2326604 - “Successor Readiness” tile includes nominations of inactive employees - Succession Management

• "Successor Readiness" tile includes nominations of inactive employees in the results.
• "Successor Readiness" tile includes nominations for inactive positions in the results.

SuccessFactors Succession Management

This is the expected behavior of the "Succession Readiness" standard tile, since, by default, the Succession Domain Ad Hoc Reports don't support filtering by inactive incumbents or nominees.

It is possible to workaround this limitation by creating a custom tile with the desired filtering options. This involves two steps:

Enable filtering by inactive incumbents or nominees in the Succession Domain Ad Hoc Reports

To enable filtering by inactive incumbents or nominees in the Succession Domain Ad Hoc Reports, you will need to configure the "status" standard element in the Succession Data Model. To configure it, you will need to go through a SCR request or engage an Implementation Partner to request the changes. For more information, please see SAP Knowledge Base Article 2252666.

Status standard element definition:

<standard-element id="status" max-length="100" required="true" matrix-filter="false">

    <label>Status</label>

</standard-element>

Build the custom tile with the desired filtering

1. Go to Admin Center > Reporting > Manage Dashboards > Manage Standard Dashboards and YouCalc Files.
2. Click "Build Tile" > select "Succession ([Nomination Method])" Domain and click "Create". In this example, I will use "Succession (MDF Position based nominations)" as this instance uses MDF Position nomination method. For Legacy Position nomination method, you should use "Succession (Position-based nominations)" domain.
3. Give a name to the tile and click "Next".
4. On the "People" tab, select the Report Type filtering you would like to apply to the report by default and click "Next".
5. On the "Chart Data" tab: select "Column" for the Chart Type; select "Nomination Readiness" (available on "Nomination Information") for the Category; select "Position Code" for the Metric; select "COUNT" for the Calculation. It should look like the screenshot below. Click "Next".  

 

6. The "Filters" tab is where you will choose what data will be included in the tile. In this example, we want to filter out any nominations where the nominee is an inactive user. This restriction can be extended to filtering out inactive positions and/or inactive incumbents as well.

Click "Refine Criteria" > in the "Nominee User Information" tab, select “Nominee Status” > select "By My Selection" and select "Active User". This will tell the report to retrieve only nominations where the nominee is an active user.

• If you are using MDF Positions: Click "Refine Criteria" > in the "Position Information" tab, select “Status” > select "By My Selection" and select "A". This will tell the report to retrieve only nominations for active positions.
• If you are using Legacy Positions: Click "Refine Criteria" > in the "Position Information" tab, select "Deleted" > select “By My Selection” and select "No". This will tell the report to retrieve only nominations for positions that were not deleted.

It should look like the below screenshot. Click "Next".

 

7. On the "Date Filters", select whether you would like to include date filters or not. Click "Next".
8. On the "Drill Down" tab, click “Add Columns” to configure the columns you would like to display in the drilldown list, which is shown when clicking/tabbing in the charts. Select the columns and click "Next".
9. Verify in the Preview if the chart looks correct and click "Next".
10. Select the "Availability" settings for this custom tile.
11. Click "Save and Exit".

After performing the above steps, you will still need to configure the tile where you would like to display it. For example, to display the tile in the Home Page, configure it on "Manage Home Page" settings.

SF, Success Factors, SuccessFactors, date filters, inactive, manage home page, Nomination, Readiness, position code, report, reporting, data , KBA , LOD-SF-SCM-REP , Reporting and Data Imports Exports , LOD-SF-SCM-SCM , Succession Management , Problem

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