Prerequisites

• Pre-configured proficiency scale.
• Access the Settings menu > General parameters (CO023).

Presentation

Career and succession assessment allows for the evaluation process to be complemented with strategic information related to the potential, risk, future performance, and mobility possibilities of employees.

For these indicators to be available during the assessment, it is necessary to pre-configure the scales and revisions that will be used in the career and succession parameters.

This article explains how to access and configure these parameters in the system, ensuring that evaluators have access to the criteria defined by the organization during the evaluation process.
 

Set up career and succession assessments

1. Access the Settings menu > General parameters (CO023).

2. On the settings screen, locate the Career and Succession section.

3. In each available field (Potential , Possibility of promotion , Risk of termination , Impact of termination and Reason for termination) select the desired proficiency scale and the scale revision that will be used.

4. Click the button to save the configuration.

5. When the scale associated with the Potential field is changed, the system will display an alert informing you that it will be necessary to update the Potential axis settings in the Performance X Potential Matrix section . Access the article Configure general parameters of the Performance X Potential Matrix to learn more.

Conclusion

After configuring the parameters, the career and succession assessment becomes available in the evaluation process. Now, the Performance vs. Potential Matrix section needs to be parameterized.