Navigate to Admin > Performance > Succession Planning.
Select + Create Plan.
(Optional) Add an incumbent.
Enter a Critical role name.
(Optional) Enter a Business need.
Add Collaborators using the dropdown.
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 successrors if enabled by an admin.
Add a Successor
Navigate to Admin > Performance > Succession Planning.
Select the Succession Plan.
Select + Add successor.
Add a Readiness tag and their Attrition risk.
(Optional) Add any Notes to the comment box.
Select Add.
Note: Potential successors will not be notified once they have been added to a plan.