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Administrator Guide
Last Updated: 2023-06-23
Steps: Manage Succession Plans

Steps: Manage Succession Plans

Configure the
Manage Succession Plan
 business process and security policy in the Talent Pipeline functional area.
Succession plans help track candidates for critical positions.
A succession plan provides information about:
  • Employees who are candidates to fill a position.
  • Employee readiness to step into the position.
  • The candidate identified as the top successor to fill the position.
  1. Access the
    Find Positions Without Succession Plan
     report.
    Identify positions that don't have any succession plans.
    Security:
    Indexed Data Source: Positions
     domain in the Jobs & Positions functional area.
  2. Access the
    Create Succession Plan
     task.
    Create Succession plans for positions that need them.
    Security:
    Search: Find Succession Plans
     and
    Set Up: Succession
     in the Talent Pipeline functional area.
  3. Access one of these tasks:
    • Manage Succession Plan
    • Copy From Another Plan
    Update the succession plan by manually adding candidates or copying candidates from 1 succession plan to another.
  4. (Optional) Access the
    Move Succession Plan
     task.
    Move candidates from 1 succession plan to another.
  5. (Optional) Add external or confidential candidates to the succession plan.
You can now track candidates in succession plans.