The Succession report provides a centralized view of succession planning data in Teamflect. It helps HR teams, managers, and administrators identify potential successors for key roles, review succession readiness, and understand talent pipeline coverage across the organization.
Using this report, you can quickly assess succession plans, identify positions without designated successors, and support workforce planning decisions with up-to-date employee data.
Access the Succession Report
To access IDP Reports:
Head over your Admin Center > Reports: https://admin.teamflect.com/#/reports
Click on the Succession:
Filtering your data:
Apply filters to narrow down the data shown in your Succession Report.
You can filter Users by:
Filter | Description |
Year | Select the reporting year to view succession planning data and assessments conducted during that period. |
Evaluated Role | Filter the report by the role or position being assessed for succession planning. |
Incumbent Display Name | Filter the report by the current employee occupying the evaluated role. |
Succession Report Sections:
# Incumbents
The total number of employees currently holding the roles included in the succession plan.
# Successors
The total number of identified successor candidates nominated for the evaluated roles.
Role Summary
Overview of succession coverage and readiness for the evaluated roles.
Succession Pipeline Strength
Shows the number of incumbents based on successor readiness. Short-Term includes successors ready within 2 years, while Long-Term includes successors who need more than 2 years to be ready.
General Info of Incumbent
Shows basic information about the current employee in the selected role. This includes the below information:
Name
Job title
Department
Location
Country
Manager
Employee Tenure
#Successors
Potential Successor Readiness
Indicates how ready a candidate is to take on the role. It shows the expected readiness timeline, such as ready now, within 6 months, or in 1–2 years.
Potential Successor Details
Provides details about employees identified as potential successors, including the following information:
Display name
Department
Job title
Location
Country
Manager
Employee Tenure
Readiness
Preferred Successor
Competency Distribution
Shows the competency ratings of potential successors compared against company competency standards, along with the successor’s name.
Succession Plan Details
Provides a complete overview of the succession plan for a role, including identified successors, their readiness levels, and key planning information. It includes the following details:
Incumbent Name
Incumbent Job Title
Incumbent Department
Incumbent Location
Incumbent Tenure
Evalurated Role
Role Summary
Successor Display Name
Successor Job Title
Successor Manager
Successor Department
Successor Location
Successor Tenure
Readiness
Competencies
Competency Rating
Preferred Successor
Use Cases
Leadership Pipeline Planning
HR teams and managers use the report to identify future leaders for critical roles, ensuring there is always a ready talent pipeline for key positions.
Risk Identification for Critical Roles
The report helps organizations spot roles with no or limited successors, allowing HR to take early action to reduce succession risk and avoid business disruption.
Employee Development Planning
Managers use succession insights to design targeted development plans for potential successors based on their readiness level and competency gaps.