Symptom
Users can view successors on the Lineage Chart which they cannot view on the Succession Org Chart.
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 and Development
Reproducing the Issue
Ensure that you are using the MDF Position Nomination Method and that "Allow succession planners to view successors on org chart nodes/position tile view" option is not enabled in the "Org Chart Configuration" section of the Admin Center.
Cause
This can be caused when the configuration of the employee's user based target population does not match the employee's MDF Positon target population.
Scenario | Included in User Target Population | Included in Position Target Population | S.M.M.R Permission | Succession Planning Permission | Visible on Org Chart | Visible on Lineage Chart |
1 | Yes | Yes | Yes | Yes | Yes | Yes |
2 | Yes | No | Yes | Yes | Yes | Yes |
3 | No | Yes | Yes | Yes | Yes | Yes |
4 | No | No | Yes | Yes | No | No |
5 | Yes | Yes | Yes | No | Yes | Yes |
6 | Yes | No | Yes | No | Yes | Yes |
7 | No | Yes | Yes | No | Yes | No |
8 | No | No | Yes | No | No | No |
9 | Yes | Yes | No | Yes | No | Yes |
10 | Yes | No | No | Yes | No | Yes |
11 | No | Yes | No | Yes | No | Yes |
12 | NO | No | No | Yes | No | No |
Note: The table above is a general guideline and may be different in other systems, depending on the complexity of the role based permission or position target population restrictions criteria.
Resolution
To resolve your issue you, should ensure both the MDF Position and the incumbent of the MDF position are excluded from target populations of both "Succession Planning Permission" and "Succession Management and Matrix Report Permissions".
Please see KBA 2202816 and KBA 2445215 for further details on MDF Position Nomination Method permissions and restricting the MDF Position target population.
If the nomination is for external candidate rather than an internal candidate, there is now way in which it can be hidden and it is the current expected system behavior as per system design.
Keywords
Permissions, RBP, Role, Based Successor, Nomination, Succession, Org, Chart, Lineage, View, Restrict, Outside, Scope, Alignment, Issue, Error , KBA , LOD-SF-SCM-ORG , Succession Org Chart , Problem