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Succession Planning Setup

When enabled, the Succession Planning Setup page allows the admins to define review periods and rating categories to make this feature geared to fit your needs in the company. We will go over all the areas of the Setup page and how it works. 

On/Off Toggle

In order for the Succession Planning feature to be visible in the 'Manager' Tab, you will need to toggle ON the feature in Motivosity by heading to 'Setup' - 'Succession Planning' and turn it on. If you have the toggle OFF the feature will not populate in the 'Manage' Tab. 

Plan Snapshots 

A snapshot of each manager's plan will be automatically created at the end of each year. Managers will receive reminders to update their plans leading up to that date.


In the example above, for instance, Invitations will be sent to managers to do review starting October 1st, or the first day of the period. This will happen for each review period. Action items will be created on opening day for each manager and will expire on the last grace period day. 

During the open period, weekly reminders will be sent to the managers leading up to the closing day. They will proceed to get three reminders right before the grace period ends. 


There are two categories of ratings, which correspond to active planning, or no active plan. Active planning is to plan a team member that is actively on their way to being ready for a promotion. No active plan is that there is no active development plan beyond this person’s current job role.

The defaults for the Active Plan category are:

    Ready (light blue color) - Identifying team members who are ‘Ready’...This person is ready to take on a role like                     this right now

    In Progress (light green color) - Identifying team members who are ‘In Progress’... This person is getting ready for a role like this

The defaults for the No Active Plan category are:

    Needs Time (yellow color) - Identifying team members who are ‘Needs Time’...This person could have potential, but needs more experience before consideration

    Not Interested (black color) - Identifying team members who are ‘Not Interested’...This person is happy in their current role and is not interested in additional responsibilities

    Not Likely (light red color) - Identifying team members who are ‘Not Likely’...This person would not be a good fit for a role like this in the organization

The check mark on the right hand side of each rating lets you decide whether you'd like that rating visible in the rating interface of the Manage tab. 

NOTE: A rating can be deleted or can be made inactive. Deleting a rating deletes historical data associated with that rating. Making a rating inactive just hides it from the rating interface and dashboards. The setup screen will still show inactive ratings. 

Clicking the ‘Add Rating’ icon will create a new row that can be dragged into the correct place. You can drag ratings to reorganize them - including dragging between categories. When you click on the edit icon, the coaching editing modal appears. This allows the admin to set up their own coaching around how to identify people with the correct status.

The Sweetener

Like some of the other features in our system, the sweetener is something you can add as a bonus to your managers for when they have completed all the ratings for succession planning for the period. 

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