The Home page will be the initial page shown when navigating to the Succession module. Depending on the permissions granted, the options and views can differ.

We offer a video training for this topic on Arcoro Learning.

Employee/General View

An employee can view an assortment of information such as their all items assigned and completed within the Talent Management System.

• Dashboard - View scores/ratings from their completed evaluations.

  

  • The Dashboard will populate with data from the current quarter.
  • 'Compare Averages' will compare the averages of Standard and 360 Evaluations and does not include project reviews.
  • Competencies will populate from completed evaluations.
  • Question types included in the Dashboard are from drop-down rating scales and radio buttons only.
• Scorecard - View scores/ratings from their completed evaluations.

  

  • The number displayed on the scorecard is an average of all completed, non-self scores on the Evaluations (Normal, 360, and Project Reviews).
  • The 'Average Score' column is populated from the same data as above, but does not look at the date range and includes questions regardless of the competency assigned.
  • The selected user appears first in the list.
  • The users displayed on the Scorecard are based on your location/job code/department.
  • Question types included in the Scorecard are from drop-down rating scales, radio buttons, and radio button matrix.
  • The competency avgs drop-down allows you to specify the number of years for the average score to pull from.
• Succession Plans - Succession Plans assigned to the selected user.

  

  • Any user can assign a succession plan to any other user except themselves.
• Evaluations - Evaluations assigned to an employee.

  

  • Displays all completed standard evaluations.
• Training - Displays learning plans and transcripts from the LMS module.

  

  • No (not started) assigned courses.
• Development Plan - Any development plans that have ever been assigned to the employee.

  

• Career Preferences - Displays the employee's career preferences such as if they are willing to relocate.

  

• Org Chart - A chart of the direct reports of the selected user (i.e. if a manager is selected, you will view the manager, their direct reports, direct reports of theirs, and so on. You will not see the hierarchy above the manager).

  

  • The assigned manager from their 'People' profile under 'Account Admin' determines the manager-direct report relationship.
  • If the user does not have any direct reports, it will only show the user's name.
  • You may see an error if your org chart is circular (a manager of an employee is also being managed by the same employee).

Manager/Admin View

Managers/Admins can click the employee photo/name from the top banner to view the employee's Succession Dashboard.

Managers and Admins can use the Scorecard to view the scores of direct reports. The information displayed is based on the results of their Performance Reviews/Evaluations.

This information can be extremely helpful in locating high versus low performers and allows you to make quick decisions to improve upon the scores, with additional training, for example.

• The number displayed on the scorecard is an average of all completed, non-self scores on the Evaluations (Normal, 360, and Project Reviews).
• The 'Average Score' column is populated from the same data as above, but does not look at the date range and includes questions regardless of the competency assigned.
• Selected user appears first in the list.
• The users displayed on the Scorecard are based on your location/job code/department.
• Question types included in the Scorecard are from drop-down rating scales, radio buttons, and radio button matrix.