Career and Succession Plans—Exercises

Main Exercises

Purpose: The purpose of these exercises is to familiarize you with the basic data required for running the career and succession planning process.

Windows:
Career Planning Periods
Career Potentiality Levels
Career Plan Counseling
Performance Appraisal Indicator
Career Performance Appraisal History
Career Advancement Types
Identify Career Advancement Level
Normal Career Path
Succession Plans

Career Planning Periods

  1. Open Career Planning Periods and populate the window.
  2. Define a two-year career-planning period, starting with your initials, e.g., XX 2002-2003.
  3. Save the information.

Career Potentiality Levels

  1. Open Career Potentiality Levels and populate the window.
  2. View the information. This ranking system is used to assess the employee's career potentiality in the Career Plan Counseling window. 
  3. Right-click and check the ranking. 1 is the lowest level.

Performance Appraisal Indicator

  1. Open Performance Appraisal Indicator and populate the window.
  2. View the information. This ranking system is used to assess the employee's job performance in the Career Performance Appraisal History window. 

Note: If the performance appraisal index average corresponds to the minimum value of  2 and maximum value of 3, the Maximum checkbox can be selected to show that if the employee gets the performance score 2 in Career Performance Appraisal History, this will result in a lower performance appraisal index, e.g., Poor rather than Average.

Career Advancement Types

  1. Open Career Advancement Types and populate the window.
  2. View the information. This window is used to specify career advancement types. 

Identify Career Advancement Levels

  1. Open Identify Career Advancement Levels and populate the window.
  2. View the information. This is a matrix showing the result when combining career potentiality level (e.g., Promote within 1 year) and performance appraisal indicator (e.g., Average).

Note: This matrix is showing an employee's career advancement level when combining his/her career potentiality and job performance.

Normal Career Paths

  1. Open Normal Career Path and populate the window.
  2. Select job ID PRODSPV (your Job ID) and enter an optional career step for an Production Supervisor, using the List of Values.
  3. Save the information.

Succession Plans

  1. Open Succession Plans and populate the window.
  2. Click New and select job PRODSPV (your Job ID), using the List of Values.
  3. Save the information.