Configuring Succession Planning Settings

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For customers of our Succession Planning module.


By adjusting your organization’s Succession Planning settings, you can:

To edit your succession planning settings:

Only Company Admins, HR Admins, and HR Managers can configure Succession Planning settings. Learn more about succession planning permissions.

  1. From the main menu, navigate to the Succession Planning page.

  2. Click the Settings tab, then click the Edit button in any section to adjust your settings.

  3. Click Save.

Please contact our Customer Success Team for additional assistance.

Additional Resources

Creating and Managing Succession Plans

Visualizing and Comparing Succession Plan Candidates