Enable Succession Planning

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 > Succession Planning. 
2. Select Enable Succession Planning. 

Configure the Succession Planning Settings 

1. Navigate to Admin > 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: 
   1. To add: Enter the new tag > Select + Add to > Choose a status to add the tag to. 
   2. To edit: Hover over the tag > Select Edit > Edit the status name > Select Save. 
   3. To delete a custom tag: Hover over the tag > Select Edit > Select Yes, I want to delete > Delete.
4. Select Save changes.