Succession planning > Succession planning configuration > Configure the comparison matrix
 

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Configure the comparison matrix

Follow these steps to configure a comparison matrix.

  1. From the Navigation bar under Succession Planning, choose Succession Planning Dashboard.
  2. Click on the Succession Planning Dashboard.
  3. Click the Set Comparison Matrix tab.
  4. Select the icon.

  5. Enter a name for the new Matrix.
  6. Enter a name for the Y and X axes.
  7. Using the drop-down field, select a data source for the Y and X axes.

    Depending on your data source selection, additional options, such as Process Label become available. Make sure to complete any additional fields that are displayed.

  8. Enter the name and description for each cell.
  9. Optionally choose to update the cell colors. You can enter the hexadecimal color or select a color using the color picker.
  10. In addition, enter a label for each row. By default the row and column labels are displayed. To prevent a label from displaying remove the check mark from the check box.
  11. Once all of the information is complete in the Matrix, click Save.