---
title: "Plan Successors"
slug: "plan-successors"
description: "From the talent pools, select possible successors for employees whose job roles are marked as requiring succession."
tags: ["Local HR", "HR"]
updated: 2023-05-29T15:57:38Z
published: 2023-05-29T15:57:48Z
canonical: "help.lanteria.com/plan-successors"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.lanteria.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan Successors

The successors for the key employees can be planned in the **Succession** section:

1. Go to **Performance** > **Succession** > **Succession Planning**.
2. Set filters if necessary, and then click **View**. The **Succession Summary** page will open, which displays all the employees for whose job role the **Succession Required** check box was selected. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img254(1).png)
3. To select the successors for the employee (or job role), click **Details** next to the employee. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img255(1).png)
4. At the bottom of the page, select the talent pool from whose members the successor is to be chosen and click **View**. All the talent pool members will be listed. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img256(1).png)
5. To add a talent pool member as successor, click **Include**. You can include several successors, if relevant.
6. To remove the successor, click the remove icon in the successor’s card.

*Note* *Successors are planned at the job role level. So when selecting successors for a particular job role, those chosen will be automatically used for all other employees who also occupy that job role, if any.*

## Related

- [Talent Pools](/talent-pools.md)
- [Define Job Roles Requiring Succession](/define-job-roles-requiring-succession.md)