How HR Specialists View Succession Organization Chart

HR specialists can view a succession organization chart only if they have the View Succession Org Chart by HR function security privilege.

HR specialists need to do these steps to view the succession organization chart of a person they can access:

  1. Go to My Client Groups > Succession Plans.
  2. On the Succession Overview page, click View Succession Organization Chart.
  3. On the Succession Organization Chart page, search for the person whose succession organization chart you want to see.
  4. Select the person's card from the search results.

HR specialists can also do these actions on the succession organization chart if they have the corresponding security privilege to do so:

  • Create a succession plan for the selected person.
  • Add the selected person as a candidate to a succession plan that they own.