Importing Successor Data

With Nakisa HR Suite, you can upload successor data about employees who can be promoted into vacated positions as pat of your succession plans.

To upload Successor data:

  1. Download Sucessor Template file from the Available Templates section of the Data Management page.
  2. Populate the successor data into the template and save the file.
  3. Enable Succession Planning in General Settings, if you have not done so already.
  4. Open the Data Management page (if you have not already) and click Create New Batch. This opens a new tab in the second pane.
  5. Select Default Successor Excel in the first drop-down menu.
  6. Select Upload Data in the second drop-down menu.
  7. Select Update or Insert to update the information.
  8. Click the Upload link, navigate to the template you populated, and click Open.
  9. Click Run Batch. You will receive a success message when this process has completed.
  10. Click Recreate Index. This will re-index your source and scenario data.

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