Succession Planning

The Insperity® Organizational Planning succession planning add-on helps companies identify the organization’s key roles and determine high-potential employees who can...

To access succession planning, use the Succession Panel icon on the Secondary Workspace menu bar at bottom of your workspace....

Adding a succession plan To add a succession plan, click the plus button on the top right panel menu.    A...

Viewing your Succession Plans You can view your succession plans in either a list view or a card view.  To...

To edit your succession plan, select the edit icon:  To edit the properties of your succession plan (key employee, position,...

You can type the title of the position directly into the Key Position field in the succession plan properties.

You can add up to 10 candidates per succession plan.

You can click, drag, and then drop the candidates in any order you choose.

All full administrations can see and edit all plans that have been created.  Role based users can only see the...

To share your plans with another user, click on plan properties and add the user.  Please note, only those users...

When you hover over the share icon, a box will appear with all the users that have access to the...

9-Box Grid Overview The 9-box grid is a performance and potential matrix which is typically used as a tool for...

First time configuration setup for succession planning Field Mapping When using succession planning for the first time, mapping the fields...