Enables you to enter employees onto a succession plan for filling a particular post. You can enter an employee on more than one succession plan if required.

General

Associated Post

Display only. The ID and description of the associated post.

Paging Area

Employee

Enter the ID of the employee, or select one by clicking window to display Employee Search.

On Date

Enter the date that the employee was attached to the succession plan.

Status

Enter the code for the current status of the employee with regard to suitability for the post, or select one by clicking WINDOW to display Narrative Category Search. The options are set up in the SUCCST narrative category.

Ready Date

Enter the date that the employee will be ready to succeed to the new post.

Reason

Enter the reason why the employee was removed from the succession plan, if applicable, or select one by clicking WINDOW to display Narrative Category Search. The options are set up in the OFFRSN narrative category.

Notes

Click window to display Maintain Note Detail, where you can enter any notes or comments you want to record.

Additional

Click expand to display the following fields:

Attainments

Click WINDOW to display the attainment matching details for this employee. Enter Y to use the existing list of attainment defaults. Attainment Matching is displayed, where you can view the employee’s actual attainments compared to the target attainments specified for the succession plan. It thus indicates the employee’s progress towards the attainments specified for the post linked to the plan.

Off Date

Enter the date that the employee was removed from the succession plan, if applicable. If the employee leaves your employment, and their records are terminated, this field is automatically completed by the system.

Employee Name

Display only. The employee's full name.

Status Description, Off Plan Rsn Desc

Display only. The long descriptions of the Status and Off Reason fields.

MD265S7