Using the succession planning by my team

You can view the list of all your direct reports and view their profiles.

Each employee include relevant details such as their position and an indicator if they are a successor or not.

The Successor column shows Yes if the employee has a succession pool or a talent pool record.

  1. Select Succession Planning.
  2. Click the My Team tab.
  3. Select an employee and view the Succession Pools and Talent Pools sections:
    • Succession Pools: Includes specific positions where an employee is considered as a successor. You can add a successor to a pool and delete, confirm, or calculate fit a potential successor from the position.

      The Qualification Fit column shows the percentage on how well the employee’s qualifications align with the role.

      The Behavioral Fit column shows the percentage compatibility based on behavioral expectations.

      The Status column indicates if the employee’s pool placement is confirmed or still proposed.

      The Readiness column shows the successor’s preparedness status.

    • Talent Pools: Includes general talent pools where employees are grouped based on their potential. You can add a successor to a pool and delete, confirm, or calculate fit a potential successor from the talent pool.

      The Qualification Fit column shows how the measure aligns with the talent pool criteria.

      The Status column indicates whether the employee’s participation is proposed or confirmed.

      The Readiness column shows the successor’s preparedness status: Ready Now, Not Ready, or a specified time frame.