multiline. Refer to “To enter the details of planned successors”

To nominate successors, based on entering new succession criteria

Enter some or all of the following, in the “Succession Criteria” group box

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.
Service in Organization(in Months)	To retrieve the details of employees working in the organization for a specific period, select the required relational operator from the drop-down list and enter the number of months of service in the organization. Enter the values of the lower limit/upper limit/both, in the adjacent fields. For example, to retrieve the details of employee with 12 months of service, select the relational operator “=” and enter “12“ in the box adjacent to it.
Employee Code From	To retrieve the details of all employees whose employee codes are between a specific range, enter the upper range.
Employee Code To	To retrieve the details of all employees whose employee codes are between a specific range, enter the lower range.
Employee Name	To retrieve the details 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 Rb.
Qualification Description	To view the records of all employees possessing a specific qualification, type in the starting character or characters of the qualification. Example: M*, will search for employees with qualifications starting with the letter ‘M’, such as MBA, MCA and ME.
Service in Current Job(in Months)	To view the records of all the employees whose service in the current job, in months, falls within a specific range, select the required relational operator from the drop-down list and enter the upper and the lower range in the adjacent fields. For example, to retrieve the details of employee with service in current job between 6 months and 12 months, select the relational operator “Between” from the drop-down list and enter 6 in the first box and 12 in the box adjacent to it.
Mobility	To view the records of all employees who are willing to travel or relocate, select “Yes”. To view the details of all employees who are not willing to relocate, select “No”.
Succession Planning Rule	To view the records of all employees who satisfy a specific stored procedure rule, enter the rule name. You can also define a new stored procedure rule and retrieve employees based on this rule, apart from the existing rules. For example, you can define a rule to retrieve the records of all employees who have served in the Human Resources department for 5 years and are now located in California, in Industrial Relations department. Help Available
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.
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.
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.
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.
Work location	To retrieve the details of employees in a specific work location, enter the work location of the employee.
Age(in Yrs)	To retrieve the details of employees working in the organization of a particular age, select the required relational operator from the drop-down list and enter the upper and lower range of age in the adjacent boxes. For example, to retrieve the details of employee with age greater than or equal to 30 yrs, select the relational operator “ >=” and enter 30 in the adjacent box.
Show Top	To retrieve only a specific number of employees for the selected criteria, enter the number of employees. For example, if you enter “10”, the system will retrieve only the first 10 employees who match the search.

Select the “Save Criteria” pushbutton, to save and retrieve these search criteria for future use.

Select the “Search” pushbutton, to retrieve the records of all the employees who satisfy these search criteria.

To specify additional criteria

Check the “Career Planning” box, to indicate that the system must retrieve only the records of those employees who satisfy the succession criteria above, and whose career plan matches the succession plan. The employee’s career plan is created in the Employee Career Planning component.

Check the “Competency Match” box, to indicate that the system must retrieve only the records of employees who satisfy the succession criteria above, and whose possessed competencies match the required competencies.Tell me more

Select the “Search” pushbutton

The “Employee Details” multiline will display the details of all the employees who satisfy your search criteria.

To enter the details of planned successors

Enter the following in the “Employee Details” multiline

Ranking

A number to indicate the preferred ranking for the employee, as the successor.

Employee Code

The employee code of the employee

Help Available

Note: The system allows you to enter succession details for also those employees whose records were not retrieved through succession planning criteria.

Planned Succession Date

The date on which the succession for the employee is planned.

Employee Status

From the drop-down list box, select one of the following to indicate the employee’s selection status:

Selected
Not Selected

The system displays the following in the multiline

Employee Name	The name of the employee
Assign.	The number of the employee’s primary assignment
Employment Unit	The employment unit of the employee
Job Title	The title of the job of the employee
Department Desc.	The description of the department
Position Title	The position title of the employee
Work Location Short Description	A short description of the work location
Competency Match Count	The count of the number of competencies for the job that match the required competencies. For example, the required competencies for the successor’s job is 7, while the employee’s actual competencies are 5.
Competency Ratio	The ratio of possessed competencies versus the required competencies. If the employee’s possessed competencies equal the required competencies for the position, the system will display 1. Otherwise, a decimal number is displayed. For example, if the required competencies for the position are 6, and the competencies possessed by the employee are 3, the system will display 0.5.
Work Experience(in months)	The total number of months of work experience of the employee, in the organization
Basis	Whether this succession plan is based on (a) career planning (b) competency match (c) both

Select the “Save” pushbutton to save the details

The system displays the following at the top of the page

Plan No.

A unique plan number to identify the succession plan.

Help Available

Plan Status

The status of the succession plan; it will be “Pending for Authorization”.

To edit the succession plan

In the “Select Position for Succession Plan” page, select the position for whom successors are to be nominated.

In the “Succession Plan for Position” page, enter the plan number and plan date of the plan record whose details are to be edited.

Select “Get Details” pushbutton.

The system displays the details of the succession plan criteria under the “Succession Criteria” group box, and the details of the nominees in the “Employee Details” multine.

Edit any of the required details.

Select the “Save” pushbutton.

To delete the succession plan

In the “Select Position for Succession Plan” page, select the position for whom the nominated successors are to be deleted.

In the “Succession Plan for Position” page, enter the plan number and plan date

Select “Get Details” pushbutton.

The system displays the details of the succession plan criteria under the “Succession Criteria” group box, and the details of the nominees in the “Employee Details” multine.

Select the “Delete” pushbutton.

The system deletes the complete succession plan for the position.