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 Add > External Candidate to do this.

In the Candidates section of the succession plan page, when adding external candidates, you can search using any of these attributes:

• Display name: First name or last name

• Current company or employer

• Current business title

• City

You can specify these details for an external candidate for the plan:

• The candidate status, readiness, and ranking

• 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:

• Risk of loss

• Impact of loss

• Willingness to relocate

External candidates are included in these counts:

• Candidate count of a succession plan

• Readiness count of a succession plan

• Count of other accessible succession plans in which the person is a candidate

• Count of all succession plans in which the person is a candidate

Note: By default, the count for all plans the person is a candidate for is hidden. Your administrator can use Transaction Design Studio to show this count.

You can also view the date the external candidate was added to the succession plan.

Note: You can't view external candidates in the Talent Review work area. So, you can't add external candidates to a succession plan from a Talent Review meeting.