Succession Plan History of Changes

Improve your succession planning by viewing the history of changes for each succession plan.

You can open the Plan History page to view a succession plan's history of changes in these ways:

• Select the View Plan History action for the succession plan on the Succession Overview page.
• Click the View Plan History button on the succession plan details page to view the plan history.

Plan History Page Sections

The Plan History page is divided into 3 sections:

• Plan Info: Here you can see the changes made in the Plan Info and Alerts section of a succession plan. You can view the changes of any delivered hidden fields that your administrator has enabled except for these incumbent-related fields that are stored in Talent Profiles.
  • Reason for Departure
  • Estimated Remaining Months
  • Risk of Loss
  • Impact of Loss
• Candidates: Here you can see the changes made in the Candidates section of a succession plan. You can only see the changes for candidates that you can access. Even if your administrator has enabled these hidden fields, you won’t see the details of any changes made to them in the plan history since their values are stored in Talent Profiles:
  • Risk of Loss
  • Impact of Loss
  • Willing to Relocate
• Owners: Here you can see the changes made in the Owners section of a succession plan. You can only see the changes for owners that you can access.

You can initially see a few rows in each section. But if there are more changes, you can load more rows.

Succession Plan Changes in Plan History

You can view these details about the changes made to a succession plan:

• Date the change was made
• Attribute that changed
• Old and new values of the attribute
• Person who made the change

You see the latest changes first.

You can also view the changes made to the succession plan by HCM Data Loader and HCM Spreadsheet Data Loader uploads. But you can’t see the name of the user who uploaded the changes. Instead, you can see HCM Data Loader in the Changed By column.

The changes are grouped by date. By default, you see the changes made in the last 3 months. But you can change the period and see these changes:

• All changes
• Changes in the last 6 months

• Changes in a specific date range

  Note: To see the changes in a specific date range, you need to specify at least a To date or a From date.