For customers of our Succession Planning module.
Comparing a Succession Plan’s Candidates Using the Summary, Compare, or Matrix View
Note: 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 for their subordinates and/or the subordinates of other specified positions. You can allow managers to create and manage succession plans for their subordinates. To do this, navigate to the Succession Plans page from the main menu, click the Settings tab, click the Edit button in the PLAN PERMISSIONS section, and select Yes before clicking Save.
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 a candidate's readiness, performance, potential, and flight risk and add candidate notes.
Reorder the candidate list.
Add a plan summary to describe plan 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. Click the gear icon within this tab to configure which data fields are visible in the comparison.
Matrix
The Matrix tab displays a 9-box grid to help you visualize candidates on the axes of performance and potential. A candidate will automatically appear on the grid once their performance and potential metrics are set.
Note: You can set an internal candidate’s readiness, performance, potential, and flight risk and add notes from the plan’s Summary tab.
Configuring Matrix Settings
Note: Only Company Admins, HR Admins, and HR Managers can configure matrix settings. To learn more, refer to: Understanding User Roles & Permissions.
By adjusting your organization’s matrix settings, you can configure the matrix’s card titles and colors. To do this, navigate to a plan’s Matrix tab and click the Edit Settings button. You can then click to edit card titles and use the dropdown arrow to select whether cards have no color, a colored edge, and/or colored fill before clicking Save.
Note: You can also adjust matrix settings from the Succession Planning page. To do this, click the Settings tab, locate the Matrix Settings section, and click the Edit button. When the Matrix window opens, click the Edit Settings button to make the needed changes.
Please contact our customer success team for additional assistance.
Additional Resources