Add Notes to Succession Plans

You can attach notes in succession plans to provide more information about an individual employee's progress.

To add a note for an employee:

1. Go to Succession > Succession Plans.
2. Click the name of a plan to open the plan slide-out panel.
3. Click the note icon () next to the name of the employee who you want to add the note to.
4. Enter a note in the text box.
5. When you’ve finished, click Post.

After you post, the note icon next to the employee’s name reflects the new number of attached notes.

You can click the note icon again to open the dialog box and review the existing notes.

You can also delete notes by hovering the cursor over the note in the dialog box and clicking the delete icon.

Important: You can only delete notes that you created, and only if they don't have a reply from another user.