For customers of our Succession Planning module.
Evaluating Candidates Using the Summary, Compare, or Matrix View
By default, only Company Admins, HR Admins, and HR Managers can create and manage succession plans for all positions. Limited Admins can create and manage plans within their specified scope. A Company Admin, HR Admin, and HR Manager can allow Managers to create and manage succession plans for their subordinates by configuring your organization's succession plan settings. Learn more about managing user roles and permissions.
When viewing or editing a succession plan, use the Summary, Compare, and Matrix tabs in the upper right corner of the succession plan’s panel to switch between display options:
Summary
On the Summary tab, you can:
Add and remove candidates.
Set an internal candidate's readiness, performance, potential, and flight risk and add notes.
Reorder the candidate list.
Add a plan summary to describe risks, urgency, requirements, etc.
Add comments to the plan.
Compare
The Compare tab provides a side-by-side view of specific data fields for internal candidates added to the position’s succession plan.
Individuals can configure which data fields are visible in the comparison by clicking the gear icon within this tab. Data options vary based on individual permissions.
Matrix
The Matrix tab displays a 9-box grid to help you compare candidates on the axes of performance and potential. A candidate will automatically appear on the grid once their performance and potential metrics are set.
Company Admins, HR Admins, and HR Managers can configure matrix settings for all succession plans by clicking the Edit button.
Please contact our Customer Success Team for additional assistance.
Additional Resources