- How should the Position Model be maintained?
- The Succession Org Chart is displaying incorrect or outdated information. What should be done?
- SuccessFactors Succession Management
- SuccessFactors Legacy Position Model
If you use a Position-based model for Succession Management, you need to keep the Position data updated, so that the Succession Org Chart displays current information and you can effectively create succession plans for your company.
Administrators have two options for creating and maintaining the position model: generating it from employee data, which is done via the Sync Position Model with Employee Data feature, or importing it from an external source, which is done via the Import Positions feature.
It is strongly recommended that administrators pick one and only one of these methods for managing the position hierarchy. Combining imports with sync operations can result in duplicating position data and/or overwriting good data with bad. Note that you must populate the position model with one of these two methods before using the position org chart, otherwise you will get an error. Also, please note that, if you don't update the position model regularly, you may see inactive incumbents, wrong reporting relationships and not be able to find new employees in the Succession Org Chart.
Option 1: Sync Position Model with Employee Data
This option is intended for customers that do not already have a master source for position data. The sync function can be used to “seed” the position hierarchy based on the employee data. You can run it once employee records are loaded and it will create a matching position for each employee. Then, after creating the position model for the first time, you should set up a process to run it regularly, in order to update the Position Model based on changes made to employee data.
To be able to Import/Export Positions, the user should have “” permission, which is available under “Manage Succession” tab on Role-Based Permissions. The permissioned user will then see "Position management: Sync Position Model with Employee Data" under Admin Center > Succession.
For more information on the options for the Sync Position Model with Employee Data, please refer to the below SAP Knowledge Base Article:
Option 2: Importing position data
This option is intended for customers already managing positions in their HRIS or other "master" system, or customers who have purchased succession planning licenses for a smaller population than the number of total employees they are loading.
For more information on the Import Positions functionality, please refer to the below SAP Knowledge Base Article:
Import Positions Legacy Position nomination , KBA , LOD-SF-SCM , Succession Management , LOD-SF-SCM-ADM , Admin Center, RBP, Permissions and Settings , How To