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Managing Succession Plans

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.

Navigating to Succession Plans
  • Go to Admin in the menu bar and click Succession Plans from the Succession module.


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.
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