Symptom
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.
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.
Environment
SAP Successfactors Succession Management
Resolution
- Go to Analytics, then Reports;
- Click Ad Hoc Reports;
- Click Create New Report;
- Select domain Succession;
- Click Create;
- Enter a name and description;
- Click People, then Refine Criteria;
- Select Other Filters, then Ok:
- Go to Columns > Click Select Columns:
- For Role-Person/Incumbent-based nomination, the key columns are Job Code, Incumbent UserID, and Successor UserID:
- For Position-based planning, be sure to choose Position Code and Successor UserID:
- Remember that for both, you can include additional columns, like Ranking and Readiness:
- Click Finished;
- Save the report, and Generate it.
Keywords
SF, SuccessFactors, Success Factors, Nominee, nomination, nominations, successor, successors, report, analytics, export , KBA , sf succession , LOD-SF-SCM , Succession Management , LOD-SF-SCM-REP , Reporting and Data Imports Exports , LOD-SF-SCM-NOM , Nominations - Form Based and Formless , How To