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Succession Planning FAQ

Can a Manager do anything in Succession Planning, or is it Admin/HR only?

Managers can update candidate readiness and remove candidates.

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Succession Planning FAQ

Quick answers to the questions people actually ask about succession plans, candidates, and readiness.
01
What is Succession Planning and how does it work?Plans for key roles, candidates ranked by real readiness, risk surfaced automatically.
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Who can create or delete a succession plan?Admin and HR only.
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Can a Manager do anything in Succession Planning, or is it Admin/HR only?Managers can update candidate readiness and remove candidates.
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How do I add a candidate to a succession plan?Search and select from the plan's Candidates tab.
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Succession Planning FAQ28 articles
Can a Manager do anything in Succession Planning, or is it Admin/HR only?

Managers aren't purely read-only. They can update a candidate's readiness and remove a candidate from a plan they're involved with. They don't create or delete the plan structure itself, that stays with Admin/HR.

Succession Planning FAQ

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Who can create or delete a succession plan?

Admin and HR only.

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How do I add a candidate to a succession plan?

Search and select from the plan's Candidates tab.

Read ArticleSuccession Planning FAQ

What is Succession Planning and how does it work?

Plans for key roles, candidates ranked by real readiness, risk surfaced automatically.

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