Oracle Succession Planning Implementation and User Guide

Contents

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Introduction to Oracle Succession Planning

Introduction to Oracle Succession Planning

Implementing Oracle Succession Planning

Oracle Succession Planning Licenses

Oracle Succession Planning Predefined Components

Implementing Oracle Succession Planning

Oracle Succession Planning Supplied Functions

User Access and Security in Oracle Succession Planning

Profile Options in Oracle Succession Planning

User and Extensible Lookups in Oracle Succession Planning

Extra Information Types for Succession Plans

Implementing the Organization Chart

Configuring the Organization Chart Module in Oracle Succession Planning

Configuring Common Information for Talent Profile and Succession Planning Functions

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

Configuring the Talent Profile Function

Configuring Manager and Personal Actions in Talent Profile

Configuring the Default XML Templates

Configuring the Quick Search and Hierarchy Regions

Personalizing Talent Profile

Configuring the Region Icons

Displaying Person Extra Information Types (EITs) as Talent Profile Page Regions

Displaying Person Special Information Types (SITs) as Talent Profile Page Regions

Displaying Custom Content as Talent Profile Page Regions

Setting up Custom Version of Talent Profile

Setup Steps to Implement a Custom Version of the Talent Profile Feature

Setting up the Talent Profile Form Function

Setting up the Talent Profile Regions

Configuring the More Links in the Talent Profile Regions

Configuring Talent Profile Functions, Suitability Analyzer, and Compare Profile Templates

Setting up Information for the Succession Planning Functionality

Setting up the Succession Planning Functionality

Viewing Permissions and Details for Workers or Roles

Defining Additional Details and Permissions for Workers, Jobs, and Positions

Defining Succession Planning Preferences

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

Mapping Succession Planning Lookup Values to Nine Box Values

Configuring Suitability Matching

Configuring Suitability Matching

Using the Organization Chart

Using the Organization Chart

Using the Organization Chart in Oracle Succession Planning

Using Talent Profile

An Overview of Talent Profile

Using Talent Profile as Managers

Using Talent Profile as Workers

Generating Printable Profiles

Using Performance Matrix (Potential) and Performance Matrix (Retention)

Using Performance Matrix (Potential)

Using Performance Matrix (Retention)

Comparing Talent Profiles

Using Suitability Matching in Oracle Succession Planning

Using Suitability Matching in Oracle Succession Planning

Using the Suitability Analyzer

Using the Succession Planning Functionality

Overview of the Succession Planning Portal

Succession Planning for Talent Managers and Administrators

Using the Analytics Tab

Using the Worker Plan Details Tab

Using the Manage Plans Tab

Using the Succession Plans: Overview Page

Creating Succession Plans

Updating and Completing Succession Plans

Viewing Succession Plan Details

Viewing the Succession Hierarchy

Analyzing Succession Planning

Succession Plan Details for High Potential Workers Report

Readiness and Risk Analysis of Successors for High Potential Workers Report

Turnover Analysis of Key Talent Report

Succession Plan Effectiveness Report

HRMS Glossary

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