HRIS solution coupled with a thoughtful succession planning policy can rapidly
boost your organizational performance
some examples of the screens within Succession Wizard which illustrate
some of the main features of this HRIS program. Bear in mind that much
of the terminology used on the screens can be easily tailored to conform
with your own specific requirements.
(Click on an
image for larger
|| Home Screen
When you start the program the
first screen to appear is the "Home Screen" which shows
some basic statistics relating to the information held on the database.
Pre-loaded is some dummy data to help illustrate the various
features of the program. The box in the centre of the screen indicates
how many people currently on the database have no potential successors
in the various categories. Its purpose is to show where the business may
be exposed because critical roles have no substitute available. Those
roles with no "Emergency" successor are those which should be
addressed first of all, with the other categories looked at in sequence.
| User Preferences
The ability to customize this
HR solution quickly, allows you to focus on
areas important to your business. Some organizations will use
different classifications simply because they may work to a shorter
timeframe, eg. they may use "Critical",
"Immediate","<6 months" and "<12
months" as their classifications. You also have the ability to
specify a maximum of 35 competencies against which an individual can be
scored and assessed for suitability against pre-defined job
The "Staff Details" screen shows all the information on
each individual held on the database. The top half of the screen shows
key personal information relating to the individual, with the bottom
half showing a series of tabs holding further information. Clicking on
the various tab heading brings that information to the front, to view or
edit. The various tabs hold information on Job History, Notes, Document
links, Competencies and Assessments as well as displaying roles the currently
displayed individual could move into.
The Staff Search screen is where users
can start interrogating the database in order to
retrieve people who satisfy certain criteria. The drop-down boxes
contain all of the values previously input which makes it easy to build
up a user-defined filter. Inputting a value into one box and then
clicking the "Find" button will retrieve everybody who
satisfies that filter and take you directly to the "Staff Detail" screen for the first person satisfying that criteria.
Inputting values into multiple boxes results in a more complex filter. Searches
can also be undertaken to find people who have particular minimum
(or maximum) scores for specific competencies.
"Report Settings" screen is where choices about paper reports are
made. The top half of the screen is similar to the "Staff
Search" screen and is where the content of any report is filtered
ie. where the rows of the report are determined.
The grey panel beneath is where a particular report format is chosen. Once the
filter (if any) has been specified and a report format chosen, then the
"Go" button is clicked and the report is previewed on-screen.
The report content can also be filtered by individual competencies.
| Succeeded By / Successor To
This is an example of one of the reports available and
it is a particularly useful snapshot to see where succession issues
shows all entries on the database (unless a filter has been applied) and the number of potential successors
by classification on the left of the page. The right of the page then shows
the number of possible moves the same individual could be eligible for.
So quickly scanning the report for an individual indicates where issues
may arise. The report menu-bar in the top left hand corner gives the available
options ie, whether to print the report, edit the filter, sort the
report into a different order for printing, export it to MS Word or MS
Excel or close the report and return to the "Home Screen".
Succeeded By Detail
This is another report
chosen from the report menu giving the same information from the left of
the previous report in more detail, ie. in addition to the number of
potential successors a particular individual may have, it also gives
their name, job title and age.
Adding new entries is
very straightforward. You just type in the appropriate
details of the new entrant. The mandatory pieces of information are
Surname, Department, Division and Level and once you have input the details you click the
"Confirm Entry" button. The drop-down boxes can be used as an
aid to entry as previously input information will be listed and can be
easily selected. Other entries would be input in the
same way and once the input session is over clicking the
"Finish" button returns you to the "Home
Screen". You can also add entries using a rapid input batch
individually is fine for small numbers but if many need to be input then a
more appropriate method is by importing existing information. Succession
Wizard allows you to import existing information, enabling you to utilize
the full benefits of the program almost immediately.