Redwood: Succession Planning Guide Workflow Agent

As managers and HR specialists, leverage the Succession Planning Guide AI workflow agent available on the Agent Teams tab of AI Agent Studio to complete your succession planning tasks for your team. HR specialists can use this agent from this release. The Succession Planning Guide AI workflow agent dynamically based on your query interprets your intent and invokes the appropriate succession planning agent. Use this workflow agent to perform these tasks:  

• List details of succession plans created for a person who you can access. 

• List details of succession plans created for a specific job or position. 

• Add an internal candidate who you can access to a succession plan.
• Add an external candidate to a succession plan.
• Make a candidate the interim successor of a succession plan.
• Remove the interim successor status of a candidate.
• Update the readiness, ranking, or status of succession plan candidates.
• Create an Incumbent, Job, or Position type of succession plan.
• View all succession plans in which a person has been added as a candidate.
• Identify the effects of a person leaving the organization on current succession plans.
• Identify team members or persons who you can access with critical roles.

• Identify persons without succession plans reporting to you or someone who you have access to. 

• List the team members with talent ratings such as risk of loss, impact of loss, or job risk. 

• Identify the successors of a team member or a person you can access when they leave the organization based on their succession plans. 

• List the succession plans that are at risk (have no Ready Now candidates) in a person’s team. 

• List the changes made to a succession plan including plan history, plan candidate history, and plan owner history. 

BUSINESS BENEFITS
Leverage the Succession Planning Guide AI workflow agent to get these benefits:

• Enhance the succession planning in your organization by reducing bias and ensuring uniformity.  
• Analyze large candidate pools and make informed decisions.

• Automate routine succession planning activities and focus on strategic workforce initiatives. 

• Use AI-driven insights to identify suitable successors based on their skills and readiness. 

• Increase coverage of critical roles with identified ready successors. 

• Proactively identify succession risks before they impact business continuity. 

Steps to enable and configure

Your environment must have certain necessary configurations. Ask your help desk to contact Oracle Support, who can verify what your environment has and address any gaps. 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
Redwood Guided Journey Setup Page Enabled	ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED	Y
Agent Task Type Enabled for Guided Journeys	ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_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 workflow agents, see Create AI Agents Using Preconfigured Agent Team Templates.

Tips and considerations

If you change the default LLM, then the agent's responses might vary, and you might have to modify the prompt to get the desired results.

Key resources

• Explore AI Agents for Oracle Fusion Cloud Applications
• How do I use AI Agent Studio?

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.