This topic discusses the steps that you must complete to use Oracle Succession Planning.
Before implementing Oracle Succession Planning, you must install Oracle Self-Service HR, which is a prerequisite.
See: Implementation Steps for Self-Service HR (SSHR)
Set the HR: Succession Planning Licensed Profile Option
Controls whether Oracle Succession Planning is available. If your enterprise obtains a license, then you must set this profile option to Yes at the site level to work with Oracle Succession Planning.
Create and Assign the Responsibilities to use Oracle Succession Planning
Based on your business requirements, create and assign the required Succession Planning and Succession Planning for Administrators responsibilities to managers and plan administrators. To create your own responsibilities, use the supplied responsibilities as samples.
See: Responsibilities
Define the HR: Enable Talent Profile Option
If you have licensed Oracle Succession Planning, then set the HR: Enable Talent profile option value to Yes. This profile option determines whether managers can access the Suitability Analyzer tool from the Suitability Matching function. If you set the profile option value to No, then managers cannot use the Suitability Analyzer tool.
Set Up Action Menu for Self-Service Actions
The Talent Profile page has an Action drop down list. This list includes Self-Service or SSHR actions. Depending on your business needs, you must add the SSHR Personal Actions Menu and Manager Actions Menu to the supplied Succession Planning (HR_SUCCESSION_MGMT) menu or your own configured menu. This enables users to perform self-service functions from the Talent Profile page.
See: Configuring Manager and Personal Actions in Talent Profile
Configure Suitability Matching
Managers can use the Suitability Matching function to find a person for a work opportunity or a work opportunity for a person. The process uses factors such as a person's current role, a person's competency levels (as defined in their competency profile), and succession plans in identifying candidates and opportunities.
You can configure the Suitability Matching according to your business needs. For more information, see: Configuring Suitability Matching
Set Up the Succession Planning Functionality
The Succession Planning functionality enables managers to plan for future vacant positions by identifying possible successors for workers, jobs, and positions.
For information on setting up Succession Planning, see: Setting up the Succession Planning Functionality
Implement the Organization Chart
An Organization Chart is a visual representation of relationships between workers in an organization. Talent managers can use the organization chart to view contact, employment, and salary details of workers.
See: Implementing and Configuring the Organization Chart in Oracle Succession Planning
Following are the system implication of using the Succession Planning model in R12.2:
Customers planning to implement the Succession Planning model in R12.2 must use the Succession Plans Old menu to complete their existing succession plans. When customers upgrade to R12.2, existing succession plans will not be migrated to the new Succession Planning model.
Customers who upgrade to R12.2 cannot create succession plans when they compare talent profiles of employees. The Succession Planning tab that is available to managers when they compare profiles is hidden as the Talent Profile function is not integrated with the Succession Planning model in R12.2. If required, you can enable the Succession Planning tab by setting the SuccPlanNew parameter to N for the HR_TALENTPROFILE_SS and HR_TALENT_HOME_FUNC_MGR functions. However, when the Succession Planning tab is enabled, the Succession Plans feature that is available from this tab is the pre R12.2 version and not the R12.2 Succession Planning model.
Managers can view succession plan details of their workers when they navigate to the Talent Profile of workers. By default, the Talent Profile page of a worker displays the Succession Plan region (SuccessionPlanNewOverviewRN) that is part of the R12.2 Succession Planning model. If you are not using the Succession Planning model of R12.2, then you must hide this version of the Succession Plan region and display the pre R12.2 Succession Plan region (SuccessionPlanOverviewRN) on the Talent Profile page. See: Personalizing Talent Profile
If you do not want to use the supplied Talent Profile feature, then you can customize the supplied menus and functions to implement the Talent Profile feature based on your business needs. Custom implementation process involves set up steps such as setting up the Talent Profile form function and regions.
See: Setup Steps to Implement a Custom Version of Talent Profile Feature
By default, the calendar in the Date Picker shows the Gregorian calendar. If required, you can enable the Hijrah or Thai Buddhist calendar by defining the following profile options:
FND: Forms User Calendar: Choose a preferred calendar.
FND: Calendar Week Start Day: Choose the first day of the week.
Note: Setting these profile options not only impacts the date picker fields but also the read-only date fields. All the date fields in the application will display the date format based on the profile definitions.
For information on how to set these profile options, refer to the Support for Calendars topic in the Oracle E-Business Suite Setup Guide and the Hijrah and Thai Calendar Support in Oracle E-Business Suite Release 12.1 (Doc ID 807393.1) note on My Oracle Support.
Enabling 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.
Note: 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. See: Enabling Talent Matrix.
Using Oracle Application Framework you can perform the following tasks on the Talent Profile page:
Personalize the Talent Profile regions
Configure the Region icons
Configure Hierarchy list and quick search
Display regions on the Talent Profile page to view additional person specific details:
Person Extra Information Types (EITs)
See: Displaying Person Extra Information Types (EITs) as Talent Profile Page Regions
Person Special Information Types
See: Displaying Person Special Information Types (SITs) as Talent Profile Page Regions
Custom content
See: Displaying Custom Content as Talent Profile Page Regions
Note: The EIT, SIT, and custom content regions do not support More links.
Default Nine Box matrix templates and Suitability Analyzer are built on Oracle Applications Development Framework (ADF).
For implementation, see:
After completing the required and additional implementation steps, you carry out the configuration steps, such as configuring the XML template for the Compare Profile report, defining lookups and EITs required for succession planning, and defining user ratings for 9-box matrixes in Talent Profile and Succession Planning Portal..
See: Configuring the Default XML Templates
See: Defining the Lookups for 9-Box Matrixes in Oracle Succession Planning
Oracle Succession Planning provides the following default templates to display talent matrixes in the nine box format:
Default Retention vs. Impact of Loss
Default Performance vs. Potential
Default Performance vs. Retention
These nine box matrixes are built on Oracle Applications Development Framework (ADF). For more information, see Using the Default Nine Box Matrix Templates to Assess Workforce.
To view the ADF-based talent matrixes, complete the following steps.
Complete the following implementation steps.
Complete deployment steps for talent matrixes in an Oracle WebLogic Server (WLS) instance. For information, refer to the My Oracle Support document: 2049909.1
Ensure that the External ADF Application URL profile option is set correctly at the Site level to integrate the application with Applications Development Framework (ADF). Enter the location of the Oracle WebLogic Server instance as the profile option value.
For example:
System Profile : External ADF Application URL (code:FND_EXTERNAL_ADF_URL)
Sample value: https://<host>:<port>
Set the SP: Use Talent Matrix profile option to Yes to view talent matrixes. If you have implemented ADF and set this profile option to No, then the application does not display talent matrixes but provides an option to download PDF reports of talent matrixes. For more information, see Profile Options in Oracle Succession Planning.
Review the information in the following sections and complete configuration steps accordingly.
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. For more information, see Enabling Talent Matrix. If you have enabled the Talent Matrix functionality, then you can use the Create or Update Talent Matrix Templates page to update the default nine box matrix templates according to your business requirements.
To view performance, potential, retention, and impact of loss values for workers in the talent matrixes, you must complete the following steps in this order:
Define the lookups for nine box matrixes. For more information, see Defining the Lookups for Nine Box Matrixes in Oracle Succession Planning.
Define the mapping between succession planning and nine box lookups. For information, see Mapping Succession Planning Lookup Values to Nine Box Values.
The Suitability Analyzer is tool that helps to compare competencies of workers. This tool displays competencies in a graphical format. As Oracle Succession Planning uses Oracle Applications Development Framework (ADF) to render Suitability Analyzer, you must deploy Suitability Analyzer in an Oracle WebLogic Server (WLS) instance. For information, refer to the My Oracle Support document: 2049909.1
Ensure that the External ADF Application URL profile option is set correctly at the Site level to integrate the application with Applications Development Framework (ADF). Enter the location of the Oracle WebLogic Server instance as the profile option value.
For example:
System Profile : External ADF Application URL (code:FND_EXTERNAL_ADF_URL)
Sample value: https://<host>:<port>
Set the SP: Use Talent Matrix profile option to Yes to view the Suitability Analyzer. If you have implemented ADF and set this profile option to No, then the application does not display the Suitability Analyzer but provides an option to download PDF report of the Suitability Analyzer. For more information, see Profile Options in Oracle Succession Planning.