How to Manage the Succession Plan on Talenta Performance

Article author
Learning Center Mekari
  • Updated

The Succession Plan on Talenta Performance can be used to identify employees who have the potential to occupy key positions in the future and group them into a succession pool. 

Here are the steps to create a succession plan:

  1. Log in to your Talenta Performance account and select the "Succession plan" menu.
  2. Then, you will be redirected to the following page.
    42. pngExplanation:
    No. Column/Button Names Description
    1 Create a succession plan Button to create a new succession plan.
    2 Filter Take advantage of the filter by division (Organization) and click "Apply Filter" to apply the filter.
    3 Key position/Employee Change list view based on:
    • Key position: Contains a list of succession pools based on the Key Position that has been made along with the organization and its talent successors.
    • Employee: Contains a list of employees who have been identified as potential employees for each key position.
      53. png
    4 search bar Take advantage of the search bar to search for certain keywords based on the list.
    5 View details Click to view the succession plan details page.

    This button changes to an “Action” button when you select the Employee list view. This button has a different function from “View detail”. Keep reading the guide to find out.

  3. Afterwards, to create a new succession plan, click "Create Succession plan".
  4. You will be directed to the Create Succession Plan - Employment criteria page as follows. 
    43. png
    No. Column/Button Names Description
    1 Key positions Determine the key position for the succession pool that will be created. The list of key positions listed here corresponds to Talenta's job position.
    2 Organization Choose the organization that fits the Key Position.
    3 Service lengths Enter the employee's tenure if necessary as a condition for identifying the employee as a successor.
    4 Employee status Choose the status of employees who are in the company whether permanent, contract, freelance, or other if employee status is required as a condition for identifying employees as successors.
  5. If the fields have been filled in correctly and completely, click "Next". You will be directed to the next page, namely Standard competencies as follows.
    44. png
    1. Choose the type of assessment you want. You can choose Talenta performance if the assessment is carried out using a cycle in Talenta performance, or Manual input if you use a third party to assess successors.

      Competency in the options can be added, changed, or reduced through the "Competency item" in Set up Competency item

    2. Click the available Group name, then "Next".
  6. On the next page, namely Standard competencies, click "Add talent" to add employees who have the potential to become successors for key positions.
    45. png
  7. Click the “+” sign to add employees and the “-” sign to remove employees. And click "Add" to save.
    46. ​​png
  8. You can click "Filter" to search for employees by filter branchorganizationjob leveljob positionemployee status, and service length.
    47. png
  9. Next, you can determine the Readiness level (optional) based on the assessment results. Empty the column and change it later on the succession pool details page when you see the gaps in the assessment results for each successor.
    48. png
  10. Therefore, the results of the Succession pool that you have created look like the following. Click "View detail" to see in detail.
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  11. If the key position specified is vacant and there are successors who meet the specified competency standards, you can promote them to that position by clicking "Action" and selecting "Promote".
    49. png

    If you have confirmed the promotion action for the related succession, the system will send a notification to the Default Talenta Super Admin via the Talenta inbox and email. Furthermore, Talenta's Super Admin can continue the employee transfer process by pressing the proceed promote button in the Talenta inbox or email.

  12. Then, a confirmation pop-up will appear, click "Promote" to continue.
    25_16_. png
  13. In addition, in "Action", you can change the readiness level by clicking "Edit readiness", see the results of a comparison between the specified competency standards and the results of the assessment that has been carried out for successors by clicking "View detail", and removing employees by clicking "Remove from the pool”.
    50. png
  14. Click “Edit” to change the succession pool that you have created.
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  15. Or you can also add employees by clicking  "Add Successor Talent".
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This is how to manage the succession plan on Talenta Performance. Furthermore, you can learn how to set up competency on Talenta Performance here.