Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Change Succession Plan Owner

You can change the succession plan owner on the Manage Succession Plans screen.

To change the Succession Plan owner:

  1. Click the Administration icon the toolbar in the upper left of any screen.
  2. Under the Succession Planning section, click Manage Succession Plans.
  3. Find the succession plan you want to edit in the list, click the three vertical dots icon in the Actions menu and select Change Owner.
  4. Click Select Succession Plan Owner.
  5. On the Search for Employees screen, use search options to find those individuals who report directly to a specific manager, or display all internal users who are eligible to be a succession plan owner.
    Note: Typically, only those in the Executive group are permitted to be owners of a succession plan.
  6. In the search results list, check the box next to the employee you want to select as the new succession plan owner.
  7. Click Confirm Selection.
  8. Click Update.