Configure a Succession Readiness Event for Journeys

This example shows how to use the condition builder to configure the Succession Readiness checklist event.

Let's assume you want to assign these tasks as an administrator to managers when a candidate is ready to move to the role associated with a succession plan:

• Create training plans for the candidate.

• Add development goals for the candidate.

You need to do these tasks to configure the Succession Readiness checklist event:

1. Create a succession readiness checklist template.

2. Configure the Succession Readiness event.

3. Add tasks for the manager.

Create a Succession Readiness Checklist Template

1. In Setup and Maintenance, go to the Checklist Templates task.

   Tip: You can also use the Checklist Templates quick action available in My Client Groups.

2. Create a checklist template.

3. On the General tab, specify values as indicated in this table.

   Field	Value
   Name	Succession Readiness
   Status	Active
   Category	A suitable category. For example, Talent Management.

4. Click Save.

Configure the Succession Readiness Event

1. Click the Actions and Events tab.

2. In the Configure Events section, click Add.

3. Select Succession Readiness in the Name list of values.

4. Click Edit Condition to display the Condition Builder.

5. Click Create Group.

6. Select the values indicated in this table.

   Condition Column	Value to Select
   Attribute	Candidate Readiness
   Operator	Equals
   Operand Type	Constant
   Operand Value	Ready Now

7. Click OK to close the Condition Builder.

8. Click Save.

Add Tasks for the Manager

1. Click the Tasks tab.

2. Click Add Task to add a task.

3. On the Details sub tab, specify values as indicated in this table.

   Field	Value
   Name	Create Training Plan
   Status	Active
   Sequence	1
   Performer	Line Manager
   Owner	Line Manager
   Task Type	Manual Task

4. Click Save and Close.

5. Click Add Task to add the second task.

6. On the Details sub tab, specify values as indicated in this table.

   Field	Value
   Name	Add Development Goals
   Status	Active
   Sequence	2
   Required	Select the check box.
   Performer	Line Manager
   Owner	Line Manager
   Task Type	Application Task
   Application Task	Add Development Goal

7. Click Save and Close to return to the Tasks tab.

8. Click Save and Close.