Succession Planning

You can use Hanelly for succession planning. Succession planning lets you create a group potential immediate replacements for a position, should it become available.

To Assign Successor Employees to Positions

  1. Open the details panel for the position(s) you want to assign the successor to and click Assign New Successor.
  2. Use the drop-down menus to enter the Successor information and click Assign
    • Employee - Search for the employee to add as a successor.
    • Ranking - The ranking of the employees in the pool in regard to taking over the position.
    • Readiness - How ready the employee is to take over the position.
  3. Click Assign New Successor.
  4. Click Submit to confirm your selection. The selected employee will appear as an incumbent in the position.

Alternately, you can add a successor to a position through the Position Node Menu by selecting Assign New Successor.

If there is more than one person successor for a position, you can Compare the employees, if desired.

Note: An employee can be assigned as a successor for the same position multiple times. Be sure to delete any invalid duplicates to avoid confusion.

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