To enable talent managers and plan administrators to use the Succession Planning functionality, you must complete the following setup tasks.

   To set up information for the Succession Planning functionality:

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

   • Employee Succession Planning 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 lookup types required for succession planning:

   The following tables list the EITs, EIT segments, and the lookup types that populate the EIT segments:

   Employee Succession Planning Information

   Segment	Lookup Type	Any Other Information
   Key Person	Yes No	-
   Succession Potential	READINESS_LEVEL	-
   Retention Potential	PER_RETENTION_POTENTIAL	-
   Start Date	Not applicable	The application automatically populates the segment with the latest appraisal start date.
   End Date	Not applicable	The application automatically populates the segment with the latest appraisal end date.
   Appraisal Completion Date	Not applicable	The application automatically populates the segment with the latest appraisal completion date.
   Impact of Loss	PER_SP_IMPACT_OF_LOSS

   Job Career Management Information

   Segment	Lookup Type
   Key Role	Yes No
   Turnover Rate	PER_SUCC_PLAN_RISK_LEVEL

   Position Career Management Information

   Segment	Lookup Type
   Key Role	Yes No
   Turnover Rate	PER_SUCC_PLAN_RISK_LEVEL

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

3. Set up profile options. See: Profile Options in Oracle Succession Planning

4. Complete the extra information required for succession plans for worker, jobs, and positions using the following windows and pages:

   • For a worker, use the Employee Succession Planning Information page in Oracle Succession Planning. You can also use the Extra Person Information window in Oracle HRMS. Oracle Succession Planning displays the EIT information when talent managers or administrators view details of successors in the Worker Plan Details tab, Manage Plans tab, and Succession Plans: Overview page.

     Note: If your enterprise uses Performance Management Plan Appraisals, then you need not manually enter the Succession Potential and Retention Potential segments of the Employee Succession Information EIT. The application uses the appraisal's Advancement Potential region values. It populates the Succession Potential segment with the Advancement Potential region's Readiness Level value and Retention Potential segment with the Retention Level value.

   • For a position, use the Extra Position Information window in Oracle HRMS.

   • For a job, use the Extra Job Information window in Oracle HRMS.

   See: Extra Information Types for Succession Plans

5. Enable Talent Matrix.

   If you want to use the Talent Matrix tool to assess succession potential of workforce, then you must complete additional implementation steps required to use Talent Matrix. See: Enabling Talent Matrix.

6. Define permissions for jobs, positions, or workers using the Define Role and Worker Details page, Permissions for Role or Worker region. See: Defining Additional Details and Permissions for Worker, Jobs, and Positions

7. Add segments to the Add'l Succession Planning Det descriptive flexfield to capture additional information required for succession plans in your enterprise. This flexfield appears as the Additional Succession Details region in the Create Succession Plan and Update Succession Plan pages.

8. If you plan to use approvals for succession plans, then complete the following steps:

   1. Set the SP: Approval Required profile option to Yes. See: Profile Options in Oracle Succession Planning

   2. Create rules to route succession plans for approvals using Oracle Approvals Management (AME). The application does not automatically route succession plans for approvals if you just set the SP: Approval Required profile option to Yes. You must define AME rules. To define AME rules, use the Oracle Self Service Human Resources (SSHRMS) transaction type. Complete these steps:

      1. Navigate to the Approvals Management Business Analyst responsibility.

      2. In the Quick Links regions, click Configuration Variables.

      3. Select the Oracle Self Service Human Resources (SSHRMS) transaction type and click Go.

      4. Query the AME rule associated with SSHRMS transaction type: SSHR rule for at most 1 approver in supervisor chain

      5. Click Add Condition.

      6. Add the workflow name "SP Approval Process" to the rule.

      For more information on configuring AME rules, see: Default Use of AME Configuration in SSHR

   3. Configure the workflow process: Succession Planning Approval Process (HR_SP_APPROVAL_PRC), if required based on your business and enterprise requirements. Although Oracle provides this workflow process, we recommend that you leave this process intact and create your own process if any process changes are required. The Oracle Workflow Builder enables you to copy the delivered process and modify it to suit your requirements. For more information, see: Configuring Workflow Attribute Values

   4. Use the Succession Planning Preferences page and set preferences to display analytical reports for succession plans in your enterprise. See: Defining Succession Planning Preferences

   5. Display regions in the Worker Plan Details tab, Talent Profile region to view additional person specific details:

      • Person Extra Information Types (EITs)

      • Person Special Information Types (SITs)

      • Custom content

      See: Configuring Regions in the Talent Profile Region of the Worker Plan Details Tab

      Note: If you have already configured these regions on the Talent Profile function, then you can use those regions to view additional information.

9. Hide the Audit Details region in the Create and Update Succession Plan pages using personalization, if you use approvals for succession plans. If you use approvals, the Created By and Last Updated By fields in this region display the name of the last approver instead of the person who creates or last updates the plan.

   Display Succession Plans for Ex-Employees:

To display successions plans created for ex-employees and ex-contingent workers, you must set the SP: Show Terminated Worker Details to Yes. See: Profile Options in Oracle Succession Planning