1. Implementing Talent Review and Succession Management
  2. Dispose Succession Management Data

Dispose Succession Management Data

To meet data protection requirements, as administrators you might need to dispose succession plan data of terminated employees. You can do this in the Data Exchange work area.

You first need to use the Configure Person Information Removal Policies task to create configuration templates. You can create a template to remove person information of people who are part of a succession plan in any of these roles:

  • Candidate
  • Plan owner

You then need to enable the template and run the Remove Person Information task.

Create Configuration Template

  1. Go to the Data Exchange work area in My Client Groups.
  2. In the Remove Person Information section, click Configure Person Information Removal Policies.
  3. Click Create to create a template.
  4. Specify values for these fields.
    FieldDescription
    Name Template name
    Code

    The template code, defaults to the name of the template.
    Category Business object category. Select Worker.
    Description A suitable description to identify the template.
  5. Click OK.
  6. Ensure that you're on the Components tab.
  7. In the Business Objects pane, select Succession Plan.
  8. In the Components pane, expand Succession Plan.
  9. Select any of these check boxes according to the role of the persons whose information you want to remove.
    Check boxRole of person to remove
    Succession Plan Candidate

    Candidate in a succession plan
    Succession Plan Owner Owner of a succession plan
  10. Click Save and Close.
  11. Enable the template.

Results:

Here’s what happens after the person information removal process of the Succession Plan object completes successfully:
  • The terminated workers are removed from all succession plans in which they were candidates.
  • The candidate readiness data for the terminated workers entered in succession plans is removed.
  • These counts are updated for the affected succession plans:
    • Plan candidate
    • Readiness
    • Interim successor
  • The terminated workers are removed from all succession plans in which they were owners, even if they were the sole owner.

What to do next

If the removed terminated workers were the only owners of a succession plan, you need to add a new plan owner either as a super user or by using HCM Data Loader.

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