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Adding Non-Direct Reports to Succession Plan — Cloud Customer Connect
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Adding Non-Direct Reports to Succession Plan

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We have a need where managers have the ability to add employees to their succession plan, outside their list of current direct reports.

Currently, when the manager accesses their succession plan, the only option they have is to select employees from the list of their direct reports.

Is there a way for managers to add an employee that is currently not a direct report, to their succession plan?

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