Snapshot - Succession - Add Successors

On the Snapshot - Succession page, the Add Successors drop-down menu enables users to add potential successors for the user. This drop-down menu is only available to users who have permission to manage succession information on the Snapshot - Succession page.

Note: Adding or removing potential successors from a position impacts the Potential Successors section for all users in the corresponding position. Also, any ratings that are applied to a position-based potential successor are applied to the Snapshot - Succession page of all users in the position.

To access the Succession Snapshot page, go to Home > Universal Profile. Then, click the Snapshot tab. Then, click the Succession widget.

Depending on which tab (Users or Position) is selected when successors are added, the potential successor is added to the corresponding section. For example, if the Add Successors drop-down menu is selected when the Position tab is selected, then any potential successors that are added are position-based potential successors. Similarly, if the Add Successors drop-down menu is selected when the Users tab is selected, then any potential successors that are added are user-based potential successors.

Users must have the appropriate permissions to search for a potential successor.

The following options may be available in the Add Successors drop-down menu:

  • Advanced Search - Select this option to add a potential successor using the Advanced Search functionality. After a potential successor is selected, the potential successor is added to the Potential Successors section. Note: When utilizing competency ratings in Career Profile or Talent Search, competency ratings from competency assessment tasks and Competency Assessment performance review sections are available because they both use the rating scale from the competency model. However, competency ratings from Competency Rating performance review sections are not available because they use the performance review section rating scale. See SMP Task - Succession Chart Step - Recommended Successors and Advanced Search.
  • Recommended Successors - Select this option to view recommended successors and use the Advanced Search to search for successors. After a potential successor is selected, the potential successor is added to the Potential Successors section. See SMP Task - Succession Chart Step - Recommended Successors and Advanced Search.
  • Add External - Select this option to name an external user as a successor for the user whose Universal Profile page you are viewing. After a potential successor is selected, the potential successor is added to the Potential Successors section.
  • Select User - Select this option to add a potential successor for the user whose Universal Profile page you are viewing by searching for a specific user within the system. After a potential successor is selected, the potential successor is added to the Potential Successors section.