Getting Started

Succession Planning Guide

Version
R2025.1.0
Getting Started

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

Guide sections

Section

Description

Talent Reviews
  • The available talent factors
  • Assigning talent ratings in the People feature
  • Assigning talent ratings in the navigation panel
Succession Plans
  • Creating succession plans
  • Adding employees to succession plans and comparing talent scores
  • Rating employees on succession readiness
Succession Configuration
  • Customizing the employee filter parameters for succession plans
  • Adding custom talent factors
  • Configuring talent matrices