Succession Planning Guide

Version: R2026.1.0
Last Edition: 2026-03-04

About the Succession Planning Guide
Getting Started with Succession Planning
Talent Reviews
Talent Factors Overview
Talent Factor Ratings in the People Feature
Talent Factor Ratings in the Talent Matrix
Rate Employees in the Talent Matrix
Run Talent Factors and Talent Matrix Reports
Career Profiles in the People Feature
Succession Plans
Create Succession Plans
Edit Succession Plan Details
Copy Succession Plans
Delete Succession Plans
Add Employees to Succession Plans
Filter Employees for Succession Plans
Delete Employees from Succession Plans
Add Notes to Succession Plans
Create Succession Development Plans
Development Plan Detail Fields
View Succession Development Plans
Add Activities to Development Plans
Add Learning to Development Plan Activities
Take Actions for Development Plans
Rate Employees on Succession Readiness
View the Talent Matrix for a Succession Plan
Compare Possible Successors
Run Succession Planning Reports
Succession Configuration
Configure Employee Filter Parameters
Add Custom Talent Factors
Localize Talent Factors
Configure Talent Matrices
Configure Talent Matrix Colors
Localize Talent Matrix Labels
Enable Succession Planning Role Features
Succession
Succession Setup
Set Up a Succession Administrator
Restrict Access for Delegates

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