Overview of How to Secure Access to Succession Plans, Incumbents, and Candidates

This topic provides an overview of the ways in which you can configure user access to succession plans, incumbents, and candidates.

Providing Access to All Succession Plans in the Succession Plans Work Area

No predefined job role enables any user to manage all succession plans in the Succession Plans work area. To give selected users this access, you can create a super user job role and provision the job role directly to those users. The job role is granted custom data security policies that provide access to all succession plans including private succession plans.

You can also enable users with this super user job role to access Oracle Transactional Business Intelligence (OTBI) subject areas for all succession plans. You can either edit your custom job role to add OTBI access or provide a separate job role that has OTBI access. By creating one role with OTBI access and one without, you can provide selective access to OTBI subject areas for succession management.

Configuring Access to Lists of Succession Plan Incumbents and Candidates

Human resource (HR) specialists and line managers select incumbents and candidates from lists of workers secured by the person security profiles assigned to their roles. However, you may want to present different lists of workers to HR specialists and line managers when they're selecting incumbents and candidates. For example, you may want to restrict the lists in some way or include workers who would not otherwise appear. To achieve this flexible access, you can replace the predefined data security policies that secure access to these lists with custom data security policies. As the incumbent and candidate lists are secured separately, you can specify different conditions for each list. For example, you could specify that:

• The list of incumbents includes only workers in a specific location.

• The list of candidates includes only workers in the legal employer for which the HR specialist has the human resources representative responsibility.