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Creating a New Succession Grid Cycle

This document explains how to create a new Succession Grid Cycle in the Succession Dashboard, configure its template and ratings, define the timeline, and confirm that it has been successfully created.

Step 1: Open the Succession Dashboard

Click Talent in the sidebar and wait for the Succession Dashboard to load.

Step 2: Start Adding a New Grid Cycle

Navigate to the Grid Cycles tab and click the Add Cycle button.

Step 3: Enter Basic Cycle Details

Type Q3 Performance as the cycle name and enter an appropriate description for the new cycle.

Step 4: Configure the Template and Link the 360 Cycle

Expand the Template section, select the Strategic Talent Review Grid template, and link it to the 360 Q3 performance cycle.

Step 5: Set Associated Ratings

Set the associated ratings for the template by selecting values for low, medium, and high performance levels.

Step 6: Define the Timeline

Open the Timeline section and select Fiscal Year ending in December as the cycle period.

Step 7: Create and Verify the New Cycle

Click the Create button. Confirm that the success message appears and that the new cycle is listed in the Grid Cycles list.