Exploring Recommended Roles and Career Paths

Career Path enables the creation of unique and complex organizational career paths. HR managers or other assigned roles can create multiple career paths, associate them with a given role, and restrict access as needed throughout the organization.

When Explore Recommended Roles is selected, the first screen that opens is the Career Paths View. The Career Paths View displays information about the expected path for a role. An employee's current role is the starting point of the chart, followed by recommended roles including the "Organizational path" roles from organizational career paths and the "Personalized path" roles that are highly matched with the employee.

• On the "Organizational path" role card, users can check a role's peer roles, if any.
• On the "Personalized path" role card, users can learn about why a role is recommended to them. The recommendation reason could be one of the following factors according to their influence on the match score:
  • Matched skills: Users' skills and attributes match those required by the recommended role. For the first-layer recommended roles, the system compares users' current skills and attributes with those of the recommended role. For the subsequent layers, the system compares the skills and attributes of the previously recommended role with those of the current recommended role.
  • Same job family: The recommended role belongs to the same job family as users' current role.
  • Progression role: The recommended role is one of the next steps on users' career path.
  • Open positions: There are open positions available for the recommended role.
  • Popular: The recommended role is a popular target role within users' team.

When an employee is viewing the details of a specific current or target role from their Career Worksheet, if they choose View Career Paths only organizational career paths are shown.

Organizational Career Paths use the MDF Career Path object. In order to utilize organizational Career Paths within an instance, you must first enable the following Provisioning options. If you do not have access to Provisioning, please contact an SAP SuccessFactors implementation consultant or Professional Services.

1. Confirm Career Path V2 is enabled.
2. Confirm that Generic Objects and the Metadata Framework (MDF) is enabled.
3. Confirm that the Attachment Manager is enabled.

Once you have enabled Career Path V2 along with its prerequisites in Provisioning, navigate to Manage Permission Roles. Choose the role and edit it to navigate to the Metadata Framework Permissions. Be sure that you have permission to Configure Object Definition.

With the proper permissions, you are now able to edit the Career Path object by navigating to Configure Object Definitions.

Once you are in this area, select Object Definition and then Career Path. Confirm that the object is active, that the Security option is set to Yes and the Permission Category is Miscellaneous Permissions as demonstrated in the figure.

In order to add and manage organizational Career Paths, role-based permissions must be enabled:

1. Navigate to Manage Permission Roles using action search.
2. Select the role for which you’re editing permissions.
3. Choose Edit and change the basic information if necessary.
4. Choose Next and navigate to the Administrator Permissions section.
5. Select Manage Career Development.
6. Grant Manage Career Path permission to the selected role.
   • Configure Career Path Node: This permission grants the right to specify which elements to display or hide on role nodes in the Career Path. Additional details about this feature are provided later in this section.
7. Choose Next, review the role’s permissions, and choose Save. Don't forget to log out and back in for the new permissions to take effect.

The next step is to grant view and edit access to the Career Path tool. Without these permissions:

• Nothing can be viewed within the Manage Career Path tab (a red error message appears).

• Career Paths cannot be viewed from the Career Worksheet.

Under Miscellaneous Permissions within the desired RBP permission role, confirm View, Edit, and Import/Export permissions are selected for the Career Path object.

This grants view or edit access to all Career Paths and all fields within each Career Path. Some roles may be assigned to create Career Paths (Edit), while others simply need to be able to read Career Path details (View).

To give access to particular fields within the Career Paths, expand the Field Level Overrides option. Specify to which fields the permission role should have special access.

It's possible to limit access to specific Career Paths based on code, business unit, division, department, or any custom fields previously configured using the following steps:

• Within the desired RBP permission role, select the Assignments tab.

• Edit an existing assignment or select Add Role Assignment.

• Edit any necessary access rights or target populations, then under Step 4 Define Target Criteria find the Miscellaneous Permissions section.

• Next to Career Path, select the Restrict target criteria to button.

• Specify the restrictions based on fields available in the dropdown menus. For example, you might want to limit a role to only see Career Paths in a specific division or department.

The next step is to create the organizational Career Paths. This can be done in the system by a person in a role with Manage Career Path and Edit permissions using the following steps:

1. Navigate to Development→Career Path.
2. Choose + Create New Career Path.
3. Complete the relevant information for the Career Path. Note the following:
   • External Code and Name are required fields.
   • Other fields, such as Business Unit, Division, and Department, are optional. The Business Unit, Division, and Department criteria enable you to restrict access to the Career Path to employees belonging to these areas, as described earlier in this section.
4. Choose Save.

After adding Career Paths to the system, continue the process by connecting job roles (called role nodes) to paths.

Continue to step 1 or if you're on the main Career Path screen, select the Career Path Name and complete the following steps or enter the Career Path name in the search box and complete the following steps:

1. Choose Select a Role.
2. Select a role name or search by a role. The screen above shows the list view, there is also a tree view to help with finding roles.
3. Choose Save.

To learn about how to update a Career Path, watch this video:

Choose the next button on the bottom right of the screen to learn more about Career Path configuration.

Once you have added an initial role node, choose the down arrow to the right of the role and select from the following options to update the Career Path:

• Add a lead-from role: This inserts a preceding role to the left of the current node.

• Add a lead-to role: This inserts a forward-progression role to the right of the current node.

• Add a peer role: This inserts a lateral role above or below the current node. You can add a maximum of two peer roles to any given node.

• Replace node with a new role: This removes and replaces the current node with a role of your choice. This does not affect any other nodes in the Career Path.

• Cascade delete roles: This removes the current node and any forward-progression nodes following it.

• Delete Role: This removes the current node and connects the Lead-from role to the Lead-to role.

The example above shows a Career Path with six role nodes. Each node displays information about key elements for the job role as follows:

• The number of competencies needed for taking the job role

• The number of skills needed for taking the job role

• The number of people holding this role

• The job family

• The job code

The Configure Career Path Node permission mentioned earlier in this section allows permissioned users to decide which key elements will be viewable on a Career Path accessed from the Legacy Career Worksheet. For example, a client may not use skills in their job role setup, so they might want to remove the skills display. These node options are not shown in Latest Career Worksheet Career Paths.

To configure the display of elements on Career Paths, complete the following steps:

1. Under Manage Career Path, choose Configure Career Path Node.
2. Select the desired element checkboxes.
3. Choose Save.

On the Manage Career Path page, you can view existing career paths to which you have permission under the Career Paths tab. Simply select one of the career path links in the list.

Alternately, you can search career paths via a specific job role by selecting the Job Roles tab and choosing the role name for which you want to see all existing associated career paths.

If you select a job role for which more than one career path exists, a dropdown menu appears on the job role page enabling you to choose the career path you want to display.

Once Career Paths have been created, the end user can view the Career Path from the Career Worksheet, as long as view permissions have been granted in RBP. For the Current Role or a Target Role, choose View Career Paths. From the details of a specific role, only Organizational Career Paths are shown.

Select a role and details about that role will be shown, with an option to add the role as a Target Role. This in turn adds the role to your Career Worksheet.

If you've selected Explore Recommended Roles, both organizational and personalized career paths will be shown.