For customers of our Succession Planning module.
To create a succession plan:
By default, only Company Admins, HR Admins, and HR Managers can create and manage succession plans for all positions. Limited Admins can create and manage plans within their specified scope. A Company Admin, HR Admin, and HR Manager can allow Managers to create and manage succession plans for their subordinates by configuring your organization’s succession plan settings. Learn more about managing user roles and permissions.
From the main menu, navigate to the Org Chart page. Locate the position by moving/navigating or searching the org chart.
Hover over the position card and click the three-dot menu.
Click Create Succession Plan.
The Succession Plan side panel will open, allowing you to manage candidates and add a plan summary and/or comments.
To add a candidate:
When viewing a plan, click the Summary tab, then click the Add a Candidate button.
Choose whether the candidate is inside or outside the organization.
Use the space provided to begin entering the person’s name or title.
•If the candidate is in the organization, Built will suggest individuals. Click the correct individual.
•If the candidate is outside the organization, use the fields provided to enter the candidate’s name and any additional information.
Click Save.
Notes about managing a plan’s candidates:
•Once multiple candidates have been added to the plan, you can drag and drop individuals to reorder them.
•To edit an external candidate’s name or additional information, click the pencil icon.
•To remove a candidate, click the X.
To set an internal candidate’s readiness, performance, potential, and flight risk or add notes:
When viewing a plan, you can select a level of readiness, performance, potential, and flight risk for each internal candidate by clicking the box below each label and selecting the appropriate option. Add a note by clicking the + Add Note button below the candidate’s photo. To hide or display candidate notes, click the Show Notes toggle.
You can also adjust a person’s performance, potential, and flight risk on the Job tab in their profile. Settings adjusted in the succession plan or the person’s Job tab will be updated in both places. An individual’s readiness to fill a position can only be recorded within a specific succession plan.
To add a plan summary:
Navigate to the plan’s Summary tab, then click the Add Plan Summary button.
Enter your summary in the box provided, then click Save.
To edit or delete a plan summary:
When viewing the plan’s Summary tab, hover over the right side of the Plan Summary textbox and click the three-dot menu.
Click the desired option:
Edit Plan Summary: When the Plan Summary textbox opens, make the appropriate changes before clicking Save.
Delete Plan Summary: Click Delete to confirm you’d like to permanently remove the plan summary.
To add or delete comments on a succession plan:
Enter comments in the Comments box at the bottom of the succession plan.
Click the Add Comment button to save the comment. Comments will be displayed in the order they’re added, along with the author, date, and time recorded.
To delete a comment you've added, hover over the comment and click the trash icon.
To view or edit a succession plan:
From the main menu, navigate to the Succession Planning page.
Click the desired position ID to open the plan. Compare plan candidates and edit the plan as needed.
To export succession plan data:
Navigate to the Succession Planning page.
Click the export icon in the upper right corner, then choose whether you’d like to export only the displayed plan data or all plan data.
Click the Export button to export the CSV file.
Please contact our Customer Success Team for additional assistance.
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