Take Actions for Development Plans

In the Succession Plans feature, you can take several different actions for existing development plans.

To take an action for a succession development plan:

1. Go to Succession > Succession Plans.
2. Click a plan name to open the plan slide-out panel.
3. Click the development plan icon () or the draft development plan icon () next to the employee's name.
4. Do the following, depending on the action that you want to take:

5. Actions for succession development plans

   Action	Method
   Edit plan details	Click Edit details, update the plan details, and then click Save or Verify and save, depending on which button is displayed.
   Delete plans	Click Delete plan, and then click Yes.
   Add activities	See Add Activities to Development Plans.
   Edit activities	Do one of the following: Click the activity card to view the activity details, and then click Edit. Click the action icon () on the activity card, and then click Edit. Update the activity, and then click Save.
   Delete activities	Do one of the following: Click the activity card to view the activity details, and then click Delete. Click the action icon () on the activity card, and then click Delete. Click Yes to confirm the deletion. If there was a course or learning plan assigned to the activity, the associated course enrollment is also deleted in the Learning feature.
   Update progress	Do one of the following: If there are no activities assigned, click Edit details, and then update the value in the Overall progress % field. If there are activities assigned, click an activity card to view the activity details, click Edit, and then update the value in the Progress % field. Click Save. For published plans, the progress change is reflected immediately in the plan details. For draft plans, the progress is saved but the change isn't reflected in the plan details until the plan is published. Note: For development plans with activities, overall progress is calculated based on activity progress. Each activity carries the same weight towards the plan's overall progress percentage.
   Publish plans (for draft plans only)	Click Publish plan. Publishing a draft gives the assigned employee access to the plan in the My plans tab of the Development Plans feature. If there was any progress saved for the plan in draft form, it's automatically reflected in the status and plan details when you publish.