General settings of the succession module:
Before starting the succession process with the appointment of employees, it is necessary to define some initial settings within the platform. These are jobs and positions.
In this article, you will find the following topics:
How do I create jobs and positions in the platform?
How to define readiness levels for the Succession module?
Permissions of the Succession product.
⚠️ Attention:
The job and position management system is directly and automatically connected to the succession product. So if it's enabled, it works for all registered employees; it is not possible to have another separate employee field for a position.
How do I create jobs and positions on the platform?
A job title defines the main responsibilities of one or more people in an organization. For example, within the job called HR Analyst will go data about the duties related to this role, and information about the people who hold this job in the company.
To create a new position you must:
1. Click on "Organization";
2. Click on the "Jobs Titles" section;
3. Click on "New Job":
4. Define the name of the new Job:
5. If you want to create a new position and assign a collaborator to it by clicking on "New position".
⚠️ Attention:
You cannot delete jobs, only inactivate them. To view inactive jobs, click on "Archived Jobs";
It is not possible to define two jobs with the same name, even if one of them has been inactivated. In this case, it is best to edit the name of the old job or enter a different name for the new job.
How to define the readiness levels for the succession module?
Some readiness levels are already available in the platform by default, but you can change and create new ones whenever needed.
To do this, you must:
Click on "Organization;
Click on the "Succession" section;
Here, you can view the current readiness levels:
3. To add a new level, you must click on the "New level" button
4. To change or delete a level, you should hover the cursor over it and click on the corresponding option:
5. Finally, you can change the order of the readiness levels simply by dragging each one:
⚠️ Attention:
After a readiness level is deleted, successors that already had it set will still have the information, but it won't be possible to assign the same level to new people.
It is not possible to re-establish or recover a readiness level that has been deleted in the platform.
Succession product permissions.
Any employee can appoint successors to their position or be appointed to a position, provided they have access to the module within the employee profile or the evaluation with the module enabled.
Who can set up positions and readiness levels?
People with general admin or Organization admin access.
⚠️ The main points of attention on permission to appoint successors involve:
See yourself as successor → only Organization Admins can see their own name in the successor listing
Appointing a successor → leaders can't appoint in the profile of indirect leads, only direct ones.
Edit a nomination → leaders cannot edit nominations of indirect leads, only direct ones.
Deleting a nomination → leaders cannot delete a nomination of indirect leads, only direct ones.
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