How To - Add a Succession Planning Profile to an Employee

Purpose Statement

This guide will teach the user how to add a succession planning profile to an employee record.  

Add Succession Profile to Employee

Under My Team>Employee Information

1. Find the employee in question and enter their employee profile.
2. On the main tab in the profiles widget, add the correct Succession profile assignment on the line called Succession.
3. Save your changes. Navigate to the HR tab.
4. If the Account Succession Plans widget isn’t available, Edit Tabs to add it.
5. Click Add New in the Account Succession Plans widget.
6. A popup with the metrics for that widget will appear. The information you provide here will be specific to the employee you’re filling it out for:
   1. Metric information – assess the employee in question on the factors provided and choose the appropriate option in the drop down menu for each metric
   2. Perspective Score – if using, determine the time frame the scores should populate.
   3. Succession Path – what person would this employee be replacing if they are promoted into the role?
   4. Potential Successor 1 – who would replace this employee should they receive a promotion? You may continue to add potential successors, up to 5.
7. Click Save.
8. Save your changes in the HR tab.
9. Once Saved, the system will log the succession plan details under Team>Talent>Succession Planning