The Succession Plans - Details report displays a list of succession plans with current successor details such as employee attributes and the talent factor ratings. You can view up to ten talent factors in this report.
Fields
| Field Name | Group by | Sort Order | Totals |
|---|---|---|---|
| Plan Name | Yes | ||
| Successors | A to Z | ||
| Number | |||
| Job Assignment | |||
| Department | |||
| Location | |||
| Manager | |||
| Succession Readiness | |||
| Talent Factor | |||
| Factor Rating |
Custom Fields
Succession Readiness
The Succession Readiness custom field displays an employee's succession readiness. It uses the following expression:
CASE
WHEN vSuccessionPlanDetailsView.successionReadiness IS NULL THEN 'Not Rated'
ELSE vSuccessionPlanDetailsView.successionReadiness
END
Factor X Rating
The Factor X Rating custom fields display the rating associated with each talent factor. The custom fields use the following expression, where X is the numerical value of the factor:
CASE
WHEN vSuccessionPlanDetailsView.factorsXName IS NULL THEN NULL
WHEN vSuccessionPlanDetailsView.factorXLabel IS NULL THEN 'Not Rated'
ELSE vSuccessionPlanDetailsView.factorXLabel
END
Filters
The template includes the following filters:
