SAP Knowledge Base Article - Public

2105242 - Is it possible to export Successors? - Succession Management


Although there are resources in Admin Tools to import and export positions, currently, SuccessFactors does not provide a feature to export successors. Retrieving successors information from the instance, can be achieved by running an Ad Hoc report.

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SAP Successfactors Succession Management


  1. Go to Analytics, then Reports; 
  2. Click Ad Hoc Reports;
  3. Click Create New Report;
  4. Select domain Succession;
  5. Click Create; 
  6. Enter a name and description;
  7. Click People, then Refine Criteria;
  8. Select Other Filters, then Ok:


  1. Go to Columns > Click Select Columns:
    1. For Role-Person/Incumbent-based nomination, the key columns are Job Code, Incumbent UserID, and Successor UserID:


    1. For Position-based planning, be sure to choose Position Code and Successor UserID:


    1. Remember that for both, you can include additional columns, like Ranking and Readiness:


  1. Click Finished;
  2. Save the report, and Generate it.


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