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Create a Succession Plan

How Admins can build succession plans

Written by Adam

Create a plan

  1. Navigate to Admin > Performance > Succession Planning

  2. Select + Create Plan

  3. (Optional) Add an incumbent

  4. Enter a Critical role name

  5. (Optional) Enter a Business need

  6. Add Collaborators using the dropdown

  7. Select Create

Once created, Collaborators will be notified. Collaborators will have access to the following:

  • View and/or edit critical role details

  • View and/or edit successor details

  • View performance data for successors (if enabled by an admin)

Add a Successor

  1. Navigate to Admin > Performance > Succession Planning

  2. Select the Succession Plan

  3. Select + Add successor

  4. Add a Readiness tag and their Attrition risk

  5. (Optional) Add any Notes to the comment box

  6. Select Add

Note: Potential successors will not be notified when they are added to a plan.

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