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Succession plans help organizations prepare for future role transitions by identifying potential successors and capturing important role information.
Depending on your organization’s setup, you may have different responsibilities in the succession planning process. You may be able to create and manage your own succession plan, suggest successors for your role, or view a completed succession plan created by your manager.
Employee-owned succession plans
In an employee-owned succession plan, you are responsible for creating and maintaining your own succession plan.
If this option is enabled for your organization, you can:
Create your succession plan.
Add potential successors for your role.
Update successor information when needed.
Review and edit your plan as your role or responsibilities change.
Employee-owned plans allow you to actively document potential successors and keep your succession information up to date.
How to Suggest Successors When Invited
For manager owned succession plans, if your manager would like your input during the succession planning process, they can send you a successor suggestion request. Once you receive the request, you can access it in one of two ways:
Option 1: Through the Notification
When your manager sends a request, you will receive a notification in Teamflect. Click the notification to open the succession plan and begin providing your suggestions.
Option 2: Through Your Profile
You can also access pending suggestion requests from your profile page:
Click your profile picture in the upper-right corner and select My Profile.
Navigate to the Succession Plans section, locate the relevant plan, and click Suggest Successors.
Review the Role Summary
After opening the succession plan, you will first see a summary of your role. Review the information provided to understand the responsibilities and expectations associated with the position.
Once you have reviewed the role summary, click Next to continue.
Selecting Successors
After reviewing the role information, you can suggest potential successors for the role.
Teamflect will suggest employees who may be suitable successor candidates based on available employee data. You can review these suggestions, or use the search bar to find and add additional employees manually if you would like to consider other candidates.
After selecting one or more employees as potential successors, click Next to proceed to the evaluation step.
Evaluating Successors
In this step, you can evaluate the employees you have selected as potential successors.
For each candidate, you can:
Select their readiness level
Rate their competencies
Add optional notes or comments
After completing your evaluation, click Submit Your Suggestions. The employees you selected and assessed will be added as potential successors for your role, and your manager will review your recommendations as part of the succession planning process.
Viewing the Finalized Succession Plan
If your organization’s settings allow it, you will be notified once the succession plan has been finalized.
You can access the finalized plan in one of the following ways:
By clicking the notification you receive when the plan is completed
By navigating to My Profile and opening the relevant Succession Plan from there
The finalized plan will display the final list of potential successors and the outcomes of the succession planning process.
Beneficial Use Cases
Contributing to Succession Planning
Provide input to your manager by suggesting potential successors for your own role when invited. This helps ensure that succession decisions are informed by employees with direct role experience.
Supporting Leadership Continuity
Help your organization maintain a strong leadership pipeline by recommending employees who could successfully take over your responsibilities in the future.
Structured Candidate Evaluation
Evaluate suggested successors by providing readiness levels, competency ratings, and optional comments. This ensures more structured and consistent feedback during the succession process.