Leila Fielding

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ORACLE HCM · AI AGENT PROFILE

Succession Planning Advisor

Helps managers look after their team's succession plans in a conversation: finding critical employees and successors, viewing plans for a person, job or position, and tracking candidates' readiness. From 26B it can also create plans and add, rank and update candidates, including creating an external candidate from a CV. From 26C, the Succession Planning Guide workflow agent brings these tasks together for managers and HR specialists, including finding plans with no Ready Now candidates and the effect of someone leaving.
Talent ManagementAI agent (the Succession Planning Guide workflow agent from 26C)Good first agent: NoHigherChanges dataRelease 25D

Where it helps

A manager asks which critical people in their team have no succession plan, creates one, and adds two internal candidates with their readiness.

My take

MY PRACTITIONER VIEW

Useful for keeping plans current, but succession plans shape who gets promoted. Questions like "who is likely to leave?" need careful handling, and the decisions must stay with people.

Things you can ask

Who can replace Jorge Blum?
Who are the critical employees in my team?
Who are the high-risk employees in my team who don't have any succession plans?
List candidates who are Ready Now in John Hsing's succession plan.
Create an Incumbent type succession plan for Kieran Powell. (26B)
Which succession plans in my team have no Ready Now candidates? (26C)

Examples based on Oracle's notes. What works depends on your setup.

What it won't do

  • It only works with people and plans the user can already access.
  • If you don't say which plan type, it creates the first type in your plan type list (26B).
  • Plan history defaults to the last month unless you ask for a period (26B).

Good first agent?

No. It works with succession and flight-risk information about named people.

Risk level: Higher. It identifies successors and people at risk of leaving, which shapes promotion decisions.

Before you switch it on

  1. Who can see risk-of-loss answers, and should they?
  2. Do plan changes still get reviewed the way they do now?
  3. Have you told employees how AI is used in succession planning?

Next steps

Setup at a glance

Open Setup at a glance for the setup steps. Select the agent's type label to see what that type means.

Test it after each update

For Oracle Fusion Applications, non-production (test) quarterly updates follow the weekend after the first Friday of the update month; production follows the weekend after the third Friday. Run these checks after the test update and before production, and verify your tenant's exact dates in Oracle update notifications.

  • Ask for the successors to a role and check them against the plan.
  • Create a test plan, add a candidate, and check the plan and its history.
  • Ask about someone outside your access and check it refuses.

Watch out

"Which employees are likely to leave the organization?" is one of Oracle's own example questions. Decide who should be able to ask it, and what they may do with the answer.

How it's changed

25D arrived (viewing plans and successors); 26B creating plans and managing candidates; 26C the Succession Planning Guide workflow agent, also for HR specialists; 26D finding the best-matching candidates.

  1. 26D
    Updated Succession Planning Agent to Find Best Matching Candidates for Succession PlansOracle's note ↗
  2. 26C
    Redwood: Succession Planning Guide Workflow AgentOracle's note ↗
  3. 26B
    Redwood: Succession Planning Advisor Agent UpdatesOracle's note ↗
  4. 25D
    Succession Planning Advisor AgentOracle's note ↗

Related agents

Manager Performance Evaluation Assistant

Gives managers a conversational view of their team's performance. It can rank team members' overall performance for a year, compare performance over time, find team goals that are performing poorly, and spot team members below the target proficiency for their competencies.

Manager Edge Agent

A coaching assistant for managers. It turns existing talent data (goals, check-ins, team sync, feedback, recognition, awards and performance documents from the past two years) into coaching points for each person: themes, progress, possible risks and what to cover next. From 26D it also covers succession, to help spot strong performers with leadership potential, and uses check-in summaries and questionnaire answers.

Talent Management Assistant

Gives managers information about their team members in one place: talent and earlier ratings, feedback, performance evaluation ratings, goals and progress, check-ins, skills, qualifications and competencies. Oracle says it helps managers "rate your team members better".

Talent Review meeting summaries

Turns the transcript of a completed Talent Review meeting into a summary of the discussion and its outcomes, which facilitators can view later.

Promotion agents

Agents that help managers and HR promote one worker at a time. The Promotion Advisor (25D) checks eligibility against the promotion rules you upload, works out the next job, writes the assignment notes and, for simple promotions, submits them. From 26B it also summarises feedback into the notes and can update salary by an amount or a percentage. The Promotion Assistant (26C) is a workflow agent that can review all of a manager's direct reports and produce a consolidated eligibility report, including peer feedback.

Last reviewed November 2026

This is an independent practitioner view, not Oracle documentation. Features, names and availability change each release and depend on your licences and setup; some agentic applications carry extra costs. Always check Oracle's own notes and your environment.