Succession planning report fails to identify critical roles correctly when using custom competency criteria

deborah_arch
Sat, 14 Jun 2025 09:23:00 +0000
Workday HCM

We’re running into a frustrating issue with our succession planning critical role identification report in Workday R1 2024. The report is supposed to flag positions based on our competency criteria mapping and role criticality algorithm, but it’s missing about 40% of positions we know should be classified as critical.

We’ve configured custom weighting logic that considers leadership impact (35%), revenue responsibility (30%), specialized skills (25%), and span of control (10%). The talent framework integration appears solid on paper, but when we run the report with these filters, key VP and Director roles aren’t showing up.

Critical_Role_Score = (Leadership_Impact * 0.35) +
                      (Revenue_Responsibility * 0.30) +
                      (Specialized_Skills * 0.25) +
                      (Span_of_Control * 0.10)
Threshold: Score >= 75 should flag as critical

The report filter validation shows no errors, but results are clearly incomplete. Has anyone dealt with competency criteria not properly feeding into the criticality calculation? Our succession planning workflows depend on accurate identification.

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