Using the Lineage Chart

The Lineage Chart offers you a way to examine the overall succession coverage below a given incumbent or position. The Lineage Chart helps analyze the likely effect before a high-level succession plan is put into action.

It shows the succession lineage, or continuity, starting from a given incumbent or position. In line with the overall SAP Fiori design standards, Lineage Chart offers an intuitive and modern user experience.

Benefits of the Lineage Chart

• With Lineage Chart V12, you can see as many levels of successors as you want. Like the Succession Org Chart V12, you can open the successors for each node.
• You can check the Talent Card of a user by choosing the icon next to the name of the user. The Succession Talent Card configuration applies to both the Succession Org Chart and Lineage Chart v12.
• You can mouse-over the talent flags in the users' node, to see detailed descriptions of each icon and field label.
• Print options are available via Download as PDF or Download as image.

From the Lineage Chart, you can open the Succession Org Chart directly from the Talent Card by selecting the Action Menu in the top right of the Talent Card.

The list presents the prerequisites for the Lineage Chart as follows:

• The Succession Lineage Report is enabled in Provisioning.
• You have the Succession Org Chart Permission in RBP to access the Lineage Chart tab. Both tools use the same access permission under the Succession Planner permissions.
• You have the Succession Management and Matrix Report Permission, the Succession Approval Permission (if applicable), and the Succession Planning Permission in RBP. These permissions allow users to see nominations for a certain position or a certain status, for example, whether you can see pending nominations.

Once the prerequisites are met, to use the Lineage Chart:

1. Navigate to Succession from the main menu.
2. Choose the Lineage Chart tab.
3. Search for the incumbent name in the Search for person box.
4. A Lineage Chart with two hierarchy levels displays.
5. If a position has successors, you can choose the right arrow to open another level in the hierarchy, showing the successors.
6. You can choose the left arrow next to the number of successors to roll up levels.

There are several components that you should know to navigate the Lineage Chart. It’s composed of a starting node and other levels of nodes depending on the number of successors.

1. Search for the incumbent of the position that becomes the starting node of the Lineage Chart.
2. The starting node’s quick card, which includes the following components:
   • Employee name
   • Employee title
   • Number of nominations for that user
   • Talent Flags for the employee
   • Number of successors for the position
     Note

     You can click or mouse over the nomination area to see more details of the talent flags including the optional ranking value.
3. The number of successors for the position. If the position has successors, selecting the right arrow will expand the chart to the next level. If the next level in the hierarchy is expanded, selecting the left arrow will close that level.
4. Talent Card access.
5. The nodes for all other levels include the same components of the starter node, plus the readiness level of that employee for that position.
6. Zoom in or out on the chart.
7. Save the Lineage Chart as a PDF or JPG.
8. Hide the top navigation.

The Lineage Chart V12 icons are the same as those used in the Succession Org Chart. They are configured in the Succession Org Chart XML. To change them, please contact your Professional Services consultant or Customer Success.

The talent flags are displayed for each user shown, regardless of whether it is the starting node or a successor.

There is no Employee Profile based permission check for these flags. All flags that are configured show for all employees.

There are no talent flags for external successors.

For internal successors, the profile icon calls the talent card. For external successors, the profile icon calls the recruiting candidate quickcard.

The Lineage Chart label can be changed with Text Replacement.

1. Go to Admin Center→Company Settings→Text Replacement.
2. Choose the locale.
3. Find the key COMMON_SUCCESSION_LINEAGE_REPORT_TAB.
4. Type the new label in the Replace With Text column for that key.
5. Save your changes.