Use this report to track key high potential workers with and without succession plans to effectively plan and manage succession planning in your enterprise. The report includes only those workers that the logged in manager or plan administrator can access based on their security profile. Depending on the preferences set for display of the succession metrics, you can view metrics in a tabular format, graph, or both. As succession plans are not assignment based, the metrics count calculation is based on person. The metrics count in the summary table may include employees or contingent workers. Inclusion of contingent workers depends on permissions set. This report considers plans created for workers only and not plans for jobs or positions.
Note: This report considers only active plans for its calculations and does not consider completed plans.
The report presents the following columns:
Country: List of countries based on the logged in manager or plan administrator's security profile. Click the country name to drill down to view details of plans in each country.
Key Workers: Number of key workers identified in each country. The report counts only those workers for whom the Key Person field is set to Yes in the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
Key and High Potential Workers: Number of workers who are both key and identified as having high potential. The report counts only those workers for whom the Key Person field is set to Yes and Succession Potential field is set to High in the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
Key but not High Potential Workers: Number of workers who are identified as key but not identified as having high potential. The report counts only those workers for whom the Key Person field is set to Yes and Succession Potential field is not set to High in the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS. Click the number link to view the employee details in a pop-up window.
Key and High Potential Workers with Succession Plans: Number of high potential workers for whom at least one succession plan is created.
Key and High Potential Workers with no Succession Plans: Number of key and high potential workers for whom not even a single succession plan is created. Click the number link to view the employee details in a pop-up window.
This table appears when you click the country name. The drill down from the country link of the summary table provides details of all plans within the logged in person's security profile and not just plans created for key and high potential workers. This feature enables managers and plan administrator to get a complete view of succession plans within the enterprise. The drill down details that you view are independent of the summary table. In the country details you may view active plans for workers who may not be key workers or have high potential. The plan details for a country may also include applicants who are identified as probable successors based on permissions set. Successors at the Inactive status and plans at the Inactive status are not visible in the country details.
You can view the following details:
Name: Business group or groups in the country, succession plan name, information whether the plan is for a worker, job, or position along with the name and successors.
Plan Status: Status of the plan such as Active or Completed.
Person Type: Indicates the person type of the successor, such as employee, applicant, or ex-employee.
Organization: Name of the organization to which the worker belongs.
Job: Name of the worker's job.
Position: Name of the worker's position.
Performance Rating: Performance rating of the worker. The report retrieves this information from the Performance Management field in the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
Retention Potential: Retention potential value retrieved from the Risk of Loss field in the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
Impact of Loss: Retention potential value retrieved from the Impact of Loss field in the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
Readiness Percent: Readiness percent of the worker retrieved from the succession plan.
The x-axis in the bar graph shows the number of workers. The y-axis shows succession metrics that you view in the summary table in a graphical format.
Use this report to view information about the risk associated with probable successors identified for key high potential workers. You can evaluate the risk aspect for your succession plans. The risk may be in terms of low readiness of the probable successors to assume higher responsibilities or inadequate number of successors for a plan. Depending on the preferences set for display of succession metrics, you can view metrics in a tabular format, graph, or both. This report considers plans created for workers only and not plans for jobs or positions.
The report includes only those workers that the logged in manager or plan administrator can access based on their security profile. As succession plans are not assignment based, the metrics count calculation is based on person.
Note: This report considers only active plans for its calculations and does not consider completed plans.
The Readiness and Risk Analysis of Successors for High Potential Workers report presents the following columns. The metrics count in the summary table may include employees or contingent workers. Inclusion of contingent workers depends on permissions set.
Country: List of countries based on the logged in manager or plan administrator's security profile. Click the country name to drill down to view details of plans in each country.
Key High Potential Workers: Number of high potential workers from among those workers who are identified as key. The report counts only those workers for whom the Key Person field is set to Yes and Succession Potential field is set to High in the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
Key and High Potential Workers with Successors: Number of key and high potential workers for whom at least one probable successor is identified. A pop-up window on the number link displays information such as the worker name, position, job, performance rating, and person type.
Key and High Potential Workers with no Successors: Number of key and high potential workers for whom not even one probable successor is identified. A pop-up window on the number link displays information such as the worker name, position, job, performance rating, and person type.
Readiness and Risk Analysis Details: Number of workers who are placed in the High, Medium, and Low risk bands of a succession plan. The application calculates the high, medium, and low band values based on the readiness analysis calculation method that your plan administrator selects in the Define Role and Worker Details page. The readiness percent and the risk percent is consolidated at the plan level depending on the defined calculation criteria. For more information, see: Defining Additional Details and Permissions for Worker or Roles in Plans
This table appears when you click the country name. The drill down from the country link of the summary table provides details of all plans within the logged in person's security profile and not just plans created for key and high potential workers. This feature enables managers and plan administrator to get a complete view of succession plans within the enterprise. The drill down details that you view are independent of the summary table. In the country details, you may view active plans for workers who may not be key workers or have high potential. The plan details for a country may also include applicants who are identified as probable successors based on permissions set. Successors at the Inactive status and plans at the Inactive status are not visible in the country details.
You can view the following details:
Name: Business group or groups in the country, succession plan name, information whether the plan is for a worker, job, or position along with the name and successors.
Plan Status: Status of the plan such as Active or Completed.
Person Type: Indicates the person type of the successor, such as employee, applicant, or ex-employee.
Risk Percent: Risk percent of each plan.
Readiness Percent: Readiness percent at the plan level based on the defined calculation criteria (Minimum, Average, or Maximum readiness percent), and the level of each individual successor in the plan.
Rank: Each probable successor's rank as identified in the plan.
The pie chart is a graphical representation of the number of workers in the low, medium, and high risk bands. You cannot drill down from the pie chart.
Use this report to analyze the turnover details of probable successors identified for key high potential workers. The report includes only those workers that the logged in manager or plan administrator can access based on their security profile. Depending on the preferences set for display of succession metrics, you can view metrics in a tabular format, graph, or both. As succession plans are not assignment based, the metrics count calculation is based on person. This report considers plans created for workers only and not plans for jobs or positions.
Note: This report considers only active plans for its calculations and does not consider completed plans.
The report presents the following columns. The metrics count in the summary table may include employees or contingent workers. Inclusion of contingent workers depends on permissions set.
Country: List of countries based on the logged in manager or plan administrator's security profile. Click the country name to drill down to view details of plans in each country.
Key High Potential Workers: Total number of key and high potential workers in active succession plans.
Key and High Potential Workers with Successors: Number of key and high potential successors for whom at least one successor is identified.
Number of Successors Across Plans: Number of probable successors identified for all key and high potential workers. Though a worker is identified as a successor in multiple plans, the application counts this worker as only one successor in the calculation of number of successors across plans. Applicants are not considered in the count for number of successors across plans as the applicants are not part of any manager's security profile.
Terminated Successors: Number of successors in active succession plans terminated as of the system date. The termination date must be earlier than the system date or equal to the system date. The report does not count workers whose termination date is later than the system date.
Turnover Percent: Percentage of number of successors who are terminated. The report calculates the turnover percent based on the total number of successors. You can sort the turnover percent in a descending order. Applicants are not terminated and therefore are not included in the metrics count or in the calculation of the turnover percent.
This table appears when you click the country name. The drill down from the country link of the summary table provides details of all plans within the logged in person's security profile and not just plans created for key and high potential workers. This feature enables managers and plan administrator to get a complete view of the succession plans within the enterprise. The drill down details that you view are independent of the summary table. In the country details you may view active plans for workers who may not be key workers or have high potential. The plan details for a country may also include applicants who are identified as probable successors based on permissions set. Successors at the Inactive status and plans at the Inactive status are not visible in the country details.
You can view the following details:
Name: Business group or groups in the country, succession plan name, information whether the plan is for a worker, job, or position along with the name and successors.
Plan Status: Status of the plan such as Active or Completed
Person Type: Indicates the person type of the successor, such as employee, applicant, or ex-employee.
Organization: Name of the organization to which the successor belongs.
Job: Name of the successor's job.
Position: Name of the successor's position.
Terminated: Value Yes or No to indicate if a successor is an active or terminated worker.
Rank: Rank that is given to the successor when the plan is created.
Readiness Percent: Readiness percent entered for the successor when the plan is created.
Retention Potential: Retention potential of the key high potential worker. The report retrieves this information from the Retention Potential field of the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
Impact of Loss: Impact of loss of the key high potential worker. The report retrieves this information from the Impact of Loss field, field of the Employee Succession Planning Information page or the Extra Person Information window in Oracle HRMS.
The pie chart is a graphical representation of the number active successors and terminated successors. You cannot drill down from the pie chart.
Use this report to evaluate the effectiveness of the succession planning process in your enterprise. This report provides details on the number of plans that are filled by potential successors identified in plans. The effectiveness percent calculation is based on the number of completed plans (plans that are at the Completed status) and not on the total number of plans.
The reports includes only those workers that the logged in manager or plan administrator can access based on their security profile. Depending on the preferences set for display of the succession metrics, you can view metrics in a tabular format, graph, or both. As succession plans are not assignment based, the metrics count calculation is based on person. The metrics count in the summary table includes the number of plans created for key and high potential workers only. This report considers plans created for workers and not plans for jobs or positions.
The report presents the following columns:
Country: List of countries based on the logged in manager or plan administrator's security profile. Click the country name to drill down to view details of plans in each country.
Total Number of Plans: Total number of key and high potential workers with at least one succession plan. Inactive plans are not considered in the count of total number of plans.
Number of Completed Plans: Number of succession plans that are completed.
Successor Selected from Plan: Number of successors selected from the list of probable successors identified for the plan.
Effectiveness Percent: Percentage of succession plans for which successors are identified from the list of probable successors. For example, the number of completed succession plans is 5. If 3 succession plans are closed since a successor is selected from the list of probable successors in a plan, then the effective percent of the plan is 60.
This table appears when you click the Country name in the Summary table. The country information is independent of the metrics count. You may view active plans created for workers who may not be a key worker or have high potential. The plan details may also include contingent workers or applicants who are identified as probable successors based on permissions set.
You can view the following columns:
Name: Business group or groups in the country, succession plan name, information whether the plan is for a worker, job, or position along with the name and successors.
Plan Status: Status of the plan such as Active or Completed
Person Type: Indicates the person type of the successor, such as employee, applicant, or ex-employee.
Owner: Name of the plan owner of the succession plan.
Date Created: Date on which the succession plan is created.
Date Closed: Date when a worker is selected as the successor from the probable list of successors and the plan is closed. The report retrieves this information from the succession plan.
Filled by Worker: Name of the worker who is selected as the successor from the probable list of successors in the plan. The report retrieves information from the succession plan. If the filled by worker column is blank for a plan, then the blank value indicates that the successor is not from the plan.
The pie chart is a graphical representation of the succession plan effectiveness data. You can view the following segments:
Open Plans segment indicates the percentage of plans that are yet to be filled by successors from the list of probable successors identified in plans.
Closed Plans segment indicates percentage of succession plans that are closed when the plans are filled by successors identified from the list of probable successors in plans.