Mapping Succession Planning Lookup Values to Nine Box Values

This topic explains how plan administrators can use the following pages:

Important: Talent Matrix

Talent Matrix is a flexible and configurable tool that helps enterprises to define succession planning dimensions as per their business requirements. To assess succession potential of their workforce, plan administrators can create different talent matrix templates for use in their enterprise, based on the delivered talent matrix types and combinations of X and Y axes dimensions. See: Using Talent Matrix

The Talent Matrix tool is not displayed in the application, by default. If required, system administrators must enable this tool by completing additional implementation steps.

Oracle Succession Planning uses default templates to display nine box matrixes. For more information, see Using the Default Nine Box Matrix Templates to Assess Workforce. If you have enabled the Talent Matrix tool, then you can directly use the Create or Update Talent Matrix Template page to create or update talent matrix templates to use in succession planning. If you have not enabled the Talent Matrix tool, then set up the information discussed in this topic.

Prerequisites

Oracle Succession Planning matrixes do not directly use the succession planning lookup values. These matrixes display ratings on a scale of 1-3 using the nine box lookup values. To correctly represent performance, potential, retention, and impact of loss ratings of workers in the matrixes, you must map the succession planning lookup values to the nine box lookup values.

Before you map nine box values, you must:

  1. Define the lookup types required for succession planning

  2. Define the lookup types for 9-Box matrixes

See: Defining the Lookups for 9-Box Matrixes in Oracle Succession Planning

To map succession planning lookup values to the nine box values:

  1. Log in to the Succession Planning for Administrators responsibility.

  2. Navigate to the Succession Planning Portal page.

  3. Click the Manage Plans tab.

  4. Click the Map Nine Box Values link in the Administration Tasks section. The Nine Box Values: Overview page appears where you can search for mapped values. See: Using the Nine Box Values: Overview Page

    Click Map Nine Box Values to navigate to the Define Nine Box Mapping page to map succession planning lookup values to the nine box values. See: Using the Define Nine Box Mapping Page

Using the Nine Box Values: Overview Page:

Use this page to search and manage nine box mapping values.

You can a select a succession planning lookup type and a nine box level and search if mapping exists between the succession planning lookup value and nine box value. You can view and delete mappings of succession planning lookups with nine box levels.

To map a succession planning lookup type value with a nine box level value, click Map Nine Box Values. The Define Nine Box Mapping page appears.

Using the Define Nine Box Mapping Page:

When you select a nine box level, you can view the lookup values defined for the nine box level. Select nine box level lookup values that you want to map to the succession planning lookup value. Click Save and Continue Mapping to save your mapping and map more values. Otherwise, you can click Apply to save the mapping and return to the Nine Box Values: Overview page.