This topic describes how to use the Succession Plans: Overview page.
From this page, you can:
Search for plans for a job, position, or worker.
Create, update, and delete succession plans.
Plan administrators or talent managers can search for plans using the following options:
Search by a plan
Search by a successor
The ability to view terminated workers and their probable successors, depends on how your enterprise defines the SP: Show Terminated Worker Details profile option. See: Profile Options in Oracle Succession Planning
You can search for plans using the following criteria:
Succession plan for a job, position, or worker. Managers can search for succession plans for workers in their hierarchy. They can search for job and position plans that are assigned to them by plan administrators. Plan administrators can search for succession plans for workers, jobs, and positions in their security profile.
Succession plan name
Start date or end date of the succession plan
Plan name
Plan owner
Plan status, such as, Active, Completed, Draft, or Inactive
Business group or organization. The values that are available in these fields depend on the security profile of the user.
You can search for a plan using the search criteria of a probable successor. This search provides the ability to search for succession plans where readiness percent is between or is equal to a specified range or value. You can search for a successor at any one of the statuses: Active, Inactive, and Placed.
The search results table displays the following information based on the search option selected.
You can view the following columns in the search results table when you select the Search by Plan option:
Name: Displays the plan name. When you click the plan node, you can view whether the plan is for a job, position, or worker, and based on which the job, position, or worker name can be seen. You can expand each plan to view names of the successors in the plan.
Plan Status: Displays the plan status for the plan. When you click the plan node, you can view successors identified for a plan and their status.
Approval Status: Indicates the plan status, such as, Approved, Pending Approval, or Rejected.
Readiness Percent: Indicates how ready the successor is to move on to the next higher role. This is the readiness percent of the successor for the specific plan.
Rank: Displays ranking of the successor for the plan.
Organization: Organization that the successor belongs to.
Business Group: Business group that the successor belongs to.
Talent Profile: Click the icon to view the talent profile of the probable successor. The Talent Profile icon is not enabled for applicants who are identified as probable successors.
View: Click the View icon to navigate to the Succession Plans: Review page and review the succession plan details
Update: Update the plan, if the Update icon is enabled. See: Updating and Completing Succession Plans
Delete: Delete the plan, if the Delete icon is enabled. See: Updating and Completing Succession Plans
You can view the following columns in the search results table when you select the Search by Plan option:
Name: Succession plan name. You can view whether the plan is for a job, position, or worker, based on which the name of the role or worker is displayed.
Successor: Name of the successor.
Successor Status: Succession status of the selected worker for the succession plan, such as, Active, Placed, or Inactive.
Approval Status: Indicates the plan status, such as, Approved, Pending Approval, or Rejected.
Succession potential: Indicates the successor's ability to move to the next role.
Performance Rating: If your enterprise uses Oracle Performance Management, then this column reflects the successor's latest appraisal rating.
Risk of loss: Indicates the likelihood of the successor leaving the enterprise
Impact of Loss: Indicates the effect of the successor leaving the enterprise
Readiness Percent: Indicates how ready the successor is to move on to the next higher role. This is the readiness percent of the successor for the specific plan.
Rank: Displays ranking of the successor for the plan.
Talent Profile: Talent Profile: Click the icon to view the talent profile of the probable successor
Comments: View any feedback or observation related to the succession plan or the successor
Update: Update the plan, if the Update icon is enabled. See: Updating and Completing Succession Plans
Delete: Delete the plan, if the Delete icon is enabled. See: Updating and Completing Succession Plans
To create succession plans, see: Creating Succession Plans