Succession Pools

You can manage succession not just at the individual position level, but also at a group or pool level. It is important when identifying high potential employee to add them to a Succession Pool. This approach enables better future talent planning and helps identify the key individuals to draw from when creating a succession plan.

In Succession Pools, the left-panel lists the pools that you have created or that are currently available, along with the number of individuals in each pool. Select a pool to view the individuals in the pool, with readiness and ranking information. Note that you can add also an employee to a succession pool through the Employee Details page.

Succession pool information can also be viewed in the employee directory, but the fields must be added to the default table layout and filters.

Note: Pools Visualization and Pools 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 create succession pools and add employees: 

1. From the main menu, click Succession Pools.
2. Click New pool.
   1. Enter a pool Name.
   2. Click Save.
3. Select the new pool in the left-panel.
4. Click at the top of the page to add an employee.
   • Search Employee: Search for the employee to add to the pool.
   • Readiness: How long until the employee is ready to take over this responsibility.
   • Ranking: The ranking of the employees in the pool in regard to taking over the responsibility.
5. Click Save.

To manage the succession pool: 

• Click at the top of the page to edit the succession pool name.
• Click at the top of the page to delete the entire succession pool.
• Click in the Actions column to edit the Readiness or Ranking information for an employee.
• Click in the Actions column to remove the employee from the succession pool.

To add an employee to a succession pool from the employee details page:

1. Open the details panel for the employee that you want to add to a succession pool, and click the Succession Pools page on the left.
2. Click Add to pool. Enter the following information:
   • Succession Pool: Select one of the existing succession pools.
   • Readiness: How long until the employee is ready to take over this responsibility.
   • Ranking: The ranking of the employees in the pool in regard to taking over the responsibility.
3. Click Save.
4. 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 from the succession pool.

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