How You Configure Succession Plan Pages Using Transaction Design Studio
Use the Succession Plans action in Transaction Design Studio to create rules to configure Oracle Fusion Cloud Succession Management pages.
When you create rules using the Succession Plans action, you can do these tasks:
-
Specify a role criteria.
-
Hide or show fields.
-
Mark some fields as required to be filled.
For example, your organization might not want private succession plans. You can create a rule for the Succession Plans action and then hide the Private check box.
Available Attributes Region
To configure the succession plan page, you select a data source and then configure the attributes.
This table lists the attributes for the Plan Info data source.
Attribute |
Field or Section on Succession Plan Page |
Make Required/ Not Required |
Make Visible/Not Visible |
---|---|---|---|
AI Suggested Candidates | Suggested Candidates option of the Add menu in the Candidates section | No | Yes |
Add Talent Pool Members | Talent Pool Members option in the Add menu in the Candidates section | No | Yes |
Add to Talent Pool |
Check boxes and Add to Talent Pool button for adding selected candidates as talent pool members |
No |
Yes |
Alerts |
Alerts section |
No |
Yes |
Banner for Incumbent Changing Role |
The banner shown in the Plan Info section when the plan incumbent's role changes Note:
Applies only for Incumbent type succession plans |
No |
Yes |
Best-Fit Candidates |
Option to select Best-Fit candidates in the Add menu in the Candidates section |
No |
Yes |
Business Unit |
Business unit for which the succession plan is created |
Yes |
Yes |
Created By |
Created By Note:
This field isn't visible by default. |
No |
Yes |
Creation Date |
Creation Date Note:
This field isn't visible by default. |
No |
Yes |
Department |
Department for which the succession plan is created |
Yes |
Yes |
Description |
Description |
Yes |
Yes |
Estimated Remaining Months |
Estimated Remaining Months field for the plan incumbent Note:
|
Yes |
Yes |
External Candidate |
Add menu option for adding external candidates |
No |
Yes |
Impact of Loss |
Impact of Loss field for the plan incumbent Note:
|
Yes Note:
Only users who can edit the impact of loss value see the Required indicator. |
Yes |
Incumbent Department |
Department of the succession plan's incumbent Note:
Applies only for Incumbent type succession plans |
No |
Yes |
Incumbent Job |
Job of the succession plan's incumbent Note:
Applies only for Incumbent type succession plans |
No |
Yes |
Incumbents |
Incumbents section of the succession plan |
No |
Yes |
Job Grade |
Job grade for which the succession plan is created |
Yes |
Yes |
Plan Info Descriptive Flexfields |
Descriptive flexfields in the Plan Info section Note:
These descriptive flexfields aren't visible by default. |
No |
Yes |
Privacy |
Private check box |
No |
Yes |
Reason for Departure |
Reason for Departure field for the plan incumbent Note:
|
Yes |
Yes |
Risk of Loss |
Risk of Loss field for the plan incumbent Note:
|
Yes Note:
Only users who can edit the risk of loss value see the Required indicator. |
Yes |
Send alerts when candidates move to roles that are different from the plan role |
Check box in the Alerts section |
No |
Yes |
Send alerts when candidates move to the plan role |
Check box in the Alerts section |
No |
Yes |
Send alerts when the incumbent changes roles |
Check box in the Alerts section |
No |
Yes |
To configure the Candidates section of the succession plan, select the Candidates data source. This table lists the attributes for the Candidates data source.
Attribute |
Field or Section on Succession Plan Page |
Make Required/ Not Required |
Make Visible/Not Visible |
---|---|---|---|
All Other Plans |
Count of all other succession plans that the person is also a candidate in Note:
This field isn't visible by default. |
No |
Yes |
All Other Plans Link |
Count link that opens a page that lists all other succession plans that the person is also a candidate in |
No |
Yes |
Banner for Candidate Changing Role |
Banner shown for a candidate when the candidate's role changes to a role different from the plan role |
No |
Yes |
Banner for Candidate Moving to Incumbent Role |
Banner shown for a candidate when the candidate's role changes to the incumbent's role |
No |
Yes |
Candidate Since | Field that shows the date the candidate was added to the succession plan | No | Yes |
Impact of Loss |
Impact of Loss field for the candidate Note:
This field isn't visible by default. |
Yes Note:
Only users who can edit the impact of loss value see the Required indicator. |
Yes |
Interim Successor |
A label that identifies the candidate as an interim successor |
No |
Yes |
Job |
Candidate's job |
No |
Yes |
Other Accessible Plans |
Count of all other accessible succession plans the person is a candidate in |
No |
Yes |
Other Accessible Plans Link |
Count link that opens a page that lists all other accessible succession plans that the person is also a candidate in |
No |
Yes |
Plan Candidates Descriptive Flexfields |
Descriptive flexfields of the Candidates section of the succession plan Note:
These descriptive flexfields aren't visible by default. |
No |
Yes |
Ranking |
Candidate's ranking |
Yes |
Yes |
Readiness |
Candidate's readiness level |
Yes |
Yes |
Risk of Loss |
Risk of Loss field for the candidate Note:
This field isn't visible by default. |
Yes Note:
Only users who can edit the risk of loss value see the Required indicator. |
Yes |
Status |
Candidate's status |
No |
Yes |
Willing to Relocate |
Candidate's willingness to relocate Note:
This field isn't visible by default. |
No |
Yes |