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View a Succession Plan

How admins, custom role users, and collaborators view succession plans

Written by Adam

Before you start

  • Only Admins, Custom role owners, and collaborators have the ability to view Succession Plans.

View a Succession Plan

  1. Navigate to Admin > Performance > Succession Plans.

  2. Select the Succession Plan to review.

  3. A context panel will appear on the right-hand side with details about the user's recent performance reviews, talent reviews, and growth areas.

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