Elmo Software

Michael Ho

Succession

How do I manage a position?

How do I assign an employee to a talent pool or course?

How do I calibrate an employee rating?

How do I rate an employee?

The Succession tab is available to users who have been assigned a role within a succession review. This allows them to rate any employees, calibrate performance ratings, add employees to a position’s talent pool and develop employees by assigning them learning. 

The Succession tab consists of four pages:
o	Rating.
o	Calibration.
o	Development.
o	Position Management


Succession Tab

How do I compare details of current positions with that of selected positions?

How do I access interested positions?

How do I access suggested positions?

How do I manage positions?

The Careers tab allows users to search and apply for jobs that are published internally. A user will also be able to search and save jobs, compare themselves against company positions, apply for jobs and view any interviews or offers.

Careers Tab

How do I add a position to the interest list?

The Profile tab allows a user to edit and update their identity within the system. This provides users with a place where they can search for other team members, add skills to their profile, receive recommendations and allows administrators to view career aspirations and preferences.

Career Preferences
With ELMO Succession, the Profile tab includes a new page called Career Preferences. Through here, users are able to answer questions about their career aspirations and preferences, allowing an administra

Profile Tab

How do I edit a succession review?

How do I assign a succession review?

Managing the review including assigning and editing.

Managing the Succession Review

How do I confirm my review sections?

How do I configure the performance rating section?

How do I configure the employee readiness section?

How do I configure the potential rating section?

How do I configure the criticality/flight risk section?

How do I configure the position criticality section?

How do I setup the introduction section?

Once the Review Phase has been saved the next tab is called Review Sections. This allows you to configure the various sections that can be rated during the Rating Phase and Calibration Phase, it includes:
o	Introduction - Allows you to write an introduction message that is visible to anyone who has been assigned to rate.
o	Position Criticality - Allows you to select a rating system for the section as well as turning on the ability for reviewers to 
        add a user to the talent pool.
o	Criticality / 

Review Sections

How do I configure the position management phase?

How do I configure a development phase?

How do I configure the calibration phase?

How do I configure the rating phase?

Once the succession review has been saved a new tab called Review Phases appears allowing you to configure the various types of phases, this includes:
o	Rating - Allows you to select which management level or specific user rates the employee.
o	Calibration - Allows a specific user/s to adjust the ratings provided in the previous phase.
o	Development - Allows a specific user to filter and sort users based on their Criticality, Readiness, Flight Risk, Potential 
        and Performance ratings. These user

Review Phases

How do I create a new plan?

Review Setup allows you to create a succession review that can be assigned to users. 

The succession review consists of five sections that can be rated, it includes Position Criticality, Criticality and Flight Risk, Potential Rating, Employee Readiness and Performance Rating. 

Once rating has been completed, this information can be calibrated, used for employee development or for position management (see the Succession Administrator’s Guide - Succession Management for more information about rating and

Review Setup

How do I delete a criticality and flight risk rating?

How do I edit a criticality and flight risk rating?

How do I add a criticality and flight risk rating?

Criticality and Flight Risk Ratings allows users to identify an employee’s criticality to the organisation. This also users to identify if an employee is if they are looking at leaving their current position or organisation. 

Criticality and Flight Risk Ratings

How do I delete a potential rating?

How do I edit potential rating?

How do I add a potential rating?

Potential Ratings allows you to identify high-potential employees. This is completed by assigning a review to a manager and asking them to rate their employee, while allowing you to view all the users who have been identified as having the potential, ability, or an aspiration for a leadership position within the company. 

Potential Ratings

How do I delete a position criticality rating?

How do I edit a position criticality rating?

How do I add a position criticality rating?

During the Succession Review, Position Criticality displays to the reviewer all the positions that directly report to them. This allows them to rate the criticality of each position. 

Position Criticality Ratings

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