Configurable Succession Planning Naming
Default on
This update enhances the flexibility and transparency of position-based succession planning by enabling administrators to personalize the naming logic, which ensures that each plan is distinct and readily traceable.
Before:
After:
Users
HRBPs, Managers
Requirements
Talent Management Enterprise license
Needs addressed
At present, succession plans are automatically assigned according to role titles (e.g., Succession Plan for Software Engineer II). Although this system is suitable for role-based succession planning, it presents limitations for position-based planning, particularly when several positions share the same title across various locations, business units, or individuals.
Customers want to be able to change the naming logic to make it clearer and more understandable. This'll make it easier to track, report, and communicate with stakeholders.
Admins can now configure auto-generated names for position-based succession plans (SPs) via a multi-select UI. The naming convention will be "Succession plan for" followed by a comma-separated combination of employee full name, title, location, and business unit, as selected by the admin.
The goal is to introduce configurable naming for succession plans to support greater flexibility, especially for position-based plans.
This includes: Enabling Admins to configure naming logic via a simple multi-select UI.
Allowing naming based on profile attributes like name, title, location, and business unit.
Ensuring backward compatibility for existing customers using default naming.
Centralizing name generation logic in the backend for maintainability and scalability.
For more details on this feature, read Configuration Guide for Succession Planning.
Impact on existing workflows
The user interface will display succession plan names that align with the user-defined patterns within the Position Succession Plan Name.
Initial setup
This feature will be available to customers by default. Customers don't need to do anything to see this change in their Eightfold environment by the sandbox and GA dates.
