Succession Planning Administration Menu Choices

You can manage Succession Plans and configure 9 Boxes on the Succession Planning section of the Administration screen.

Menu Choices

Menu Choice Description
Manage Succession Plans This screen lists all succession plans. You can click on a plan name to view plan details, select Change Owner from the Actions menu to assign a new plan owner, or click the Succession Plan Without Successors button to view a list of plans who still need to have successors assigned.
Configure 9 Box This screen allows managers to view their employees in a nine box grid, which offers a quick display of where each employee fits within the organization.