Succession planning
Keep track of who'd step into a key role if the person in it left.
Succession planning is about not being caught off guard if someone in a key role leaves — knowing ahead of time who could step in, and how ready they'd be.
- Go to HR Intelligence → Succession Planning.
- Select New Succession Plan.
- Choose the Key Position, who currently holds it, and their Backup / Successor.
- Set how ready that backup is — Ready Now, Ready in 1–2 Years, or Ready in 3–5 Years.
- Add any notes, and save.
