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Status Low Community Interest
Created by Guest
Created on Apr 22, 2020

Automatically archive succession plans when owner leaves the organisation

Automatically archive the succession plans owned by a user when they leave the organisation.

What is the business process you are trying to achieve?

When a succession plan owner leaves the organisation, their plan stays active. This means that any identified successors on this plan will continue to show as being a successor on a plan, even though this is no longer being actively managed. Therefore when other managers are creating their succession plans, it gives a false view for any potential successors already being on a plan.

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