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 managing a succession plan, navigate the Summary, Compare, and Matrix tabs 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. To select which data options are included in the comparison, click the gear icon in the upper right corner. Available data options vary based on individual permissions. Candidates can also be added using the button provided.
Matrix
The Matrix tab displays a 9-box grid to help you compare candidates on the axes of performance and potential. Internal candidates already added to the plan will automatically appear on the grid once their performance and potential metrics are set. Internal and external candidates can also be added using the button in the upper right corner.
Company Admins, HR Admins, and HR Managers can configure matrix settings for all succession plans by clicking the gear icon in the upper right corner, making the needed adjustments, and clicking Save.
Please contact our Customer Success Team for additional assistance.
Additional Resources