Integrating the SOC with other SAP SuccessFactors Modules

There are two integration points between the SOC and Career Development Planning (CDP):

1. Recommended Successors and their Readiness Percentage (detailed in the Using the Succession Org Chart lesson).
2. Development Goals available for the Successor Nominees.

Linking Development Goals with the SOC

The Succession Org Chart allows Succession Planners to see Development Goals and add new goals when adding a successor.

• The Position Card displays Development Goals from the default Development Plan template (configured in Admin Center→Manage Templates).
• The Development Plan section on the SOC shows only the name and the status of the Development Goals. It doesn't show data of any other column/field of the development plan template.
• It is not possible to configure this section to show any other field of the development plan template nor totally disable this because this section is hardcoded.

The following prerequisites must be met to enable this integration:

• Full Career Development Planning should be enabled.
• The Development Plan template should be configured.

The following permissions must be set to enable this integration:

• Goal Plan Permissions over the default template for the selected user: This permission is required for the Development Goals section to appear in the Position Card when adding a successor. (RBP→Goals→Goal Plan Permissions).
• Read permissions in the default CDP template: You'll need Read permissions over the name and status fields of the Development Goals to see the Development Goals in the Position Card.
• Private-access permissions in the default CDP template: The user needs this permission to see "private" Development Goals in the Position Card. If the user does not have this permission, only "public" Development Goals will be visible, based on the Read permissions.
• Create permissions in the default CDP template: If you want the users to be able to create Development Goals from the Position Card, "create" action permissions are required.
• Write field permissions in the default CDP template: Besides having "create" permission, the user should also have "write" permission to the required fields (at least), to be able to create a new Development Goal.

The Succession Org Chart allows you to add external candidates from the Recruiting module as successors to positions/incumbents. It also allows Recruiters to create candidates from within the SOC and then add the newly created candidates to the successors list.

The following prerequisites must be met to enable this integration:

• Recruiting module must be enabled and configured.
• Succession Planner has the required Recruiting permissions (to search on external candidates).

Details on adding external successors are available in the Using the Succession Org Chart lesson.

Once successors are identified, you can assign relevant learning activities to them, such as leadership or management training. If you have both the Succession Planning and Learning modules, you can enable users who have Learning privileges to assign learning activities to successors from the SOC. To assign a learning activity, you can use intelligent search for activities related to the competencies in the target position, or you can search the entire catalog.

The following prerequisites must be met to enable this integration:

• You have SAP SuccessFactors Learning and have integrated it with the SAP SuccessFactors HCM Suite.
• You have configured the Transcript template.
• Users have succession planning permissions and access to the Succession Org Chart.

To enable the Assign Learning menu item in Succession:

1. Configure LMS and enable the LMS integration with the BizX platform.
2. Grant Learning Access Permission to the desired user.
3. Grant Succession Org Chart access & Succession Planning permissions to the desired user.
4. Make sure that the user has create permissions in the CDP Learning Activity template.

Access to the link is found under the Ready Now dropdown.

If your solution includes SAP SuccessFactors Performance Management, you can configure it to launch a form based on the position or incumbent job code.

For a user to be able to see the "Evaluate Readiness" option for the successors in the SOC, the following criteria should be met:

• The option Allow succession reporters to launch future role competency assessments, if they have the appropriate form creation privileges is enabled in Nominations Set Up and a Competency Assessment form has been selected.
• The logged-in user is a Succession Planner (that is, has Succession Planning Permission) for the target position.
• A Job Role is associated to either the Position (in case the jobCode field is enabled for the MDF Position object) or to its incumbent.