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Succession Planning for Plan Owners

Learn how to access and manage your assigned succession plans as a Plan Owner.

In this article:

Overview

As a Plan Owner, you’ve been granted access to manage a specific succession plan assigned to you. With this access, you can:

  • View your assigned succession plan(s)
  • Add or edit roles within the plan(s)
  • Nominate and update candidates
  • Import and export plan data
  • Use Presentation Mode to share or review the plan

How to Use Succession Planning

To access a succession plan you’ve been assigned, navigate to Analytics > Succession Planning.

Assigning Roles to a Succession Plan

As a Plan Owner, you have the ability to add, edit, and transfer roles within a Succession Plan.

To assign roles to a plan:

Nominate or Update Candidates

As a manager, you can nominate a potential successor for a downline role when requested to do so by a Succession Plan User with full access. 

Access the Candidate Nomination Form

Once requested, the Candidate Nomination form can be accessed in two ways: 

  • Via the link in the Succession Planning Nomination email notification
  • Users with full Succession Planning access can click Nominate from the Manage drop-down menu 

Complete the Candidate Nomination Form

To nominate a candidate: 

  1. Access the Candidate Nomination form under Manage > Nominations > Nominate
  2. Click Add Nomination for the corresponding critical role
  3. Click Select for a corresponding candidate to open the nomination modal
  4. Complete each of the fields, i.e. Strengths, Gaps, etc.
  5. Click the What is [Employee's] Readiness... drop-down and select the employee's readiness level
  6. Click Save to save the candidate selection along with any information you entered
    • Optionally, repeat steps 3-6 for any other candidates
    • Optionally, nominate a candidate not listed on the form by entering and selecting the employee in the Nominate Someone Else field
  7. Click Finalize Nominations to complete the Candidate Nomination form

Import a Talent File 

To import a talent file: 

2023-02-06_13-50-38 (1)

  1. Click and expand the Manage drop-down menu in the top-right
  2. Click Import Talent File to open the import process 
  3. On the Upload File step, click Browse and select the talent file
  4. Click Upload and Validate
  5. On the Validate step, if the validation is successful, click Import
    • If the validation fails, see the validation error and make the necessary edits before saving the file and clicking Download Template File Again to validate the updated file
  6. On the Import step, click View Analytics to return to the Succession Planning page

Export Succession Plan Data

To export data from an existing Succession Plan:

  1. Select Manage in the upper right corner
  2. Click "Export Succession Plan"
  3. Select a date to see the Succession Plan details for that point in time

  4. Click "Export" to download the requested data

Presentation Mode

Presentation Mode within the Succession Planning page provides an organized method to view critical roles and the state of the candidates. 

Filters can be applied in Presentation Mode and saved for future use, learn more.

 

Access & Navigate Presentation Mode

To access Presentation Mode:

  1. Click Presentation Mode in the top-right corner of the page
    • To return to the previous view of Succession Planning, click Back to Analytics 

The Presentation Mode view begins with the Overview, displaying the number of critical roles and interactable views of the candidate by readiness or specified demographics. 

To navigate through Presentation Mode: 

  • Use the search field in the top-left to search by a role or an employee 
  • Use the filter function in the top-left to search via demographic or pre-selected quick filters
  • Roles and the incumbent are listed on the left-hand side of the screen

 

Save Presentation Filter Presets 

In Presentation Mode, use the Filter feature to view only relevant roles and candidates. Use the Quick Filters to view vacant roles or roles without candidates, or apply a demographic filter, i.e. by department, generation, tenure, etc.

Saved presentation presets are organized in the Presentations drop-down menu in the top right and can be enabled on demand. 

To save a presentation with a filter:

  1. From Presentation Mode, click Filter
  2. Specify the active filters, i.e. Quick Filters and/or demographic filters
  3. Click Apply
  4. With an active filter, click and expand the Presentations drop-down in the top right
  5. Click Save New Presentation
  6. Enter a name for the presentation
  7. Click Save

Saved presentations can be deleted via the Presentations drop-down menu by clicking the trash icon for the corresponding saved presentation.

 

Share Presentation via Shareable Link

When viewing a saved presentation, a view-only link can be shared. Users viewing a presentation using the link will be restricted to only the candidates and roles within the scope of the filter. 

To ensure a shared link only shows the correct presentation with the specified filters, active filters must match the filters of a saved presentation. For example, if a presentation were saved with the Finance filter, the presentation would not be shareable if an additional filter was in place, or if the Finance filter was disabled. 

To share a view-only filtered presentation: 

  1. Click and expand Presentations in the top right
  2. Click Save New Presentation 
  3. Enter a name for the presentation and click Save
  4. Click Share
  5. Click Copy Link to copy the unique view-only link
  6. Share the unique link with the appropriate users