Export succession plan data

• Exporting creates a comma separated values (csv) file.
• You can open it in Microsoft Excel.
• The csv file contains employee ID, employee name, employee status, hire date, location, department, job, email, manager ID, manager name, talent pool name, incumbent ID, incumbent name, readiness level, readiness change date, indicators, potential, risk of loss, impact of loss, promotability, is willing to relocate, and relocation preferences.

1. From the navigation bar, click Administration.
2. From the Settings page under Succession Planning Dashboard & Tools, click Talent Pools.
3. In the grid beside a talent pool, click and then click Succession Plan.
4. Click and select Export to CSV.
5. On the pop-up, select to open file in Microsoft Excel or save it to your computer.