Overview of Implementing Talent Review and Succession Management

This guide explains the setup and implementation tasks of Oracle Fusion Cloud Talent Review and Succession Management.

Using the tasks described in this guide, you can do these configurations:

• Configure Talent Review settings

• Create Talent Review templates

• Manage potential assessments

• Set up talent review meetings

• Configure Succession Management lookups

Oracle Talent Review and Succession Management is part of the Workforce Development offering of Oracle Fusion Cloud Human Capital Management. To start an implementation of Oracle Fusion Cloud Human Capital Management, you need to opt into the offerings applicable to your business requirements. See the Oracle Fusion Cloud Applications: Using Functional Setup Manager guide to manage the opt-in and setup of your offerings.

This topic provides these information:

• Prerequisite tasks and pertinent information about implementing Oracle Fusion Cloud Talent Review and Succession Management

• Information about the Talent Review and Succession Management functional areas of the Workforce Development offering

Prerequisites

Before setting up Oracle Talent Review and Succession Management, you must implement one of these bases:

• HCM Base

• Talent Management Base

You're also required to configure other applications and elements. The table lists sources of information, including guides and help topics, and a description of what they contain, to help you set up the configuration that fits your business needs and processes.

Source	Contents
Oracle Fusion Cloud Talent Management: Getting Started with Your Talent Implementation	Provides an overview of Oracle Fusion Cloud Talent Management options, purchasing and activation options, basic information for implementing Oracle Fusion Cloud Talent Management applications, and describes work areas
Oracle Fusion Cloud Talent Management: Implementing Talent Management Base	Describes user and role synchronization, implementation user setup, enterprise and workforce structures, workforce profiles, approvals, help configuration, and more
Oracle Fusion Cloud Human Resources: Getting Started with Your HR Implementation	Describes user and role synchronization, implementation user setup, enterprise and workforce structures, workforce profiles, approvals, help configuration, and more
Oracle Fusion Cloud HCM: Securing HCM	Describes Oracle Fusion Cloud HCM security, types of roles and how to create them, managing user accounts, types of security profiles and managing them, and Oracle Fusion Cloud Transactional Business Intelligence and Business Intelligence Publisher security

Workforce Development Offering

Use this offering to configure your employee profiles, manage goals, review performance, and manage succession plans. The following table describes the primary features of this offering that are explained in this guide. For the full list of functional areas and features in this offering, use the Associated Features report that you review when you plan the implementation of your offering.

Functional Area	Description
Talent Review	Use this to conduct talent review meetings, and assess employee performance and progress. You can associate succession plans and talent pools with a talent review meeting. You can also assign tasks to members of the review population and create notes about the meeting.
Succession Management	Use this to create and manage succession plans for key personnel or incumbents in important jobs or positions. You can also add notes to succession plans.