Before you start
- Exports will include only plans and successors that the user has permission to view, based on their access level and applied filters.
Export a Succession Plan
- Navigate to Admin > Performance > Succession plans
- Select the "..." button
- Select Export data
The CSV export contains the following fields:
- Critical Role
- Business Need
- Incumbent Name, Email, Employee ID, Job Title
- Successor Name, Email, Employee ID, Job Title
- Manager Name, Email
- Department, Job Function, Job Level, Job Type
- Readiness, Attrition Risk, Start Date, Tenure
- Last Updated
- Notes