The Succession dashboards are broken up into four parts: Identify, Compare, Development, and Tracking. This article will cover the Development dashboard. Follow instructions in the “Succession: Identify” and “Succession: Compare” articles first.
The next step is to set up an employee Development Plan via the concurrent appraisal feature in Performance Pro. You can then assign it to the employees you have identified for succession planning. The Succession: Development report will allow you to review scores from the completed Development Plan appraisal along with the default appraisal.
To Setup a Development Plan Appraisal in Performance Pro:
From the main menu click System Setup then Company Settings. From the Appraisal Settings tab in the Advanced Features section, click the “Concurrent Appraisals” checkbox. Click Save.
The “Appraisal Process” option will now appear in the main menu under System Setup.
Setting up and Assigning a Development Plan Appraisal Process (Concurrent Appraisal)
Candidates that have been identified for succession planning should be assigned the Development Plan appraisal process. When creating this appraisal process you should include competencies that are specifically in line with the position they are being developed for in succession planning. The Development Plan appraisal will run alongside, concurrently, with their default appraisal.
See the help articles “Concurrent Appraisals - Performance Pro” here and “Performance Pro Update v3.13-Concurrent Appraisals” here for instructions on setting up a new appraisal process and assigning it to employees. When setting up your appraisal process, be sure to give it a name that identifies its’ development plan purpose.
Upon opening Advanced Analytics (and running the Performance Pro V2.0 App), the overview of the standard sheets displays. Click on Succession: Development.
Note: Alternatively, if you were on the “Succession: Compare” dashboard, you can click on the Sheets dropdown in the upper right corner and click on Succession: Development.
Applying Filters to the Succession: Development Dashboard
Click in the Employee Status “Select Here” box, click Active, then the green checkmark. This will filter the data based on active employees.
From the “Appraisal Dates” header select the date range(s) you want to filter by. Options to choose from include Appraisal Review Period, Appraisal End Year, and Appraisal Due Year. Click the option(s) to make your date selection. Also, select the “Yes” under the “Appraiser Complete Status” column, then click the green checkmark.
Click in the Appraisal Process “Select Here” box, select the Development Plan appraisal process you created for this purpose, and also the Default annual appraisal.
Select the name of those employees you are developing for succession planning from the Employee filter and click the green check mark.
The scatter plot on the left displays overall scores on the two appraisals. The vertical axis is the Development Plan Score. The horizontal axis is the Default Appraisal Score.
The Factor (or Competency) bar graphs compare the individual Factor scores on both appraisals.
The Goal Data table displays information related to the goals on both appraisals. The name of the appraisal is in the far-right column.
