Help CenterPerformAdministrationSuccession PlanningSuccession planning formsCreating forms using eForm BuildereForm Builder
Create a new talent profile form template
- Succession Planning comes with a default form. You can create a new version to meet your organization's needs.
- The new version is not available for use until it is published.
- Only one version of a talent profile form can be live at one time.
- From the navigation bar, click Administration.From the Settings page under Succession Planning Settings & Customization, click Succession Plans. The Succession Planning Forms page opens.
- Beside the talent profile template, click
and then click Create New Version. - Make changes using the eForm Builder.
- Click Save. The new version is saved as a draft.
Tip: When you are ready for everyone to use it, click
>Publish.