Examples of Loading External Candidate Details for Succession Plans

You can include external candidates in succession plans. You first need to create the external candidates before you add them to succession plans. Use the SuccessionPlanExternalCandidate.dat file to load external candidate details using HCM Data Loader.

Create External Candidates for Succession Plans

You need to provide these attributes when you upload external candidate details using HCM Data Loader:

  • LastName: The last name of the external candidate.

  • EmailAddress: The external candidate's email address. This user key attribute identifies the external candidate.

This example SuccessionPlanExternalCandidate.dat file creates an external candidate record.

METADATA|SuccessionPlanExternalCandidate|AddressLine1|AddressLine2|Country|CurrentEmployerName|CurrentJobTitle|EmailAddress|FirstName|LastName|PhoneNumber|PostalCode|State|TownOrCity 
MERGE|SuccessionPlanExternalCandidate|Line 1|Line 2|United States|emp 01|job 01|Colby.morris@xxx.com|Colby|Morris|9728391|94566|CA|Pleasanton

This example SuccessionPlanExternalCandidate.dat file creates an external candidate record using source keys.

METADATA|SuccessionPlanExternalCandidate|AddressLine1|AddressLine2|Country|CurrentEmployerName|CurrentJobTitle|EmailAddress|FirstName|LastName|PostalCode|State|TownOrCity|SourceSystemId|SourceSystemOwner
MERGE|SuccessionPlanExternalCandidate|Line 1|Line 2|United States|First Software|Senior Manager|James_Ng@xxx.com|James|Ng|30214|GA|Fayette|JAMES_NG|VISION

Add External Candidates to a Succession Plan

You can use the Succession Plan Candidate component to add external candidates to a succession plan. This table describes the attributes for external candidates.

Attribute Name

Label

Description

Type

ExternalCandidateEmailAddress

External Candidate Email Address

The email address of the external candidate

String

ExternalCandidateId

External Candidate ID

A unique reference to the external candidate

Long

This example SuccessionPlan.dat file shows how you can add external candidates to a succession plan. When you don't use source keys, the external candidate's email ID is the key to fetch the external candidate details.

METADATA|SuccessionPlan|SourceSystemOwner|SourceSystemId|PlanName|PlanType|Status|AccessTypeCode|JobCode|JobSetCode
MERGE|SuccessionPlan|VISION|SP_MRKT_DIR|Plan 01|JOB|ACTIVE|PRIVATE|HDL_MRKT_DIR|COMMON

METADATA|SuccessionPlanCandidate|SourceSystemOwner|SourceSystemId|PlanId(SourceSystemId)|ExternalCandidateId(SourceSystemId)|ExternalCandidateEmailAddress|Status|EmergencySuccessor|CandidateRanking|PlanName|PlanCandidatePersonNumber|CandidateReadiness|ShowSuccessionStatusFlag|SuccessionStatus
MERGE|SuccessionPlanCandidate|||||Colby.morris@xxx.com|Active|Yes|1|Plan 01||||
MERGE|SuccessionPlanCandidate|VISION|MRKT_DIR_JAMES_NG|SP_MRKT_DIR|JAMES_NG||Active|Yes|2|||||

Delete External Candidate Details

You can delete the details of an external candidate only if the candidate isn't added to any succession plan.

In this example SuccessionPlanExternalCandidate.dat file, the details of the external candidate Bala Gupta are deleted.

METADATA|SuccessionPlanExternalCandidate|SourceSystemOwner|SourceSystemId
DELETE|SuccessionPlanExternalCandidate|VISION|BALA_GUPTA