How Succession Plans, Talent Pools, and Talent Reviews Work Together

Succession plans, talent pools, and talent review meetings together support the development of selected workers to meet enterprise goals or fill key roles.

This table shows how you as an HR specialist can access these work areas.

Work Area

Navigation

Succession Plans

My Client Groups > Succession Plans

Talent Pools

My Client Groups > Talent Pools

Talent Review

My Client Groups > Talent Review

Succession Plans with Talent Pools

You can select members from talent pools that you own and add them as candidates to succession plans for which you are a candidate manager. This way, you can enhance your succession planning by selecting appropriate candidates for a specific job or position.

For example, your current sales director plans to retire after a year. You can plan for the succession in this way:

  1. Create a succession plan for the Sales Director job.

  2. Create a talent pool of sales managers.

  3. Assign development goals to this talent pool to groom the sales managers for the Sales Director job.

  4. Edit the Sales Director succession plan. Add selected managers from the sales managers' talent pool as succession plan candidates.

Succession Plans and Talent Pools with Talent Review Meetings

You can use succession plans and talent pools with Talent Review meetings in these ways:

  • When you set up a talent review meeting, you can associate succession plans and talent pools that you can access with the meeting.

  • When you create a talent review meeting, you can add members of a talent pool that you can access to the review population of the meeting. This way you can discuss the potential of the talent pool members and rate them during talent review meetings.

  • When you conduct the talent review meeting, you can add members of the review population to succession plans and talent pools associated with the meeting. You can also create succession plans and talent pools from the meeting dashboard.

Note:

A succession plans super user can access all succession plans. Similarly, a talent pools super user can access all talent pools.