ESTABLISH SUCCESSION PLANS#
The Establish Succession Plans (ICDP_SUCCESSION) form allows you enter development programs in the system that relate specifically to Employee Succession within your organization.Definition data for the Establish Development Programs screen is maintained on the P2K_CP_DEVELOPMENT_PROGRAMS, P2K_CP_DEVELOPMENT_ACTIVITIES, and P2K_CP_PROGRAM_STEPS tables.
- Program
- This field is a user-defined code that uniquely identifies the program. Program_Code is a mandatory 16-character alphanumeric field you may fill manually.
- Entity
- This field displays the entity for which this program is being established for. Entity is an optional field that you may fill with a value from the LOV (P2K_CM_ENTITIES) provided.
- Program Status
- This field identifies the current status of the program.Program_Status is a mandatory field that you must fill with a value from the fixed lexicon (X_PROGRAM_STATUS) provided.
- Program Type
- This field displays the type of program being established. Program_Type is an optional field that you may fill with a value from the fixed lexicon (X_PROGRAM_TYPE) provided.
- Program Title
- This field identifies the title of the development program being established. Program_Title is an optional 50-character numeric field you may fill manually.
- Program Start Date
- This field displays the date that the program will start. Program_Start_Date is an optional field you may either manually enter or use the calendar.
- Program End Date
- This field displays the date the program will end. Program_End_Date is an optional field you may either manually enter or use the calendar.
Program Details Tab#
- Audience
- This field identifies who would be the primary target audience for this program.
e.g. clerical staff, upper management, accounting staff
Audience is an optional 4000-character alphanumeric field you may fill manually.
- Objectives
- This field provides the objectives of this program, such as what skills should be attained. Objectives is an optional 9-character numeric field you may fill manually.
- Prerequisites
- This field indicates what prerequisites are needed for this program. Prerequisites is an optional 9-character numeric field you may fill manually.
Steps Tab#
Definition data for the ‘Steps’ screen is maintained on the P2K_CP_PROGRAM_STEPS table.- Seq #
- This field displays the numerical order in which the step is to be taken. Program_Step_Sequence is a mandatory 5-character numerical field you must manually fill.
- Activity Type
- This field identifies the type of activity associated with this step. Activity_Type is an optional field that you must fill with a value from the fixed lexicon (X_ACTIVITY_TYPE) provided.
- Description
- This field provides a short description of the step. Description is an optional 50-character numeric field you may fill manually.
- Required Rating
- The field defines the rating required to complete this step in the program. Assessment_Rating is a mandatory field that you must fill with a value from the fixed lexicon (X_ASSESSMENT_RATING) provided.
- Mandatory
- If this toggle is on, this is a mandatory step in the program. Mandatory is an optional toggle field.
- Course
- This field identifies the course associated with this step. Course is an optional field that you may fill with a value from the LOV (P2K_CP_COURSES) provided.
- Assessment
- This field identifies the assessment associated with this step. Assessment is an optional field that you may fill with a value from the LOV (P2K_RE_ASSESSMENTS) provided.
- Subprogram
- This field identifies any program that comprises a step in the larger development program. Subprogram is an optional field that you may fill with a value from the LOV (P2K_CP_DEVELOPMENT_PROGRAMS) provided.
- Program Step Text
- This field allows you to add any additional information about the program step. Program_Title is an optional 50-character numeric field you may fill manually.
Requirements Tab#
Once the ‘Level’ field has been identified, the ‘Group’, ‘Category’, and ‘Competence’ fields will automatically be filled.- Competence Level
- This field identifies the level of competence required for the program. Competence_Level is a mandatory field that you must fill with a value from the LOV (P2K_CP_COMPETENCE_LEVELS) provided.
- Category
- This field identifies the competency category associated with the identified level.
- Group
- This field identifies the competency group associated with the identified level.
- Confirmation By
- This field identifies the individual who confirms the competency level attained. Confirmation_By is an optional 4000-character alphanumeric field that you may fill manually.
- Confirmation Status
- This field displays the confirmation status of the competency. Confirmed_Status is an optional field that you may fill with a value from the fixed lexicon (X_CONFIRMED_STATUS) provided.
- Date Confirmed
- This field displays the date the status was confirmed. Date_Confirmed is an optional field you may either manually enter or use the calendar.
- Start Date
- If the competency associated with this program is date sensitive, then the first date of that time frame is indicated in this field. Start_Date is an optional field you may either manually enter or use the calendar.
- End Date
- If the competency associated with this program is date sensitive, then the first date of that time frame is indicated in this field. End_Date is an optional field you may either manually enter or use the calendar.
Plan Candidates Tab#
Candidate details within the Succession Plan. How ready are they?, Whats there potential?, etc.- Candidate
- This the the candidates person code.
- Name
- The full name of the candidate.
- Order
- Sequence Number of candidates within the succession plan.
- Status
- The Status of the Activity for the candidate. This field uses the lexicon X_ACTIVITY_STATUS.
- Readiness
- TBD
- High Potential
- TBD. Uses Lexicon X_YES_NO
- Competency Rating
- TBD. Uses lexicon X_COMPETENCY_RATING.
- Succession Ranking
- A numbering system used to rank your candidates in the Succession Plan. This field can be up to a 5 digit number.
- Designated Successor
- Toggle. Used to identify if the selected candidate will be the designated successor in the Succession Plan.
- View Candidate
Developing Tab#
Once the ‘Level’ field has been identified, the ‘Group’, ‘Category’, and ‘Competence’ fields will automatically be filled.- Competence Level
- This field identifies the level of competence being developed for the program. Competence_Level is a mandatory field that you must fill with a value from the LOV (P2K_CP_COMPETENCE_LEVELS) provided.
- Category
- This field identifies the competency category associated with the identified level.
- Group
- This field identifies the competency group associated with the identified level.
- Confirmation By
- This field identifies the individual who confirms the competency level attained. Confirmation_By is an optional 4000-character alphanumeric field that you may fill manually.
- Confirmed Status
- This field displays the confirmation status of the competency. Confirmed_Status is an optional field that you may fill with a value from the fixed lexicon (X_CONFIRMED_STATUS) provided.
- Date Confirmed
- This field displays the date the status was confirmed. Date_Confirmed is an optional field you may either manually enter or use the calendar.
- Start Date
- If the developing competency associated with this program is date sensitive, the first date of that time frame is displayed in this field. Start_Date is an optional field you may either manually enter or use the calendar.
- End Date
- If the developing competency associated with this program is date sensitive, the last date of that time frame is displayed in this field. End_Date is an optional field you may either manually enter or use the calendar.
Job Profiles Linked to Plan#
If the development program is targeted for any specific job profiles, those job profiles may be identified here.- Job Profile
- This field will identify the job profile associated with this program. Job_Profile is a mandatory field that you must fill with a value from the LOV (P2K_RE_JOB_PROFILES) provided.
- Activity Type
- This field allows you to group the activities into user-defined types. Activity_Type is an optional field that you may fill with a value from the fixed lexicon (X_ACTIVITY_TYPE) provided.
- Repeat Interval
- If the activity needs to be retaken at set intervals, this field identifies the intervals. Repeat_Interval is an optional 7-character numeric field you may fill manually.
- Repeat Basis
- This field identifies the time basis for the repeat intervals. Repeat_Basis is an optional field that you must fill with a value from the fixed lexicon (X_PERIOD_BASIS) provided.
- Mandatory
- If this toggle is on, this activity is mandatory. Mandatory is an optional toggle field.
- Description
- This field allows you to give provide a short description of the activity. Description is an optional 50-character numeric field you may fill manually.
- Training Need Text
- You may provide further notes on the requirements for this activity. Training_Need_Text is an optional 50-character numeric field you may fill manually.
