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 and compare candidates.
Once created, you can access a plan from the position card’s three-dot menu or by navigating from the main menu to the Succession Planning page and clicking the desired position ID title. When the panel opens, you can manage candidates and edit the plan as needed.
To add a candidate:
When viewing a plan, click the Summary tab, then locate the Candidates section and click the Add a Candidate button.
You can also add candidates from the plan’s Compare or Matrix tab using the button in the upper right corner.
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, locate and click the correct individual within the search results.
•If the candidate is outside the organization, use the fields provided to enter the candidate’s name and any additional information you’d like to include.
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 three-dot menu, click Edit Candidate Details, then make the needed adjustments before clicking Save.
•To remove a candidate, click the X.
Setting an Internal Candidate’s Readiness, Performance, Potential, and Flight Risk
On the plan’s Summary tab, 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. Candidate ratings and other important criteria can then be visualized on the plan’s Compare tab.
You can also adjust a person’s performance, potential, and flight risk on the Job tab of their profile in the Employee Details section. Settings adjusted in either place will be updated in the person’s profile and their assigned succession plan(s). An individual’s readiness to fill a position can only be recorded within a specific succession plan.
To add notes about a candidate:
On the plan’s Summary tab, click the + Add Note button below the candidate’s photo.
Enter the desired text, then click Save. To hide or display candidate notes, click the Show Notes toggle.
To add a plan summary:
On the plan’s Summary tab, locate the Plan Summary section.
Click the + Add Plan Summary button.
Enter your summary in the box provided, then click Save.
To edit or delete a plan summary:
On 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:
You can add comments about a plan on the plan’s Summary tab. To do this, locate the Comments box, click the + button to enter your text, then click Save. 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 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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