SAP Knowledge Base Article - Public

2362701 - Transfer succession nominations when employees change Job Code

Symptom

When using Role-Person nomination method, the nominations (successors) are lost when the employee changes Job Code. How can you keep this information?

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

Environment

  • SAP SuccessFactors Succession Management
  • SAP SuccessFactors Role-Person Nomination Method

Resolution

When using 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:

  1. Go to Admin Center > Import Successors;
  2. Click “Export Template” and open the exported CSV file;
  3. Fill the columns as below:
    1. JOBCODE: new (current) Job Code;
    2. INCUMBENT_USERID: employee’s UserID;
    3. OLD_JOBCODE: old (previous) Job Code;
    4. OLD_INCUMBENT_USERID: employee’s UserID;
    5. ACTION: fill it with “TRANSFER”.

01.png

  1. Save the CSV file;
  2. 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

role-person nomination method nominee nominees successor successors disappeared SOC Succession Org Chart associated linked not showing removed jobCode job code , KBA , LOD-SF-SCM-ORG , Succession Org Chart , LOD-SF-SCM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors Succession & Development all versions