How Managers Can Work With Succession Plans

As managers, you can manage succession plans in the Succession Plans work area only if you have the security permissions to access this work area.

If you can't access the Succession Plans work area, you can use these options to work with succession plans:

Actions available for a person on the My Team and Career Overview pages
Succession Planning page in person spotlight
My Team Quick Actions

When you add a person to a succession plan, you can also edit the details of other candidates and owners of the succession plan to which you added the person.

Actions on My Team and Career Overview Pages

To view people who report to you, click My Team > My Team. To see more information about the people who report to you such as the number of completed development goals, and talent score, click My Team > Career Overview.

These two succession plan actions are available for a person on the My Team and Career Overview pages:

Add to Succession Plan: Use this to add a person in your team to a succession plan that you can access.
Create Succession Plan: Use this to create a new succession plan.

To use these actions:

Select the person row.
From the Actions menu, select the action.

Succession Planning Page in Person Spotlight

The Succession Planning page in person spotlight has these sections for succession plans:

Succession Plans
Candidate in Plans

In the Succession Plans section, you can do these actions:

View these succession plans:
- Active succession plans in which the person is an incumbent.
- Active succession plans that were created for the same job or position as that of the person. For example, if a direct report has the Senior Manager job, you can see active succession plans defined for the Senior Manager job.
Create succession plans for the person.

In the Candidate in Plans section, you can do these actions:

View active succession plans in which the person is a candidate.
Add the person as a candidate to a succession plan that you can access.

My Team Quick Actions

As managers you can use these two succession plan related Quick Actions available in My Team:

Add to Succession Plan: Use this to add a person in your team to a succession plan that you can access.
Create Succession Plan: Use this to create a new succession plan.

These Quick Actions are available in the Career and Performance group.

Note: HR specialists can find these Quick Actions in My Client Groups.