Succession Planning

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

You have two approaches to defining successors:

Looking at a position, and the employees that can be successors for it.
Looking at an employee, and defining their succession plan.

The successor and succession information can also be viewed in employee and position directories, but the fields must be added to the default table layout and filters.

Note: Succession Visualization and Succession Assignment settings must be enabled in Admin to view and manage this page. Note that if you are managing succession data in Nakisa Inc., this information is not synced with any HRIS or ERP systems, even if succession data was originally extracted from these systems.

To assign successors from the position details page:

Open the details panel for the position(s) you want to assign the successor to and click Add Successor.
Use the drop-down menus to enter the Successor information:
- Search Employee: Search for the employee to add as a successor.
- Readiness: How long until the employee is ready to take over the position.
- Ranking: The ranking of the employees in the group in regard to taking over the position.
- Status: Select whether this successor is "Nominated" or "Approved". Note that only approved successors affect Bench Strength.
Click Save. The selected employee will appear as a successor to the position.
If required, expand the card to edit or remove it:
- Click at the bottom of the card to edit the Readiness or Ranking information for the employee.
- Click at the bottom of the card to remove the successor.

To assign or edit a successor from the org chart:

Open the Org Chart Options and select the Succession View.
Expand the org chart to the required position, and right-click the node to open the context menu.
Select Edit Successors.
To add a new employee, click Add Successor. Search for the employee and click Select.
To edit the new successor or any of the current successors, expand the row and edit the required fields (listed above).
Click Save.

To create a succession plan for an employee from their details page:

Open the details panel for the employee that you want to create a succession plan for, and click Create Succession Plan.
Use the drop-down menus to enter the Successor information:
- Search Position: Search for the position that this employee can be a successor for.
- Readiness: How long until the employee is ready to take over the position.
- Ranking: The ranking of the employees in the group in regard to taking over the position. Refer to the position details to see how many other potential successors there are to know how to set the ranking.
- Status: Select whether this successor is "Nominated" or "Approved". Note that only approved successors affect Bench Strength.
Click Save. The selected employee will appear as a successor to the position.
If required, expand the card to edit or remove it:
- Click at the bottom of the card to edit the Readiness or Ranking information for the employee.
- Click at the bottom of the card to remove the employee as a successor to that position.