Create Succession Plans

You can create succession plans for the key roles in your organization to ensure that you’re prepared with a list of qualified successors if the roles become vacant.

Role feature access: Succession > Succession Plans > Add Plans. See Enable Succession Planning Role Features.

To create a succession plan:

1. Go to Succession > Succession Plans.
2. Click Add in the toolstrip.
3. In the Plan Name field, enter a name for the succession plan (for example, Marketing Manager).
4. (Optional) In the Description field, enter a description of the plan.
5. In the Access Authorizations section, use the drop-down list to select the users who will have access to the plan. When you click a user's name, Dayforce adds them to the authorized user list. If needed, you can remove users by clicking the X next to their name.
6. Note: Your own name is included in the list of authorized users by default.
6. 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.
7. Click Add and Dayforce shows a slide-out panel where you can add one or more employees to the succession plan. See Add Employees to Succession Plans.