To enable managers and HR professionals use the Succession Planning functionality, you must complete the setup tasks.

   To set up information for succession planning:

1. Link the following succession planning information types to the responsibilities that users access:

   • Employee Career Management Information

   • Job Career Management Information

   • Position Career Management Information

   Use the Information Type Security window to link EITs to a responsibility.

   See: Setting Up Extra Information Types For a Responsibility

2. Define the following lookup types required for succession planning:

   • PER_TIME_SCALES: Using this lookup, users can define values for the Readiness Level field.

   • PER_SUCC_PLAN_RISK_LEVEL: Using this lookup, users can identify whether an employee is at a high risk of vacating their current position. This lookup type populates the Risk of Loss field.

   • PER_SUCC_PLAN_RISK_LEVEL: Using this lookup, users can identify the turnover rate of a role (job or position)

     The Turnover Rate and Risk of Loss fields use the same PER_SUCC_PLAN_RISK_LEVEL lookup.

   • PER_SUCC_PLAN_POTENTIAL: Using this lookup, users can identify the advancement potential of an employee.

   See: Adding Lookup Types and Values

3. Complete the extra information required for succession planning for employees, jobs, and positions using the following windows:

   • For an employee, use the Extra Person Information window

   • For a position, use the Extra Position Information window

   • For a job, use the Extra Job Information window

   See: Person Extra Information Types

   See: Position Extra Information Types

   See: Job Extra Information Types

4. Add segments to the Add'l Succession Planning Det descriptive flexfield to capture additional information required for succession plans in your enterprise.