Exploring the Position Tile View

The Position Tile View for MDF Positions allows succession planners to manage plans for a group of positions without having to navigate an organizational hierarchy. Each tile in the view represents a position, making it easy to search for specific positions and work within a smaller group. It’s useful for planners who are responsible for managing by department or level and would like to narrow the options by filtering on the positions.

The Position Tile View offers many benefits:

• Complements the Succession Org Chart by providing a view of a group of positions for which they are responsible
• Allows for search and filter based on position attributes to narrow down the position list
• Integrates with Talent Search to find successors
• Integrates with the Talent Card for insights into successors and incumbents. You can also open the Succession Org Chart directly from the Talent Card by clicking on the Action Menu in the top right of the Talent Card.

Position Tiles require the Succession Module, MDF Positions, and RBP position level permissions.

The Position Tile View is not an alternative to the Succession Org Chart. It is complementary to it. The Succession Org Chart remains the key entry point for several Succession transactions.

To see an overview of using the Position Tile View, please watch the video.

The following actions are available from the Position Tile View:

1. The Position Title contains the Incumbent Name; the Department, Job Title, and Job Level (if they’re set up under Org Chart Configuration→Succession Org Chart); pictures and Readiness Level of nominees; name of Talent Pools associated with the Position.
2. Select a Position Tile to open the Position Card, which gives you the ability to add successors, edit the MDF Position object, view the Lineage Chart, and more.
3. A key on the Position Tile indicates a key/critical position (positionCriticality field in MDF Position object). Select the arrow to export the single position to XML.
4. Create a new Position (the user must have the appropriate permissions).
5. Export all positions to an XML file.
6. Open the Position Tile Filter.
7. The Position Tile Filter panel.
8. Search based on the criteria entered into the filter.
9. Add new filter criteria.
10. Clear all filters and view all positions.

Adding successors to a position through the Position Tile View is easy. To add a successor nominee:

1. Navigate to the Position Tile View.
2. Find the position to which you wish to add a successor.
3. Choose the position to open the Position Card.
4. Choose +Add Successor.
5. Select a successor name and enter the details for the successor.
6. Save your changes.

Successor Nominees can also be added directly from a Talent Pool. With the Position Card open, you can access the Talent Pool nominees by selecting the Talent Pool name from the bottom of the Position Card. Then choosing Add (+) opens the same Add Successor Nominee options of Readiness, Emergency Cover, Rank, and Notes.

The Position Tile view allows you to narrow down the position list using filters based on position attributes rather than people attributes. Since you may have thousands of positions listed in your Position Tile View, the filters are important to help you find the positions you’re looking for.

Adding Position Tile Filters

The following filters are set by default in the Position Tile view and cannot be removed:

• Position Title and Code
• Position Title
• Code

To add new filters:

1. If you wish to add a Generic Object or Foundation Object field as a filter, first go to Succession Settings and enable the option "Include Generic Objects and Foundation Objects in filters in the Position Tile view."
2. To navigate to Configure Object Definition, use the Action Search.
3. Select Object Definition in the first search box and Position in the second search box.
4. Choose Take Action and select the option Make Correction.
5. Scroll down to the Searchable Fields section.
6. Add the field name you wish to use as a filter to the Searchable Fields section.
   • If the data type is string, user, date, enum, number, or Boolean, then add only the name of the field (for example, positionTitle).
   • If the data type is picklist, then add the name of field with the ".label" extension in the end: fieldname.label (for example, positionCriticality.label)
7. Save the changes.

The key learning points of this lesson are:

• The position tile view overview allows planners to manage and filter positions by attributes like department, job title, or readiness level, complementing the Succession Org Chart. It integrates with Talent Search and Talent Card for adding successors and other actions.
• The key features include enabling actions like adding successors, editing MDF Position objects, accessing Talent Pools, and exporting positions to XML. Supported filters include picklist, enums, strings, and other data types, with default filters like Position Title and Code always present.
• The requirements are inquiring Succession Module, MDF Positions, and RBP permissions. Additional filters can be added via Succession Settings and Object Definition updates.