How Inferred Incumbents of Succession Plans Decide Plan Access

Any person who holds the job or position for which the succession plan is created is an inferred incumbent.

In the automatic plan access method, only the following users can access nonprivate succession plans:

• The named owners of the plan

• Employees who have access to the named or inferred plan incumbents

To decide plan access, the inferred incumbent information for Job and Position type succession plans is stored in the succession plan incumbent table. This table is automatically updated whenever a new succession plan is created or when a succession plan is changed. The Succession Plan Incumbents process also updates this table when scheduled.

Attributes Considered to Decide Plan Incumbents

You can refine your succession planning by specifying more attributes. These attributes are considered to identify the plan incumbents to include in the succession plan incumbent table. This table indicates the attributes that are considered to identify the incumbents for Job and Position type succession plans.

Plan Type	Attributes Considered
Job	Business Unit, Job Department, and Job Grade
Position	Business Unit, Department

So, if you specify the job department as Sales for the Director job of a Job type succession plan, only suitable employees from the Sales department are included as incumbents in the succession plan incumbent table. Employees from other departments won't be included as plan incumbents.

Succession Plan Incumbents Process

Employee movement, such as changes in job roles or transfers, can also affect plan access. For example, if an employee is transferred to another department and reports to a new manager, the former manager's access to the plans in which the employee is a named or an inferred incumbent should be revoked. Instead, the current manager should now be given access to the plans in which the employee is a named or an inferred incumbent. To update the succession plan incumbent table for these changes, a user with an implementor or administrator role should schedule the Succession Plan Incumbents process.

You can schedule the Succession Plan Incumbents process daily, weekly, and so on, based on the frequency of changes to your organizational structure. For example, if new employees are only inducted monthly and if your organization's attrition rate isn't high, you can schedule the Succession Plan Incumbents process on a monthly basis.

To run the Succession Plan Incumbents process:

1. On the Scheduled Processes Overview page, click Schedule New Process.

2. In the Schedule New Process dialog box, from the Name list, select the Succession Plan Incumbents process, and click OK.

3. Optionally, in the Process Details dialog box, change the process schedule to one that's appropriate for your organization and define notifications.

   Note: By default, the Succession Plan Incumbents process is scheduled as soon as possible.

4. In the Process Details dialog box, click Submit.