How You Enable Succession Organization Charts

To allow users to view succession organization charts, as administrators you need to enable some profile options and grant a privilege. You need to run the Succession Plan Incumbents process. Your organization should have migrated to Enhanced Talent Profiles.

Profile Options to Enable Succession Organization Charts

Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to manage profile options. You need to enable the profile options listed in this table at Site level for users to view succession organization charts.

Profile Option Code Profile Option Name Required Value
HCM_RESPONSIVE_PAGES_ENABLED Mobile-Responsive HCM Pages Enabled Y
HRM_SUCCESSION_RESPONSIVE_ENABLED Mobile-Responsive Succession Planning Page Enabled Y
ORA_HRM_ENABLE_SUCCESSION_ORG_CHART Succession Organization Chart Enabled Y

Privilege to View Succession Organization Charts

The users who need to use succession organization charts need to have a role that inherits the Use REST Service – Succession Org Charts REST aggregate privilege. After you add this privilege, you must regenerate the grants for the data role.

Succession Plan Incumbents Process

You need to schedule the Succession Plan Incumbents process regularly to ensure that these details shown on the succession organization chart are the latest:

  • Succession plan count that users see for each direct report on the Directs tab
  • The count users see on the Succession Plans tab and the succession plans displayed for the selected person

For more information about scheduling this process, see the How Inferred Incumbents of Succession Plans Determine Plan Access topic in this guide.