Copy Succession Plans

If needed, you can create a copy of an existing succession plan. This is useful, for example, if you have two similar jobs and a list of successors who would be a good fit for either role.

To create a copy of an existing succession plan:

1. Go to Succession > Succession Plans.
2. Select the plan that you want to copy from the list.
3. Click Copy in the toolstrip.
4. In the Plan Name field, enter a name for the new succession plan.
5. Note: By default, Dayforce adds “-Copy” to the end of the name (for example, Marketing Manager-Copy). Change it if needed.
5. (Optional) In the Description field, enter a description of the plan.
6. Select or clear the Successors checkbox. If it's selected, all of the successors are copied from the existing plan. If you clear it, only the plan name and description are copied, not the successors.
7. In the Access Authorizations section of the dialog box, use the drop-down list to select the users who will have access to the plan. Dayforce adds them to the authorized user list in the dialog box.
8. Use the drop-down list next to each user's name to define their access to the plan. Select View for read-only access or Edit for both read and edit access.
9. When you’ve finished configuring the plan details, click Copy to add the succession plan to the list. You can then add or remove successors in the plan slide-out panel. See Add Employees to Succession Plans.