Succession Management standard reports and lists
Succession management information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.
This table contains the standard reports and lists for succession management. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.
Report name | Description | Role and navigation |
---|---|---|
Fit Analysis Comparison | Search for a resource to view their fit-analysis comparison. View the chart that shows how the resource's qualifications compare to those required for the position. | Administrator: |
Fit Analysis Model | Search for positions with qualifications that match your own. | Employee: |
Job Career Path | Manage a career path, which defines a relationship among jobs within an organization. | Administrator and Generalist: |
Pool Sources | View and create a pool source, which is used to create talent pools. | Administrator: |
Positions | Identify a position as key or critical in your organization. A key position is required for your organization's ability to function effectively. A critical position must be monitored because of an impending succession impact. | Administrator and Generalist: |
Readiness | View and create readiness levels that indicate when successors are ready to perform a position. | Administrator: |
Resources | View succession information for a resource. | Administrator and Generalist: |
Retention Reasons | View and create retention reasons to identify resources that are at risk for leaving your organization. | Administrator: |
Succession Plan | Manage bench strength, which is the readiness level of the confirmed resources in the talent pool. You can also add resources to a talent pool or a succession pool from a succession plan as a starting point. | Administrator and Generalist: |
Talent Pools | Create a talent pool, which is a group of resources that share a common criteria or functional area. | Administrator and Generalist: |