---
title: "Succession Summary"
slug: "succession-summary"
description: "View employees with job roles requiring succession planning. For each employee, the planned successors are displayed."
tags: ["Local HR", "HR"]
updated: 2024-04-22T08:27:17Z
published: 2024-04-22T08:27:17Z
canonical: "help.lanteria.com/succession-summary"
---

> ## 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.

# Succession Summary

The **Succession Summary** report shows all the employees for whose job role the **Succession Required** check box was selected. You can see the successors for each employee in the **Successors** column.

To run the report, in the HR role, go to **Reports** > Report Center > Performance > **Succession Summary**, set filters if necessary, and then click **View**.

*Note* *Alternatively, you can open the **Succession Summary** page by clicking **Performance** > **Succession** > **Succession Planning**.*

![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img966.png)

From this page, you can [plan successors](/v1/docs/plan-successors) by clicking **Details** for an employee, and then selecting successors from talent pools.

## Related

- [Talent Management](/talent-management.md)