Set Up a Succession Administrator

The succession features show only the employees who users have the authority to see. This security view means that managers can 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.

Organizations can set up succession administrators who can see any employees in their managed location (except for themselves) when viewing succession features. For example, these individuals might be HR administrators who need to monitor succession for the entire organization.

These administrators must still be given the necessary role features and be provided access authorization by the creators of each succession plan.

To make an employee a succession administrator for a managed location:

1. Go to People, select the employee, and click Work > Management Assignments.
2. Click Add in the Managed Locations section.
3. Select the location in the Managed Location column.
4. Note: To see all employees of the organization in succession features, select a managed location that includes all managed locations.
4. Select Succession Admin in the Authority Type column.
5. Click Save.
6. Provide this employee with the necessary Succession Planning role features. Ask the individuals who manage your organization's succession plans to provide them with access authorization to each plan.