How You Enable Managers to Manage Their Succession Plans

Your organization might want to allow some managers to create and manage their own succession plans.

The predefined Line Manager role with the View Manager Hierarchy person security profile doesn’t allow managers to edit their own records. So, you need to create a custom role with a different security profile that allows managers to manage their own succession plans. You then need to assign this custom role to managers in addition to their predefined Line Manager role.

1. Create a custom abstract role. For more instructions, see the Create Job Role and Abstract Role from Scratch topic.
2. Add these aggregate privileges to the custom abstract role:
   • Create Succession Plan for Worker
   • Edit Succession Plan and Manage Candidates
3. Assign the predefined View Own Record person security profile to this custom abstract role. For more instructions, see the Assign Security Profiles to Job and Abstract Roles topic.
4. Provision the role to managers who need to manage their own succession plans. For more information, see the Role Provisioning and Deprovisioning topic.