How You Manage External Candidates for Succession Plans

You manage external candidates in the External Candidates section of the Succession Overview page. You need access to the Succession Plans work area to do this.

Create External Candidates

You create an external candidate in the External Candidates section of the Succession Overview page. When creating an external candidate, you need to specify the last name. The other details such as first name, job title, email, and phone are optional.

The application stores the external candidate details separately and not with the internal candidate details. Also, remember that external candidates that you see on the Succession Overview page are available only for succession plans. These external candidates aren't the same as recruiting candidates and aren't available in the Recruiting work area.

Edit or Delete External Candidates

Any user who has access to the Succession Plans work area can edit or delete any external candidate details. They can do this even if they didn't create the candidate. In the External Candidates section of the Succession Overview page, you can search for external candidates by their last name or first name.

You can edit any detail of the external candidate, including the last name.

You can delete external candidates if they're not included in a succession plan. To delete external candidates who are included in one or more succession plans, remove them first from all the plans in which they're included.