How can I add internal candidates to a succession plan when I am not in the Succession Plans work area?

You can use any of these methods to add internal candidates to a succession plan when you aren't in the Succession Plans work area:

  • Navigate to My Team or My Client Groups. Use the Add to Succession Plan quick action. Select a person and add them to a selected succession plan.
  • Navigate to My Team > Career Overview. Use the Add to Succession Plan action for the person who you want to add as a candidate.
  • Navigate to My Team > Team Activity Center. Use the Add to Succession Plan quick action for the person who you want to add as a candidate.
  • Select a person from the review population of a Talent Review meeting and add them as a candidate to any succession plan associated with the meeting.