Succession Plan

The Succession Plan process enables each team member to have one or more others designated as successors. It's good practice to have at least one designated successor for each of your direct reports; where you have strength in depth you can set up multiple successors. Successors are entered by the manager or HR administrator, and are not seen by the team member. Against each successor there is a readiness rating:

  • Now
  • Within a year
  • Within two years

Successors are displayed:

  • As a Team process for managers
  • In a table format enabling drill down to display the succession plan for a complete team.

    Screenshot: Successors displayed in a table format