View Succession Plan in Calibration

Before you start

• Admins can create or update succession plans directly from calibration sessions.
• Participants can see whether a plan exists for an incumbent, but cannot view full details unless they have collaborator or admin permissions for succession planning.
• Participants can also see whether an individual in the calibration is identified as a successor on a plan, but cannot view full details unless they have collaborator or admin permissions for succession planning.
• Calibration Admins see all plans within calibration groups they manage.

View Succession Plan details in calibration 

1. Navigate to the review cycle and select the Calibrate Groups section.
2. Select the calibration group name to enter the group.
3. In the table, there is a column Identified as successor. If the individual has a "Yes" indicated, they are currently added as a successor. 
4. To view the details of the plan, click on the user's name. In the context panel on the right, select the Succession Plans tab. The plan will appear in the "identified as successor" section. 

Add Succession Plan details in calibration 

Admins can add a plan directly in the calibration table. Once the plan is created, it will be visible in the table and in the Succession Planning tool. 

1. Navigate to the review cycle and select the Calibrate Groups section.
2. Select the calibration group name to enter the group.
3. Locate the column that says Succession plan for role > select Create Plan. 
4. A pop-up will appear and you can add the role name and collaborators (optional).