Org chart view of Succession Plans

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The new Org Chart View for Succession Plans offers HRBPs and managers a unified, visual snapshot of organizational hierarchy and succession data. This integration streamlines talent reviews and strategic decision-making by eliminating the need for multiple reports. The consistent experience now spans Succession Planning, My Teams, and Profile views.

Before:

After:

Users

HRBPs and Manager

Value

• HR Business Partners (HRBPs) and managers require a unified, visual overview of succession pipeline health and organizational structure. The challenge has been manually correlating plan status, successor readiness, and the reporting hierarchy, which slows down critical talent review processes.

• The Org Chart View automatically merges the organizational hierarchy with position-specific succession plan details (including color-coded health indicators and successor summaries). This provides a single source of truth for succession assessment, moving from disparate reporting to a consolidated, real-time visual guide.

• A manager or HRBP will open the Org Chart, immediately seeing color-coded employee cards that reflect the status and readiness of succession plans within their team. They can then click a card to open a Side Panel, providing in-depth details on the position plan, role plans, and other plans where the employee is designated as a successor.

• Improved Productivity: Significantly reduces manual effort and time spent preparing for talent reviews.

• Better Decision-Making: Provides quick access to successor readiness and pipeline health data. 

• Increased Consistency: Ensures a unified user experience across talent management modules.

For more details on this feature, read Organization Chart View of Succession Plans.

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.