FAQ: Succession Plans
- How do I add a worker to a succession plan?
- You can tag workers for membership in succession pools from worker preview cards or theFind Workersreport. You can also add workers to succession plans using the:
- Manage Succession Plantask.
- Succession Profilereport.
- View Succession Poolreport.
- How do I delete a succession plan?
- You can't delete a succession plan if the plan has prior events associated with it. Inactivate a succession plan to prevent employees and managers from using it. Select theInactivecheck box in the:
- Find Succession Plansreport for positions.
- Edit Succession Pooltask.
- Why can't I see a succession plan?
- Access to a succession plan is based on security for the position associated with the succession plan. If you give managers permission on theWorker Data: Succession Plans - Anydomain, they can view the names of succession plans that their employees are candidates on.Access to succession pools requires that you have a role on the pool.
- Why are terminated workers showing on succession plans?
- Because succession plans often include external candidates, Workday doesn't automatically remove terminated workers from succession plans. You can configure theTerminationbusiness process to remove workers from succession plans and pools on their termination date or last day of work.To manually remove a terminated worker, access theManage Succession Plantask.
- What happens to a succession plan during a transfer?
- If you're transferring a worker to a new organization without changing their job or position, the succession plan stays with the job or position.If the transfer only moves the worker and not the job or position, then:
- The job in a job management staffing model closes and the succession plan isn't active.
- The position in a position management staffing model remains open and the succession plan is active.
- How do I create or edit external succession candidates?
- There are 3 ways to set up external succession candidates:
- TheCreate Prospecttask.
- TheEdit Prospecttask.
- TheView Succession Poolreport.