Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Succession

Steps: Set Up Succession

Succession helps identify candidates for critical positions in your organization. You can track a candidate's level of readiness to move into a position and other attributes in succession plans and pools.
  1. Access the
    Maintain Readiness
     task.
    Create the codes that define candidates' readiness to move into a position identified for succession planning.
    Security:
    Set Up: Succession
     domain in the Talent Pipeline functional area.
  2. (Optional) Hide or Require Optional Fields.
    Select the fields you want to remove from the tasks and reports in the Talent Pipeline functional area.
  3. (Optional) Access the
    Maintain Succession Plan Setup
     task.
    Configure your succession plans.
    Security:
    Set Up: Succession
     domain in the Talent Pipeline functional area.
  4. (Optional) Edit Business Processes.
    Configure the
    Remove Worker From Talent
     business process to automatically remove terminated workers from succession pools and plans.
  5. Configure the
    Remove Worker From Talent
    business process security policy.