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                      Understanding successor comparison

                      scheduleLast updated on November 13, 2026

                      You're reading documentation for the first version of Succession Planning. For the latest version, read Role-based Succession Planning.

                      The successor comparison feature goes beyond the recommended successors table by allowing you to compare up to three employees side by side in a dedicated comparison window.

                      HRBPs and managers can choose the most suitable successor for a given role by reviewing a list of comparison attributes. These attributes cover a range of qualities such as match score, relevant skills, or willingness to travel for a position.

                      If you have edit access to a succession plan then you also have access to successor comparison. The successor comparison compare employees button is located in the upper right-hand corner of the succession plan management page.

                      Succession plan readiness states' table and compare employees button.

                      The following attributes are available for evaluation in successor comparison:

                      Employee Attributes
                      • Match score
                      • Succession readiness
                      • Strongest relevant skills
                      • Skills gap
                      • Top courses
                      • Top projects
                      • Succession roles
                      • Industry experience
                      • Relevant companies
                      • Flexibility to travel
                      • Flexibility to relocate
                      • Language proficiencies
                      • Impact of loss
                      • Notes from manager
                      • Latest performance assessment

                      How to compare successors

                      1. Click on the compare employees button on the succession plan management page.
                      2. Follow the on-screen prompt and select up to three employees to compare using the checkbox icon Checkbox icon..
                      3. After selection, click on the see results button. The comparison window appears with each successor and their attributes listed in columns.

                      Add a new successor to compare

                      To add a successor while in the comparison window, click on the plus icon Plus icon. on the right-hand side of the page. This action generates an additional successor column and search box. The search box can be used to search and add employees by name or to view a list of recommended successors. To view a list of recommended successors, place your cursor in the search box. The recommended successors appear in a drop-down menu directly beneath the search box.

                      Match score in Succession Planning explained

                      A successor’s match score breakdown can be seen by hovering over the blue dots used to indicate the match score rating. The breakdown provides details on four match score categories:

                      • Skill relevance
                      • Title relevance
                      • Experience relevance
                      • Education relevance

                      Match score pop up modal with match score breakdown. Skill relevance, title relevance, experience relevance, education relevance.

                      #comparative analysis #successor comparison #compare employees

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