Manage Succession Plans

Modified on Thu, 4 May, 2023 at 11:29 AM

Succession Plans

Succession plans identify employees that are ready to move into new positions by comparing the employee against predefined metrics.

The metrics used in a succession profile determine when an employee is eligible to move into a key role. Succession plans keep track of who an employee can replace, or who can replace them in their role. An employee must have the succession profile added to their profile before a succession plan can be assigned.

Create a Succession Plan

Once a succession plan has been created, it can be added to an employee's profile.

Navigation: Menu > Team > Talent > Succession Planning > Succession Plans

From the Succession Plans page, select Add New. The Assign a Succession Plan to Employees window appears.
At the Succession Profile drop-down list, select the applicable succession profile.
At the Add For field, select the Browse icon. The Browse and Select Employees window appears.
Select the applicable employee to add the succession profile to their employee profile, then select Apply.
At the Succession Path field, select the Browse icon. The Employee Lookup window appears.
Select the applicable individual that the previously selected employee could potentially replace.
At the Potential Successors field, select the Browse icon. The Browse and Select Employees window appears.
Select the applicable individuals that could potentially replace the previously selected employee, then select Apply. Up to 5 individuals can be selected.
Select Add.

Edit a Succession Plan

Succession plans can be edited as needed.

Navigation: Menu > Team > Talent > Succession Planning > Succession Plans

From the Succession Plans page, select the Edit Current Employee Succession Plan icon for the applicable employee. The Edit Succession Plan window appears.
Make applicable edits as needed.
Select Save.
Note: An employee profile can have multiple succession plans. Employees can only have one active plan at a time, and the most recently added plan becomes the current and active plan on the employee profile. Any edits made are made on the active plan.