1. How do I set up Succession Management for Redwood ?
  2. Enable Succession Organization Charts

Enable Succession Organization Charts

A succession organization chart provides information about succession plans of a manager and persons reporting to the manager.

To enable succession organization charts, do these tasks:
  1. Enable the Succession Organization Chart Enabled profile option.
  2. Grant the relevant privilege.
  3. Schedule the Succession Plan Incumbents process regularly to ensure that the details shown on the succession organization chart are the latest.

Enable Profile Option

Here's how you enable the Succession Organization Chart Enabled profile option:

  1. In the Setup and Maintenance work area, use the Manage Administrator Profile Values task.
  2. Search for and select the Succession Organization Chart Enabled (ORA_HRM_ENABLE_SUCCESSION_ORG_CHART) profile option.
  3. Specify the level at which the profile value is to be set as Site.
  4. In the Profile Values section, enter Y in the Profile Value column.
  5. Click Save and Close.

Grant Relevant Privilege

The users who need to use succession organization charts need to have a role that inherits the Use REST Service – Succession Org Charts REST aggregate privilege. After you add this privilege, you must regenerate the grants for the data role.