How You Configure Alerts for Succession Plans

As an administrator, you might want to alert owners of a succession plan about assignment changes of candidates or incumbents.

Use the Succession Plan Assignment Change Alert templates in Alerts Composer to configure alerts for succession plans.

These alerts can help plan owners decide if they need to update the succession plans. For example, if a candidate moves to a role that's different from the plan role, the plan owner can remove that candidate and add other candidates to the succession plan after receiving the alert notification.

By default, all the succession plan related alerts are disabled. You need to enable the alert for users to receive the notification.

Note: Although you can add new templates in Alert Composer for succession plans, these new templates won't trigger any notifications.

Alerts for Assignment Changes

You can configure alerts for these assignment changes:

A candidate's job changes to the job specified in the succession plan.
A candidate moves to a job that's different from the job specified in the succession plan.
The plan incumbent moves to a different role.
A candidate moves to a position that's different from the position specified in the succession plan.
A candidate's position changes to the position specified in the succession plan.
A candidate moves to a role different from the plan incumbent's role.
A candidate moves to a job that's the same as the plan incumbent's job.

Allowed Actions for Succession Plan Alerts Templates

The succession plans alert template is extensible. This table lists the actions that you can do with the template.

Action	Can Do?
Disable the delivered alerts.	Yes
Change the text of the subject line and the message in the alert.	Yes
Change the expressions used in the subject line or message.	No
Delete the delivered template.	No
Change the template name or the communication method.	No