Associating Talent Pools with Roles

Objectives

After completing this lesson, you will be able to:
  • Associate Talent Pools with Roles using JPB
  • Associate Talent Pools with Roles using JDM

Associating Talent Pools and Roles with JPB

Associating Talent Pools with Roles makes those Pools available as a source for nominating successors to positions that are based on those roles. The following points offer additional information about associating Talent Pools to positions:

  • Users are added to a Talent Pool, where they can have an associated Readiness rating and Notes for the nomination.
  • For a Talent Pool to be used for Succession Planning, it must be associated to a Job Role.
  • Incumbents and Positions are also associated to Job Roles, via the Job Code attribute (users) or via the Job Classification object (positions).
  • Once you have a Job Role that has positions and a Talent Pool associated to it, we consider that the Talent Pool is acting as a group of successors to those associated positions. And then, the Talent Pool starts appearing in the Succession Org Chart as the group of successors to that position.
The diagram presents associating Talent Pools to Positions.

The procedure for associating Pools with Roles is slightly different depending on if you’re using Job Description Manager (JDM-legacy Families and Roles) or Job Profile Builder (JPB).

Talent Pools associated with a role display in the position card when accessed from the Succession Org Chart or Position Tile view.

With JPB, you can map multiple Talent Pools to a role. To map Talent Pools to a role using JPB:

  1. Navigate to Manage Job Profile Content.
  2. Select Set up Families and Roles.
  3. To view all roles, select a family to view the roles or navigate to the Roles tab directly.
  4. Select a role and go to the Mapped Talent Pools tab.
  5. Choose Map Talent Pools to associate available Talent Pools.
  6. The associated Talent Pool uses the Succession mapped job code if available, otherwise it uses the Default mapping.
Go to the Mapped Talent Pools tab and choose Map Talent Pools to associate available Talent Pools.

Associating Talent Pools and Roles with JDM

With JDM, you can map one Talent Pool to each role. To map Talent Pools to a role using JDM:

  1. Navigate to Families and Roles.
  2. Choose a Family and then the Role.
  3. On the role details, choose Edit Properties.
  4. Select a Talent Pool from the list to map it to the role.
  5. Choose Save and Close.
The Edit: Sales Manager dialog box is displayed.

Create MDF Talent Pools

Business Example

Your manager wants to better understand how to use MDF Talent Pools. You need to be able to show how to enable Talent Pools, assign Talent Pools permissions, create and update Talent Pools, and nominate successors to your Talent Pools.

Steps

  1. Enable MDF Talent Pools.

    You can watch the following video for steps on creating MDF Talent Pools:

    Practice using MDF Tools :

    ExerciseStart Exercise

    1. Confirm that the MDF Talent Pools are enabled. Navigate to Provisioning → Company Settings and activate the switches:

      New MDF Pool-based Succession Planning (requires v12 UI framework, Generic Object).

    2. Navigate to Configure Object Definitions and select the Talent Pools object. Confirm the following requirements are set:

      1. Change the label of the name field to Talent Pool Name.
      2. Add the following custom editable text fields with 255 characters in length. The fields can be added using the "cust_" field:
        1. Critical
        2. Purpose
      3. The object should be Secured and assigned to Miscellaneous Permissions for the permission category.

    3. Confirm or change the permissions roles within Manage Permission Roles under Miscellaneous Permissions, for the Talent Pool object as follows:

      Roles with PermissionMisc. PermissionTarget Population
      Administrators

      • Create

      • Insert

      • Correct

      • Delete

      • View Current

      • View History

      		All Talent Pools

      Succession Planning

      • Create

      • Correct

      • View Current

      • View History

      Under Succession Planners User Permissions

      • View Talent Pool nominations

      • Add/edit/delete Talent Pool nominations

      		All Talent Pools
      Managers

      • View Current

      • View History

      		All Talent Pools

  2. Create the MDF Talent Pools.

    You can watch the following video for steps on creating MDF Talent Pools:

    Practice creating MDF Talent Pools :

    ExerciseStart Exercise

    1. Log in to your training instance as the administrator.

    2. Create the following Talent Pools. All the Talent Pools have:

      1. Type: Succession
      2. Status: Active
      3. Description and Purpose (are up to you)
      CodeNameEnable Readiness
      SalesLeadershipSales LeadershipYes
      OperationsLeadershipOperations LeadershipYes

      ExecutiveTrack

      		Executive TrackYes

  3. Associate the MDF Talent Pools with Roles.

    1. Log in to your training instance as the administrator and navigate to Manage Job Roles.

    2. Add the following Job Role to the SAP SuccessFactors family:

      1. Role Name: Executive
      2. Job Code: EXEC

    3. Using the guides as a reference, associate your Talent Pools to job roles as follows:

      Talent Pool Definition
      Talent PoolAssociated Role(s)
      Sales LeadershipIndividual Contributor
      Operations LeadershipMGR
      Executive_Talent_PoolEXEC

  4. Test your configuration.

    1. Log in to your instance as the administrator. Verify that you can:

      1. Correct an MDF Talent Pool.
      2. Delete a Talent Pool.

    2. Nominate employees to your remaining talent pools. Employees available for Talent Pools include:

      NamePosition
      Carol ClarkVP Marketing
      David DrewVP Engineering
      Brooke BrownVP Sales
      Felicia FordDirect Sales
      Karl KingSales Rep
      Mike MillerSales Rep.

  5. Test permissions for managers.

    1. Connect/Proxy now as Felicia Ford.

    2. Navigate to Succession → Talent Pools.

    3. Verify that you cannot add an MDF Talent Pool. You should not be able to perform any modification to the MDF Talent Pools because the All Managers role that Felicia Ford is assigned to, does not include any of the create, insert, correct, or delete permissions.

    This concludes the exercise.

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