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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.
  1. From the navigation bar, click Administration.From the Settings page under Succession Planning Settings & Customization, click Succession Plans. The Succession Planning Forms page opens.
  2. Beside the talent profile template, click vertical three-dot menu icon and then click Create New Version.
  3. Make changes using the eForm Builder.
  4. Click Save. The new version is saved as a draft.

    Tip: When you are ready for everyone to use it, click vertical three-dot menu icon>Publish.