Incumbent Plan Grade Field Data for Succession Plans — Cloud Customer Connect
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Incumbent Plan Grade Field Data for Succession Plans

Summary:

Our organization currently utilizes incumbent-type succession plans only. We have interest in reporting on our incumbent grades as part of succession reports, but I'm not seeing grade associated to incumbent-type plans configuration. Curious if anyone can confirm if grade data is only captured/displayed for plan types outside of incumbent (i.e., job-type plans). Looking at similar posts to capture grade data, it appears there's one solution to create a DFF, but our preference is to have the grade auto-populated based on the incumbent selection in a plan.

Content (please ensure you mask any confidential information):

With use/creation of incumbent plan, is there any functionality in place that can be enabled to capture grade data for the incumbent without manually populating through a DFF solution?

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