Once Succession Planning has been enabled, admins can configure what information is seen when viewing a successor's details, and customize the readiness tags.
Navigate to Admin > Performance > Succession Planning.
Select Enable Succession Planning.
Configure the Succession Planning Settings
Navigate to Admin > Performance > Succession Planning > Settings.
Under Successor details, choose what will be shown to admins and collaborators when viewing a successor's details:
Performance Reviews
Talent Reviews
Growth Areas
Add or edit the Successor readiness tags:
To add: Enter the new tag > Select + Add to > Choose a status to add the tag to.
To edit: Hover over the tag > Select Edit > Edit the status name > Select Save.
To delete a custom tag: Hover over the tag > Select Edit > Select Yes, I want to delete > Delete.
Select Save changes.