Configuring the Succession Org Chart

Objective

After completing this lesson, you will be able to permission and configure the Succession Org Chart.

Succession Org Chart Permissions

Succession planning permissions control how users can interact with the Succession Org Chart. Permissions are defined from Manage Permission Roles in the Succession Planners section.

Define permissions from Manage Permission Roles in the Succession Planners section.

Successors, like other configured fields for the incumbent, are visible for an org chart node based on the target population defined for the Succession Management and Matrix Report Permissions. The Succession Planning Permission allows users to nominate successors for their target population and controls which roles can view the Nomination History. The final piece is to grant access to the org chart itself using the Succession Org Chart Permission.

If your solution includes the approval process for nominations, pending nominations are not visible to users who only have the Succession Management and Matrix Report Permissions assigned to them. They also need the Succession Planning Permission assigned.

Additional details regarding Succession permissions are available in the Describing Succession Management Permissions lesson.

Nominations Setup Options

The Nominations Set Up page in Admin Center allows administrators to select a few options that relate to how nominations are treated throughout the Succession module.

Use the Nominations Set Up page to configure succession nomination features.

Several of these features, like successor ranking, will be highlighted in Utilizing the Succession Org Chart. Below is a brief description of each option and its primary purpose:

Option	Primary Purpose
Hide succession nomination history entries prior to this date	Acts as a nomination history filter based on populated date.
Enable ranking of successors	Allows the ranking option when nominating a successor.
Enable ranking across readiness	Allows further ranking to include the readiness level of the nominations.
Allow succession reporters to launch future role competency assessments	With correct permissions to create forms, this option allows the launching of an assessment form for competencies related to a future role.
Filter current nominations portlet data by Succession Planning permissions	Restricts data based on Succession Planning Permissions within Role-based permissions.
Show the # of hidden nominations in the Current Nominations portlet	This option is only available if the above one (Filter Current Nominations portlet data by Succession Planning permissions) is enabled. Once enabled, the Nominations Portlet displays a warning showing how many nominations are hidden because of the restriction on Succession Planning permissions.
Hide pending nominations in the Current Nominations and Successors blocks and Nominations section from all users	This option is available only after you've enabled Use formless nomination approval workflow in Provisioning. When you select this option, pending nominations are not shown in the following: The Current Nominations or Successors blocks The Nominations section of a talent card The nomination history table in the Current Nominations block or the Nominations section If you do not select this option, pending nominations are displayed with an orange asterisk (*).
Allow succession planners with recruiting candidate search permissions to nominate external candidates	If you have SAP SuccessFactors Recruiting implemented, you can enable succession planners to add or nominate external candidates from the Recruiting candidate pool.
Automatically remove a nominated successor if that user becomes incumbent	If an employee who was nominated as a successor to a position becomes the incumbent, you can enable the system to automatically remove that employee from the successor list for the position. This option is not available if Employee Central is enabled.
Apply target population to Talent Pool Nominations Permissions	Extends access to other user groups where target populations to the talent pool object have also been enabled for the relevant RBP settings.
Include inactive users in target population of talent pool nominations permissions	Allows users to access talent pool nominations for both active and inactive employees in their target population.
In the Add Nomination dialog, show separate fields for Position search and Incumbent search	This configuration option splits the position search in the nomination dialog into two fields: one to search by incumbent name and the other to search by position.
Exclude nominees from seeing themselves within a succession plan	Restricts nominees from seeing themselves within succession org chart, lineage chart, position tile, and other succession tools or a list of employees that contains themselves using Talent Search. Also restricts the ability to nominate themselves.
Allow labeling nominees as Emergency Cover	This option enables succession planners to label nominees as emergency covers for a position or talent pool. An emergency cover is an employee who, in case of emergency, can temporarily take over a position or fill the role defined by a talent pool.
Show person-based nominations for employees with global assignments or concurrent employments	Users with proper permissions can view an employee's nomination records from all of their employments, including nominations to positions (or incumbents) and talent pool nominations.

Rank and Sort Successors

It is possible to enable users to rank successors for a position, within or across their readiness ratings, depending on the selected option. A ranking value is not required, but successors who are ranked with a value are sorted ahead of successors who are not ranked.

To rank successors:

To navigate to Nominations Set up, use Action Search.
Select Enable Ranking of successors to enter an optional, numeric ranking in the nominations dialog.
Select Allow ranking across readiness to allow succession planners to rank successors to a position regardless of their readiness level.
Save your changes.

Rank the Successor in the Ranking field.

With both settings selected, a sorting option is available on the Succession Org Chart under Display Options. Users can sort successors by:

Readiness, Rank: This sorts the successors first by their readiness rating and then their rank.
Rank, Readiness: This sorts the successors by rank first.

The sorting of successors is consistent across all Succession pages including the Succession Org Chart, the Lineage Chart, and the Position Tile. This respects the sort setting that has been configured in the Nomination Setup tool and the personal settings defined in the Succession Org Chart. The same order is also to be reflected in the succession slides in Presentations.

Succession Org Chart Settings

Additional settings are available that allow you to customize your Succession Org Chart to be configured. Some of the settings offered depend on the nomination method that the instance is using.

To customize your SOC:

To navigate to Org Chart Configuration, use Action Search.
Select the Succession Org Chart tab.
Configure your settings.
Save your changes.

Use the Org Chart Configuration page to configure org chart related settings on the Admin Center page.

Below is a brief description of each option and its primary purpose, using the MDF Nomination Method:

Option	Primary Purpose
Display Photo	Controls the display of the incumbent's and successors' photos in the Position Nodes.
Allow succession planners to view successors on org chart nodes/position tile view	If enabled, users with Succession Planning Permissions can see successors in the Position Nodes and on Position Tile view. If not enabled, only users with Succession Management and Matrix Report Permissions are able to see successors in the Position Nodes and Position Tile View.
Limit succession org chart visibility to basic org chart target population	In the Company Org Chart (basic org chart) it’s possible to restrict which employees the logged-in user is able to access. If this option is enabled, this restriction is extended to the SOC, so that the logged-in user is only able to access employees that are part of the target population set for their Organization Chart Navigation Permission in RBP.
Hide the total team size for faster loading	By default, the SOC displays the total team size under each position node. Since this information is calculated at runtime, it can cause slowness when loading upper-level positions for companies with a large number of users/positions. To improve the loading time in those cases, you can enable this option to hide this information and avoid it being calculated.
Hide the matrix team size for faster loading	Similar to the above option, but related to matrix reporting relationship and only applies to the "Matrix Report Only" display option in the SOC.
Sort Succession Org Chart by position title	Sorts same-level nodes in the SOC alphabetically by position title or employee title, instead of the default sort by incumbent's username.
Select the fields and order of fields displayed on the SOC	You can configure additional fields to be shown on Position Nodes and Position Tiles and specify their display order.

Note

With instances using Legacy Position-based Nomination Method, the Display position title instead of user title option is available on this configuration page. If this option is disabled, the system uses the users' titles on all succession screens, which is commonly used to avoid having to fill position titles when importing positions.

Summary

Succession permissions control access to the Succession Org Chart and are managed via Permission Roles settings.
Rank and sort successors by readiness or rank using settings in Nomination Setup and Succession Org Chart tools.
Customize Succession Org Chart settings, including display options, via Org Chart Configuration in Admin Center.
Pending nominations require Succession Planning Permission in addition to Succession Management and Matrix Report Permissions.

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