How You Send Succession Alerts on Role Change Effective Date

Your organization might want to notify plan owners about incumbent and candidate role changes after they become effective. This enables succession plan owners to update succession plans according to the current roles of the incumbent or candidates.

If the assignment changes are effective on or before the current date, then alerts are sent to the plan owners automatically.

But for future-dated assignment changes, you need to schedule the Notify Plan Owners About Candidate and Incumbent Assignment Changes That Are Now Effective process regularly. This ensures that alerts are sent for assignment changes that become effective on or before the date the process is run. Note that to run this process, you need to have a role that inherits the Run Global HR Processes function security privilege.

After You Run the Process

Here's what happens after the Notify Plan Owners About Candidate and Incumbent Assignment Changes That Are Now Effective process runs successfully:

• Owners receive notifications on the day these role changes become effective if the process is run daily:

  • Plan incumbent moves to a different role

  • A candidate moves to the plan role

  • A candidate moves to a role that's different from the plan role

  Note: Owners receive notifications only if all these conditions are true:

• When owners view a succession plan, they see banners for the effective role changes of incumbents and candidates.

• Processed notification records for the incumbent and candidate role changes that are older than 90 days are deleted.