For customers of our Succession Planning module.
Conduct vital planning processes for any position in your organization.
To create a succession plan:
Note: By default, only Company Admins, HR Admins, and HR Managers can create and manage succession plans for all positions—Limited Admins can create and manage plans for their subordinates and/or the subordinates of other specified positions. You can allow managers to create and manage succession plans for their subordinates. To do this, navigate to the Succession Plans page from the main menu, click the Settings tab, click the Edit button in the PLAN PERMISSIONS section, and select Yes before clicking Save.
Locate the position by moving/navigating the org chart or searching the org chart.
Hover over the position card and click the three-dot menu.
Click Create Succession Plan.
The Succession Plan side panel will open, allowing you to add and edit candidates, add a plan summary, and/or add plan comments.
To add a candidate:
In the Summary tab of the Succession Plan side panel, click the Add a Candidate button.
Select This candidate is in the organization or This candidate is outside the organization.
Use the space provided to begin entering the person’s name or title.
•If the candidate is inside the organization, Built will suggest individuals. Click the correct individual.
•If the candidate is outside the organization, use the fields provided to enter the candidate’s name and any additional information.
Click Save.
Notes about managing a plan’s candidates:
•Once multiple candidates have been added to the plan, you can drag and drop individuals to reorder them.
•To edit an external candidate’s name or additional information, click the pencil icon.
•To remove a candidate, click the x.
To set an internal candidate’s readiness, performance, potential, and flight risk or add notes:
For each candidate inside the organization, you can select a level of readiness, performance, potential, and flight risk by clicking the box below each label and selecting the appropriate option. Add a note about an internal candidate by clicking the +Add Note button below the candidate’s photo. You can use the Show Notes toggle to hide or display candidate notes.
Note: You can also adjust a person’s performance, potential, and flight risk on the Job tab in their profile. Settings adjusted in the succession plan or the person’s Job tab will update data in both places. An individual’s readiness to fill a position can only be adjusted/stored within a specific succession plan.
To add a plan summary:
Navigate to the plan’s Summary tab, then click the Add Plan Summary button.
Enter your summary in the Plan Summary textbox.
Click Save.
To edit or delete a plan summary:
Hover over the right side of the textbox and click the three-dot menu.
Click the desired option:
Edit Plan Summary: When the Plan Summary textbox opens, make the appropriate changes before clicking Save.
Delete Plan Summary: Click Delete to confirm you’d like to permanently remove the plan summary.
To add or delete comments on a succession plan:
Enter comments in the Comments box at the bottom of the succession plan.
Click the Add Comment button to save the comment. Comments will be displayed in the order they’re added, along with the author, date, and time recorded.
Note: To delete a comment you've added, hover over the comment and click the trash icon.
To view or edit a succession plan:
Locate the position on the org chart.
Hover over the position card and click the three-dot menu.
Click View Succession Plan.
A side panel will open, displaying the succession plan for this position. You can visualize and compare succession plan candidates using the Summary, Compare, and Matrix views, and edit the plan as needed.
Note: You can also view or edit a plan by navigating to the Succession page from the main menu and clicking the Succession Plans tab. Locate the succession plan in the table and click the position ID or title to view or edit the plan on the Org Chart page.
Please contact our customer success team for additional assistance.
Additional Resources