Succession Planning
Overview
The Career and Succession Planning module provides employee centric functionality as well as organizational level functionality.
From an organizational perspective, it facilitates the management of organizational positions from a planning perspective. Using the tools in this module, management can identify the personnel fit to given positions and personnel gaps that are being addressed. In addition, organizations can identify current and future staffing level issues such as qualification and timeline resourcing gaps. Career and succession planning also contributes to the recruiting function in identifying appropriate internal resources that can address planned staffing needs from a qualification perspective.
From an employee perspective, it enables employees to manage their career aspirations by identifying the steps necessary for them to achieve it. Employees can maintain multiple career plans, giving them the flexibility insofar as allowed by the public service, to aspire to specific positions based on the mandatory and optional skills needed by each position in the career plan.
Objectives and Benefits
Career Standing (for more information click here)
A career standing shows an employee's current employment status within an organization. When an employee's career standing earns higher levels of success gained through years of experience in a specific position, as well as positive comments and notes inputted by higher ranking superiors in the organization, an employee will have greater chances of obtaining advancement opportunities. When a staffing representative refers to the career standing information recorded in the system, he or she can make a more educated decision when hiring for a new position within the organization.
Career Standing
Overview
This screen holds the defined official career standings as maintained by the Public Service. It stipulates the normal positions an employee would normally go through to attain an eventual desired career position. When a staffing representative refers to the career standing information recorded in the system, he or she can make a more educated decision when hiring for a new position within the organization.
Navigation 
How to SEARCH:
- Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all Career Standings, leave all fields blank.
- Click on the Find icon
.
The Career Standing screen includes the following fields:
| Report Fields | Description |
| Code | Unique identification code of the Career Standing |
| Active | Active Status - if checked, Career Standing is available |
| Generic Position | Position that is applicable on this Career Standing level |
| Experience Period | Indicates the number of years (decimal is months) a person is expected to stay in this position |
| Language | Language used |
| Name | The name that describes the Career standing (e.g. Senior programmer) |
| Description | Enter a short description of the career standing |
| Notes | General notes on this career standing |
Create a Career Standing
The Career Standing screen holds the defined official career standings as maintained by the Public Service.
To CREATE a Career Standing, follow the steps below:
Navigation 
By default, you will be in Search Mode.
- Click on the New icon
(you will then be in Insert Mode). - Enter the new Career Standing information. Fields with an asterisk
are mandatory fields. - Code, is system generated. Click on the Active checkmark, as required.
- Code Unique identification code of the Career Standing.
- Active: Active Status - if checked, Career Standing is available.
4. To enter the Generic Position data, click on the Lookup icon 
, click on the Find icon 
to retrieve the Generic Position list, then select the Generic Position.
- Generic Position: Position that is applicable on this Career Standing level.
5. Enter Experience Period.
- Experience Period: Indicates the number of years (decimal is months) a person is expected to stay in this position.
6. Language is set to the default language of the system.
- Language: Language used
7. Enter Name.
- Name: The name that describes the Career standing (e.g. Senior programmer).
8. Enter Description.
- Description: Enter a short description of the career standing
9. Enter Notes.
- Notes: General notes on this career standing.
To ADD Parent Career Standings to Career Standing, if required:
- Click on Lookup icon
, and enter the Parent Career Standings information, or leave the Parent Career Standings information blank to retrieve all Parent Career Standings. - Click Find icon
- Click the individual Select Checkbox (es) to select and de-select the Parent Career Standing (s), as required.
- Repeat steps 1, 2 and 3 for all required Parent Career Standings.
- Click the Return icon
to return to the Career Standing screen, or click the Discard button 
to discard the selection entry and return to Career Standing. - Click the Remove icon
to remove the selected Parent Career Standings, if required. - Click the individual Select Checkbox (es) to select and de-select the Parent Career Standing (s), as required, or click the Select All icon
or Unselect All 
icon, to select all Parent Career Standings or de-select all Parent Career Standings, if required.
To ADD Attachments to Career Standing, if required:
1. Click on the New icon 
under 
to enter the Attachments (refer to Attachments for more information).
2. Click on the Save and Return icon 
to save the Attachments information and return to the Career Standing screen, or click on the Discard icon to discard the Attachments entry and return to Career Standing.
3. Click the individual Select Checkbox (es), under to select and de-select the Attachment (s), as required, or click the Select All icon or Unselect All icon, to select or de-select all Attachments, if required.
4. Click the Remove icon to remove the selected Attachment, if required
Click on the Save icon 
at the bottom of the Career Standing to save your new Career Standing information. A window will appear to confirm.
Delete a Career Standing
The Career Standing screen holds the defined official career standings as maintained by the Public Service.
To DELETE a Career Standing, follow the steps below:
Navigation 
By default, you will be in Search Mode.
- Find the Career Standing you want to Delete
- Enter the information to be used as retrieval criteria in the appropriate field(s). If you prefer to see all Career Standing, leave all fields blank.
- Click Find
- Select the Career Standing you want to Delete
- Click on the Delete icon
- A window will appear asking you to confirm
- Click OK to confirm and delete the Career Standing.
- A window will be displayed confirming the Career Standing has been deleted
To Verify that the Career Standing has been Deleted:
- Click on the Search icon
- Enter the Career Standing information
- Click on the Find icon
- The window will appear
Modify a Career Standing
The Career Standing screen holds the defined official career standings as maintained by the Public Service.
To MODIFY a Career Standing, follow the steps below:
Navigation 
By default, you will be in Search Mode.
- Enter the information to be used as retrieval criteria in the appropriate field(s).
If you prefer to see the list of all Career Standings, leave all fields blank. - Click on the Find icon . The list of Career Standings meeting the retrieval criteria will appear.
- Click on the Career Standing you want to modify.
You will then be in Update/Delete Mode. - Make the necessary modifications. To add or remove Attachments, refer to Attachments.
- Click on the Update icon
at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm. 