Succession planning > Ad hoc comparison matrix
 

Previous Topic

Next Topic

Ad hoc comparison matrix

The Ad hoc comparison matrix allows Succession Planning Administrators to compare any set of employees in a 9-box matrix.

You must configure the report metadata and create the matrix before you can view a comparison matrix.

Follow these steps to view an ad hoc comparison matrix.

  1. From the Navigation bar under Succession Planning, choose Succession Planning Dashboard.
  2. Click at the top of the page.
  3. Perform a search. To narrow search results, use the filter options. Additional, advanced search options are available by clicking on the  icon.
  4. If the search filters were previously saved as a query, optionally select the query from the Select drop-down field at the top of the page. The filters are updated to match the query.
  5. Click Search. The results are displayed below.

    To view all employees, clear the search filter and click Search.

  6. Select the employees to be compared using a check mark.

  7. To view the employees in a comparison matrix, click . The Save and Launch Matrix Evaluation dialog is displayed.
  8. The search filters must be saved as a query. Enter a name for the query in the Ad hoc Query Name field.
  9. Choose the Comparison Matrix to use from the drop-down list.
  10. Click OK. The comparison matrix is displayed in a new window.
  11. Employees can be moved from one cell to another using drag and drop. In addition, the comparison can be viewed as a Plot Chart (if applicable) and Side-by-Side Comparison by clicking on the links at the top of the screen.
  12. In addition, if there are employees listed in the Bullpen, they can be moved to the matrix using drag and drop.
  13. The Options menu allows you to show or hide cell titles, minority status and gender.
  14. If you want to compare employees, place a check mark in the compare check box for each employee you want to select for comparison and click the Side-by-Side comparison option at the top of the page.
  15. Use the icon next to employee's name to remove him/her from the matrix. You must confirm your choice.
  16. After the evaluation is complete, click Create a PDF, Save and Exit or Exit Without Saving.

    Note Mouse over the title of the cell to view the evaluation criteria for each cell.