Employee Succession
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===Creating a Successor Record for an Employee=== | ===Creating a Successor Record for an Employee=== | ||
| − | # After logging into the Subscribe-HR HCM Platform, select "PERFORMANCE" under the GENERAL area on the left hand side. | + | # After logging into the Subscribe-HR HCM Platform, select "PERFORMANCE" under the GENERAL area on the left hand side navigation. |
# Select the Employee folder. | # Select the Employee folder. | ||
# Select the desired employee. | # Select the desired employee. | ||
# Select the '''Succession''' SubFolder from the left side menu. | # Select the '''Succession''' SubFolder from the left side menu. | ||
# Select the '''[New]''' button. | # Select the '''[New]''' button. | ||
| − | |||
# Select the '''Job''' Which Job has this person been identified as a successor. | # Select the '''Job''' Which Job has this person been identified as a successor. | ||
# Select the '''Start Date''' What is the desired start date for this person to take over this role | # Select the '''Start Date''' What is the desired start date for this person to take over this role | ||
Latest revision as of 02:46, 8 June 2019
Creating a Successor Record for an Employee
- After logging into the Subscribe-HR HCM Platform, select "PERFORMANCE" under the GENERAL area on the left hand side navigation.
- Select the Employee folder.
- Select the desired employee.
- Select the Succession SubFolder from the left side menu.
- Select the [New] button.
- Select the Job Which Job has this person been identified as a successor.
- Select the Start Date What is the desired start date for this person to take over this role
- Select the Reason. Why has this person been chosen to take over this role.
- Select the Readiness. When is it reasonable for this person to take over this role.
- Select the Attachment. Link any Documents.
- Select the Notes. Notes around the Reward.
- Select the Save button.
Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.
Rewards fields explained
| Field Name | Description |
| First Aider | Has the employee completed a first aid course |
| Reward Name | Select from the Dropdown. What type of reward is it |
| Date | Select from the Date Time picker. Date and Time the reward was allocated. |
| Reward Type | Select the Reward Type form the Dropdown. |
| Reason | Reason for the reward. E.g. PDP, Skills GAP, Behaviour Displayed |
| Cost | Cost of the Reward |
| Allocator | Who decided on the Reward |
| Attachments | Any Documents that need to be attached |
| Notes | Notes Field |
Dashboard Succession Widget is available to show: The Employee, which roles they have been defined as a successor for. For HR, all Roles and successors, with readiness dates.
