2222862 - How to Configure the Calibration/Presentation/Succession Talent Card

This KB article provides information on how to configure the Talent Card to appear in Succession Org Chart in SuccessFactors Succession Management.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors Succession Management

1. To manage Talent Cards, the user must have the permission "Manage Talent Card" in Role Based Permissions (RBP).
2. After the permission is granted, configure the Succession Talent Card via Admin Center > Manage Talent Card > Select Succession Talent Card, to configure the Talent Card for Succession Org Chart v12.
3. The first section of the Talent Card is the Overview section. The Overview section appears at the top of the Talent Card, showing the employee's name and basic information like position title, department, etc:

To configure the Overview section, follow the steps below:

1. Hover on the overview section and choose Edit
2. Select the fields you want to display in the talent card. By default, the overview section displays the employee's Department. To override that, select from the list any other basic user information field (standard element) defined for your company
3. Select Show Label to display the field name label;
4. Select In Position if you want to display the number of years the employee has been in their current position:

5. The second section of the Talent Card is the Extended Information section.
6. The Extended Information section contains additional user information, such as the length of time an employee has been in the company, their role or job code, or their manager:

7. The Extended Information section is collapsed by default on the Talent Card.
8. To configure this click to expand:

9. By default, the Extended Information section displays the employee's Job Level, Function, and Country.
10. To override those fields, select from the lists any other user information field (standard or user-info element) defined for your company and select Show Label to display the field name label of the field:

11. The third and last section of the Talent Card is the Background sections.
12. The Background sections on the Talent Card are used to display background user information from the Employee Profile.
13. By default, the talent card does not include any background sections but you can configure it based on the background data defined for your company.
14. To add a Background Information section to the Talent Card, click Add a Section and choose a predefined section or create a custom section:

15. The predefined background sections represent the most commonly used background information.
16. When you create a custom section, you can select from any of the background elements defined for your company.
17. Select Show Label to display the field name label:

18. For existing configurable sections, hover over the section and click Edit:

19. You can configure up to five fields per section.
20. The fields you have to choose from are based on the fields defined for your company.
21. Select Show Label to display the field label:

22. Adjust the order of the sections by clicking Move Up or Move Down or remove a section by clicking Delete:

Notes:

• For the background elements, including Formal Education, Work Experience Within Company, Previous Employment, the Trend Elements (Performance, Potential, etc) and the other elements available in the Custom Section, the Talent Card will retrieve and display up to three records.
• Even if the employee has more records for the given background element, only three records are displayed.
• The edit (penicl) icon will only show for background elements if the portlet is also present on the Employee Profile.
• For the Performance & Potential and Competency & Objective sections, it's possible to configure whether to follow the Employee Profile or the Matrix Grid process for filtering the ratings.
• For more information on that, please refer to KB article 2407791 - Talent Card – Matrix Grid section (Performance & Potential and Competency & Objective).
• The Talent Card does not support attachment data from the Employee Profile.
• The Talent Card does not support MDF Portlets.
• In general if a portlet is not selectable in the "Add a Section" it is not supported.
• No additional Headers or Subtitles can be added to a section of the Talent Card
• Not every field is configurable in both Extended User Information and Talent Information, some fields are only supported in one section of the other. 
  

SF, Success, Factors, SCM, EP, Talent, Card, MDF, Portlet, Supported, Succession Org Chart, How to Configure, , KBA , LOD-SF-SCM-ORG , Succession Org Chart , LOD-SF-SCM-ADM , Admin Center, RBP, Permissions and Settings , How To

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