Configuring the Succession Data Model XML

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure the Succession Data Model by using XML when changes are needed

Succession Data Model XML

As valuable as the Business Configuration UI is to configure HRIS elements for Succession and Country Specific Succession Data Models, the use of XML still has some advantages over BCUI. These include: 

  • Using XML makes it easier to make simultaneous changes to a variety of global and country-specific fields, while BCUI will often get an error 
  • Backup versioning is available for every data model upload, while changes in BCUI cannot be undone

Learn to configure the XML attributes in the interaction.  

Succession Data Model XML

Any newly enabled fields in the data models or BCUI must be permissioned using Role Based Permissions for any role to access it. In the sample configuration for ACE, the field  Preferred Name has permission at all levels: View Current, History, Edit/Insert,  Correct, and Delete. 

Exporting the Succession Data Model in the Admin Center

Before you start with any configuration using the Succession Data Model XML, be sure to download the latest XML version. Files can be downloaded directly from the Admin Center. All previous versions can be exported directly from the Export Succession Data Model tool. You can restore the data model to a specific version from the list. The list of versions only stores up to 100 previous versions.

Supplemental Resources for this Lesson

Here are some additional resources you can explore relevant to this lesson (access requires S-ID):

Exercise: Configure the Succession Data Model using XML

Business Example

Ace Corp wants to make changes to the Job Information block in the Employee Files. They want to enable and update the label of the Supervisor Level field. They also want to include a custom field to store Additional Job Details.

If you need to create a custom field (string, date, and so on), you can reference the XML examples in the Implementing Employee Central Core guide. If your custom field label does not appear correctly, you can add a line for English US: <label xml:lang="en-US">Additional Job Details </label>.


  1. Export the Succession Data Model.

    1. Go to Export Succession Data Model using Action Search.

    2. Select Export Succession Data Model.

    3. Save the file with your other data models, rename the file to match the other files, and increment the version number on your file.

  2. Open the Succession Data Model.

    1. Open the file in your XML editor.

    2. (Optional) If you use an XML editor that validates versus a DTD, update row 4 to a value of "sf-form.dtd".

  3. Enable the Supervisor Level field and update the label to Management Level.

    1. Go to HRIS ElementjobInfo .

    2. Go to hris-fieldsupervisor-level .

    3. Change the visibility to "both".

    4. Change the label: Supervisor LevelManagement Level.

    5. If necessary, to change the en-US label, go toSupervisor LevelManagement Level.

  4. Create a custom field to store the Additional Job Details. Use custom-string8 hris-field.

    1. Go to HRIS ElementjobInfo .

    2. Add the following code block AFTER the closing tag of supervisor-level (</hris-element>)and BEFORE the opening tag of is-cross-border-worker (<hris-field id="is-cross-border-worker" visibility="both">):

      Code snippet
      <hris-field id="custom-string8" visibility="both">
      <label>Additional Job Details</label>
    3. (Optional) Validate your XML if supported by your XML editor.

    4. Save a new version of your data model.

  5. (Optional) If you completed the Manage Succession Data Model with Manage Business Configuration (BCUI) exercise, verify the change to personInfo exists in the exported data file.

    1. Search for personInfo to locate the hris-element.

    2. Scroll down to locate the hris-field attachment-id.

    3. Verify the field has the label (Biographical Attachment) and is set to editable (visibility = "both").

  6. Upload the updated version of the Succession Data Model in Provisioning.

    1. Log in to Provisioning.

    2. Go to Succession ManagementImport/Export Data Model .

    3. Browse for the file in the local drive and enter a description/comment for the new version.

    4. Select Submit.

  7. Permission the fields that you enabled in the previous steps.

    1. Log in to your instance.

    2. Go to Manage Permission RolesSystem AdminPermissionEmployee Central Effective Date EntitiesJob Information.

    3. Find Additional Job Details and select all checkboxes.

    4. Repeat prior steps for Management Level.

    5. Select Done and Save Changes.

  8. Test your changes.

    1. Log in to your instance.

    2. Go to Marcus HoffEmployment Information .

    3. Ensure that you can see your two changes:

      • Management Level

      • Additional Job Details

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