Considerations for Selecting Owners and Privacy Levels for Succession Plans

For a succession plan, you select owners, administrator types, and a privacy level.

Create and manage succession plans on the Succession Overview page. Select My Client Groups > Succession Plans to view this page.

Owners and Administrative Types

A succession plan has one or more owners. For each owner, you select an Administrator Type role, which controls the actions available to the plan owner. The available roles include:

• Administrator

• Candidate Manager

• Viewer

This table shows the actions each Administrator Type role can perform.

Action	Administrator Role	Candidate Manager Role	Viewer Role
View the plan	Yes	Yes	Yes
Add candidates	Yes	Yes	No
Remove candidates	Yes	Yes	No
Update worker readiness	Yes	Yes	No
Update risk of loss	Yes	Yes	No
Update impact of loss	Yes	Yes	No
Add candidates to talent pools	Yes	Yes	No
Change the plan name	Yes	No	No
Change the plan privacy level	Yes	No	No
Add owners	Yes	No	No
Remove owners	Yes	No	No

A private succession plan must have at least one administrator.

Note: To access the Succession Plans work area, owners must inherit the Succession Plan Management Duty role. The HR specialist job role inherits this duty role by default.

Security Access to Candidates

Plan owners can view, add, and remove candidates to whom they have security access. For others, you can restrict candidate search based on their data security profile or change data security so that managers or HR specialists can select candidates outside their normal data security profile.

You can define your own securing conditions for the candidates that a user can access. You can create data roles, specify securing conditions for the data roles, and assign these roles to different users. The role the signed-in user is assigned to restricts the candidates that a signed-in user can search. For example, you can create an HR_Specialist_Sales data role and specify a securing condition that allows only access to workers in the Sales department for this role. When you assign this role to a user, the user can only select candidates from the Sales department.

Super users can view all candidates, even if they're not in the super user's data security profile. Super users can add any candidate to a succession plan.

Plan Privacy

You must specify whether a plan is private or not. A private plan can be accessed by only the named owners. If you don't specify a plan as private, the plan can be accessed by these people:

• Owners of the plan

• Employees who have access to the named or inferred incumbent of the plan

The privacy setting determines access to the plan in these locations:

• Succession Plans Overview work area

• Succession Planning page in the person spotlight

• Talent review meetings

Note: A super user can view and update all succession plans.

For more information on securing access to succession plans, incumbents, and candidates, see the Securing HCM Guide.