As an HR Professional or manager, you can create and maintain succession plans for employees.
For a general introduction to succession planning, see: Succession Planning
The following sections describe how to create and update succession plans.
Using the Create Succession Plan page, you can create a succession plan for a job, position, or an employee, and you can add successors. You can add multiple successors to a plan.
Complete these steps to create a succession plan:
Select the type of succession plan that you want to create. You can create a succession plan for a job, position, or an employee.
Select the employee's successor. The employee's number automatically appears.
Specify the time period after which an employee is eligible to move to a new position, for example, immediately or in one month.
Enter the succession dates, such as the earliest date on which an employee can move to a new position.
Select whether the employee is eligible for a promotion.
Provide additional plan details, if required.
Add your comments on the succession plan.
If your enterprise has set up information for job, position, and employee, then the following information appears automatically on the page:
Key role and turnover rate for a role (job or position)
Key person, advancement potential, and risk of loss for a person
You update a succession plan to modify details such as succession dates or the readiness level. You can record your comments on the update.