Succession Planning Advisor Agent
The Succession Planning Advisor is your AI-powered digital assistant to help you manage your organization’s succession plans. This digital assistant enables you to perform these tasks through a secure and conversational interface:
- View critical employees in your organization.
- View successors for a specific role or position.
- View succession plans created for a specific person, job, or position.
- View external candidates added to succession plans.
- Track readiness of candidates added to succession plans.
- Monitor the strength of succession plans of your organization.
Built on Oracle’s AI Agent framework and powered by advanced large language models (LLMs), the agent interprets your natural language questions and delivers accurate, role-based information within your security permissions.
These are the features of the Succession Planning Advisor agent:
- Preconfigured: Ready to use immediately—no setup or configuration required
- Secure: Employee access strictly follows your data access and role privileges
- Context Sensitive: It’s aware of the current date and keeps track of the chat.
- Conversational: Responds to your requests in natural language, making it easy and intuitive to find information
Here are some sample questions that the agent can answer:
- Who can replace Jorge Blum?
- Who are the critical employees in my team?
- Which employees are likely to leave the organization?
- Who are the high-risk employees in my team who don’t have any succession plans?
- Who are the external candidates for Kieran Powell?
- What succession plans are created for Lily Cox?
- List candidates who are Ready Now in John Hsing’s succession plan?
By providing quick and relevant information, the Succession Planning Advisor saves time, improves decision-making, and helps to easily manage your organization’s succession plans. It eliminates the need to navigate to multiple pages for answers.
Steps to Enable
Your environment must have the appropriate services for Oracle Applications Platform deployed. For more information, see FAQ2521 on My Oracle Cloud Support.
Set these profile option values as indicated in the table.
| Profile Option Name | Profile Option Code | Value |
|---|---|---|
| Enable Security Console External Application Integration | ORA_ASE_SAS_INTEGRATION_ENABLED | Yes |
| Enable VBCS Progressive Web Application User Interface | ORA_HCM_VBCS_PWA_ENABLED | Y |
For more information about setting profile option values, see How do I enable a profile option?.
Enable permission groups for appropriate roles. For more information, see Access Requirements for AI Agent Studio.
To learn how to set up AI agents, see Create AI Agents Using Preconfigured Agent Team Templates.
Key Resources
Access Requirements
The agents you can view depend on the roles and privileges assigned to you. To access this agent, your role must be explicitly granted access to it by an AI Studio Administrator. For more information, see How can I give users access to AI agents and Access Requirements for AI Agent Studio.