SAP Knowledge Base Article - Public

2105242 - Exporting Successors - Successfactors Succession Management

Symptom

  • There are instances when you would need to output an instance's existing successors. A good example would be for when you would need to rebuild the position model of an instance with postion-based planning.
  • While there are readily-available resources in Admin Tools to import and export positions, these do not include successors and nominees.
  • There is an existing Import Successors function in Admin Tools, but it does not have a counterpart for importing.
  • However, there is a way of generating such a file: through the use of adhoc reports.

Environment

  • Successfactors Succession Management
  • Successfactors Application

Resolution

1. Go to Analytics, then Reports (NOTE: Some instances may have the main reporting module as Reports, then the sub-tab as Analytics)

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2. Click on Ad Hoc Reports.

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3. Click Create New Report.
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4. Select Report Definition type Succession (be sure to use the type that matches your environment's succession nomination method).
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5. Click Create.
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6. Enter a name and description.
 
7. Click People, then Refine Criteria.
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8. Select Other Filters, then Ok.

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9. Click Refine Criteria again.
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10. Select any of the available filters. For maximum results, choose the top one.

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11. Make sure all are selected, then click Ok
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12. Click Columns.
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13. Click Select Columns.
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 a. for Role-Person/Incumbent-based nomination, the key columns are Job Code, Incumbent UserID, and Successor UserID.
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 b. For Position-based planning, be sure to choose Position Code and Successor UserID.
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 c. remember that for both, you can include additional columns, like Ranking and Readiness.
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14. Click Finished.
 
15. Click Save, then Generate.
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16.  Click CSV, specify the name, then click Save.

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Keywords

  • Succession Management
  • Position-based Planning
, KBA , sf succession , LOD-SF-SCM-SCM , Succession Management , How To

Product

SAP SuccessFactors HCM Core all versions