Add Employees to Succession Plans

You can add employees to succession plans to more closely monitor and rate their succession readiness for specific roles.

You have various tools to help you decide which employees to add, such as their talent factor ratings and their career profile in People. See Talent Reviews.

You can add employees to any succession plans that you've created yourself or that you've been assigned Edit access to in the Access Authorizations section of the plan details.

To add employees to a succession plan:

1. Go to Succession > Succession Plans.
2. Click the name of a plan to open the plan slide-out panel.
3. Click Add in the toolstrip.
4. Select the checkbox next to each employee that you want to add to the plan. If needed, you can narrow the list of employees using the filter parameters available in the Filter panel.
5. See Filter Employees for Succession Plans.
5. Click Add, and then click Save.

After you add an employee to a succession plan, you can adjust their succession readiness ratings using the slide controls in the List View of the plan, or in the Talent Matrix view.

For more information about rating employees in succession plans, see the following topics:

• Rate Employees on Succession Readiness
• View the Talent Matrix for a Succession Plan