Setup Tasks for Implementing Succession Management

To implement Oracle Fusion Cloud Succession Management, you need to have the privileges of an application implementation consultant.

Oracle Fusion Cloud Succession Management is part of the Workforce Development offering of Oracle Fusion Cloud Human Capital Management. Review the tasks listed in this table that are available in the Setup and Maintenance work area before you set up Oracle Succession Management.

Task Name	Description	Recommended Help
Succession Management Lookups	Manage succession management lookups.	Succession Management Lookups
Manage Descriptive Flexfields	Define a segment for descriptive flexfields for Oracle Succession Management.	Descriptive Flexfields for Succession Management
Manage Administrator Profile Values	Configure profile options related to Oracle Succession Management.	How You Enable Succession Organization Charts
Checklist Templates	Create a checklist template with Succession Readiness event for journeys.	Configure a Succession Readiness Event for Journeys
Configure HCM Data Loader	Control the HCM Data Loader and HCM Spreadsheet Data Loader import and load processes.	HCM Data Loader Configuration Parameters

Use the Succession Plans action in Transaction Design Studio to create rules to configure Oracle Succession Management pages. For more information about this, see the How You Configure Succession Plan Pages Using Transaction Design Studio topic.

Security Reference

The tasks that people can do and the data that they can see on Oracle Succession Management pages depend on their roles, duties, and privileges. For information about these factors, see these two guides:

• Securing HCM
• Security Reference for HCM