For customers of our Succession Planning module.
By adjusting your organization’s Succession Planning settings, you can:
Select the level of position importance that requires planning.
Allow Managers to create and manage their subordinates’ plans.
Configure readiness, performance, potential, and flight risk level labels.
Configure the matrix’s x and y axes, colors, and card labels.
To edit your succession planning settings:
Only Company Admins, HR Admins, and HR Managers can configure Succession Planning settings. Learn more about managing user roles and permissions.
From the main menu, navigate to the Succession Planning page.
Click the Settings tab, then click the Edit button in any section and adjust your settings.
Click Save.
Please contact our Customer Success Team for additional assistance.
Additional Resources