Important: 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.
Oracle Succession Planning provides nine box matrixes to help enterprises to take key talent development, retention, and succession decisions.
Using the Talent Profile function and the Worker Plan Details tab of the Succession Planning Portal, talent managers and administrators can compare:
Potential with Performance: This matrix provides information on the performance and leadership potential of a worker. The matrix plots Performance rating on the horizontal x-axis on a scale of 1 to 3 and the Potential rating on the vertical y-axis on a scale of 1 to 3.
Retention with Performance: This matrix provides information on a worker's performance and risk of loss. You can view the Performance rating on the horizontal x-axis on a scale of 1 to 3 and the Retention rating on the vertical y-axis on a scale of 1 to 3.
Retention with Impact of loss. This matrix provides information on the risk of loss and the effect of a worker leaving the enterprise. The matrix plots the Retention rating on the horizontal x-axis on a scale of 1 to 3 and the Impact of Loss rating on the vertical y-axis on a scale of 1 to 3.
To assess workers' performance, potential, retention, and impact of loss using the 9-box matrixes, you must complete the following steps:
Define the Lookup Types Required for Succession Planning
Define the following lookup types to enable talent managers and plan administrators to evaluate a worker's performance, potential, retention, and impact of loss for succession planning. Add lookup values based on your business requirements.
PERFORMANCE_RATING: Indicates the performance rating of a worker, such as, Excellent, Average, and Poor.
Following 9-box matrixes use this lookup type:
Performance Matrix (Potential) and Performance Matrix (Retention) of the Talent Profile functionality.
Compare Potential with Performance and Compare Retention with Performance matrixes in the Worker Plan Details tab of the Succession Planning Portal
READINESS_LEVEL: Indicates the succession potential of a worker and promotion to the next higher role, such as Emergency Stand-In and Promotion in 1 Year.
Following 9-box matrixes use this lookup type:
Performance Matrix (Potential) matrix of the Talent Profile functionality
Compare Potential with Performance matrix in the Worker Plan Details tab of the Succession Planning Portal
PER_RETENTION_POTENTIAL: Indicates the retention potential of a worker, such as High, Medium, and Low.
Following 9-box matrixes use this lookup type:
Performance Matrix (Retention) matrix of the Talent Profile functionality
Compare Retention with Performance and Compare Retention with Impact of Loss matrixes in the Worker Plan Details tab of the Succession Planning Portal
PER_SP_IMPACT_OF_LOSS: Indicates the effect of a worker leaving the enterprise, such as High, Medium, and Low.
Compare Retention with Impact of Loss 9-box matrix in the Worker Plan Details tab of the Succession Planning Portal uses this lookup type.
For information how to add lookup values, see: Adding Lookup Types and Values
If these lookups have already been defined, then you must verify that the information meets your business requirements.
Define the Lookup Types for 9-Box Matrixes
To display values in 9-box matrixes, you must add values to the following lookup types. When adding the lookup values, you must specify the code so that the application can display the relevant rating for a worker in the 9-box. If you do not enter the code, then the 9-box does not display the rating. Define a maximum of three codes on a scale of 1 to 3.
PER_9_BOX_LEVEL
This lookup type is used to display the performance rating for a worker.
The following table provides an example of how you can define lookup values for PER_9_BOX_LEVEL.
| Code | Meaning | Description |
|---|---|---|
| 1 | Needs | Performance is significantly below the required level. |
| 2 | Meets | Performance is good and in-line with job requirements. |
| 3 | Exceeds | Worker has exceeded the required level of performance. |
PER_POTENTIAL_9_BOX_LEVEL
This lookup type is used to display a worker's potential and impact of loss ratings.
Note: When adding values to this lookup type, make sure that the lookup codes represent both the potential and impact of loss dimensions.
The following table provides an example of how you can define lookup values for PER_POTENTIAL_9_BOX_LEVEL.
| Code | Meaning | Description |
|---|---|---|
| 1 | Low | Worker shows little or no potential to move to the next work level. Impact of losing the worker is low. |
| 2 | Medium | Worker shows potential to advance to the next or higher work level. Impact of losing the worker is moderate. |
| 3 | High | Worker has requisite skills and expertise and exhibits leadership qualities. Impact of losing the worker is high. |
PER_RETENTION_9_BOX_LEVEL
This lookup type is used to display a worker's retention rating.
The following table provides an example of how you can define lookup values for PER_RETENTION_9_BOX_LEVEL.
| Code | Meaning | Description |
|---|---|---|
| 1 | Low | Risk of losing the worker is high. |
| 2 | Medium | Risk of losing the worker is moderate. |
| 3 | High | Risk of losing the worker is minimal. |
Define Mapping between Succession Planning and 9-box Lookups
The various matrixes do not directly use the succession planning lookup values. These matrixes display ratings on a scale of 1-3 using the 9-box lookup values. To correctly represent workers' performance, potential, retention, and impact of loss dimensions, you must map the succession planning lookup values to the 9-box look up values.
Use the following table to identify the 9-box lookup type that is associated with a succession planning lookup type:
| Succession Planning Lookup Type | 9-Box Lookup Type |
|---|---|
| PERFORMANCE_RATING | PER_9_BOX_LEVEL |
| READINESS_LEVEL | PER_POTENTIAL_9_BOX_LEVEL |
| PER_RETENTION_POTENTIAL | PER_RETENTION_9_BOX_LEVEL |
| PER_SP_IMPACT_OF_LOSS | PER_POTENTIAL_9_BOX_LEVEL |
The following example looks at why you must map a succession planning lookup type to a 9-box lookup type:
In your enterprise, you have defined the following values for the PERFORMANCE_RATING lookup type to assess performance of workers:
Below Average
Average
Satisfactory
Good
Excellent
Outstanding
You have defined the following values for the PER_9_BOX_LEVEL lookup to represent performance in the 9-box matrix:
| Code | Meaning | Description |
|---|---|---|
| 1 | Needs | Performance is significantly below the required level. |
| 2 | Meets | Performance is good and in-line with job requirements. |
| 3 | Exceeds | Worker has exceeded the required level of performance. |
As the application uses only three levels, you must map the six PERFORMANCE_RATING lookup values to the three PER_9_BOX_LEVEL codes using the User Types and Statuses window.
You can define the following mapping:
| PERFORMANCE_RATING values | Mapped to PER_9_BOX_LEVEL |
|---|---|
| Below Average Average | 1: Needs |
| Satisfactory Good | 2: Meets |
| Excellent Outstanding | 3: Exceeds |
To map succession planning lookup values to the nine box values:
Navigate to the Succession Planning Portal page.
Click the Manage Plans tab.
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. Click the Map Nine Box Values button to navigate to the Define Nine Box Mapping page to map succession planning lookup values to the nine box values. See: Mapping Succession Planning Lookup Values to Nine Box Values