Succession Plans can be auto-assigned to employees based on their job role, or Managers can manually assign them to their direct reports. See Assign a Succession Plan for more details.

Managing Succession Plans

• Edit - Click Edit next to the Succession Plan to edit the details of the plan. An assigned Succession Plan cannot be edited
• Delete - An assigned Succession Plan cannot be deleted.
• Copy - Click Copy to copy and rename an existing plan. Try to avoid having Succession Plans with matching names to reduce potential confusion.

Adding New Succession Plan

• Click New Item.

  

• Set up your Succession Plan.

  

  • Succession Plan Title - Required Field. The title will appear as the name of the succession plan assigned when the employee views it from the Succession Planning > Succession Plans tab.
  • Est. Days for Completion - Required Field. 
  • Active
  • Description - The description can only be viewed from the Succession plan details. The employee will not see the description of the succession plan.
  • Require District Manager Approval 
  • Approval Email Notice Text 
  • Additional Approval Email Notice Address 
  • Default Succession Path Job Code 
  • Send Approval to Divisional Manager 
  • Completed Text 
• Click Save when finished.