Managing Default Nine Box Matrix Templates

Default Nine Box Matrix Templates

Using the Default Nine Box Matrix Templates to Assess Workforce

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 templates are of 3*3 matrix type.

Default Nine Box Matrix Templates

Oracle Succession Planning uses default templates to display talent matrixes in the following interfaces.

• Talent Profile page (of an employee). For more information, see Using Talent Profile as Managers.

• Worker Plan Details tab in the Succession Planning Portal page

  • Select the following actions:

    • Performance Matrix (Potential)

    • Performance Matrix (Retention)

  • View matrixes for a worker in a nine box when you compare a worker's:

    • Potential with performance

    • Retention with performance

    • Retention with impact of loss

  • View successors identified for a worker and identify the worker's placement in the talent matrix grids.

  • View succession plans for a worker and identify the worker's placement in the talent matrix grids.

  For information, see Using the Worker Plan Details Tab.

• Create Succession Plan page

  Click 9-Box Comparison to assess the performance and potential of successors. For more information, see Creating Succession Plans.

• Talent Matrix tab in the Succession Planning Portal page

  You can use the default templates or create custom templates. For more information, see Using the Talent Matrix Template Page.