Examples of Access to Nonprivate Succession Plans

In the automatic plan access method, only the named owners of the plan and employees who have access to the named or inferred plan incumbents can access nonprivate succession plans.

In this topic that includes some scenarios, you learn more about:

How plan incumbents determine access to nonprivate succession plans
How transfers can affect access to nonprivate succession plans

This image shows a reporting hierarchy in First Software. It shows the employees who report to the managers, and the employees the HR specialists have security access to. The managers and HR specialists shown in this image have the privileges to create and manage succession plans.

In the image Lucy Noh and Alex Anders are managers. Priya Krishnan, John Allens, and Vijay Singh report to Lucy Noh. Fen Lee, Lily Cox, and Devon Smith report to Alex Anders. Priya Krishnan, John Allens, Fen Lee, and Lily Cox are software developers. Vijay Singh and Devon Smith are senior software developers. Carlos Diaz and Tate Scott are HR specialists. Carlos Diaz can access the information of Vijay Singh, John Allens, and Lily Cox. Tate Scott can access the information of Devon Smith, Fen Lee, and Priya Krishnan.

Nonprivate Incumbent Plan

Tate Scott creates a nonprivate Incumbent type succession plan for Devon Smith and names it D Smith Succession Plan. He adds Carlos Diaz as a Candidate Manager.

Now, let's see what access privileges the managers and HR specialists shown in the image have for this succession plan.

Employee	View Plan	Modify Plan Name	Add Candidates	Delete Plan	Comments
Lucy Noh	No	No	No	No	Lucy can't view the plan because she isn't a named owner. Also, her person security profile doesn't let her access Devon Smith's data.
Carlos Diaz	Yes	No	Yes	No	Carlos Diaz is the Candidate Manager. He can view the plan and add candidates. But, he can't change the plan name or delete the plan.
Alex Anders	Yes	Yes	Yes	Yes	Alex Anders isn't a named owner. But, Devon Smith is a direct report. This enables Alex to access Devon Smith's data. So, Alex Anders can manage the plan.
Tate Scott	Yes	Yes	Yes	Yes	Tate Scott is the default plan owner as he created the plan.

Nonprivate Job Plan

Carlos Diaz creates a nonprivate Job type succession plan for the Senior Software Developer job. He names the plan Senior Software Developer Plan CD. As Vijay Singh and Devon Smith are both Senior Software Developers, they're the inferred incumbents of this plan.

Let's discuss what access privileges the managers and HR specialists shown in the image have for the Senior Software Developer Plan CD succession plan.

Employee	View Plan	Modify Plan Name	Add Candidates	Delete Plan	Comments
Lucy Noh	Yes	Yes	Yes	Yes	Vijay Singh reports to Lucy Noh. This enables Lucy to access Vijay's data. So, Lucy can access the Senior Software Developer Plan CD plan and manage it.
Carlos Diaz	Yes	Yes	Yes	Yes	Carlos Diaz is the default owner as he created the plan.
Alex Anders	Yes	Yes	Yes	Yes	Devon Smith reports to Alex Anders. Alex's person security profile lets him access Devon Smith's data. So, he can access the Senior Software Developer Plan CD plan and manage it.
Tate Scott	Yes	Yes	Yes	Yes	Tate Scott's person security profile lets him access Devon Smith's data. So, he can access the Senior Software Developer Plan CD plan and manage it.

Plan Access Affected by Transfers

Devon Smith is transferred to another project and now reports to Lucy Noh. Tate Scott no longer has security access to Devon Smith's data. But, Carlos Diaz can now access Devon Smith's data. Another Senior Software Developer, Robin Marlow now reports to Alex Anders. Tate Scott has the security privilege to access this employee's data.

Priya Krishnan, John Allens, Vijay Singh, and Devon Smith report to Lucy Noh. Fen Lee, Lily Cox, and Robin Marlow report to Alex Anders. Carlos Diaz can access the information of Devon Smith, Vijay Singh, John Allens, and Lily Cox. Tate Scott can access the information of Robin Marlow, Fen Lee, and Priya Krishnan. — This image shows the hierarchy in First Software after Devon Smith's transfer.

The administrator in First Software runs the Succession Plan Incumbents process to update the succession plan incumbent table for the changes resulting from employee transfers. Let's see how Devon Smith's transfer affects access to the D Smith Succession Plan plan.

Employee	View Plan	Modify Plan Name	Add Candidates	Delete Plan	Comments
Lucy Noh	Yes	Yes	Yes	Yes	Lucy Noh can manage the D Smith Succession Plan plan as Devon Smith now reports to her and she has access to Devon Smith's data.
Carlos Diaz	Yes	Yes	Yes	Yes	Carlos Diaz is the Candidate Manager for the D Smith Succession Plan plan. But, now he also has the security privilege to access Devon Smith's data. So, he can view and manage the plan.
Alex Anders	No	No	No	No	Alex Anders is not a named owner. After Devon Smith's transfer, Alex can't access Devon Smith's data. So, he can no longer view the D Smith Succession Plan plan.
Tate Scott	Yes	Yes	Yes	Yes	Tate Scott is the default plan owner as he created the plan.

Let's also find out how Devon Smith's transfer affects access to the Senior Software Developer Plan CD succession plan. Now, Vijay Singh, Devon Smith, and Robin Marlow, who all have the Senior Software Developer job, are inferred incumbents for the Senior Software Developer Plan CD succession plan.

Employee	View Plan	Modify Plan Name	Add Candidates	Delete Plan	Comments
Lucy Noh	Yes	Yes	Yes	Yes	Vijay Singh and Devon Smith now report to Lucy Noh. This enables Lucy to access their data. So, Lucy can access the Senior Software Developer Plan CD plan and manage it.
Carlos Diaz	Yes	Yes	Yes	Yes	Carlos Diaz is the default owner as he created the plan.
Alex Anders	Yes	Yes	Yes	Yes	Robin Marlow, another Senior Software Developer now reports to Alex Anders. Alex's person security profile lets him access Robin's data. So, he can access the Senior Software Developer Plan CD plan and manage it.
Tate Scott	Yes	Yes	Yes	Yes	Tate Scott's person security profile lets him access Robin Marlow's data. As Robin Marlow is an inferred plan incumbent, Tate Scott can access the Senior Software Developer Plan CD plan and manage it.