8Extend Succession Management pages
Use the Express mode in Visual Builder Studio to control the fields, regions, and features of Redwood Succession Management pages that are available to your users.
This table lists the page properties that you need to enable for various features in Redwood Succession Management.
Page Property Name | Page | Effect of Enabling |
---|---|---|
Show the View Succession Organization Chart Button on the Succession Plan Overview Page | Succession Overview | HR specialists can use the View Succession Organization Chart button to view the succession organization chart of a person. |
Show View External Candidates Button on the Succession Overview Page | Succession Overview | HR specialists can use the View External Candidates button to view external candidates to add to succession plans. |
Show View Plan History Action on the Succession Overview Page | Succession Overview | HR specialists can use the View Plan History action to view the history of changes of a succession plan. |
Set Color Codes for Readiness Categories of Candidates | Succession Overview | HR specialists can configure colors for specific readiness categories of succession plan candidates. |
Control Default Filters and Display Order on the Succession Overview Page | Succession Overview | Determine the filters that HR specialists can see and the order in which these filters appear. |
Show View Plan History Button on the Edit Succession Plan Page | Edit Succession Plan | HR specialists can use the View Plan History button to view the history of changes of a succession plan. |
Show Add to Talent Pool Button | Edit Succession Plan | HR specialists can add selected candidates to talent pools. |
Hide Candidate Selection Checkbox | Edit Succession Plan | HR specialists can't select candidates in the Candidates section when editing a succession plan. |
Show Add Using Best-Fit Button for Plan Candidates | Edit Succession Plan | HR specialists can add candidates using the Best-Fit method. |
Show View Incumbents Button | Edit Succession Plan, Create Succession Plan | HR specialists can use the View Incumbents button to view the incumbents of a Position or Job type succession plan. |
Set Color Codes for Readiness Categories on Succession Organization Chart | Organization Chart | HR specialists can configure colors for specific readiness categories of succession plan candidates on the Succession Plans and Candidate in Plans tabs of a succession organization chart. |
View Incumbents | Add to Succession Plan | HR specialists can use the View Incumbents button to view the incumbents of a Position or Job type succession plan. |
View Incumbents | Create Succession Plan | HR specialists can use the View Incumbents button to view the incumbents of a Position or Job type succession plan. |