When you add employees to a succession plan, you can use filter parameters to narrow the list of employees displayed in the Add dialog box. You can configure the filter parameters in the Filter panel from Succession Setup > Employee Attributes.
Role feature access: Succession Setup > Employee Attributes. See Enable Succession Planning Role Features.
To configure the available filter parameters when adding employees to succession plans:
- Go to Succession Setup > Employee Attributes.
- In the Available column, select one or more attributes to filter on, and then click the right arrow to move them to the Selected column.
- Note: To select more than one at a time, press and hold the Ctrl key, or use the move all right arrow.
- Click Save.
When you add successors, you can filter the employees using the attributes from the Selected column. The parameters displayed for each user depends on the access authorizations assigned to their user role.