Manage Succession Plans

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

Modules > Talent > Succession Planning > Admin > Succession Plans

1. Edit - Select edit next to the Succession Plan to edit and click Save when complete

   An assigned Succession Plan cannot be edited

2. Delete - Only Succession Plans NOT currently assigned can be deleted
3. Copy - Select the copy option to the far right to copy an existing plan, then edit and rename plan to make sure you don't have 2 plans with the same name.
4. New Item:
   1. *Succession Plan Title - appears as the name of the plan assigned when employee views from Succession Planning > Succession Plans tab.
   2. *Est. Days for Completion
   3. Active will automatically be checked. Uncheck if you do not want to make plan active
   4. Description - only appears in this view, employee does not see
   5. Require District Manager Approval - not available
   6. Approval Email Notice Text - not available
   7. Additional Approval Email Notice Address - not available
   8. Default Succession Path Job Code - not available
   9. Send Approval to Divisional Manager - not available
   10. Completed Text - not available
   11. Save