Before implementing Oracle Succession Planning, you must install Oracle Self-Service HR, which is a prerequisite.
You must purchase Oracle Succession Planning license to use the following features:
Talent Profile
Use the Talent Profile feature of Oracle Succession Planning to obtain a complete picture of the talent profile of your workforce to manage the talent processes.
Note
Oracle Self-Service HR provides you with a minimal Talent Profile function to only view the talent profiles of your workforce. You require Oracle Succession Planning license to:
Compare Talent Profiles
Use performance matrixes (9-box): Performance Matrix (Potential), Performance Matrix (Retention)
Use Suitability Analyzer
Suitability Matching
Managers can use the Suitability Matching function to find a person for a work opportunity or a work opportunity for a person. Suitability Matching 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
Oracle Self-Service HR provides you with the Suitability Matching feature. However, you require Oracle Succession Planning license to use the Suitability Analyzer to perform competency-based search for succession planning. Users can launch Suitability Analyzer only from the Suitability Matching function.
Succession Planning
Use the Succession Planning Portal page to:
View analytical reports to assess succession planning in your enterprise.
View the hierarchy of workers reporting to managers and easily identify key high potential workers with succession plans and for whom successors are not yet identified.
Compare a worker's:
Potential with performance: This matrix provides information on the performance and leadership potential of a worker.
Retention with performance: This matrix provides information on a worker's performance and risk of loss.
Retention with impact of loss: This matrix provides information on the risk of loss and the effect of a worker leaving the enterprise.
View details of plans available for key high potential workers and process their plans.
View successors identified for workers at each level using the succession hierarchy visual representation.
View recently reviewed and plans coming up for review.
To use this feature, two separate responsibilities are available based on roles:
Succession Planning: This responsibility is for talent managers.
Succession Planning for Administrators: This responsibility is for plan administrators.
Employee Succession Information
Use the Employee Succession Information page to record tracking information required for succession plans. You can:
Identify the succession potential of a worker
Determine whether a worker is a key person in the enterprise
Determine the retention prospects of a worker
Determine the impact of loss of a worker leaving the enterprise
Succession Plans Old
Customers who have implemented Succession Planning prior to R12.1 HRMS RUP5 can use the Succession Plans Old menu, if required. For information on how to use the features available with this menu, refer to the Oracle Succession Planning and Implementation Guide prior to R12.1 HRMS RUP5.
Oracle Succession Planning is an integrated talent management solution that enables managers to plan and implement integrated succession management processes. Oracle Succession Planning and Oracle HRMS talent management products such as Oracle Learning Management, Oracle Performance Management, and the Oracle Compensation suite of products (Compensation Workbench, Total Compensation Statement, and Salary Administration) use a single data repository to enable you to share and view common information for succession planning purposes. Oracle Succession Planning retrieves relevant data from Oracle HRMS, Oracle SSHR, Oracle Learning Management, Oracle Performance Management, and the Compensation suite of products.
To enable your managers to view talent profile information of workers such as monetary compensation, training, learning certification, benefits, compensation statement, performance objectives, and appraisal details, you must install the following products. For information on licenses, contact your Oracle sales representative.
Oracle Performance Management is a self-service product that enables enterprises to implement an effective performance management system. It enables managers and workers to manage performance management functions including objectives setting and appraisals process. Enterprises can create and administer questionnaires for the various potential participants in the appraisal process.
Oracle Performance Management is a separately licensed product.
See: Oracle Performance Management Overview, Oracle Performance Management Implementation and User Guide.
Oracle Learning Management is an enterprise learning management system (LMS) that enables you to train your workforce effectively and at lower cost. Oracle Learning Management enables you to manage, de
This topic lists the predefined responsibility, menus, and functions supplied with Oracle Succession Planning.
Oracle Succession Planning supplies the following predefined responsibilities:
Succession Planning
The corresponding menu is Succession Planning (HR_SUCCESSION_MGMT) menu. The following table lists the functions available with the menu.
| Prompt | Function Name |
|---|---|
| Talent Profile Includes Organization Chart and Talent Profile tabs |
HR_TALENT_HOME_FUNC_MGR |
| Suitability Matching | HR_SUITABILITY_MATCH_SS |
| Succession Plans Old | PER_SUCCESSION_MGMT_SEARCH |
| Succession Planning | PER_SP_PLAN_PORTAL |
| Employee Succession Information | PER_SUCCESSION_PLAN_DETAILS |
Succession Planning for Administrators
The corresponding menu is Succession Planning for Administrators (HR_PROF_SUCC_PLAN) menu. The following table lists the function available with the menu:
| Prompt | Function Name |
|---|---|
| Succession Planning | PER_SP_PLAN_PORTAL |
These responsibilities are provided as a starting point only. If you need to change the responsibility or menu you must create your own using the predefined responsibility and menu as examples. Otherwise, your changes may be lost during an upgrade.
Talent Profile helps enterprises to obtain a complete picture of the talent profile of their workforce on a single-interface.
Talent Profile Based on Role Requirements
As managers and workers have different business requirements, Talent Profile delivers views based on their roles. For example, only managers can view the Succession Plans region, compare talent profiles, and use performance matrixes.
To meet the different talent requirements, Oracle Succession Planning delivers the following Talent Profile Menus:
| Menu | Description |
|---|---|
| Talent Profile Manager Access Menu (HR_TP_MGR_MENU) | Enables managers to access Talent Profile functions that include Compare Profiles and view Performance Matrix (Potential) and Performance Matrix (Retention). Managers can view talent profiles of workers in their supervisor hierarchy. |
| Talent Profile Employee Access Menu (HR_TP_EMP_MENU) | Enables workers to view their talent profiles. |
| Suitability Matching Spider Menu (HR_SUIT_MATCH_SPIDER_MENU) | Launches the Suitability Analyzer tool and enables competency-based search. |
| Menu For All Seeded Report Template Functions (HR_TP_TEMPLATES_MENU) | Enables managers to generate the compare profile reports of a single worker, two workers, or three workers. Managers can also print the talent profile of a worker. The reports are generated in the Adobe Acrobat PDF format. |
| Talent Profile Launch Menu (HR_TP_LAUNCH_MENU) | Launches the Talent Profile page. |
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.
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
The following menu is delivered for Talent Matrix:
Name: Talent Matrix Menu (PER_SP_TALENT_MENU)
| Prompt | Function | Description | Function Code | Web HTML Call | Parameters |
|---|---|---|---|---|---|
| Manage Talent Matrix Templates | Manage Talent Matrix templates | Talent Matrix Template Page | PER_SP_TALENT_TEMPLATE | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/ninebox/webui/NineBoxLevelSearchPG | None |
| View Talent Matrix for Performance | Talent Matrix ADF Page | Talent Matrix ADF Page | PER_SP_TALENT_ADF | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/portal/webui/PerSuccPortalHomePG&OA_SubTabIdx=3 | None |
Manage Talent Matrix Templates: Administrators can use this function to search for published Talent Matrix templates, create, update, or delete Talent Matrix templates. See: Creating or Updating Talent Matrix Templates.
View Talent Matrix for Performance: Administrators and managers can use this function to select a Talent Matrix template to view the Talent Matrix for workers in a manager's hierarchy. See: Viewing the Talent Matrix.
System administrators can add:
The Talent Matrix Menu (PER_SP_TALENT_MENU) to the Succession Planning for Administrators menu. This enables administrators to create Talent Matrix templates and view Talent Matrix of workers.
The Talent Matrix ADF Page function to the Succession Planning menu, which is for talent managers. If you add this function, then users can only view Talent Matrix and cannot perform any Talent Matrix template related functions.
Note: The View Talent Matrix page will be rendered only if the 'Talent Matrix ADF Page' function is added to the menu and the 'SP: Use Talent Matrix' profile option is set to Yes.
Once you add the Talent Matrix Menu, the following functions are available to the responsibility:
Manage Talent Matrix Templates: Users can click this prompt to navigate to the Talent Matrix Template page from where they can search for templates or create templates.
View Talent Matrix for Performance: Users can click this prompt to navigate to the Talent Matrix in the Succession Planning Portal.
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.
For implementation details, see Implementing Default Nine Box Matrix Templates
The Succession Planning Approval Process (HR_SP_APPROVAL_PRC) governs approvals in Oracle Succession Planning. This process is available in the HRSSA item type (HRSSA.wft) and routes the succession plans for approval and generates notifications.
Following attributes, messages, notifications, and functions are available with this process:
Attribute: SP Plan Name (PLAN_NAME )
Notifications:
SP Approval Forward Notification (HR_SP_APPROVAL_FWD_NTF)
SP Notify Approver (HR_SP_APPROVER_NTF)
Notification to Initiator post approval (HR_SP_POST_APPR_NTF)
Notify Initiator post reject (HR_SP_POST_REJECT_NTF)
Messages:
SP Approval Forward Message (HR_SP_APPROVAL_FWD_MSG)
SP Notify Approver (HR_SP_NOTIFY_APPROVER_MSG)
SP Post Approval Message (HR_SP_POST_APPR_MSG)
SP Post Reject Message (HR_SP_POST_REJECT_MSG)
Functions:
Commit (HR_SP_COMMIT)
Is Approval Required (HR_SP_IS_APPROVAL_REQD)
Handle Rejected SP (HR_SP_REJECT)
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), Oracle SSHR Deploy Self-Service Capability Guide
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, Oracle HRMS Configuring, Reporting, and System Administration Guide
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 R12.1 HRMS RUP5:
Customers planning to implement the Succession Planning model in R12.1 HRMS RUP5 must use the Succession Plans Old menu to complete their existing succession plans. When customers upgrade to R12.1 HRMS RUP5, existing succession plans will not be migrated to the new Succession Planning model.
Customers who upgrade to R12.1 HRMS RUP5 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 R12.1 HRMS RUP5. 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 R12.1 HRMS RUP5 version and not the R12.1 HRMS RUP5 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 R12.1 HRMS RUP5 Succession Planning model. If you are not using the Succession Planning model of R12.1 HRMS RUP5, then you must hide this version of the Succession Plan region and display the pre R12.1 HRMS RUP5 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
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.
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.
This topic lists the predefined menus and functions supplied with Oracle Succession Planning.
Succession Planning (HR_SUCCESSION_MGMT) menu
| Prompt | Function | Function Name | Web HTML Call | Parameters |
|---|---|---|---|---|
| Talent Profile | HR_TALENT_HOME_FUNC_MGR | Talent Profile Home Function - Manager | OA.jsp?OAFunc=HR_TALENT_ORGCHART&OAHP=HR_TALENT_HOME_MENU_MGR&OASF=HR_TALENT_HOME_FUNC_MGR | SuccPlanNew=Y |
| Suitablilty Matching | HR_SUITABILITY_MATCH_MGR_SS | Suitability Matching Mgr | OA.jsp?page=/oracle/apps/per/selfservice/suitmatch/webui/SMManagerOptionsPG&akRegionApplicationId=800&OAFunc=HR_SUITABILITY_MATCH_MGR_SS | pPersonID= |
| Succession Plans Old | PER_SUCCESSION_MGMT_SEARCH | Succession Management Search | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/webui/PerSuccPlanSearchPG | None |
| PER_SUCCESSION_MGMT_ADD_DET | Succession Management Addition Details | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/webui/PerSuccPlanAddDetailsPG | None | |
| PER_SUCCESSION_MGMT_CREATE | Succession Management Create | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/webui/PerSuccPlanCreatePG | None | |
| PER_SUCCESSION_MGMT_EMP_DET | Succession Management Details | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/webui/PerSuccPlanEmpOptionsPG | None | |
| PER_SUCCESSION_MGMT_UPDATE | Succession Management Update | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/webui/PerSuccPlanUpdatePG | None | |
| HR_FIND_PEOPLE_COMPREQ_SS | Find Suitable People by Competency | OA.jsp?page=/oracle/apps/per/selfservice/suitmatch/webui/SelectCompetenciesPG&akRegionApplicationId=800&pMod=FPC | None | |
| Employee Succession Information | PER_SUCCESSION_PLAN_DETAILS | Employee Succession Information | OA.jsp?akRegionCode=HR_PERSON_TREE_TOP_SS&akRegionApplicationId=800 | pCalledFrom=PER_SUCCESSION_EIT_SS&addBreadCrumb=Y&destination=PER_SUCCESSION_EIT_SS |
| PER_SUCCESSION_EIT_SS | Succession Plan EIT | OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=PER_SUCCESSION_EIT_SS | pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_EIT_JSP_PRC&pItemType=HRSSA&pCalledFrom=PER_SUCCESSION_EIT_SS&pPersonID=&pFromMenu=Y | |
| Succession Planning | PER_SP_PLAN_PORTAL | Succession Plan Portal | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/portal/webui/PerSuccPortalHomePG | pCalledFrom=PER_SUCCESSION_EIT_SS&addBreadCrumb=Y |
| HR_TALENTPROFILE_SS | Talent Profile | OA.jsp?page=/oracle/apps/per/talentprofile/webui/TMEmployeePG&OAFunc=HR_TALENTPROFILE_SS | MoreLinkMapMgr=HR_TP_MGR_MORE_LINK&MoreLinkMapEmp=HR_TP_EMP_MORE_LINK&SuccPlanNew=Y | |
| PER_SP_PLAN_PORTAL_WRKR_DET | Succession Plan Portal Worker Details | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/portal/webui/PerSuccPortalHomePG | None |
Succession Planning for Administrators (HR_PROF_SUCC_PLAN) menu
| Prompt | Function | Function Name | Web HTML Call | Parameters |
|---|---|---|---|---|
| Succession Planning | Succession Plan Portal | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/portal/webui/PerSuccPortalHomePG | pCalledFrom=PER_SUCCESSION_EIT_SS&addBreadCrumb=Y | |
| PER_NINE_BOX_MAPPING | PER_NINE_BOX_MAPPING | OA.jsp?page=/oracle/apps/per/selfservice/successionmgmt/nineboxlevel/webui/NineBoxLevelSearchPG | None | |
| HR_PERSON_TREE_SS | Manager Actions Tree View | OA.jsp?akRegionCode=HR_PERSON_TREE_TOP_SS&akRegionApplicationId=800 | pDestination=HR_ACTIONS_SS&pCalledFrom=&addBreadCrumb=Y |
This topic identifies the key concepts relating to Oracle Succession Planning user access and security and provides information on how to apply these concepts to address the needs of your enterprise.
Oracle Succession Planning uses the same security mechanisms as Oracle HRMS applications. By defining user profiles, security profiles, responsibilities, and menu structures, you can control who uses Oracle Succession Planning, which information they can access, and how they access it. See: Security Overview, Oracle HRMS Configuring, Reporting, and System Administration Guide
A responsibility combines low-level elements of user access configuration to control which functions the user can access (User Access to Functions) and on whom they can perform these actions (see User Access to People). You define responsibilities in the same way as you define responsibilities for Oracle HRMS applications. When you define your responsibilities, make sure they are available from Oracle Self-Service Web Applications.
You define users for Oracle Succession Planning in the same way as you define users for other Oracle HRMS applications. See: Users Window, Oracle Applications System Administrator's Guide.. The Person field of the Users window is important for self-service applications as it acts as the link between the professional forms interface and the self-service application. This link enables the application to recognize who is using Oracle Succession Planning. For example, if a user's name is entered in the Person field, the user's name is displayed on the homepage.
Restrict Access of Plan Administrators and Talent Managers to Specific Business Groups
By assigning the appropriate security profile, you can determine the business groups and organizations in which a plan administrator or manager can view talent profiles and view or create succession plans. See: Security Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
Setup Supervisor-Based Hierarchy Profiles for Managers
Restrict a manager's access to only their direct reports and lower levels of the hierarchy to which the manager has access. You set up a supervisor-based security profile which would restrict managers to viewing talent profiles and succession plans that are managed by people within their supervisor hierarchy. Managers can create succession plans for people within their supervisor hierarchy only.
The Talent Profile and Succession Planning features are person based and not assignment based, regardless of the multiple assignments that a worker has. Therefore, you must create person-based supervisor hierarchies. When you set up security based on supervisor hierarchies, select the Restrict By Supervisor (person-based) option, so that workers do not view plans created by people higher up in the supervisor hierarchy.
A user profile is a set of changeable options that affects the way your application runs. You can set user profiles at different levels. The levels below are used by the standard security hierarchy type:
Site level: These settings apply to all users at an installation site.
Application level: These settings apply to all users of any responsibility associated with the application.
Responsibility level: These settings apply to all users currently signed on under the responsibility.
User level: These settings apply to individual users, identified by their application usernames.
Values set at a higher level cascade as defaults to the lower levels. Values set at a lower level override any default from a higher level.
You use the System Profile Values window to set profile options at each level. If you change a user profile option value, your change takes effect as soon as your users log on again or change responsibilities.
The following table lists the profile options available for Oracle Succession Planning and the levels at which the profile options can be set.
| Profile Option | Configurable Levels | Values (default value in boldface) | Required |
|---|---|---|---|
| SP: Maximum Plans for a Successor | Site, Application, Responsibility | -- | No |
| SP: Show Terminated Worker Details | Site, Application, Responsibility | Yes, No | No |
| SP: Select Successors for Contingent Workers | Site, Application, Responsibility | Yes, No | No |
| SP: Approval Required | Site, Application, Responsibility, User | Yes, No | No |
| SP: Use Talent Matrix | Site, Application, Responsibility, User | Yes, No | No |
| SP: Default Talent Matrix Template | Site, Application, Responsibility, User | Yes, No | No |
SP: Maximum Plans for a Successor: Determines the maximum number of succession plans that can be created for a worker in an enterprise. As a profile option value, enter a numeral, for example, 3. In this example, only 3 succession plans can be created for a worker. When a manager tries to create the 4th plan, the application displays an error message. When counting the number of succession of plans that a worker can belong to, the application considers plans that are at the Active status only. If you leave the profile option blank, then any number of succession plans can be created for workers. As this profile option applies to all workers in an enterprise, system administrators can define the maximum number of plans for which workers can be identified as successors.
SP: Show Terminated Worker Details: Controls search for terminated workers who are selected as probable successors or terminated workers for whom succession plans are created. This profile option and not the pEnableTerms function parameter governs the display of terminated worker records in the succession plan search. To enable managers to search for records of terminated workers, set the profile option value to Yes. If you leave the profile option value blank or set it to No, then managers cannot view records of terminated workers who are selected as probable successors or terminated workers for whom succession plans are created. The default value is No.
If the profile option is set to Yes, then HR Professionals and managers can create succession plans to identify probable successors for terminated workers. You can identify probable successors for the terminated worker only if the termination date is later than the system date or equal to the system date. You cannot create succession plans for terminated workers if the termination date is earlier than the system date. For example, the system date is June 30, 2011 and the termination date of a worker is June 15, 2011. In this scenario, you cannot create a succession plan for the terminated worker.
SP: Select Successors for Contingent Workers: Determines whether managers can create succession plans for contingent workers. Set the profile option value to Yes to create succession plans for contingent workers and identify potential successors for contingent workers. If you leave the profile option value blank or set it No, then managers cannot create succession plans for contingent workers. The default value is Yes.
SP: Approval Required: Determines whether succession plans must go through the approval process. Set the profile option value to Yes to route succession plans through an approval process.
Important: 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. See: Setting up the Succession Planning Functionality
The application uses supervisor hierarchy to route the plans for approval. Oracle Succession Planning provides a predefined workflow approval process for succession plan approvals. See: Succession Planning Approval Process
SP: Use Talent Matrix: Allows plan administrators and talent managers to use the Talent Matrix tool. The Talent Matrix tool is not displayed in the application, by default. If required, system administrators must set this profile option value to Yes and then complete additional implementation steps to enable this tool. See: Enabling Talent Matrix.
Oracle Succession Planning displays talent matrixes, which are built on Oracle Applications Development Framework (ADF). If you have implemented ADF and set the SP: Use Talent Matrix profile option to Yes, then the application displays talent matrixes. If you set this profile option to No, then the application provides an option to download or save PDF reports of talent matrixes instead of displaying them. For more information, see Using the Default Nine Box Matrix Templates to Assess Workforce.
For implementation details, see: Implementing Default Nine Box Matrix Templates
SP: Default Talent Matrix Template: Enables plan administrators to select a default Talent Matrix template in the View Talent Matrix page. When viewing the Talent Matrix, managers and plan administrators can select a template that is different from the default one.
For information on profile options in Oracle HRMS, see: User Profiles, Oracle HRMS Configuring, Reporting, and System Administration Guide
The following table contains a list of user and extensible lookups that are used within Oracle Succession Planning.
| Lookup Type | Meaning | Access Level | Description |
|---|---|---|---|
| READINESS_LEVEL | Readiness Level | Extensible | Indicates how ready a worker is to move to the next level or role. |
| PER_RETENTION_POTENTIAL | Retention Potential of Person | User | Indicates the likelihood of a worker continuing to work with an enterprise. |
| PER_SP_IMPACT_OF_LOSS | Impact of Loss | Extensible | Indicates the effect when a worker leaves. |
See: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide
This topic describes the Extra Information Types supplied to provide additional information for succession plans.
Records job tracking information required for succession plans. You can identify whether the job is a key role in your enterprise and the turnover rate of the job.
This EIT is available as the Extra Job Information window in Oracle HRMS.
Records position tracking information required for succession plans. You can identify whether a position is a key role in your enterprise and the turnover rate of the position.
This EIT is available as the Extra Position Information window in Oracle HRMS.
Records employee tracking information required for succession plans. You can:
Identify the succession potential of an employee.
Determine whether an employee is a key person in the enterprise.
Determine the retention prospects of an employee.
Determine the impact of loss of worker leaving the enterprise
This EIT is available as the Employee Succession Planning Information page from the Succession Planning or the Succession Planning for Administrators responsibility. This EIT is also available as the Extra Person Information window in Oracle HRMS.
Defines permissions for workers, jobs, and positions. Permissions are set for a job, position, and worker and not for a succession plan. This EIT is available in the Permissions for Role or Worker region of the Define Role and Worker Details page.
You can:
Control the display of permissions on the Create or Update Succession Plan pages.
Define the maximum number of successors who can be identified for worker, job, or position plans.
Define whether contingent workers can be selected as potential successors for a job, position, or worker.
Define whether applicants can be selected as probable successors for a job, position, or worker.
Control the display of the Add Successors button on the Create Succession Plan and Update Succession Plan pages.
See: Defining Additional Details and Permissions for Workers, Jobs, and Positions
The Organization Chart is built on Applications Development Framework (ADF) and the component used is hierarchyViewer, which is one of the ADF Data Visualization components. This topic provides information on how to implement and configure the Organization Chart. Oracle SSHR and Oracle Succession Planning provide the Organization Chart feature.
To implement and use the Organization chart, complete the following steps:
Create AppsDataSource and deploy the .ear file
Create AppsDataSource on an Oracle WebLogic Server (WLS) instance.
Deploy your web application .ear file, which is OrgChartApplication.ear.
For information on how to create AppsDataSource and deploy the .ear file, refer to the My Oracle Support note: 1408355.1
Define the External ADF Application URL profile option
Set the External ADF Application URL profile option at the Site level to integrate the application with Applications Development Framework (ADF) and display the organization chart. 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 : http://domain:port/OrgChart-ViewController-context-root
To change the organization chart components, you must modify values in the ResourceBundle.properties present in the OrgChartApplication.ear file and then redeploy the file on the Oracle WebLogic Server instance. For more information, refer to the My Oracle Support note: 1408355.1
To configure the Organization Chart module in:
Oracle SSHR, see: Configuring the Organization Chart Module in Oracle SSHR, Oracle SSHR Deploy Self-Service Capability Guide
Oracle Succession Planning, see: Configuring the Organization Chart Module in Oracle Succession Planning
This topic provides information to configure the Organization Chart module.
TMOrgChartPG
You can access this module from the following functions:
| User Name | Function Name | Responsibility and Prompt | Description |
|---|---|---|---|
| Talent Profile Home Function – Manager | HR_TALENT_HOME_FUNC_MGR | Succession Planning Talent Profile |
Provides the Organization Chart, Talent Profile tabs and Manager Actions tabs. |
Following is a list of submenus for the Organization Chart module:
| User Name | Submenu | Responsibility | Description |
|---|---|---|---|
| Talent Profile Main Home Menu - Manager | HR_TALENT_HOME_MENU_MGR | Succession Planning | Talent Profile Main Home Menu - Manager Provides the Organization Chart and Talent Profile tabs |
Not Applicable
Not Applicable
Not Applicable
Set the security profiles according to your business requirements to ensure that managers cannot view salary panel of workers who are not in their reporting hierarchy.
Using the Organization Chart, managers can perform manager transactions. The application applies the following profiles when actions are launched from the Organization Chart:
HR: Position Default Options for SSHR
HR: Self Service Hire and Placement Default Values
HR: Allow Concurrent Self Service Actions
HR: Defer Update After Approval
HR: Manage Self Service Actions When Future-Dated Changes Exist
HR: Refresh Self Service actions with data from intervening actions
HR: Allow processing of ineligible Self Service actions
HR: Allow use of eligibility for Self Service actions
HR: Enable Multiple Assignments in SSHR: If you wish to enable your managers to view and update multiple assignments for employees and workers, you can use the HR:Enable Multiple Assignments in SSHR system profile to allow this. See the Multiple Assignments section in the User Access and Security in Oracle SSHR, Oracle SSHR Deploy Self-Service Capability Guide topic.
On a worker's panel card, an Actions link is available. However, this Actions link is empty by default. To make a list of actions available to talent managers, you must define the HR: Manager Actions Menu profile option for the Succession Planning responsibility. The list of actions that a manager can perform is based on the value set for the profile option. For example, if you set the value as Manager Actions Menu (HR_LINE_MANAGER_FUNCTIONS) for the Succession Planning responsibility, then managers can perform transactions available in the Manager Actions Menu for a worker.
The following table provides a list of functions available with the predefined Manager Actions Menu (HR_LINE_MANAGER_FUNCTIONS):
| Prompt | Function | Grant | Description |
|---|---|---|---|
| Worker Status Change V5.2 | Y | ||
| Worker Status Change | Worker Status Change | Y | |
| Change Hours V5.2 | Y | ||
| Change Hours | Change Hours | Y | |
| Termination | Termination | Y | |
| Change Pay V5.2 | Y | ||
| Change Pay | Change Pay | Y | |
| Change Job | Change Job | Y | |
| Transfer V5.2 | Y | ||
| Change Cost Center, Location and Manager | Change Cost Center, Location and Manager | Y | |
| Personal Information | Personal Information | Y | |
| Tenure Status | Tenure Status | Y | |
| Transfer | Transfer | Y | |
| Education and Qualifications | Qualification | Y | |
| Other Professional Qualifications | Award | Y | |
| Competency Profile | Competency Profile | Y | |
| Work Preferences | Work Preferences | Y | |
| Resume | Resume | Y | |
| Training | Enroll and Cancel Training | N | |
| External Training | External Training | N | |
| Change Job and Terms | Change Job and Terms | Y | |
| Change Cost Center, Terms and Manager | Change Cost Center, Terms and Manager | Y | |
| Extra Information | Extra Information Types | Y | |
| Change Worker Status and Terms V5.2 | Y | ||
| Change Worker Status and Terms | Change Worker Status and Terms | Y | |
| Employee Review | Employee Reviews V4.0 | Y | |
| Individual Compensation Distribution(Original) | Self Service Individual Distributions(Original)-Internal Use | Y | |
| Individual Compensation Distributions | Self Service Individual Compensation Distributions-Internal | Y | |
| Organization Manager | N | Obsolete | |
| Hire V5.2 | N | Obsolete | |
| Applicant Hire V5.2 | N | Obsolete | |
| French Hire | N | Obsolete | |
| French Applicant Hire | N | Obsolete | |
| Vehicle Mileage Expenses | SS Mileage Claim | Y | |
| Commutation Information | JP Commutation Information Self Service | Y | |
| Assign Schedules and Manage Exceptions | Assign Schedule | Y | |
| Documents of Record | Documents of Record | Y | |
| Contact Extra Information | Contact Extra Information | Y | |
| Hire | Y | ||
| Applicant Hire | Y | ||
| Special Information Types V4.0- OSHA | Y | ||
| Special Information Types V4.0- Stock Options | Y | ||
| Competence Profile | ADS Competence Profile V4.0 | Y | |
| Applicant Hire iRecruitment | Applicant Hire iRecruitment | Y | |
| Transfer with Compensation Distribution V4.0 | Transfer with Comp V4.0 | Y | |
| IRASLINE Person Extra Information Types | SG IRASLINE Person EIT | Y | |
| Private Vehicle Entry | SS Vehicle Repository | Y | |
| Assignment Costing | Assignment Costing | Y | |
| Assignment Costing Workflow Notify | Y | ||
| Reverse Termination | Y | ||
| P11D | P11D Manager Action | Y | |
| Change Manager | Change Manager | Y | |
| Termination with Compensation | Termination with Compensation V4.0 | Y | |
| Release Information | Release Information | Y | |
| Academic Rank | Academic Rank | Y | |
| Special Information | Special Information Types | Y | |
| Event And Bookings | Event And Bookings | Y | |
| Absence Management | Absence Management | Y |
For information about the HR: Manager Actions Menu profile option, refer to the Oracle SSHR Deploy Self-Service Capability Guide.
When a manager selects an action in the Actions list in the Organization Chart and clicks Go, the page that appears has a side navigation to process multiple transactions. The side navigation helps managers to process and complete multiple self-service transactions for workers in their hierarchy without leaving the page.
The actions that appear in the side navigation container is driven by the SSHR Side Bar Menu (HR_SS_SIDEBAR) for manager actions.
The following table provides a list of manager actions that are supported and not supported in the side navigation container:
| Manager Action | Supported: Y/N |
|---|---|
| Work Preferences | Y |
| Individual Compensation Distribution | Y |
| Private Vehicle Entry | Y |
| P11D | Y |
| Allocated Checklist | Y |
| P60 | Y |
| Documents of Record | Y |
| Academic Rank | Y |
| Release Information | Y |
| Tenure Status | Y |
| Change Cost Centre, Location and Manager | Y |
| Termination with Compensation | Y |
| Change Cost Center, Terms and Manager | Y |
| Change Manager | Y |
| Contact Extra Information | Y |
| Other Professional Qualifications | Y |
| Education and Qualifications | Y |
| Events and Bookings | Y |
| Extra Information | Y |
| IRASLINE Information Types | Y |
| Training Plans Manager | N |
| Transfer | Y |
| Worker Status Change | Y |
| Absence Management | Y |
| Enroll and Cancel Training | N |
| External Training | N |
| Resume | N |
| Assign Schedules and Manage Exceptions | Y |
| Assignment Costing | Y |
| Commutation Information | Y |
| Competency Profile | N |
| Special Information | Y |
| Termination | Y |
| Change Job | Y |
| Change Pay | Y |
| Personal Information | Y |
| Employee Review | Y |
| Vehicle Mileage Expenses | Y |
| Manage Payroll Payments | Y |
| Change Worker Status and Terms | Y |
Important: The manager actions whether launched from Self-Service Manager Actions, Organization Chart, or Talent Profile are the same. As some of the self-service functions are not supported in the side navigation container, there would be a mismatch between functions in the side navigation container and the drop-down list available in Organization Chart.
Configuration Guidelines for the Side Navigator
The SSHR Side Bar Menu (HR_SS_SIDEBAR) contains a list of predefined supported functions including global and localization specific. During implementation, you can remove those functions that are not applicable to your legislation using the “function exclusion” feature available in the Responsibility window of the System Administrator responsibility.
Overview, see: Using Talent Matrix
Prerequisite Step: Before you enable Talent Matrix in Oracle Succession Planning, you must complete deployment steps for Talent Matrix in an Oracle WebLogic Server (WLS) instance. For information, refer to the My Oracle Support document: Configuring and Deploying Talent Matrix, Document ID: 2049909.1.
The Talent Matrix tool is not displayed in the application, by default. If required, system administrators must enable this tool by completing the following additional implementation steps:
Set the SP: Use Talent Matrix profile option value to Yes using the System Profile Values window. This profile option determines whether you want to use the Talent Matrix tool in your enterprise. If you want to use Talent Matrix, then you must set this profile option to the responsibilities to which you have added the Talent Matrix menus.
Add the Talent Matrix menu or function to the relevant responsibilities. For information on the delivered menu for Talent Matrix, see: Oracle Succession Planning Predefined Components.
Link the 'Employee Succession Planning Information' (PER_SUCCESSION_MGMT_INFO) extra information type to the responsibilities that users access:
Use the Information Type Security window to link EITs to a responsibility.
See: Setting Up Extra Information Types For a Responsibility, Oracle HRMS Configuring, Reporting, and System Administration Guide
Define the lookup values required for Talent Matrix. These lookup types store the values required to map the XY axes levels in Talent Matrix.
PERFORMANCE_RATING: Represents the Performance Rating Talent Matrix dimension.
READINESS_LEVEL: Represents the Readiness Level Talent Matrix dimension.
PER_RETENTION_POTENTIAL: Represents the Retention Potential Talent Matrix dimension.
PER_SP_IMPACT_OF_LOSS: Represents the Impact of Loss Talent Matrix dimension.
Complete the extra information required to place workers in relevant grids in Talent Matrix using the Employee Succession Planning Information. You can also use the Extra Person Information window in Oracle HRMS.
Note: If you have already set up this information for use in other Succession Planning evaluation tools, then you can ignore this step.
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.