How You Send Succession Alerts on Role Change Effective Date

Your organization might want to notify plan owners about incumbent and candidate role changes or employment terminations after they become effective. This enables succession plan owners to keep the succession plans up to date.

If the assignment changes or employment terminations are effective on or before the current date, then alerts are sent to the plan owners automatically.

But for future-dated assignment changes or employment terminations, you need to schedule the Notify After Processing Effective Assignment Changes and Terminations process regularly. This ensures that alerts are sent for assignment changes or employment terminations that become effective on or before the date the process is run. Note that to run this process, you need to have a role that inherits the Run Global HR Processes function security privilege.

After You Run the Process

Here's what happens after the Notify After Processing Effective Assignment Changes and Terminations process runs successfully:

• Owners receive notifications on the day these role changes or employment terminations become effective if the process is run daily:

  • Plan incumbent moves to a different role

  • A candidate moves to the plan role

  • A candidate moves to a role that's different from the plan role or their employment is terminated

  Note:

  Owners receive notifications only if all these conditions are true:

  • Alerts are enabled using the Succession Plan Assignment Change Alert or the Removal of Candidate from Plans Alerts alert event in Alerts Composer.

  • Alerts are enabled in the Alerts section of the succession plan.

  • Notifications are enabled for the owners in the Owners section of the succession plan.

• When owners view a succession plan, they see banners for the effective role changes of incumbents and candidates.

• Processed notification records for the incumbent and candidate role changes that are older than 90 days are deleted.