Oracle Succession Planning provides Talent Matrix, a flexible and configurable tool that enterprises can use to assess the succession potential of their workforce.
Important: 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 Talent Matrix tool:
Provides the flexibility to define the matrix type as per the business requirements of the enterprise. Enterprises can select from the supported matrix types. For example, either 2*2 or 4*4 matrix type.
Supports multi-dimensional attributes to create a talent matrix. Different combinations of Performance Rating, Retention Potential, Readiness Level, and Impact of Loss dimensions help to identify suitable successors. Enterprises have the flexibility to specify the dimensions of the X and Y axes of the Talent Matrix.
Enables plan administrators to create different templates by selecting the matrix type and X and Y axes dimensions based on the business requirements of the enterprise. Talent Managers can use these templates to view the Talent Matrix for a particular combination.
Enables managers to view the talent matrix of workers in their hierarchy. The Change Manager option helps to view the talent matrix of workers in different managers' hierarchy.
Helps identify the assessment level of workers and view succession details of workers placed in specific grids. An icon is displayed for a worker to indicate if a succession plan exists for the worker or not. Using this icon, plan administrators or managers can view succession details or create succession plans for the worker.
Enables printing of the Talent Matrix and also view a list of workers for whom succession details are incomplete.
The following functions are available to plan administrators and managers:
Manage Talent Matrix Templates: Administrators can use this function to search for published Talent Matrix templates, create, update, or delete 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 logged in manager's hierarchy.
For information on the delivered menu for Talent Matrix, see: Oracle Succession Planning Predefined Components
Important: This topic explains how to use the Talent Matrix Template page. For information on how to map succession planning lookup values to nine box values using the Nine Box Values: Overview and Define Nine Box Mapping pages, see: Mapping Succession Planning Lookup Values to Nine Box Values.
If the Talent Matrix feature is enabled and the Manage Talent Matrix Templates function is added to the responsibility, then plan administrators can navigate to the Talent Matrix Template page using the Talent Matrix for Performance, Manage Talent Matrix Templates link of the responsibility.
For an overview, see: Using Talent Matrix
As an administrator, you can:
Search for draft and published templates using search criteria such as the matrix name, matrix type, and business group. If you select the Published Templates check box, then the search results display only published templates.
The search results table displays information about the current or published templates depending on the search criteria that you use. From the search results table, you can perform the following tasks for a talent matrix template:
Preview
Update
Delete
Click the Create Template button to navigate to the Create or Update Talent Matrix Template page to create or update a template. See: Creating or Updating Talent Matrix Templates.
Use the Create or Update Talent Matrix Templates page to create or update talent matrix templates to use in succession planning. You navigate to this page by clicking the Create Template button on the Talent Matrix Templates page. You can create different templates based on your business requirements.
Important: Before you create template, analyze the business requirements of your enterprise and then define templates.
Updating Default Nine Box Matrix Templates
Oracle Succession Planning provides the following default templates to display talent matrixes. These default templates are of 3*3 matrix type and display assessment information in the nine box format.
Default Retention vs. Impact of Loss
Default Performance vs. Potential
Default Performance vs. Retention
You can use the Create or Update Talent Matrix Templates page to update the default templates. However, you cannot delete default templates. The application displays en error message if you try to delete default templates.
The following steps are involved in creating a talent matrix template:
Enter template details.
Specify labels for the grids based on the matrix chosen.
Map the XY axes lookup values to each level in the matrix.
To create a talent matrix template, provide the following details.
Enter the template name.
Select the matrix type from the following supported matrix types. The smallest matrix that you can define is 2*2 matrix and the largest is 6*6.
2*2 Matrix Type: If you select this type, then you can define 2 levels of X and Y axes.
3*3 Matrix Type: If you select this type, then you can define 3 levels of X and Y axes.
4*4 Matrix Type: If you select this type, then you can define 4 levels of X and Y axes.
5*5 Matrix Type: If you select this type, then you can define 5 levels of X and Y axes.
6*6 Matrix Type: If you select this type, then you can define 6 levels of X and Y axes.
Select the X and Y axes values from the following supported values:
Impact of Loss
Performance Rating
Readiness Level
Retention Potential
The following table provides an example of combinations of the X and Y axes that you can choose:
| S.No | X-Axis Dimension | Y-Axis Dimension |
|---|---|---|
| 1 | Performance Rating | Retention Potential |
| 2 | Performance Rating | Readiness Level |
| 3 | Performance Rating | Impact of Loss |
| 4 | Retention Potential | Performance Rating |
| 5 | Retention Potential | Readiness Level |
| 6 | Retention Potential | Impact of Loss |
| 7 | Impact of Loss | Performance Rating |
| 8 | Impact of Loss | Readiness Level |
| 9 | Impact of Loss | Retention Potential |
| 10 | Readiness Level | Performance Rating |
| 11 | Readiness Level | Impact of Loss |
| 12 | Readiness Level | Retention Potential |
Enter the start date from which this talent matrix template is valid.
Enter the date up to which the talent matrix template is valid.
Select the Global Template check box if you want to create a template to use across business groups.
In the Grid Labels section, the number of grids and the XY axes column values depend on the selections that you make in the Template Details section.
Enter a label for each of the grids to identify the assessment level of the grid. When a template is selected to view the Talent Matrix of the workforce, the application places workers in relevant grids of the Talent Matrix based on the talent matrix mappings and the succession planning extra information entered for each worker.
Select the check boxes of the appropriate grids to enable users view succession details of workers placed in specific grids in the Talent Matrix. If you do not select a check box of a grid, then succession planning details are not visible available for workers placed in that grid. If you select a check box of a grid, then in the Talent Matrix, an icon is displayed for a worker to indicate if a succession plan exists for the worker or not. Using this icon, managers or administrators can view succession details or create succession plans for the worker. See: Viewing the Talent Matrix.
Depending on the matrix type chosen, the grids in the rows represent the X axis values on a scale from the lowest to the highest and the grids in the columns represent the Y axis values on a scale from the lowest to the highest.
Here is an example of providing the grid labels.
In this example, you are creating a template to assess high performers and their readiness level.
You select a 3*3 Matrix type. The X and Y axes values are: Performance Rating and Readiness Level. In this scenario, you can view 9 grids for the 3*3 matrix type.
You name the grids as follows:
Y Axis - Readiness Level
X Axis - Performance Rating
| Rising | Outstanding | Star |
| Above Average | Competent | Meets Expectations |
| Learner | Needs Training | Average |
As the template is to identify high performers and their readiness level, you select the check boxes for the grids with labels: Rising, Outstanding, and Star only. When managers select this template to view the Talent Matrix they can view succession details and create successions plans if plans are not available for workers placed in these grids. To prevent managers from creating succession plans for grids such as Learner, Needs Training, and Average, do not select the check boxes of these grids.
After you provide the grid labels, map the XY axes lookup values to each of the levels in the matrix. For example, if you select 3*3 matrix type, then there are 3 levels of the XY Axes to map.
In this region, map the XY axes lookup values to each level in the matrix. For example, for a 4*4 matrix, there would be 4 levels. Multiple lookup values can be mapped to each level on the X and Y axes. You can choose to map XY axes simultaneously or independently.
If you select the Map Axes Simultaneously option, then select the XY axes level first and map the lookup values for each level of the XY axes.
If you select the Map Axes Independently option, then select the X axis level and Y axis level to map the lookup values for each level respectively.
To understand mapping the XY axes lookup values to each level in the matrix, the following example uses the 3*3 Matrix type and Performance Rating and Readiness Level as the X and Y axes values respectively.
Mapping X Axis
In your enterprise, you have defined the following values for the PERFORMANCE_RATING lookup type to assess the performance of workers:
1. Below Average
2. Average
3. Satisfactory
4. Good
5. Excellent
6. Outstanding
| Level | Lookup Values |
|---|---|
| 1 | Below Average Average |
| 2 | Satisfactory Good |
| 3 | Excellent Outstanding |
Mapping Y Axis
In your enterprise, you have defined the following values for the READINESS_LEVEL lookup type to assess the readiness level of workers:
1. Low
2. Average
3. Medium
4. Good
5. High
6. Excellent
| Level | Lookup Values |
|---|---|
| 1 | Low Average |
| 2 | Medium Good |
| 3 | High Excellent |
When you map each level of the XY axes to the grid, make sure to save the mapping.
After you complete mapping the lookup values for the X axis and Y axis values, you can save the mapping and review the template definition.
Select the Publish check box to publish the template. When you publish the template, plan administrators or managers can select this template when viewing talent matrix of workers in a manager's hierarchy. See: Viewing the Talent Matrix.