Help Center/Succession Planning FAQ/How do I create a succession plan?
Succession Planning FAQ

How do I create a succession plan?

Admin/HR set position, holder, priority, and target date.

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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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How do I create a succession plan?Admin/HR set position, holder, priority, and target date.
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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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Succession Planning FAQ28 articles
How do I create a succession plan?

Admin or HR create a plan with a position title, current holder, priority, target date, and notes, then add candidates from the plan's Candidates tab.

Succession Planning FAQ

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Previous

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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