Overview

The Org Chart View of Succession Plans provides HR Business Partners (HRBPs) and managers with a visual, hierarchical view of succession data across your organization. This feature helps you quickly assess succession health by combining the organizational hierarchy with key succession information for a leader and their direct reports in a single snapshot.

Key Features and Functionality

The Org Chart View provides a cohesive experience for viewing succession data:

Consolidated Organizational View

• Hierarchical Display: See your organization leaders in a clear, hierarchical format consistent with the standard Org Chart.
• Succession Plan Cards: Each employee card shows essential details for their position's plan:
• Identified Successors (a quick summary)
• Color-coded Pipeline Health Indicators (showing readiness status at a glance)
• Detailed Card View: If enabled by your administrator, you will see extended succession planning information directly on the employee card.

Interactive Elements

• Expand and Collapse: Navigate up or down the organizational hierarchy by expanding or collapsing levels, similar to the standard Org Chart navigation.
• Side Panel with detailed Information: Click any employee card to open a Side Panel with comprehensive details:
• Position Plan Details: An in-depth view of the employee’s position succession plan.
• Role Plan Details: Details for any existing role-based plan are displayed alongside the position plan.
• Successor in Plans: Shows a list of other plans or roles where this employee is designated as a successor.

Updated Experiences in My Teams and Profile

We have modernized the look and feel of the Succession Planning views to provide a more consistent experience across the application.

• Profile Succession Planning Widgets: Succession-related widgets now display using the same modern card and panel experience as the Org Chart view.
• My Team Succession Panel: For managers with access to Succession Planning, this panel has been updated to the new format, ensuring a consistent experience when viewing team profiles.

Access and Setup

Who Can Use the View?

Access is determined by your role and existing permissions:

• HR Business Partners (HRBPs) automatically have access to succession planning data.
• Managers can view this information only if manager-level access to the Succession Planning module has been enabled.
• Permissions: You can only view data for employees you already have access to within the Succession Planning module.

Enable the Feature (For Administrators)

Org Chart View of Succession Plans is enabled by default.

Configuration Options

Administrators can configure whether to use the compact card view or detailed card view. By default the compact card view is used. To configure the detailed card view:

1. Go to Admin Console > Talent Management > Succession Planning > Advanced Configuration > Features.
2. Enable Org Chart Detailed View.

When enabled, users will see additional details in the employee cards directly within the Org Chart view.

Benefits

Using the Org Chart View helps you streamline talent reviews and improve decision-making:

• Gain a Single View: Provides a consolidated snapshot of organizational succession health.
• Reduce Manual Effort: Integrates organizational structure with succession insights, reducing the need to cross-reference data.
• Make Better Decisions: Allows for quick access to successor readiness and pipeline health information.

Views and Widgets

These interface elements provide comprehensive insights into succession and development planning.

• Compact Card View (Default view): Displays brief succession planning information directly within each organizational chart card.

• Detailed Card View: Displays extended succession planning information directly within each organizational chart card listing out full name and successor information.

• Successor in Plans Widget: Shows all positions or roles where the selected employee is currently designated as a successor.

• Plan Details Widget: Provides additional details about a specific role or position plan. This widget is accessible through the side panel.