Navigating the Succession Org Chart

To receive an overview of Succession Org Chart, watch this video:

The Succession Org Chart (SOC) v12 is a tool used to create and manage staffing plans for critical positions in an organization. It’s a hierarchical view of the reporting relationships of people and positions in your organization, and the primary interface for managing succession plans from the perspective of your organization.

• You can search for positions or people and then navigate through the position hierarchy, reviewing succession plans for the reporting line you selected.
• Key positions are clearly marked, making it easier for you to manage your succession strategy.
• The information you see for people and positions on the SOC is controlled by your various role-based permissions and target populations, ensuring that sensitive information remains protected.

The latest version of the Succession Org Chart, v12, is in line with the SAP Fiori standards and provides a streamlined experience consistent with the People Organization Chart, Position Organization Chart, and Entity Organization Chart. It offers the following key benefits:

• A clearer and more compact structure on the user interface makes it easier for users to get an overview at first glance.
• Easy access to all key functions.
• Embedded Position Card with full succession plan details including position details, incumbents, successors, and talent pools.
• Embedded Talent Card with full employee talent profile and side-by-side view to compare multiple successors; the Talent Card is easy to configure via the Admin Center so you can adjust it to meet your needs.
• Close integration with development planning.
• Smart layout: When users open various teams in parallel on the same hierarchy level, the horizontal layout switches into a compact-mode vertical layout; compact-mode vertical layout is also shown for teams larger than 32 employees or positions.

The following terms are used in relation to the SOC:

The Succession Org Chart helps succession planners quickly identify logical successors for various roles. With the amount of information that can be stored about employees in SAP SuccessFactors, companies must choose what information is most important to display to succession planners. Talent cards help companies tailor what nominee data to show to succession planners. The Succession Talent Card can be customized within Admin Center to display nomination information, talent flags (like risk of loss), and background elements (like formal education). Use Action Search to navigate to Manage Talent Cards to configure the Succession Talent Card.

Talent cards display important nominee (and incumbent) information as well as allow succession planners to add and edit data. This can include adding or editing nominations, changing talent flags (like risk of loss or impact of loss), or adding formal education records. Multiple talent cards can be opened to offer a side-by-side comparison of employees, assisting in decision making for incumbents and successor nominees.

The process for adding or editing information vary slightly depending upon which element is selected but the process is similar. For example, pencil icons indicate succession planners can edit elements while plus signs allow the addition of new data. These icons also appear slightly different depending upon which element is selected.

When you're in other Succession Management tools such as Lineage Chart, Talent Search, Position Tiles, or Matrix Grid Reports you can open the Succession Org Chart directly from the Talent Card. You can also open the SOC from the Talent Cards used for Presentations and Calibration. The SOC is available from the Action Menu in the top right corner of the Talent Card.