succession management sfu mgr intro succession reporting
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8/12/2019 Succession Management Sfu Mgr Intro Succession Reporting
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Quick Reference Guide
NOTE: This QRG provides a representative view of the features and functionality you will see when working
within the system. Your view may vary based upon your organizations confguration and your permissions.
SuccessFactors Confdential. For internal use by licensed SuccessFactors customers only.
2012 SuccessFactors Incorporated. All rights reserved. SuccessFactors, and the SuccessFactors
logo are registered trademarks of SuccessFactors Incorporated in the United States.Success Academy
Matrix reports graphically display employees performance ratings, enabling
managers to spot performance trends to help decide what actions should be
taken with various employees.
1 Getting StartedSelect SuccessionorAnalyticsfrom the drop-down navigation menu to view
matrix reports.
2 Performance-Potential MatrixClick the Performance-Potential Matrixtab to view employees performance
and potential ratings in a graphical display.
3 How vs. What MatrixClick the How vs. What Matrixtab to view employees competency (how) and
objective (what) ratings in a graphical display.
4 Filter OptionsExpand Filter Options and select the criteria you want to use to focus the data
in the report.
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Generate ReportClick to create the matrix report.
6 Display OptionsClick check boxes to change the information displayed on the matrix.
7 Matrix ChartEmployees listed in the upper right of the matrixare considered to be the
strongest performers, highly promotable, and candidates for promotions or new
growth opportunities. Click an employees business cardto review his/her
prole, Objective and Development Plan, Career Worksheet, Succession Org
Chart, and Scorecard.
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LegendRefer to the Legendto view the denitions of the symbols displayed next toemployees names in the matrix.
9 Print, Export, and Archive DataClick links to print the matrix, export the data to Microsoft Excel, and archive
the data.
Introduction: Succession Reporting
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Spotlight: Filter Options
Use Filter Optionsto lter the report data:
1 Click +to expand the Filter Optionsmenu.
2 Select the reporting structure to report on using
Show criteria.
3 Select Viewlters to segment areas of the
organization.
4 Enter the Date Rangefor the report.
5 Click to create the matrix
report.
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8/12/2019 Succession Management Sfu Mgr Intro Succession Reporting
2/2
Quick Reference Guide
NOTE: This QRG provides a representative view of the features and functionality you will see when working
within the system. Your view may vary based upon your organizations confguration and your permissions.
SuccessFactors Confdential. For internal use by licensed SuccessFactors customers only.
2012 SuccessFactors Incorporated. All rights reserved. SuccessFactors, and the SuccessFactors
logo are registered trademarks of SuccessFactors Incorporated in the United States.Success Academy
Step by Step: Succession Reporting
Lineage ChartThe Lineage Chart helps managers understand the implications to the organization when a
succession plan is executed. Successors are arranged by readiness so the most likely succession
scenario is shown straight across the top of the page. To use the Lineage Chart:
1 Click the Lineage Charttabon the Successionmodule. By default, the Lineage Chart for your
position is displayed
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Click a direct reports name on the Peoplemenu or enter an employees name in the search
eld to view the employees Lineage Chart.
3Successors are arranged by readiness so the most likely succession scenario is shown straight
across the top of the page.
4 Each employee in the lineage structure is listed in a graphical prole displaying readiness
by color, succession nominations, and successors for the position (by count). To view the
employees succession prole detail, click the business cardby the employees name.
5 Click the Legendto view a description of the color coding used on the Lineage Chart.
6 Click Collapseto compress the number of successors shown on the page. Click Expandto drill down to another layer of succession lineage.
Click Printto create a printable version of the chart.
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Talent SearchTalent Search is used to search for employees within the organization by talent pool, background
criteria, and competencies. Using multiple criterion and search and save capabilities, succession
scenarios can be created for teams and departments. To use Talent Search:
1 Click the Talent Searchtab on the Successionmodule.
2 Use Employee Profle Searchto conduct a keyword search.
3 Enter a Search Nameto save the selected criteria to run the search again.
4 UseAdvanced Optionsto enter criteria such as job title and location to locate specic
employees or groupings of personnel. NOTE:Only employees current position is searched.
5 Use Background Criteriato search entries on the employees proles such as qualications
and professional experiences.
6Use Competenciesto search for specic competencies.
7Click the to add the criteria to the search.
8 Click the check box if the criterion is required and enter weight of criterion. Click to remove
criterion. NOTE:Adding lters does not increase search results, but renes results further.
9Click to save search criteria and run search. NOTE: Search results are limited toa maximum of 400 employees.
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