In the Succession > Succession Plans feature, you can create development plans for employees to help them prepare to take on a new role in a succession plan. Employees can have multiple succession development plans, but each of those development plans must be for a separate succession plan (that is, they can only have one development plan for each succession plan that they're assigned to).
Before You Begin: You can only add or edit development plans for the succession plans that you have Edit access for (in the Access Authorizations section of the succession plan details). If you have View access only, you can view the existing development plans, but you can't add or edit them.
Role feature access: Succession > Succession Plans > Create Development Plan
To create a development plan for an employee:
- Go to Succession > Succession Plans.
- Click a plan name to open the plan slide-out panel.
- Click Create Development Plan.
- Enter the details for the development plan. See Development Plan Detail Fields.
- Click Save to publish the plan and assign it to the employee immediately or click Save as draft to publish and assign the plan at a later date.
After you save the development plan, the development plan icon (
) or the draft development plan icon (
) appears next to the employee's name in the plan slide-out panel. You can click the icon to open the plan and view the details.
For more information about managing your existing succession development plans, see the following topics: