Succession Plans

Succession Planning Guide

Version
R2025.1.0
Succession Plans

You can create succession plans to make sure that you have a list of internal candidates who could quickly and easily fill key roles in your organization should they become vacant. To access the Succession Plans feature, go to Succession > Succession Plans in the navigation panel.

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

After creating a succession plan, you can add employees who you think are a good fit for the role, and then monitor and rate their readiness. To help identify employees with potential for growth, managers are asked to complete a talent review for each of their employees. See Talent Reviews.

You can see information about each existing succession plan, including how many employees it lists as possible successors, who created it and when, and who last changed it.

List of succession plans for positions like Marketing Manager.

You can click the name of a plan in the list to open a slide-out panel with more information, including the talent review ratings for the current possible successors.

Several talent plan successors and their ratings on succession readiness, performance, potential, promotion readiness, and flight risk.

By default, terminated employees aren't listed in the plan. If you want to include them, clear Exclude Terminated.