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Administrator Guide
Last Updated: 2026-04-03
Steps: Set Up Succession

Steps: Set Up Succession

Succession helps identify candidates for critical positions in your organization. You can track a candidate's level of readiness to move into a position and other attributes in succession plans and pools.
  1. Access the
    Maintain Readiness
     task.
    Create the codes that define candidates' readiness to move into a position identified for succession planning.
    Security:
    Set Up: Succession
     domain in the Talent Pipeline functional area.
  2. Select the fields you want to remove from the tasks and reports in the Talent Pipeline functional area.
  3. (Optional) Access the
    Maintain Succession Plan Setup
     task.
    Configure your succession plans to include nomination tracking, external candidates, and skills. As you complete the task for skills consider:
    Option
    Description
    Enable Skills for Succession Plan
    You can include maintained skills, Skills Cloud skills, or both. This option enables you to include skills from job profiles, position restrictions, or both in the succession plan for a position.
    Include Skills from Job Profile
    You can include the skills from the job profile associated with the succession plan position. This allows you to compare the job profile skills to the succession plan candidate's skills.
    Include Skills from Position Restrictions
    You can include the skills from the position restrictions associated with the succession plan position. This allows you to compare the position restrictions skills to the succession plan candidate's skills.
    Security:
    Set Up: Succession
     domain in the Talent Pipeline functional area.
    You can include Skills Cloud skills in succession planning. For more information, see Workday AI Fact Sheet: Skills in Succession Plans.
  4. (Optional) Edit Business Processes.
    Configure the
    Remove Worker From Talent
     business process to automatically remove terminated workers from succession pools and plans.
  5. Configure the
    Remove Worker From Talent
    business process security policy.
  6. (Optional) Activate Pending Security Policy Changes.