Create Succession Plan
Succession planning ensures business continuity and provides growth opportunities within the organization. It helps identify potential successors for key roles, mitigating risks and preparing for future transitions.
This activity is used to create succession plans.
Explanation
Team managers can perform this activity on the Succession Plans page in the
Manager Services section. HR professionals can access the same page via the
HCM Services navigation.
Steps to Create an Individual Succession Plan
- Visit the Succession Plans Page
- Click + Icon to create a new succession plan.
- Enter the assessment period in the Assessment Period
field or select one from the list of values.
- Enter the company in the Company field or select
one from the list of values.
- Enter the job in the Job field or select one from
the list of values. If the selected job has only one person assigned,
the Incumbent field will automatically be filled.
- In the Incumbent list, enter or select the
respective person.
If you know the incumbent but not the exact job
role, you can first select the incumbent, and the system will
automatically fill the Job field (unless the incumbent
has more than one job assigned).
- Save the Record
Create Succession Plans - Dialog
We recommend HR professionals carry out this activity.
- Visit the Succession Plans Page.
- To create succession plans, click Create Succession Plans. The
Create
Succession Plans dialog appears.
- Enter the assessment period in the Assessment Period
field or select one from the list of values.
- Click OK to close the dialog.
The system creates succession plans for the selected assessment period.
It identifies all key job roles defined in the system and creates a
succession plan for each incumbent in those roles.
Prerequisites
- Assessment Periods are defined.
- Key Jobs are defined.
System Effects