Succession Planning

Succession planning and management is critical to the growth of an enterprise. Using the Succession Planning functionality, as an HR Professional or a manager, you can:

On the Succession Planning page, you can:

Searching for Succession Plans

You can use search criteria such as job, position, and employee to search for plans. For example, you can search for plans for the Manager job or search for plans for employee John Smith. The application provides additional search criteria, such as key role and turnover rate to search for job and position plans. You can use search criteria such as employee name, employee number, or key person, to search for an employee's succession plans.

Some employees may have multiple succession plans. To search for multiple succession plans use the Successor search criteria. The successor for a job, position, or person is always an employee.

Viewing Plan Details

You can view the following information for a succession plan:

From the search results table, you can update or delete an existing succession plan.

See: Creating and Maintaining Succession Plans