Adding resources to a pool from a succession plan

As an administrator or generalist, you can add a resource to a pool from succession pools or talent pools.

Select Plans.
Click the Talent Pools or the Succession Pools tab.
Select a resource to add, then right-click and select Add To Pool.
Specify this information:

Employee

Select the resource that is being added.

Status

Select whether the resource is being added to the pool as proposed or confirmed. The default is proposed.

Readiness

Select a readiness code for this resource. These codes are defined by the administrator during setup. Readiness is used to indicate the timeline when the resource is ready to fill the requirements of the pool. If a resource is added with a Confirmed status, then Readiness is required.

Recommendation Date

Select the date on which the resource is recommended for this talent pool.

Pool Source

Select the source from which this resource was considered for the talent pool. Pool sources are defined by the administrator role.

Comments

Optionally, specify comments about the resources that relates to their being in the succession or talent pool.
Click Submit.