Configuring the Succession Org Chart XML

The Succession Org Chart layout and options are configured using the Org Chart XML in Provisioning. Some of the features that can be configured for the SOC are:

• Readiness Rating Scale
• Colors for the Readiness Level and Bench Strength
• SOC Talent Icons

These features can be configured in the Succession Management area of Provisioning, under Edit Org Chart Configuration.

All successor nominations require a readiness rating to determine how far they are from being ready to fill the role in question.

The readiness rating is defined in both the Org Chart XML (in Provisioning) and using the Admin Center Rating Scale Designer. The defined rating scale must match in both locations or you may have inconsistent readiness results in the various succession planning tools.

To define the readiness level:

1. In Provisioning, select your company instance.
2. Navigate to Edit Org Chart Configuration under Succession Management.
3. Unlike other XML pages like the Data Model, you don’t have an export/import option for the Org Chart XML. The XML code is listed on the page, but you don’t want to make changes directly in Provisioning. You should make changes in an XML editor.
   1. Copy the entire Org Chart XML code. "Select All" using a right-click or CTRL-A, and then "Copy" the code using a right-click or CTRL-C.
   2. Open your XML editor and paste the XML into a new document using a right-click or CTRL-V. Be careful that the very first line (<?xml version="1.0" encoding="UTF-8"?>) isn’t duplicated.
   3. Save the XML document with a Version 1 so you can return to it if necessary.
   4. Make your changes to the XML code.
   5. Save your XML Document with a Version 2.
   6. Copy the whole XML code from the Editor.
   7. Return to Edit Org Chart Configuration in Provisioning.
   8. Paste the new code in its entirety to the Org Chart XML page (CTRL-A and CTRL-V are ways to paste the code).
4. Choose Save Content to save the new code. You should receive a green confirmation. If you receive a red message, there’s a problem with the code.

The <gradientOption> and <gradient> tags are used to create the rating scale. A sample code is shown below, for a Readiness Rating Scale of 3 levels. You can customize the number of levels and labels.

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<gradientOption index="3" key="readiness">
    <type>readiness</type>
     <label>Readiness</label>
     <label lang="de_DE">Fertigkeit</label>
     <gradientset>
     <gradient>
       <label>3-5 years</label>
       <label lang="de_DE">3-5 Jahre</label>
       <value>1.0</value>
       <index>3</index>
     </gradient>
     <gradient>
       <label>1-2 years</label>
       <label lang="de_DE">1-2 Jahre</label>
       <value>2.0</value>
       <index>2</index>
     </gradient>
     <gradient>
       <label>Ready Now</label>
       <label lang="de_DE">Jetzt Bereit</label>
       <value>3.0</value>
       <index>1</index>
     </gradient>
    </gradientset>
  </gradientOption>

Other options that must be defined for the Readiness Rating:

• Label: The label for the readiness rating. Localized labels can also be included.
• Value: The Picklist option ID. The lowest number is the least ready, and the highest number is the most ready. The bench strength calculation and other features expect that the highest number equals the most ready.
• ＜icon＞Index: Indicates which color from the readiness color scheme is used for that rating. (The <gradientOption> index lists the order of your <gradientOption> elements).

To create the Readiness Rating Scale:

1. To navigate to Rating Scales, use Action Search.
2. Choose +Create New Rating Scale.
3. Name the Rating Scale as Readiness.
4. Choose Build your own.
5. Enter the following scores and labels:

   Score	Label
   1	3-5 Years
   2	1-2 Years
   3	Ready Now

6. Choose Save.

Mapping colors to specific readiness levels provides a quick visual cue to succession planners when they're working with the SOC and other planning tools. The <index> tag indicates which color is assigned to the level, using the readiness color scheme found in the Succession Implementation Guide.

If you change the readiness colors, be sure to also change the Bench Strength colors. These two features must be kept in sync for rating scale labels and colors, or the SOC will be inconsistent. The same <index> tag indicates the colors for Bench Strength.

In the Succession Org Chart, it’s possible to display icons in the position node representing the employee's Talent Flags, such as Risk Of Loss, Impact of Loss, Reason for Leaving, and others. The icons provide succession planners a quick, visual reference for successor information.

You can customize which icons you wish to use to represent the different talent elements. Standard talent elements and custom01 through custom15 are supported as icons. The Succession Org Chart v12 supports a maximum display of 12 icons.

The SOC icons are configured in Provisioning, using the Edit Org Chart Configuration area the same as the Readiness Levels. The <iconSetOption> and <icon> tags are used to define the icons.

• Index: Indicates the order of the icon sets.
• Key: The element to be represented by the icons, that is riskOfLoss, impactOfLoss.
• Label: The text associated with the element in the Display Options of the Succession Org Chart.

A sample code is shown below, for a single icon. The code is repeated for however many icons that you want to appear on your SOC. To add or change icons to the SOC:

1. Navigate to Edit Org Chart Configuration in Provisioning.
2. Copy the XML code and paste it in your XML editor, then add the <iconSetOption> code below to the Org Chart XML after the last <gradientOption> code.
3. Copy the entire XML code and paste it back into Edit Org Chart Configuration.
4. Choose Save Content.

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<iconSetOption index="4" key="impactOfLoss" target="both"> 
     <type>iconset</type>
     <label>Impact of Loss</label>
     <iconset>
       <icon>
         <image>component_red</image>
         <label>High</label>
         <value>3.0</value>
       </icon>
       <icon>
         <image>component_yellow</image>
         <label>Medium</label>
         <value>2.0</value>
       </icon>
       <icon>
         <image>component_green</image>
         <label>Low</label>
         <value>1.0</value>
       </icon>
     </iconset>
   </iconSetOption>

Other options that must be defined within the <icon> tag:

• Image: The name of the icon image.
• Label: Displays the value assigned to the employee.
• Value: The index value of the corresponding Picklist.

The list of available icons you can use is located in the Succession Implementation Guide: Succession Org Chart Icons | SAP Help Portal.

When listing the icons in the XML, for the first set of icons in the Implementation Guide you can just enter the name of the icon directly between the <image> tags (shown in the code above). But for the SAP Fiori-style icons, you must insert sap_ui5_icon_ before the name of the icon or it will not show:

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<image>sap_ui5_icon_FutureLeader03_Green</image>

You can also change the order of the icon sets. The order of the XML code in Org Chart Configuration is the order the icons appear in the SOC. If you want a different order, just cut and paste the entire <iconSetOption> block of one icon and move it to where you want it to appear in the SOC. After moving your icons, update the index values to reflect the new order.

By default, the icons only show for the incumbent in the SOC. You can also show the icons for both successors and incumbents, or you can specify to show the icons only for the successors. The target attribute can be added to any or all icons that you wish to change how the icons are displayed:

• target="both": Icons are shown for both incumbents and successors.
• target="successor": Icons show for only the successors.

Enabling the minValue in Picklists to Display SOC Icons

In the Succession Org Chart configuration, the minValue from the picklist is used to configure the icons. However, when the Picklist Center is used, the minValue is not necessarily available when configuring the different picklists.

To solve this issue, enable minValue in the Picklist Values.

1. To navigate to Configure Object Definitions, use Action Search.
2. Select Object Definition in the first dropdown and then Picklist Value in the second dropdown.
3. Select Take Action and then Make Correction.
4. Look for the minVal field. Choose Details and change the Visibility field to Editable.
5. Look for the maxVal field. Choose Details and change the Visibility field to Editable.
6. Choose Done and then Save.

After enabling the minVal field in Configure Object Definitions, it’s possible to provide a Min value for the Talent icon picklists that the SOC uses (that is Impact of Loss, Risk of Loss). The minValue should match the "Value" number from the Succession Org Chart XML.

After correcting the "minValue" of the picklist options, the icons should start appearing in the Succession Org Chart.