Overview of Setting Up Redwood Succession Management

Use this playbook to set up Redwood Succession Management for your organization. To implement Redwood Succession Management, you need to have the privileges of an application implementation consultant.

Do these tasks to set up Redwood Succession Management:

• Enable Redwood Succession Management. For more information on this, see Set profile options for Redwood pages.
• Configure readiness levels for succession plan candidates.
• Configure relevant descriptive flexfields.
• Configure alerts for Succession Management.
• Schedule the Succession Plan Incumbents process.
• Enable succession organization charts.
• Secure access to succession plans, incumbents, and candidates.
• Enable AI-recommended succession candidates.
• Extend Succession Management pages using Visual Builder Studio.