This article is intended for administrators. If you want to understand more about access profiles, click here.
Step 01
Go to Career > Succession.
Step 02
The succession screen has two views: by successors and by positions - functions in your company.
Right below, you will understand how many positions are critical to your company and how many of them are pending or filled.
Next, you will find search filter options to simplify your succession search.
Step 03
On the ‘by successors’ screen, some data is quite interesting, as shown in the image below:
Name of the successor;
If the successor is a talented or key employee of the company;
If the person is a successor to any position;
Current position in the company;
The team that the successor is part of;
What is the position the successor will succeed?
Time in the company;
Level of readiness for the succession position.
If the employee is listed for more than one position, the information will be brought on separate lines, in other words, one line per succession position, so that the columns "succession for" and "time in the company" correspond to one succession on each line.
Also, you can see the successor's position in the Nbox and the average of the last evaluations, based on the cycle or cycles you wish to analyze.
By clicking on the employee's name, a new tab will open with more information about the user: data, resume and succession. Here you can also assign new succession positions, to learn more about it, read here.
Step 04
On the "by positions" screen, instead of viewing the employee data mapped for succession, the platform shows your company's positions with important information:
Name of the company position;
How many people currently hold the position. To see who are the employees, hover the mouse over the number:
Which employees are mapped for succession, based on their readiness level. Similar to the previous case, you can hover the mouse and see which employees have been mapped.
The level of impact and difficulty of each position.
Below each position, you will be able to see the hierarchical organization of the company. To do this, click on the down arrow.
By clicking on the position name, a new tab will open with the data of each position: position data, requirements and who is in the succession. Here you can also add new employees for succession, as described in the previous step.
Step 05
You can arrange the information, on both screens, dynamically, meaning that you can click on the titles to order them in ascending/descending order by both words and numbers.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!