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Oracle Succession Planning Implementation and User Guide
Release 12.1
Part Number E16346-07
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Configuring Common Information for Talent Profile and Succession Planning Functions

Configuring Common Information for Talent Profile and Succession Planning Functions

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

Oracle Succession Planning provides 9-Box matrixes to help enterprises to take key talent development, retention, and succession decisions.

Using the Talent Profile function and the Worker Plan Details tab of the Succession Planning Portal, talent managers and administrators can compare:

Using the Worker Plan Details tab of the Succession Planning Portal, talent managers and administrators can compare:

To assess workers' performance, potential, retention, and impact of loss using the 9-box matrixes, you must complete the following steps:

  1. Define the lookup types required for succession planning

  2. Define the lookup types for 9-Box matrixes

  3. Define mapping between succession planning and 9-box lookups

  1. Define the Lookup Types Required for Succession Planning

    Define the following lookup types to enable talent managers and plan administrators to evaluate a worker's performance, potential, retention, and impact of loss for succession planning. Add lookup values based on your business requirements.

    For information how to add lookup values, see: Adding Lookup Types and Values, Oracle HRMS Configuring, Reporting, and System Administration Guide

    If these lookups have already been defined, then you must verify that the information meets your business requirements.

  2. Define the Lookup Types for 9-Box Matrixes

    To display values in 9-box matrixes, you must add values to the following lookup types. When adding the lookup values, you must specify the code so that the application can display the relevant rating for a worker in the 9-box. If you do not enter the code, then the 9-box does not display the rating. Define a maximum of three codes on a scale of 1 to 3.

  3. Define Mapping between Succession Planning and 9-box Lookups

    The various matrixes do not directly use the succession planning lookup values. These matrixes display ratings on a scale of 1-3 using the 9-box lookup values. To correctly represent workers' performance, potential, retention, and impact of loss dimensions, you must map the succession planning lookup values to the 9-box look up values.

    Use the following table to identify the 9-box lookup type that is associated with a succession planning lookup type:

    Succession Planning Lookup Type 9-Box Lookup Type
    PERFORMANCE_RATING PER_9_BOX_LEVEL
    READINESS_LEVEL PER_POTENTIAL_9_BOX_LEVEL
    PER_RETENTION_POTENTIAL PER_RETENTION_9_BOX_LEVEL
    PER_SP_IMPACT_OF_LOSS PER_POTENTIAL_9_BOX_LEVEL

    The following example looks at why you must map a succession planning lookup type to a 9-box lookup type:

    In your enterprise, you have defined the following values for the PERFORMANCE_RATING lookup type to assess performance of workers:

    1. Below Average

    2. Average

    3. Satisfactory

    4. Good

    5. Excellent

    6. Outstanding

    You have defined the following values for the PER_9_BOX_LEVEL lookup to represent performance in the 9-box matrix:

    Code Meaning Description
    1 Needs Performance is significantly below the required level.
    2 Meets Performance is good and in-line with job requirements.
    3 Exceeds Worker has exceeded the required level of performance.

    As the application uses only three levels, you must map the six PERFORMANCE_RATING lookup values to the three PER_9_BOX_LEVEL codes using the User Types and Statuses window.

    You can define the following mapping:

    PERFORMANCE_RATING values Mapped to PER_9_BOX_LEVEL
    Below Average
    Average
    1: Needs
    Satisfactory
    Good
    2: Meets
    Excellent
    Outstanding
    3: Exceeds

To map succession planning lookup values to the nine box values:

  1. Navigate to the Succession Planning Portal page.

  2. Click the Manage Plans tab.

  3. Click the Map Nine Box Values link in the Administration Tasks section. The Nine Box Values: Overview page appears where you can search for mapped values. Click the Map Nine Box Values button to navigate to the Define Nine Box Mapping page to map succession planning lookup values to the nine box values. See: Mapping Succession Planning Lookup Values to Nine Box Values