Lattice

Admins can see a summary of and manage all succession plans in the Succession Planning Overview page by navigating to Admin &gt; Performan...

Succession Planning Overview

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

Enable Succession Planning

Navigate to Admin &gt; Performance &gt; Succession Planning. 
Select + Create Plan. 
(Optional) Add an incumbent. 
Enter a Critical role n...

Create a Succession Plan

Before you startAdmins, Custom role owners, and collaborators will have the ability to view Succession Plans.View a Succession Plan

Navig...

View a Succession Plan

Before you start
Admins can create or update succession plans directly from calibration sessions.
Participants can see whether a plan exis...

View Succession Plan in Calibration

Before you start Exports will include only plans and successors that the user has permission to view, based on their access level and appl...

Export a Succession Plan

Super Admins and custom role owners with company-wide Succession Planning admin permissions have the ability to delete plans. Delete a Suc...

Delete a Succession Plan

Succession Plan Notifications

Adam Kroboth

Succession Planning

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