2340971 - Succession Management Implementation tips & tricks

This article has been put together by Cloud Product Support to provide Customers and Partners tips & tricks on Implementing (and administration of) Succession Management. The intend is to centralize some of the more frequently encountered Implementation issues for SAP SuccessFactors Succession and to give some tips and tricks to avoid any unnecessary delays to an Implementation.

This article (and sub-articles) are frequently reviewed and updated by Product Support over time, based on our experiences implementing Succession for new and existing customers. Utilize the information provided to ensure that you troubleshoot the issue you are encountering first, before opening a Support case as many the issues you may encounter already have solutions.
You can search for more solutions directly at SAP for Me.

SAP SuccessFactors Succession Management

Implementation Support Knowledge & Tips

Implementation Considerations when implementing SuccessFactors Succession Management and related features.

Quick Reference FAQs when implementing Succession & related features. Below are links to articles, identifying commonly encountered issues and resolutions to help you plan a successful implementation

NOTE: Please make sure to check the SAP for Me for any new Knowledge Articles that are not included in the below list.

 

Nomination Methods

Complete information on the available nomination methods for Succession Management can be found in the wiki page "Succession Management - Nomination Methods and Features".

More information on the nomination methods for Succession Planning, is available in the section "Choosing Your Succession Nomination Method" of the Succession Implementation and Administration Guide.

How to identify the Nomination Method configured for your instance? This information can be found in KBA 2569082.

MDF Position	2340915 - MDF Position nomination method configuration - Admin Center	This document contains implementation information about Succession MDF nomination, documents under references contain information about different ways to manager Succession Org Chart hierarchy.
Legacy Position	2229918 - Legacy Positions: Sync Position Model with Employee Data options 2395215 - Succession Management: Import Positions for Legacy Positions	These articles contain information on how to update your Succession plan, when using Legacy Position Nomination Method.
Talent Pool	2341080 - MDF Talent Pools	This document contains information on how to enable MDF Talent Pool and the documents linked to the reference provide information about common issues on implementing MDF Talent Pool.
Role-Person	2362701 - Succession Management: Transfer nominations when employees change Job Code	This article provides information on the most common issue faced by customer when using Role-Person Nomination method.

 

Succession Org Chart v12

As of Q2 2019 (b1905), the v11 Succession Org Chart was permanently replaced by the v12 Succession Org Chart for all customers. Complete information on Succession Org Chart, is available in the section "Succession Org Chart" of the Succession Implementation and Administration Guide.

More information on the differences between v11 and v12 Succession Org Chart are available in the wiki page "Succession Org Chart v12 - Functionality Overview".

Configuration	Succession Org Chart - Overview and Getting Started Succession Org Chart - Admin Center Configuration Succession Org Chart - How to configure Icons? Succession Org Chart - Configuring the Bench Strength Indicator	Information on Succession Org Chart and how to configure it, can be found in these wiki pages.
Permissions	2202816 - Succession Management permissions for MDF Position nomination method with RBP permissions Succession Management - Mapping User Attributes to MDF Positions to Manage RBP 2202776 - Succession Management permissions for Position/Role-person nomination method with RBP Permissions 2151642 - Succession Management permissions for Position/Role-person nomination method with Legacy Permissions 2269679 - Succession Management: “Allow succession planners to view successors on org chart nodes/position tile view” option	Information on how to set the permissions for each nomination method, is available in these KBAs and wiki page.
Common Issues	2340991 - Succession Management Implementation: common issues of Succession Org Chart	Most common issues when implementing Succession Org Chart can be found in this article.

 

MDF Talent Pools

As of Q2 2019 (b1905), the Legacy Talent Pools was permanently replaced by the MDF Talent Pools for all customers. Complete information on this feature is available in the section "Talent Pools (MDF)" of the Succession Implementation and Administration Guide.

Overview & Configuration	MDF Talent Pools - Overview and Getting Started MDF Talent Pools - UI overview MDF Talent Pools - Features and configuration options 2341080 - MDF Talent Pool Configuration	Information on MDF Talent Pools UI and how to configure it, can be found in these documents.
Permissions	MDF Talent Pools - How to grant permissions?	This wiki page provides information on how the permissions for MDF Talent Pools works and how to configure.
Common Issues	2876028 - Picklist Filters showing Option ID, instead of label in Talent Pools page 2263846 - MDF Permissions: After defining restrictions for an object, no objects/entities are accessible 2550306 - "Error Data" message when opening a MDF Talent Pool 2376933 - MDF Talent Pools: Application Error when accessing the Talent Pools page 2235102 - MDF Talent Pools: Creating pool gives “Object does not Exist Or No Permission” error	These articles contains information that will help in knowing & understanding the resolution of common issues which consultants experience while configuring MDF Talent Pools.

 

Position Tile

Position Tile feature is only available for instances using MDF Position nomination method. Complete information on Position Tile, is available in the section "Position Tile View" of the Succession Implementation and Administration Guide.

Configuration	2341451 - Succession Management - How to Enable Position Tile View? 2238266 - How to add filters in Position Tile 2385170 - How to enable Export and Print on Position Tile	This document contains the information about the required configuration to enable Position Tile.
Permissions	2375416 - Position Tile: “You do not have the necessary permissions to view existing positions” message	This article provides information on the necessary permission to access the position tiles in the page. The access to the Position Tile View is granted under Succession Planners section on RBP.
Common Issues	2341445 - Succession Management Implementation: common issues while implementing Position Tile	This document contains link of other KBs which will help in knowing & understanding the resolution of common issues which consultants experience while configuring Position Tile.

 

Talent Search v2

As of Q2 2019 (b1905), the v1 Talent Search was permanently replaced by the v2 Talent Search for all customers. Complete information on this feature is available in the section "Talent Search" of the Succession Implementation and Administration Guide.

Overview & Configuration	2209633 - Talent Search V2 - Overview 2211703 - Talent Search v2: Action Bar explained 2211675 - Talent Search v2: Leveraging Search Results 2265988 - Talent Search - How to enable the Keyword Search? 2513580 - Talent Search v2: Default search fields by admin user in b1708	This document contains an overview of Talent Search v2.
Permissions	2254913 - Error message when accessing Talent Search v2 2161375 - Talent Search V2: Performing searches using different permission roles	These articles provide information on how the permissions for Talent Search v2 works.
Common Issues	2341450 - Succession Management Implementation:common issues while implementing Talent Search v2	This document contains link of other KBAs which will help in knowing & understanding the resolution of common issues which consultants experience while configuring Talent Search v2.

 

Matrix Grid Reports

As of Q2 2019 (b1905), the v11 Matrix Grid Reports was permanently replaced by the v12 Matrix Grid Reports for all customers. Complete information on this feature is available in the section "Matrix Grid Reports" of the Succession Implementation and Administration Guide.

Overview & Configuration	Matrix Grid Reports - Overview and Getting Started Matrix Grid Reports - Understanding the source of ratings Matrix Grid Reports - Admin Center Configurations Matrix Grid Reports - Icon Configuration Matrix Grid Reports - Normalized Ratings and Custom Weights Matrix Grid Reports - Custom Filters	These wiki pages contain the information on how to enable and configure the matrix grid reports.
Permissions	2452570 - Performance-Potential matrix grid report access control	This article provides information on how to set the permission to access the Matrix Grid Reports.
Common Issues	2341508 - Common issues while implementing matrix report	This document contains link of other KBAs which will help in knowing & understanding the resolution of common issues which consultant experience while configuring matrix report.

  

Other Resources

     

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