Add a new successor
Only managers can create a new successor. As a manager you can add one or more successors for any member of your team.
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In the menu, select the service that hosts the Succession Planning process:
WX displays the Succession Plan for your team.
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Select the Name of the Team Member. You can create a New Successor for any of your Team Members:
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On the Succession Plan view for the team member, select New:
WX displays the New Succession Plan view.
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In Team Member start entering the name of the Team Member you want to designate as a possible successor. WX displays a list of matches for you to select the full name:
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In Readiness Rating select the picklist and choose the appropriate estimate for when you expect the successor to be ready.
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Select Save.
WX displays the Succession Plan Team Member view with the new successor added: