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Succession planning (full Talent Management module)

Ciphr Academy
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This guide will show you how to carry out Succession Planning for a job.  This feature is available as part of the full Talent Management module only.

 

Contents

 

Overview

  • Succession Planning enables you to identify who in your organisation might be an appropriate successor to someone in an existing job role
  • This can be done for some or all of the roles in your organisation but the roles must have been set up in the Jobs file in order to use this functionality
Note: Succession Planning is only available to customers who have full Talent Management installed.

 

Succession Planning

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Succession Planning
    • Pre-2025 (top) menu: Talent & Development > Succession Planning
  • The screen will display the roles that have been added for the purpose of planning successors
  • It is first necessary to ensure that the role is available in this list
  • Click Insert New Record
  • Use the drop down list to select the Job Title for the role you would like to succession plan for
  • Click Create
  • The role will be selected and displayed ready for successors to be added
  • The icons adjacent to the selected role will enable you to go to the job itself and to view who is currently in the role displaying their nine box grid positions if they have been created
  • Click Add Successor
  • Use the search, pages or heading filters to locate the employee who has been identified as a successor
  • If the employee has nine box data this will be displayed
  • Click on them to select and then identify their Readiness
  • Click Update
  • Repeat as required for as many successors as have been identified for the role
Note: If the role you have selected is unique, i.e. one occupant, then you will be able to see the current incumbent's performance ratings, flight risks and length of service. If, however, you have selected to succession plan for a role that has multiple occupants you will not see this information.

Note: If you give access to managers, they will only be able to plan successors for roles and occupants that report into them (directly or indirectly) and can't view their own job role. If an HR User adds additional successors outside of the manager's reporting line, the manager will not see those individuals

 

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