Learning Outcomes

Upon completion of this course, you will be able to:

• Introduce the permissions controlling access within Succession
• Describe the nomination tools and concepts used in Succession
• Discuss the Succession features and options available within Admin Tools
• Practice the exercises detailing the necessary actions to modify Succession
• Determine the areas of Succession where additional assistance is needed from Customer Success or Professional Services for next steps and enablement

Course Content

• Succession Management Introduction and Nomination Methods
• Succession Permissions
• Succession Data and People Profile
• MDF Positions for Succession
• Succession Org Chart
• Succession Talent Pools
• Position Tile View and Lineage Chart
• Talent Search
• Matrix Grid Reports
• Talent Cards and Presentations
• Succession Data Import and Calibration

Audience

• Business Process Owner / Team Lead / Power User