Reference: Succession Planning Reports

Report	Description
Find Positions Without Succession Plan	Finds positions that don't have a current succession plan in place. Use this report to create succession plans for selected positions. Administrators and human resource partners should use this report. Secure human resource partners and administrators to the Search: Find Succession Plans domain. Secure talent administrators to the Indexed Data Source: Positions domain.
Find Succession Plans	Find plans for organizations, positions, or both. Administrators and human resource partners should use this report. Secure HR Partners to the Search: Find Succession Plans domain to enable them to search for, inactivate, and delete succession plans. Secure administrators to both the Set Up: Succession and Search: Find Succession Plans domains.
My Team's Succession Plans	Details include the organization, position, and incumbent.
Navigate Succession Plans	View the position hierarchy for an organization and who currently fills each position. Drill down to see the workers associated with the succession plan for a position. You can access detailed information about: The succession plans to which the worker belongs. Current job information. Skills and experience. Job history.
Succession Planning Summary	Succession plans by organization. Details include the position, organization, candidates identified as successors for the position, and information about the candidates.
Succession Plans for Critical Positions	Critical positions in a selected organization and their succession plans. You can also use this report to identify critical positions without succession plans.
Succession Pool Membership Tracking	Track changes to succession pool candidates, including: Candidates added or removed. The date. Who made the change.
Succession Profile	A list of succession plans and pools for a specific employee. You can use this report to: Edit a succession plan. Add the employee to another succession plan. Tag the employee into other succession pools.
View Succession Plan for Position	A list of candidates and their readiness for a specific succession plan.
View Succession Pool	Details about current and potential succession candidates. You can: Add or remove candidates. Indicate readiness. Identify top candidates. Add notes about each candidate.

Find Positions Without Succession Plan

Finds positions that don't have a current succession plan in place. Use this report to create succession plans for selected positions. Administrators and human resource partners should use this report.

Secure human resource partners and administrators to the Search: Find Succession Plans
domain. Secure talent administrators to the Indexed Data Source: Positions
domain.

Find Succession Plans

Find plans for organizations, positions, or both. Administrators and human resource partners should use this report.

Secure HR Partners to the Search: Find Succession Plans
domain to enable them to search for, inactivate, and delete succession plans.

Secure administrators to both the Set Up: Succession
and Search: Find Succession Plans
domains.

My Team's Succession Plans

Details include the organization, position, and incumbent.

Navigate Succession Plans

View the position hierarchy for an organization and who currently fills each position. Drill down to see the workers associated with the succession plan for a position. You can access detailed information about:

The succession plans to which the worker belongs.

Current job information.

Skills and experience.

Job history.

Succession Planning Summary

Succession plans by organization. Details include the position, organization, candidates identified as successors for the position, and information about the candidates.

Succession Plans for Critical Positions

Critical positions in a selected organization and their succession plans. You can also use this report to identify critical positions without succession plans.

Succession Pool Membership Tracking

Track changes to succession pool candidates, including:

Candidates added or removed.

The date.

Who made the change.

Succession Profile

A list of succession plans and pools for a specific employee. You can use this report to:

Edit a succession plan.

Add the employee to another succession plan.

Tag the employee into other succession pools.

View Succession Plan for Position

A list of candidates and their readiness for a specific succession plan.

View Succession Pool

Details about current and potential succession candidates. You can:

Add or remove candidates.

Indicate readiness.

Identify top candidates.

Add notes about each candidate.