SAP Knowledge Base Article - Public

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

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

  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:

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  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:

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

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

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  1. Click Finished;
  2. 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

Product

SAP SuccessFactors Succession & Development all versions