Registering Career and Succession Plans—Exercises

Basic Data Setup

Basic Data Exercise

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Career Planning Periods
Normal Career Path
Career Potentiality Levels
Identify Career Advancement Level
Succession Plans

  1. Make sure that there is a career planning period. If none exists, enter a new one.
  2. Make sure that there is a normal career path. If none exists, enter a new one.
  3. View the career potentiality levels.
  4. Open Identify Career Advancement Level and populate the window. View the information.
  5. Open Succession Plans and populate the window. Enter another job and save the information.

General exercises for Career and Succession Plans

Main Exercises

Purpose: The purpose of these exercises is to guide you through the career and succession planning process. 

Windows:
Career Plan Counseling
Career Performance Appraisal History
Employees Career Advcancement Level
Identify Career Advancement Level
Succession Plans
Succession Analysis

Career Plan Counseling

  1. Open Career Plan Counseling and populate the window.
  2. Create a new record and select the first of your employees using List of Values. 
  3. Make the career plan valid for a period of two years. Select the value in Period.
  4. Save the information.
  5. Enter a new strength, development area, and area of interest in the lower part of the window and save the information.
  6. Open the Career Path tab. Right-click and then click Get from Normal Career Path. Select one of the proposed jobs and click OK.
  7. Open the Career Potentiality tab and enter a career potentiality level.
  8. Open the Development Plan tab and enter development areas, time frame, and suggested methods.
  9. Save the information.
  10. Change the status to Confirmed by right-clicking.
  11. Change the status to Approve by right-clicking.

Decision Support – Career Planning

A. Career Performance Appraisal History

  1. Open Career Performance Appraisal History and populate the window.
  2. Create a new record and select your employee from the List of Values.
  3. Enter performance scores for your employee for the past three years. (Use the data defined in Performance Appraisal Indicator.)
  4. Save the information.

 B. Employee Career Advancement Level

  1. Open Employees Career Advancement Level and populate the window.
  2. Select your employee and view the career advancement level. 
  3. Open the Identify Career Advancement Level window.
  4. View the information.

Note: The career advancement level is a combination of the career potentiality you defined in the Career Plan Counseling window and the performance scores you defined in the Career Performance Appraisal History window

Approve Career Plan

  1. On the basis of the employee's career advancement level, you may now make a decision on whether to approve or cancel the career plan in the Career Plan Counseling window. This time, choose to approve the career plan by right-clicking.

Obsolete Career Plan

  1. Open Career Plan Counseling and populate the window.
  2. Select your employee.
  3. Change the status to Obsolete by right-clicking.

Copy from Previous Career Plan

  1. Open the Career Plan Counseling window.
  2. Define a new career plan with a new career planning period for your employee.
  3. Save the information.
  4. Open the Career Plan tab. Right-click and then click Copy from previous Career Planning Period. 
  5. Do the same thing in the Development Plan tab.
  6. Save the information.
  7. View the different tabs.

Note: The Strengths, Development Areas, and Areas of Interest tabs are automatically updated as soon as you define the new career plan and save it.

Succession Planning

  1. Open Succession Plans and populate the window. View the information.
  2. Open Succession Analysis and populate the window. 
  3. View the information in the Career Path tab showing employee's career path.
  4. View the information in the Potential Successors tab showing potential successors for the key employee you selected in the graphical window.
  5. Select this check box Display only Jobs without Potential Successors if you only want to list key employees who do not have potential successors defined.