Evaluating a Succession Plan

Prerequisites

You must already have worked through a succession planning scenario. You must be on the Succession Planning screen, and the career plan or ranking list must be on display.

Displaying the Planning Object’s Profile

To display the object’s profile, position the cursor in the header data area of the succession plan, and choose Goto ® Profile.

The <Object type>: Display Profile <Data selection period> screen appears, displaying the profile.

Displaying the Profile of an Object in the Succession Plan

To display the profile of an object in the succession plan, position the cursor on the object in question, and choose Goto ® Profile.

The <Object type>: Display Profile <Data selection period> screen appears, displaying the profile.

Performing Profile Matchups

To match up the qualifications of the planning object with the requirements of an object in the succession plan, position the cursor on the entry in question, and choose Goto ® Profile matchup.

The Profile Matchup screen appears. The system displays the qualifications and requirements. Essential requirements and alternative qualifications are flagged as such.

Matching Up the Profiles of All the Objects in the Ranking List

Prerequisite: You must be on the Succession Planning screen, and the ranking list must be on display.

Choose Goto ® Profile matchup (all).

The Profile Matchup screen appears. The system displays the qualifications and requirements of all the objects in the ranking list.

Displaying Qualification Deficits

Prerequisite: You must have performed a profile matchup, and be on the Profile Matchup screen.

  1. Choose Settings ® Editing options.
  2. The Profile Matchup dialog box appears.

  3. Select the Qualification deficits only field.
  4. Choose Transfer.

This takes you back to the Profile Matchup screen again. The system displays only qualifications and requirements for which qualification deficits exist.

Displaying a Training Proposal

Prerequisite: You must use the Training and Event Management component.

  1. Perform a profile matchup as described above.
  2. If a qualification does not (entirely) meet a requirement and there is a training course (business event) that would impart the missing qualification, the system displays the Training proposal icon and the name of the business event.

  3. To book the person onto the business event, choose Edit ® Book business event.

Displaying a Career

Position the cursor on the career you want to display, and choose Goto ® Career.

SAP Network Graphics starts, and the career is displayed on the Display Career Items screen.

Creating a Designation for a Position

Position the cursor on the position for which you want to create a designation, and choose Planning ® Create ® Designation.

The position is designated for the object selected.

Creating Preferences and Potentials

Select the object to which you want to assign a preference or potential for the position, and choose Planning ® Create ® Preference or Potential.

The position is recorded in the corresponding sub-profile(s) of the object.

Transferring a Person to a Position

  1. Position the cursor on the person that you want to transfer to the position.
  2. Choose Planning ® Transferral.
  3. The Assign Holder screen appears:

  4. If necessary, change the staffing percentage and the relationship period.
  5. Save your entries.

You have transferred the person to the position for the specified period.

See also:

Using Detailed Selection For the Succession Plan

Simulation of Succession Planning Scenarios