How can I add external candidates to a succession plan?

You add external candidates on the New candidate subpage of the succession plan.

  1. Open the succession plan.
  2. In the Candidates section, click Add.

    You can see the New candidate subpage.

  3. From the Candidate Type list, select External Candidate.
  4. From the External Candidate list, select the external candidate who you want to add to the succession plan.
  5. From the Readiness list, select the readiness level of the external candidate.
  6. Specify the external candidate's ranking.
  7. Select the external candidate's status.
  8. Indicate if the external candidate can be considered as an interim successor.
  9. Click Add.