Using the Succession Product in Conjunction with the Box Tool

The Succession Product offers a wealth of data, such as critical positions, current occupants, and nominated employees, among other essential information that can guide discussions in a calibration committee.

After making successor nominations, you can use this information to apply filters within a review cycle Box, making it easier to record the decisions made through a convenient shortcut to the employee's profile.

Filter in the Box 💡

To access the filters, first enter a created Box. In the top-left corner of the interface, you will find the "Add Filter" button. This functionality allows you to filter participants by specific segments and employee fields. Additionally, you can utilize the information from the Succession Product, such as job titles, current incumbents, as well as succession-related data and nominations.

The possible filters are:

🟣 Current job positions and incumbents

🟪 Job title: This filter is useful when the committee intends to individually analyze the results of employees from each job position. Here, you can select specific job titles (field "is") or all, with some exceptions (field "is not"). You can choose multiple job titles for analysis.

🟪Position criticality: This option allows prioritizing discussions related to critical positions that cannot remain vacant. You can choose to display employees with critical positions or non-critical positions.

🟣 Succession and Nominations

🟪 Positions with successors: This first filtering option is directly related to succession and allows evaluating if the nominated successors are adequately prepared to assume their new responsibilities. Additionally, when using this filter, you can select the readiness level to be assessed, making it easier to organize and compare the preparation among the nominees.

🟪 Positions without successors: In contrast to the previous option, this filter displays the employees who do not have a nominated successor yet. This analysis is useful to understand if there are suitable candidates for succession and, if not, to identify the reasons for this absence. It is especially important to observe if these positions are critical and require specific actions to be filled.

🟪 Users who were nominated: Unlike the previous filters, which aim to identify potential successors in their positions, this filter directly presents the employees who have already been nominated. With this information, it is possible to analyze specifically who has been selected for which roles and positions, considering both the readiness levels and those without this level defined.

🟪 Users who were not nominated: Finally, it is possible to apply a filter that shows all employees who have not received any nominations. This analysis can lead to discussions about possible reasons for the lack of nominations, allowing to record arguments and provide relevant feedback for the development of these employees.

Through these filters associated with the Succession product in conjunction with the Box tool, the calibration committee can conduct more in-depth and well-founded evaluations, identifying qualified candidates to take on key positions and planning more efficient succession strategies for the growth and sustainability of the organization.

Managing Positions and Nominations ✏️

During committee discussions, it is possible to manage successor nominations directly within the Box, eliminating the need to navigate to other pages. This management is done through the shortcut to the employee's profile, which can be accessed by clicking on the employee's name and selecting "Profile" from the menu in the left corner.

Once on the employee's profile page, simply scroll down to the "Succession" section, where you can see which employees have been nominated for that specific position. In this area, you can perform various actions, such as nominating new employees as successors or editing the information of existing nominations. This approach makes the succession management process more agile and efficient, allowing the committee to make more informed decisions.

Furthermore, you can check, through the "Nominations" tab, for which other positions that employee has been nominated. This comprehensive view of nominations helps the committee understand the breadth of the employee's nominations and evaluate their potential in different positions within the organization.

Please note that to use this function directly through the box, the "Succession" field must be visible in the Basic Profile. You can learn more about it here.

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