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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Succession Pool Security

Steps: Set Up Succession Pool Security

Succession pools help track candidates for one or more job profiles. Workday delivers a Succession Pool Manager role to manage succession pools. You can also create custom roles and configure the security for succession pool management.
  1. Set Up Assignable Roles.
    Select
    Succession Pool
     on the
    Enabled for
     prompt.
  2. Create a constrained role-based security group for the role you created.
  3. Edit Domain Security Policies.
    Add the new security group to the security policies of these domains:
    • Talent Pool: Create
    • Talent Pool: Manage Membership
    • Talent Pool: View and Edit
    (Optional) To enable managers to view succession plans outside their organizations, grant the
    Manager
     security group view access to the
    Worker Data: Succession Plan - Any
     security domain.
  4. Access the
    Configure Profile
     task.
    Enable the groups for the Succession Pool profile.
    Add the Overview for Succession Pool group to the Succession Pool profile.
    Security:
    Set Up: System
     domain in the System functional area.
  5. Access the
    Configure Profile Group
     task.
    Enable reports for the Overview for Succession Pool profile group.
    Add the
    Succession Pool Candidates
     report to the Overview for Succession Pool profile group.
You can now:
  • Assign workers to succession management roles.
  • Create succession pools for individual job profiles.
View succession related reports in succession pool profiles.