Symptom
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 ONE Support Launchpad.
Environment
SAP SuccessFactors Succession Management
Resolution
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 ONE Support Launchpad 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".
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 |
Information on MDF Talent Pools UI and how to configure it, can be found in these documents. |
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 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? |
This document contains the information about the required configuration to enable Position Tile. |
Permissions | 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 |
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
Keywords
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