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Provisioning → Edit Org Chart configuration

Provisioning → Edit Matrix Classifier configuration in Provisioning

Admin Center → Reporting and Analytics

Admin Center → Succession

Configure a talent card.

Create talent searches.

Modify matrix grid rating scales.

Change Matrix Grid Reports: Performance-Potential

Onboarding

Career Development Planning

People Profile

Recruiting Management

You can import successors.

You can use effective dating.

You can set permissions on the position object.

You can use MDF talent pools.

Succession Approval

Succession Organization Chart

Succession Management and Matrix Reports

Succession Planning

Talent Search Access

Action Search -> Export Succession Data Model

Action Search -> Manage Business Configuration

Provisioning -> Succession Management Import/Export Data Model

Action Search -> Succession Settings

You can create a succession plan for positions.

You can keep a history of date changes made to a position object.

You can sync positions.

You can add custom fields to the position object.

You can search by position within the Succession Org Chart.

By modifying the text option in the Org Chart XML

By modifying the Succession Data Model

By changing Matrix Grid Reports: Performance-Potential in Admin Center

By changing Matrix Grid Reports: How vs. What in Admin Center

The element is added under Admin Center → Configure People Profile.

A picklist is created under Admin Center → Picklist Center.

The element is listed in the section of the data model.

Permissions are granted under Admin Center → Set User Permissions.

From the talent pool nominee page

From a link in the Succession Org Chart

From a subtab under Succession

From the Nomination block in the profile

View Current

Correct

Insert

Write

Move

By Succession Org Chart permissions

By Succession Management and Matrix Report permissions

By the team view or group

By Succession Planning permissions

Key word

Rating option

Search fields

Target population

Add a team, starting from a given manager, and include a specified number of levels.

Import an Excel file containing a list of user IDs.

Import a CSV file containing a list of user names.

Select a dynamic group defined in the options under the Name menu.

This field is visible neither in People Profile nor in Talent Search.

This field is visible in People Profile but NOT in Talent Search.

This field is visible in both People Profile and in Talent Search.

This field is NOT visible in People Profile but it is visible in Talent Search.

Pool-Based Planning

Role-Person

MDF Position

Position

Check Provisioning → Succession Management.

Check the e-mail that is sent to you after the import process is completed.

Check Provisioning → Company Settings.

Check Admin Center → Company Settings.

Show or hide the slide.

Show or hide hotspots.

Show or hide all direct reports.

Show or hide one or more direct reports.

Position Tile view

Matrix grid reports

Talent Search

MDF talent pools

In the talent pools

In the matrix grid report

In the Succession Org Chart

In the position card

When there are fewer than 20 results, the export triggers a job on the back end.

There are distinct Role-Based Permissions to export all results and export only certain users.

All results will be included even if you do NOT scroll down to the bottom of the result page.

When there are more than 20 results, the export triggers a job on the back end.

The layout can be configured in Manage Templates.

The layout can be configured in Provisioning.

Many background elements can be included.

Nominations can be reviewed.

Position Tile

MDF Talent Pools

Talent Search V2

Matrix Grid Reports: How vs. What

Ensure generic objects are activated.

Secure the object in Configure Object Definition.

Enable pool-based succession planning.

Configure target population access to pools.

Define the Performance-Potential Matrix Grid report.