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

Steps: Manage Succession Candidates

Create 1 or more succession pools or plans.
In addition to internal workers, you can add these types of candidates to succession pools and plans:
  • Internal confidential.
  • External confidential.
  • External.
  1. (Optional) Access the
    Maintain Prospect Types
     task.
    Define a category of prospects for succession pools and plans.
    Security:
    Set Up: Recruiting
     domain in the Recruiting functional area.
  2. (Optional) Access the
    Maintain Succession Plan Setup
     task.
    Enable external candidates for succession pools and plans.
  3. Access 1 of these tasks:
    • Create Confidential Prospect
       to create internal or external confidential candidates.
    • Create Prospect
       to create external candidates.
    Select
    Succession Candidate
     on the
    Type
     prompt to make candidates available for succession pools and plans.
    Security:
    Create Confidential Prospects
     in the Recruiting functional area.
    Security:
    Prospects
     in the Recruiting and Talent Pipeline functional areas.
  4. (Optional) Access the
    View Succession Pool
     report.
    Click the
    Edit Candidates
     button and add confidential or external candidates to the succession pool.
    Security:
    Talent Pool: View and Edit
     in the Talent Pipeline functional area.
  5. (Optional) Access the
    Manage Succession Plan
     task.
    Add confidential or external candidates to the succession plan.
    Security:
    Manage Succession Plan
     business process in the Talent Pipeline functional area.
You can now track external and confidential candidates in your succession pools and plans.