Create a Succession Plan

1. Navigate to Admin > Performance > Succession Planning. 
2. Select + Create Plan. 
3. (Optional) Add an incumbent. 
4. Enter a Critical role name.
5. (Optional) Enter a Business need.
6. Add Collaborators using the dropdown. 
7. 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

1. Navigate to Admin > Performance > Succession Planning. 
2. Select the Succession Plan. 
3. Select + Add successor. 
4. Add a Readiness tag and their Attrition risk. 
5. (Optional) Add any Notes to the comment box. 
6. Select Add. 

Note: Potential successors will not be notified once they have been added to a plan.