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How to Set Up Assessor Types

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Succession Setup>>Readiness Setup>>Assessor Type Setup

Assessor Types

Succession planning relies on robust readiness assessments to evaluate candidates for leadership roles. Incorporating multiple evaluators ensures a well-rounded view of candidate suitability. Here’s how to define and implement user-defined assessor types effectively:

Key Assessor Types and Roles

  1. Manager: Evaluates performance, strengths, and development needs.
  2. HR: Assesses alignment with organizational policies and long-term goals.
  3. Executive Leadership: Provides strategic insights based on organizational objectives.

Structured Evaluation Process

  1. Define Assessor Roles: Assign clear responsibilities and criteria for each evaluator.
  2. Establish Evaluation Sequence:
    • Manager’s Assessment: First, offering direct performance insights.
    • HR’s Evaluation: Next, focusing on organizational alignment.
    • Executive Review: Finally, considering the broader context.

By organizing assessor types and implementing a sequential workflow, organizations can ensure consistent, strategic, and comprehensive readiness assessments.

Define Assessor Type and Order

Company: Select the company from which the assessor will be chosen.

Assessor Type: Define the type of assessor.

Order: Enter the sequence in which the Assessors will complete their tasks on the evaluation form.

Enable: Select to enable the Assessor Type.

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