Succession Planning Self-Service

PeopleSoft delivers a manager self-service succession planning dashboard that allows managers to view and manage the succession planning information for their direct and indirect reports. The manager self-service succession dashboard supports the following views:

  • View Succession Plans.

  • View Person Profile Summaries.

  • View successors and succession readiness levels, risk of leaving and impact of loss.

  • Re-rank successors.

  • Activate and deactivate successors.

  • Compare an employee's person profile with their current role's profile.

  • Compare a successors' profile to a succession plan's incumbent, job code or position

  • Edit successor rating box assignments.

Page Name

Definition Name

Navigation

Usage

Manage Succession Plans Page

HR_SUCC_PLN_MGR

Manager Self Service > Succession Planning > Manage Succession Plans

Review or edit plan details such as effective date, plan status, and projected vacancy date. Review incumbent job and career plan details.

Succession 360 Page

HR_VT_DASHBOARD

  • Manager Self Service > Succession Planning > My Succession 360°

  • Organizational Development > Succession Planning > Succession 360°

Visually review and manage a person or role within the context of the organization.

Use the Manage Succession Plans (HR_SUCC_PLN_MGR) page to review or edit plan details such as effective date, plan status, and projected vacancy date. The page is also used to review incumbent job and career plan details.

This example illustrates the fields and controls of the Manage Succession Plans Page.

 Manage Succession Plans page