Add a Participant

You can follow this set of steps to add employees as participants in the process of identifying successors for a job.

To add participants to a succession plan:

1. Click Succession > Succession Plans.
2. Click in the Actions drop-down list next to a plan name.
3. Click Search for Participants and enter your search criteria.
4. Click Search.
5. In the Select column, select the participants that you want to add to the succession plan.
6. Assign permissions to the participants, either one participant at a time or, using the Bulk Actions section, all at once.
7. Enter a Collaboration End Date.
8. Click Invite Participants.