Succession planning > Manage pool jobs, incumbents and candidates > Edit pool incumbents

Edit pool incumbents

For each pool, the SPA can add and remove incumbents.

Follow these steps to add and remove incumbents.

1. From the Edit Pool page, choose Options > Edit Incumbents.

    

   Note	To perform a quick search for all the incumbents for a job already in the pool, highlight the icon next to the job and select Edit Incumbents.

2. Perform a search. To narrow search results, use the filter options. Additional, advanced search options are available by clicking on the  icon.
3. Click Search. The results are displayed below.

   To view all employees and their current jobs, clear the search filter and click Search.

4. Add incumbents by entering a check mark.
5. Remove incumbents by removing a check mark.

   

6. Click Save to update the incumbents in the pool.

   If an incumbent is added for a job that is not associated with the pool, the job is added to the pool.

Follow these steps to remove an incumbent.

1. From the Edit Pool page, highlight the icon next to the incumbent and choose Remove from Pool.
2. Confirm the removal by clicking OK.

   To view detailed information about a specific incumbent click on the incumbent's name.