Successfully Setting U S i

<enter your company logo here>

Up Succession Planning

Lisa Laine

Agenda

• Introduction

• What is Succession Planning

• Before You Begin…g

• Set Up Steps

• Q&AQ&A

Introduction

• Lisa Laine o VP HCM Solutions, Solution Beacono 13 Years Oracle HR Experience (10.7 to R12)o Have multiple perspectives on HCM: practitionero Have multiple perspectives on HCM: practitioner,

functional, technical, management & strategic perspective

o User Group Volunteero User Group Volunteer

WHAT IS SUCCESSION PLANNING?

Succession PlanningA process for identifying and developing internal people with the potential to fill key leadership positions in the company. Succession planningincreases the availability of experienced and y pcapable employees that are prepared to assume these roles as they become available.

A Module with in Oracle Talent Management SuiteManagement Suite

Acquire

iRecruitment

Reward

Incentive Compensation Compensation Workbench Total Comp Statement

Align

Performance Management

Develop

iLearning Learning Management Tutor/UPK Succession Planning

Performance Management

iLearning Learning Management Tutor/UPK Succession Planning

Quick Demo of Succession Planning

BEFORE YOU BEGIN

Before you begin…

• How far down in the organization will succession l i (SP) h?planning (SP) reach?

• Is SP position or person based

• How is SP integrated with other HR processes?

• What criteria will be used for identifying & selecting leadership talent (competenciesselecting leadership talent (competencies, experiences, results)

• What criteria will be used for identifying andWhat criteria will be used for identifying and selecting talent?

Before you begin…

• Are succession plans based on positions, jobs, l i i tior people in organization

• What constitutes risk?

• What constitutes potential?

• How do you want to identify potential successor pools?pools?

• How will you evaluate the successor pool?

Compare Talent Profile:SSHR and Succession PlanningSSHR and Succession Planning

Talent Profile Feature SSHR SPView Talent Profiles of workers X XView Talent Profiles of workers X X

View a selected worker’s Performance Matrix (9-Box) on potential and retention

X x

Print talent profile of a selected worker X XPrint talent profile of a selected worker X X

Launch and perform self-service actions (ie change manager, change worker status, and manage absences )

X X

Use the Performance Matrices: Potential and Retention to compare and evaluate talent

X

Generate a profile comparison report that includes details such as xqualifications, competency profile, and appraisal ratings of workers

Compare Succession Planning:SSHR and Succession PlanningSSHR and Succession Planning

Succession Planning Feature SSHR SPIdentify critical roles (jobs and positions) and people for business X XIdentify critical roles (jobs and positions) and people for business continuity

X X

Create Succession Plans X x

Maintain Succession Plans X X

View talent profile of workers when creating succession plans X

Use competency based Show Suitable Successors feature to Xp ysearch for suitable successors for succession planning

Use Performance Matrix (Potential) to assess performance and potential of workers in a manager’s hierarchy for SP

x

Launch the Suitability Analyzer tool to compare worker competencies.

x

SSuccession Planning Approach Comparison

Talent Profile Approach

Competency Based Approach

• Review Talent Profiles• Review Performance

M t i (9 B )

• Define Competencies• Search & Probe

Matrix (9-Box)• Compare Talent

Profile Reports

successors• Use Suitability

Analyzerp• Analyze Profile

Reports

y• Analyze Competency

Ratings

Succession Plan Capabilities

• Create Plans by Person, Job, Position

• Compare profiles*

• 9-Box Matrix*

• Suitability analyzer*

*Requires succession planning license

SET UP STEPS

Implementation Skills Required

• Analyst or Super User

• Self Service Skills (SSHR must be installed)

• Functional SME

Definitions

• Succession Plan

• Suitability Plan

Pre-requisites for 9-Box

• In order to have a 9-Box icon, you must have d t l t d t f d idata related to performance and succession readiness:

o Performance data: Core HR or completed Performance pAppraisal.

o Succession information: EIT Employee Succession Information or a completed Performance Appraisal.

Pre-Requisites for Suitability Matching and Suitability Analyzerand Suitability Analyzer

• Add competencies to Core HR or in Self Service.

• Note suitability matching within talent profile is run off of a “successor for”. Therefore you will want to make sure that the competencies on thewant to make sure that the competencies on the “successor for” match to some extent the competencies you add to your person.

Profile OptionsSystem Administrator > Profile > System

Set the HR: Succession Planning Licensed Profile Option

Profile OptionsSystem Administrator > Profile > System

Set the HR: Enable Talent profile Option

Succession Planning: Extra Information Types US Super HRMS Manager > Security > Information Types Security

Add:

Employee Succession Planning

Job Career Management

Position Career Management

Succession Planning: gReadiness LevelUS Super HRMS Manager > Security > Information Types Security

Manually add the lookup codes available in :

• PER_SUCC_PLAN_POTENTIAL lookup type to the

READINESS_LEVEL lookup type.

• PER_SUCC_PLAN_RISK_LEVEL to the

PER RETENTION POTENTIALPER_RETENTION_POTENTIAL lookup type.

Succession Planning FunctionalityyRetention PotentialUS Super HRMS Manager > Security > Information Types Security

Manually add the lookup codes available in:

• PER_SUCC_PLAN_RISK_LEVEL to the

PER_RETENTION_POTENTIAL lookup type.

Succession Planning: Job & Position Succession ItemsJob & Position Career Management

- Turnover Rate: PER SUCC PLAN RISK LEVELPER_SUCC_PLAN_RISK_LEVEL

Succession Planning: gWorkers PotentialUS Super HRMS Manager > Other Definitions > Lookup Tables

Add PER_SUCC_PLAN_POTENTIAL

Talent Profile: Performance 9-BoxUS Super HRMS Manager > Other Definitions > Lookup Tables

PER_9_BOX_LEVEL

Talent Profile: Potential 9-BoxUS Super HRMS Manager > Other Definitions > Lookup Tables

PER_POTENTIAL_9_BOX_LEVEL

Talent Profile: Retention 9-BoxUS Super HRMS Manager > Other Definitions > Lookup Tables

PER_RETENTION_9_BOX_LEVEL

Map Codes to 9 Box pfor PerformanceUS Super HRMS Manager > Other Definitions > Person Types and Statuses

Name: Performance Rating

Map Codes to 9 Box pfor ReadinessUS Super HRMS Manager > Other Definitions > Person Types and Statuses

Readiness Level

Map Codes to 9 Box pfor RetentionUS Super HRMS Manager > Other Definitions > Person Types and Statuses

Readiness Level

Configure ActionsPerformance Matrix (Retention and (Potential) (1 of 2)Add the SSHR function to the Action List of Talent Profile:i) Find the menu from which the SSHR ti i ThSSHR actions are coming. The menu name is the value of the following profiles:

a) HR_PERSONAL_ACTIONS_MENU (for Personal Actions)(for Personal Actions) b) HR__ACTIONS_MENU (for Manager Actions) c) HR_CWK_ACTIONS_MENU (for Contingent Worker Personal Actions) d) HR CWK MANAGER ACTIONS MENUHR_CWK_MANAGER_ACTIONS_MENU (for Contingent Worker Manager Actions)

** For talent profile submenu is called

(HR_TP_ MGR_MENU)

Configure ActionsPerformance Matrix (Retention and (Potential) (2 of 2)Add the new required function to the required menu.

The same function also needs to be attached to the following menu:

HR_GLOBAL_SS_FUNCTIONS_CUSTOMUSTOM

Compile all the changed menus and clear the cache.

Th A ti ill i th A tiThe Action will appear in the Action List in Talent Profile

ErrorIf you skip previous step, you get this error

•This is an extensible

New in 12.1.3This is an extensible lookup. The predefined values are: Draft, Active,

New Lookup SUCCESSION_PLAN_STATUS

Inactive, and Completed. You can change the d i ti f th l kdescription of the lookup values or add your own lookup values to thislookup values to this lookup type.

DATA SETUP

Complete Extra pInformationSuccession Planning > Employee Succession Information

Indicated if this is a key person

Enter Succession Potential

Retention Potential

Start Date of evaluation

Appraisal Completion Date

Employee Succession Information: Review

Review Entered Information

Configuring the Region g g gIcons

Hierarchy list & quick y qSearch

Q&A

References

• Oracle Succession Planning

• Talent Profile and Succession Planning in Oracle Self-Service HR and Oracle Succession Planning – A Comparative Note [ID 861499 1]Planning – A Comparative Note [ID 861499.1]