Filter Employees for Succession Plans

Filter employee records to narrow the list, so that you're only seeing employees who meet the specified filter criteria. For example, you could find all employees who work at a specific location.

Before You Begin: The filter parameters vary according to configuration in the Succession Setup > Employee Attributes feature. See Configure Employee Filter Parameters.

To filter the list of employees in a succession plan:

1. Go to Succession > Succession Plans.
2. Click Filter to expand the Filter panel.
3. Configure the fields.
4. Note: If you need to add a field to the Filter panel, click Add Filter, select the field's checkbox, and click Update.
4. Click Apply Filter.