Succession Planning - Position Profile Job Aid


Introduction

The Succession Planning Position Profile page contains a list of the positions.  Each profile contains information about the position such as:

  • Summary of Position
  • Required Qualifications
  • Scope of Responsibilities
  • Essential Functions
    • What
    • How
    • Results
  • Leadership and Management Behavioral Competencies
  • Strategic Capabilities
    • Organization 
    • Departmental
    • Challenges
    • Competencies
    • Characteristics
    • Attachments can be added (such as resumes or other relevant documents) 
    • Also new talent profiles can be created from the potential candidates from this page

Instructions

Succession Planning Position Profile Job Aid

 

To View Position Profile Page

  1. Access the site - Succession Planning SharePoint Site Home Page
  2. Select Position Profile quick launch to navigate to the Position Profile page
  3. Select the position of interest to see the details for a position

The Position Profile List View shows position profiles.   

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To See Other List Views   

Select the desired view from the view menu

  • Active Positions -list view of all active positions (with state Draft or Final).  This is the default view.
  • All Items - list view is an unfiltered view of the records in the Position Profile - list all positions 
  • Archived Positions - list view of positions in Archived status.
  • My Plans - list view of items by plan manager

 

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To Create a New Position Profile 

  1. Select NEW ITEM to see the Position Profile Form
  2. Fill out the Position Profile Form
  3. Attach files if required
  4. Select <SUBMIT>

 

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Position Profile Form 

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To Edit a Position Profile

  1. Click the 3dot next to the Profile to see the following commands
  2. Select EDIT ITEM 
  3. Edit the Position Profile form as desired
  4. Select <SAVE> when done or <CLOSE> to exit without editing

 

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