Introduction

Succession planning is most effective when organizations proactively identify critical employees and nominate suitable successors before vacancies arise. Rather than waiting until an employee resigns or retires, managers can build a succession pipeline by adding employees to the succession list and nominating potential successors based on their skills, experience, and readiness for future roles.

uKnowva HRMS simplifies this process by providing an intuitive interface where managers can manually include employees in succession planning and nominate candidates for key positions. 

In this article, you will learn how to add employees to the succession list and nominate successors in uKnowva HRMS.

Step 1: Open the My Team's Succession Page

To begin, navigate to the side navigation panel and click on the Succession Planning menu. From the available options, select the My Team's Succession sub-menu.

This page displays all employees who are currently part of your succession planning scope. From here, you can manage succession candidates, view potential successors, assess employees, and nominate replacements for critical positions.

Step 2: Add Users to the Succession List

If you want to manually include an employee in the succession planning process, click on the Add User(s) button available on the page.

A pop-up window will appear where you can search for and select the employee you want to add. Enter the employee's name, select the appropriate user from the list, and then click on the Add User button.

Once added, the employee will immediately appear in your succession list, allowing you to monitor their role and begin planning for potential successors whenever required.

Step 3: Nominate a Successor

After adding or locating the employee in the succession list, find the employee for whom you want to nominate a successor.

Under the Action column, click on the View (Eye) icon to open the list of available potential successors for that employee.

On this page, click the Nominate button. 

A nomination window will open where you can search for and select the employee you want to nominate as the successor.

Enter the candidate's name, select the appropriate employee from the list, and click the Nominate button to complete the nomination.

Once submitted, the selected employee will be nominated as a potential successor for the chosen role. Managers can later review, assess, rate, or update the nominated successor as part of the overall succession planning process.

Conclusion

That’s it!

You’ve now successfully added employees to the succession list and nominated potential successors in uKnowva HRMS.

By following this process, you can proactively identify critical roles, nominate suitable successors, and build a strong leadership pipeline for future organizational needs.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..