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Enable Succession Planning

Once Succession Planning has been enabled, admins can configure what information is seen when viewing a successor's details, and cusomize ...

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Written by Adam Kroboth

Once Succession Planning has been enabled, admins can configure what information is seen when viewing a successor's details, and cusomize the readiness tags.

  1. Navigate to Admin > Performance > Succession Planning.

  2. Select Enable Succession Planning.

Configure the Succession Planning Settings

  1. Navigate to Admin > Performance > Succession Planning > Settings.

  2. Under Successor details, choose what will be shown to admins and collaborators when viewing a successor's details:

    • Performance Reviews

    • Talent Reviews

    • Growth Areas

  3. 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.

  4. Select Save changes.

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