Symptom
When using Role-Person nomination method, the nominations (successors) are lost when the employee changes Job Code. How can I keep this information?
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Environment
SAP SuccessFactors Succession Planning
Resolution
When using the Role-Person nomination method, the nominations (successors) are stored in the database with a combination of UserID+Job Code. Therefore, when the employee changes Job Code, the nominations (successors) associated with the old Job Code are no longer available.
When you identify there has been a Job Code change and you would like to maintain the succession plans for the employee, you can use the Import Successors feature to transfer the nominations from the old Job Code to the new Job Code. To do so, you can follow below steps:
- Go to Admin Center > Import Successors;
- Click “Export Template” and open the exported CSV file;
- Fill the columns as below:
- JOBCODE: new (current) Job Code;
- INCUMBENT_USERID: employee’s UserID;
- OLD_JOBCODE: old (previous) Job Code;
- OLD_INCUMBENT_USERID: employee’s UserID;
- ACTION: fill it with “TRANSFER”.
- Save the CSV file;
- In the Import Successors page, browse for the CSV file and click “Import Successors”.
You will receive an e-mail with the import status and, after that, you should see the nominations associated with the employee’s new Job Code.
Keywords
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