Prerequisites

• Access the menu Consultation > Career and Succession > Potential (CO031) .
• Access the menu Consultation > Career and Succession > Termination (CO033) .
• Access the menu Consultation > Career and Succession > Performance × Potential Matrix (CO030) .
• Access the menu Consultation > Career and Succession > Promotion (CO032) .

Presentation

The career and succession menus bring together queries to view and track aspects related to the career and succession of evaluated employees. In this area, the following submenus are available: Termination, Performance vs. Potential Matrix, Promotion Opportunities, and Potential.

It offers a comprehensive view of the employee retention and development cycle within the organization, enabling the identification of talent, mapping of risks, and visualization of potential successors for key positions.

Check out the shutdown

It allows you to view and track aspects related to the employee's termination, with specific views for each item evaluated.

1. Access the menu Consultation > Career and Succession > Termination (CO033) .

2. In the upper right corner, select one of the available views:

• Employee x termination : displays the result in matrix form.
• Risk of shutdown : groups by risk scale options.
• Shutdown impact : groups by impact scale options.
• Reason for termination : groups by reason scale options.

3. In Search Filters , click to add a filter.

4. In the filter panel, click Select area : select the hierarchy and confirm by clicking the Apply button .

5. In the Employee x Termination filter , select the columns you wish to view: Risk of termination , Impact of termination , or Reason for termination .

6. Click SEARCH to list the records.

7. Select a record and click the button to open the employee's data.

Consult the Performance vs. Potential Matrix

It allows you to classify employees into quadrants according to potential and performance. The classification is configured in the general parameters and considers the result of the potential assessment (performed by the leader) and the performance result (automatic or manual consensus assessment).

1. Access the menu Consultation > Career and Succession > Performance × Potential Matrix (CO030) .

2. In the upper right corner, select one of the available views:

• Performance vs. Potential Matrix : Employees grouped into quadrants.
• Analytical : list of contributors grouped by classifications.
• Quadrants : views named according to the configured quadrants; when one is selected, the system lists the collaborators classified in it.

3. In Search Filters , click to add a filter.

4. In the filter panel, click Select area : select the hierarchy and confirm by clicking the Apply button .

5. Click SEARCH to view the results in the list of records.

6. To analyze an employee, select the record and click the button to open the detailed analysis of employee requirements vs. job requirements and view the radar chart.

Check out the promotion

It allows you to view and track the roles (in specific areas) that employees can perform during a given period, as well as their succession in relation to their leaders.

1. Access the menu Consultation > Career and Succession > Promotion (CO032) .

2. In Search Filters , click to add a filter.

3. In the filter panel, click Select area : select the hierarchy and confirm by clicking the Apply button .

4. To find successors, use the Find successor for filter and, in the Collaborator field , select the target leader or collaborator.

5. Click SEARCH to list employees who are eligible for promotion.

6. Select a record and click the button to compare the employee's profile with the job requirements.

Consult potential 

Displays the ranking of employees according to their potential for growth within the organization.

1. Access the menu Consultation > Career and Succession > Potential (CO031) .

2. In Search Filters, click to add a filter.

3. In the filter panel, click Select area : select the hierarchy and confirm by clicking the Apply button .

4. Click SEARCH to list collaborators.

5. Select a collaborator and click the button to view their data.

Conclusion

With the career and succession planning menus, it is possible to track turnover indicators, classify employees in the performance x potential matrix, and view information on potential and possibility of promotion based on recorded evaluations. 

This information allows for the analysis of profiles, comparison of results, mapping of talents, and identification of risks, assisting in strategic decisions regarding development, succession, and internal mobility within the organization.