Create a Succession Weight

Succession Weighting holds the weighting for Employee Positions. To CREATE a Succession Weighting, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).

2. Enter the new Succession Weight information. Fields with an asterisk  are mandatory fields.

3. Enter the Code, and click on the Active checkmark, as required.

• Code: Unique identification code of the Succession Weight.
• Active: Active Status - if checked, Succession Weight is available.

4. To enter the Employee Position, if required, click on the Lookup icon ,  click on the Find icon  to retrieve the Employee Position list, then select the Employee Position.

• Employee Position: The Employee Position this weight is applicable to

To ADD a Succession Weight Component to the Succession Weight, if required:

1. Click on the  tab and then click on the New icon to enter Succession Weight Components (refer to Succession Weight Component for more information).

2. Click on the Save and Return icon to save the Succession Weight Component information and return to the Succession Weight screen, or click on the Discard icon  to discard the Succession Weight Component entry and return to the Succession Weight screen.

3. Click the Remove icon to remove the selected Succession Weight Component information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Succession Weight Components, as required, or click the Select All icon  or Unselect All  icon, to select all Succession Weight Components or de-select all Succession Weight Components, if required.

Click on the Save icon  at the bottom of the Succession Weight page to save your new Succession Weight information. A window will appear to confirm.

Delete a Succession Weight

Succession Weighting holds the weighting for Employee Positions. To DELETE a Succession Weighting, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Succession Weight you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Succession Weights, leave all fields blank.
• Click Find
• Select the Succession Weight you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

     4.    Click OK to confirm and delete the Succession Weight.

     5.    A window will be displayed confirming the Succession Weight has been deleted

To Verify that the Succession Weight has been Deleted:

1. Click on the Search icon
2. Enter the Succession Weight information
3. Click on the Find icon
4. The window will appear

Modify a Succession Weight

Succession Weighting holds the weighting for Employee Positions. To MODIFY a Succession Weighting, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Succession Weights, leave all fields blank.
2. Click on the Find icon .  The list of Succession Weights meeting the retrieval criteria will appear.
3. Click on the Succession Weight you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). To add or remove Succession Weight Components, refer to.......
5. 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.