Describing the Succession Nomination Methods

Objective

After completing this lesson, you will be able to understand the different Succession Nomination methods.

Succession Nomination Methods Overview

To learn about Nomination Methods and Position Model, watch this video:

The goal of succession nominations is to create succession plans that can be viewed in the Succession Org Chart (SOC), and the other succession tools and reports.

The Succession Nomination methods vary in configuration, requirements, and administration. Be careful to consider all methods discussed in the Project Team Orientation (PTO) and document decisions in the discovery meetings with the customer. While you can change the succession nomination method in the future, each nomination method tracks information differently so not all data migrates easily from one nomination method to another.

Currently, there are three supported Succession Nomination methods to choose from in Provisioning: Role-Person, Position, and MDF Position.

Due to the added functionality with MDF Position, this is the nomination method that is be used for the course. Information about all three methods is given to help you understand the differences and decide which method is most appropriate for your implementation.

 Role-Person (also known as Incumbent-based)Position (also known as Legacy Position)MDF Position
How does it work?

The role-person nomination method is not preferred due to its limitations. It is typically used for simple replacement planning for customers who do not have sufficient resources to maintain positions.

It does not require maintenance of positions.

Successors are nominated to a role + unique person combination (a job code + user ID).

Successors are nominated to positions, not people.

You can import or generate a separate position hierarchy that you use just for succession planning purposes.

The evolution of the position-based nomination, and the preferred nomination method for most customers.

Successors are nominated to the positions, which are Generic Objects in the Metadata Framework.

You can manage MDF positions directly within SAP SuccessFactors Employee Central Position Management; or, if you're not using Employee Central Position Management, you can import or generate a separate position hierarchy just for succession planning purposes.

Requirements
  • People Profile
  • Roles and job codes are defined.
  • People Profile
  • You must create and maintain your position model in Succession.
  • People Profile
  • Metadata Framework
  • Role-Based Permissions
  • If you're not using Employee Central Position Management, then you must create and maintain your position model in Succession.
Benefits
  • Simple for admins to maintain.
  • Supports succession planning focused on the person (incumbent).
  • Supports succession planning for vacant TBH (to be hired) positions.
  • Succession plans remain in place through incumbent & job code changes.

Same benefits as legacy position-based nominations, plus:

  • Expanded position definition options allow for custom fields on positions.
  • Effective dating of positions captures historical records as positions change.
  • Permissions are defined based on the position attributes, instead of only relying on the user's attributes for the target population.
  • It does not require a TBH user placeholder for vacant positions, which simplifies managing the system.
  • You can search by Position Title in the SOC and it allows you to use the Position Tile view.
Things to know
  • Succession plans move with the incumbent.
  • If incumbent job codes change or they leave the organization, the associated succession plans are removed. Successors must be exported first so they can be restored with an import.
  • Does not track TBH (to be hired) positions.
  • SOC is driven by incumbents.
  • Succession plans are linked to the position, regardless of incumbent or if it's vacant.
  • Position records have a small and fixed set of attributes: incumbent, manager position, key position, and title. The rest of the information is stored with the incumbent record.
  • The position model must be maintained via a system sync or HRIS import.
  • SOC is driven by positions.
  • Does not require SAP SuccessFactors Employee Central license.
  • Does require an MDF Generic Object implementation.
  • RBP permissions required.
  • If you use the position management of Employee Central to manage your positions, do not maintain incumbent information in the Incumbent field of MDF positions. In this scenario, the source of incumbent data used in Succession Planning is the Job Information block in Employee Central.

The Nomination Method is selected in the Succession Nomination Method area in the Company Settings of Provisioning.

Choose the Nomination Method in the Succession Nomination Method area in the Company Settings of Provisioning.

Additionally, you can choose to include MDF Talent Pool-based nominations. Talent Pools offer an alternative approach to succession planning by allowing you to group successors based on similar positions or for a specific characteristic (High Potential, Future Leader). They’re described in detail in the Using the Succession Talent Pools unit.

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