HRMS › Performance & Talent
Succession Plans
A plan is for a POSITION, not for a person — planning succession for a person is how you end up with no plan when they are promoted.
Where to find it
- Module: HRMS
- Group: Workforce
- Section: Performance & Talent
- Screen: Succession Plans
Address in the console: /hrms/succession-plans
List · 9 columns · 9 fields on its form
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Position | Text | position_title |
| Job | Text | job_title |
| Incumbent | Text | incumbent_name |
| Criticality | Status | criticality |
| Vacancy risk | Status | vacancy_risk |
| Candidates | Number | candidates |
| Ready now | Number | ready_now |
| Uncovered | Yes or no | uncovered |
| Next review | Date | next_review_on |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Position | Choice | Looked up from existing records | |
| Job | Choice | Looked up from existing records | |
| Incumbent | Choice | Looked up from existing records | |
| Criticality | Choice | low, moderate, high, critical | |
| Vacancy risk | Choice | low, moderate, high, imminent | |
| Impact of a vacancy | Long text | ||
| Time to fill (months) | Number | ||
| Status | Choice | draft, active, under_review, closed | |
| Next review | Date |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.