How You Access Succession Plans

To work with succession plans, you need to have specific privileges.

To access the Succession Plans work area, you need to have the View Succession Plan (HRM_VIEW_SUCCESSION_PLAN_PRIV) privilege. To create succession plans, you need to have the Create Succession Plan for Worker (HRM_CREATE_SUCCESSION_PLAN_FOR_WORKER_PRIV) privilege.

HR specialists can view and create succession plans by default.

Managers can use these options to create succession plans:

• Create Succession Plan action for a direct or indirect report in My Team > Career Overview

• Add button in the Succession Plans section of Succession Planning tab on person spotlight

• Create Succession Plan Quick Action available in My Team

A succession plan can be a private plan. Only the named owners and super users can access private succession plans.

Only these users can manage a nonprivate succession plan:

• A plan owner. Whoever creates or edits the plan can select the plan owners. Remember to specify at least one owner for a private succession plan.

• A person who has access to the named or inferred incumbent of the plan. Any person who holds the job or position for which the succession plan is created is an inferred incumbent.

• A super user. An administrator can create a custom super user role and assign this role to any user. It's a good idea to make at least one person in your organization a super user.