How do I configure the Succession Planning module?

This feature is available on the Premier and Master payroll edition.

The Succession Management-functionality allows the user to add an additional section for the manager to complete during the review process. The information obtained will be available via Cloud Analytics to support informed decision making by management regarding resource planning. One option exists to access the Succession Planning Configuration screen.

      Navigate > Configuration > Human Resources > Performance Management > Succession Planning Configuration

      

      

Note! The ranking/scale options will automatically be added to the Scale Definition and Scale Options screens.

            Navigate > Configuration > Human Resources > Performance Management > Scale Definition

            

      Navigate > Configuration > Human Resources > Performance Management > Scale Options

      

Note! If different questions are required than the standard questions in the system, the Succession Management questions can be added as a section in the template.

      Navigate > Configuration > Human Resources > Performance Management > Template Definition

Select "click here to add a new template" to create a new template.

      

Complete the Template Definition screen.

      

And enable the "inherit succession planning questions for "manager" rater type" checkbox.

      

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