The Succession dashboards are broken up into four parts: Identification, Compare, Development, and Tracking. This article will cover the Identification dashboard.
Succession: Identification
You will be able to identify good candidates for a prospective position based off their competencies and willingness to participate.
Upon opening Advanced Analytics (and running the Performance Pro V2.0 App), the overview of the standard sheets displays. Click on Succession: Identification.
The “Succession: Identification” dashboard collects data on whether employees have a desire for additional responsibilities. This information is collected in Performance Pro via a custom summary comment field added to the Appraisals > Summary Comments tab.
To add a custom summary field to the Summary Comments tab in Performance Pro:
From the main menu click System Setup, Company Settings, then the Summary Fields tab.
If Concurrent Appraisals are utilized, ensure the “Appraisal Process” drop-down displays “default.”
Click Add Field.
Complete the fields on the “Summary Fields” tab as follows:
- In the “Name” field type the words “Desire for additional responsibilities?” exactly as displayed here without the quotes.
- From the “Field Type” drop-down, select Drop-Down Group.
- Check the “Is Required” check box.
- Under the Options box, type “Yes” then hit Enter on your keyboard. Then type “No” and click Save.
The System Setup > Company Settings > Summary Fields tab will now display the custom summary comment. Click the Employee checkbox. It will automatically save.
This question will now appear on the Summary Comments section of the default appraisal for each employee to answer. It will be required for employees to complete the field before they can mark “Ready.”
The employee “Yes” or “No” answers will appear on the “Succession: Identification” report (in Advanced Analytics) in the “Desire for Additional Responsibilities?” column.
Applying Filters to the Succession: Identification Dashboard
Click in the Employee Status “Select Here” box, click Active, then the green checkmark. This will filter the data based on active employees.
Click in the Appraisal Process “Select Here” box, select the “default” appraisal process. This will filter out all appraisals except for the default.
From the “Appraisal Dates” area select the date range(s) you desire 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.
From the “Position box,” you can select existing positions that are in line with the role you are career planning for. Click the position(s) then the green checkmark. The employees in the selected positions will populate the report. You can also choose Factors (Competencies) from the “Factor Name” box that are in line with the role you are career planning for.
The Factor Performance scatter plot shows employees and their scores on the default appraisal. The horizontal axis is the average factor scores. The vertical axis is the appraisal score. Dots represent employees. Hover over a dot to display the employee’s name, average factor score, and appraisal score.
Note: Hover over the chart and the expansion arrows will display. 
Click to expand the chart to full screen if desired. You can also click and drag the chart to view certain areas better. Using the mouse roller bar will zoom the chart in and out.
High performers are in the top right quadrant. Click on a dot (or multiple dots) to drill down on specific employee(s) and all charts will populate with just selected employee data.
The Factor Distribution chart shows the percentages of factor distribution. These factors should be those you have selected as being important to the position for which you are planning succession options. Factors that are displayed are also affected by chosen filters including any selected positions. Hover over a slice of the pie chart to view the # of employees assigned and the share of the pie.
The Factor Performance chart shows average scores for the selected factors.
Once you have identified the employees you wish to compare, consider making a bookmark to save your information and be able to return to it quickly.
Please read the “Succession Planning Data-Compare” article for information on the next dashboard in the career planning series.
The report can easily be exported. Refer to the article “Advanced Analytics – Downloading/Exporting Data” here for information.