How You Add External Candidates to Succession Plans
You can include external candidates in a succession plan when creating or editing the plan.
In the Candidates section of the succession plan page, click
to do this.In the Candidates section of the succession plan page, when adding external candidates, you can search using any of these attributes:
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Display name: First name or last name
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Current company or employer
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Current business title
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City
You can specify these details for an external candidate for the plan:
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The candidate status, readiness, and ranking
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Whether the candidate is an interim successor
If any descriptive flexfields are available for candidates, you can also specify values in them for external candidates.
You can't enter these details for an external candidate even if your administrator has made them visible using Page Composer:
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Risk of loss
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Impact of loss
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Willingness to relocate
External candidates are included in these counts:
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Candidate count of a succession plan
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Readiness count of a succession plan
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Count of other accessible succession plans in which the person is a candidate
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Count of all succession plans in which the person is a candidate
You can also view the date the external candidate was added to the succession plan.