Add a new successor

Only managers can create a new successor. As a manager you can add one or more successors for any member of your team.

1. In the menu, select the service that hosts the Succession Planning process:

   

   WX displays the Succession Plan for your team.

2. Select the Name of the Team Member. You can create a New Successor for any of your Team Members:

   

3. On the Succession Plan view for the team member, select New:

   

   WX displays the New Succession Plan view.

4. In Team Member start entering the name of the Team Member you want to designate as a possible successor. WX displays a list of matches for you to select the full name:

   

5. In Readiness Rating select the picklist and choose the appropriate estimate for when you expect the successor to be ready.

6. Select Save.

   

   WX displays the Succession Plan Team Member view with the new successor added: