How You Add Internal Candidates to a Succession Plan from Other Work Areas

You can add internal candidates to a succession plan when you aren't in the Succession Plans work area if you have the required data security privileges.

You can use any of these methods to add succession plan candidates when you aren't in the Succession Plans work area:

• Navigate to My Team or My Client Groups. Use the Add to Succession Plan Quick Action. Select a person and add them to a selected succession plan.

• Navigate to My Team > Career Overview. Use the Add to Succession Plan action for the person who you want to add as a candidate.

• Select a person from the review population of a Talent Review meeting and add them as a candidate to any succession plan associated with the meeting.