- Why is it that I cannot see the icons in the Succession Org Chart for certain people? How do I restrict visibility to the succession elements?
- Why do I see all icons in the Matrix Report, when they are permissioned in RBP?
- Succession Management
- In order to see the icons in the Succession Org Chart and Matrix Grid report, you need to be permissioned via "Succession Management and Matrix Report Permissions". If the employee does not fall into your reporting scope then you will not see succession data for that person.
Some common elements that you may want to control visibility on the Succession Org Chart are:
- Key Position
- New to Position
- Impact of Loss
- Talent Pool
- Future Leader
- Reason for Leaving
Elements these permissions will not control on the org chart are:
Currently when you set permissions, it is applied to all elements based on your filter options in "Succession Management and Matrix Report Permissions" and not by role. For example: You cannot set access to Bench Strength for EM role, while restrict visibility for Talent Pool to EH.
Role based permissions to these elements can be controlled via the data model, but only apply to My Profile (Employee Profile) and not on the Succession Org Chart, therefore you may see values on the succession org chart that you do not see for a person via employee profile as the profile page respects the additional role based permissions that may be set.
Note: The view/edit role based permissions for an element in EP do not apply to the Matrix Grid Report. If a user/role has Succession Management and Matrix Report permission then they can view all icons on SOC, matrix report.
KBA , sf org chart , LOD-SF-SCM , Succession Management , How To