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:
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Create training plans for the candidate.
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Add development goals for the candidate.
You need to do these tasks to configure the Succession Readiness checklist event:
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Create a succession readiness checklist template.
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Configure the Succession Readiness event.
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Add tasks for the manager.
Create a Succession Readiness Checklist Template
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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.
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Create a checklist template.
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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.
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Click Save.
Configure the Succession Readiness Event
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Click the Actions and Events tab.
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In the Configure Events section, click Add.
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Select Succession Readiness in the Name list of values.
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Click Edit Condition to display the Condition Builder.
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Click Create Group.
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Select the values indicated in this table.
Condition Column
Value to Select
Attribute
Candidate Readiness
Operator
Equals
Operand Type
Constant
Operand Value
Ready Now
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Click OK to close the Condition Builder.
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Click Save.
Add Tasks for the Manager
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Click the Tasks tab.
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Click Add Task to add a task.
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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
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Click Save and Close.
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Click Add Task to add the second task.
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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
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Click Save and Close to return to the Tasks tab.
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Click Save and Close.