Succession Management standard reports and lists

Succession management information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.

This table contains the standard reports and lists for succession management. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.

Report name	Description	Role and navigation
Fit Analysis Comparison	Search for a resource to view their fit-analysis comparison. View the chart that shows how the resource's qualifications compare to those required for the position.	Administrator: Resources > Fit Analysis Comparison
Fit Analysis Model	Search for positions with qualifications that match your own.	Employee: To Do > Position Qualification Search
Job Career Path	Manage a career path, which defines a relationship among jobs within an organization.	Administrator and Generalist: Succession > Job Career Path
Pool Sources	View and create a pool source, which is used to create talent pools.	Administrator: Set Up > Succession > Pool Source
Positions	Identify a position as key or critical in your organization. A key position is required for your organization's ability to function effectively. A critical position must be monitored because of an impending succession impact.	Administrator and Generalist: Succession > Manage Positions
Readiness	View and create readiness levels that indicate when successors are ready to perform a position.	Administrator: Set Up > Succession > Readiness
Resources	View succession information for a resource.	Administrator and Generalist: Succession > Manage Resources
Retention Reasons	View and create retention reasons to identify resources that are at risk for leaving your organization.	Administrator: Set Up > Succession > Retention Reason
Succession Plan	Manage bench strength, which is the readiness level of the confirmed resources in the talent pool. You can also add resources to a talent pool or a succession pool from a succession plan as a starting point.	Administrator and Generalist: Succession > Succession Plan
Talent Pools	Create a talent pool, which is a group of resources that share a common criteria or functional area.	Administrator and Generalist: Succession > Manage Talent Pools