Career Planning for a Person, and Designating the Person for a Position: Example

  1. Choose Planning ® Career planning.
  2. The Career Planning screen appears.

  3. If necessary, change the object type.
    1. Choose Edit ® Change object type.
    2. The Select Object Type dialog box appears.

    3. Position the cursor on the object type Person and choose Transfer.

    This takes you back to the Career Planning screen.

  4. Enter the object name or the object ID of the person in the corresponding field.
  5. If necessary, change the key date for planning.
  6. Select the planning criterion Include designations, and at least one other criterion.
  7. If applicable, enter a career of your choice in the Additional career field.
  8. Choose Enter.
  9. Choose Planning ® Execute.
  10. The Career Planning screen appears. In the top section of the screen, the system displays standard information on the person. In the career plan, the system displays objects that match each of the selection criteria specified.

  11. To display the ranking list for the objects, choose Goto ® Ranking list.
  12. The Career Planning screen appears. This ranking list is sorted by suitability range or suitability percentage. The planning criteria that the objects meet are displayed in the right-hand section of the screen.

    1. To toggle between the suitability ranges and the suitability percentage, choose Settings ® Suitability % on/off.
  13. Position the cursor on the position for which you want to designate the person.
  14. Choose Planning ® Create ® Designation.
  15. The designation is now created.

    The Profile Matchup screen appears. If there are any training proposals, these are displayed.

  16. To update the career plan, choose Edit ® Refresh.
  17. The system displays the new designation in the career plan.

  18. You can save the career plan to file and/or print it out.


You have worked through the career planning scenario and designated the person for the position.