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Creating Succession Plans in Workday

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This job aid outlines how a Talent Partner can create a Succession Plan with employees to track succession for a specific position.

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Getting Started

Create a Succession Plan

  1. Search for the Create Succession Plan task in the search bar.Search for Create Succession Plan
  2. On the Create Succession Plan page, navigate to the Position field, enter the name of the position you are creating the Succession Plan for, and select the Checkbox to confirm.
  3. Select OK.Select the position for the Succession plan and select confirm
  4. Select the Manage Succession Plan Button.Succession Plan
  5. On the Mange Succession Plan page, select the Plus Sign button to add candidates by searching for their names or UINs.
  6. Indicate candidates’ readiness and whether they are the top candidate or could be utilized to temporarily fill the position.
  7. Select Submit.
    manage Succession Page

This completes Create Succession Plan task.