You update a succession plan to modify details such as succession dates or the readiness level. You can record your comments on the update. When updating a plan, click the Succession Details icon, to view the Audit Details region that provides the following information:
Plan creation date.
Person who initially created the succession plan
Person who last updated the succession plan
The date when the plan is last updated
Note: If your enterprise has set up approvals for succession plans, then for an approved or a completed plan, the application shows the final approver as the person who has created or last updated the plan.
If you change the additional information values when updating a plan, such changes do not impact the information that is already defined for the job, position, or worker in the Extra Job Information window, Extra Position Information window, Extra Person Information window or Employee Succession Planning Information page.
Note: A manager who is the plan owner of a succession plan can view only the names of the probable successors for the plan, if the successors are outside the security profile of the manager. The Talent Profile icon for such successors who are outside the security profile of the manager is grayed out. This ensures that the manager is not able to view salary or other sensitive information of workers who are outside their security profile.
When you update a plan, the application routes the updated plan for approval, if your enterprise has setup approvals.
After you create an initial version of the plan, you can update the plan and set the Plan Status to Completed. When you select the Completed plan status, the following fields appear:
Filled From Plan: You can select Yes or No to indicate whether a successor is selected from the list of probable successors identified in the plan. If you select Yes, then the Plan Filled by field displays workers who are part of the list of successors identified in the plan. If you select No, then the Plan Filled by field does not appear. Such a scenario may indicate that either the successor is selected from external recruitment or transferred to succeed the worker or role.
Plan Filled on: Enter the date on which you select a successor from the list of successors and indicate that the plan is complete. The current date appears by default in this field. You can modify the current date.
Plan Filled by: If you select Yes in the Filled from Plan field, then select the successor from the list of probable successors identified in the plan.
When you complete a plan, the application routes the changed plan for approval, if your enterprise has setup approvals.
The following predefined statuses are available:
A plan status indicates at what stage a succession plan is at.
Draft: When you create a succession plan, by default, the plan status is Draft. You can update a plan in draft status as often as necessary. You can also delete a draft plan.
Active: If approvals are set up in your enterprise, then when the plan is approved, the plan status becomes Active. If approvals are not used, then when you submit the plan, the status becomes Active. You cannot delete plans that are at the Active status.
Inactive: When you update a succession plan, you can set the plan status to Inactive to indicate that the plan is not in use. You can set the plan status to Inactive based on various business reasons. When you set the plan status to Inactive, the status of the successors in the plan does not change. After the plan status changes to Inactive, plan administrators or managers cannot select successors for inactive plans. Plans at the inactive status are not considered in the metrics calculation in analytical reports.
Completed: When you update a succession plan, you can select the Completed status to indicate that the plan is filled and a successor is identified. You cannot update or delete plans that are at the Completed status or change the status of completed plans to Active.
A successor status indicates the status of a probable successor in a specific plan, even if the worker belongs to multiple plans.
Active: When you create or update a succession plan, you can select the Active status to indicate that the worker is considered in the list of probable successors.
Inactive: When you create or update a succession plan, you can select the Inactive status for a probable successor to indicate that the worker is no longer considered as a probable successor. For example, if a probable successor is on long leave of absence or on a sabbatical, then you can select this status. You can evaluate and then change the successor status. Successors at the inactive status are not considered in the metrics calculation in analytical reports.
Placed: When you create or update a succession plan, you can select the Placed status for a probable successor to consider that the particular worker is a successor. You can set the successor status to Placed only for plans that are at the Completed status.
If your enterprise uses the Succession Planning Approvals process, then the application automatically tracks the approval status of succession plans. The following section explains the status and tasks that you can perform for plans that are at different approval statuses:
Approved: A plan that is approved based on the levels of required approvals. Approved plans can be updated or deleted.
Rejected: A plan that is not approved. Rejected plans can be updated or deleted.
Work in Progress: In a situation where the plan is created but the approval is rejected, then the plan status is Draft and the approval status is 'Work in Progress'. Such plans can be updated or deleted.
Pending Approval: Plans that require approval. Plans pending approval cannot be updated or deleted.