Managers and administrators use the Succession Planning module to create succession plans for key roles, so that they have a plan in place to fill key roles quickly and thoughtfully in the event of an opening.
After creating a succession plan, you can add employees who you think would be a good fit for the role and then assess their succession readiness. To help with this assessment, managers are asked to complete a talent review for each of their employees by assigning them ratings based on several talent factors. Managers can monitor and adjust these talent ratings throughout the year, ensuring that progress in any of the areas is recorded immediately on the employee’s record.
The succession features show only the employees who users have the authority to see, and users cannot see themselves. This security feature enables managers to be granted access to the succession features and contribute to succession planning for their direct and indirect reports, without the risk that they will see employees they aren't authorized to see. For instructions on how to set up a succession administrator who can see all employees in a managed location, see Set Up a Succession Administrator.
For instructions on how to enable the Succession Planning features for your organization, see Enable Succession Planning Role Features.
In this Guide
Section |
Description |
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Talent Reviews |
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Succession Plans |
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Succession Configuration |
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