Describing SAP SuccessFactors Succession Management

Watch the video to get started on SAP SuccessFactors Succession Management unit.

Succession Management enables organizations to retain their talent, identify talent gaps, and create succession plans by nominating employees to positions aligned with expertise and career aspirations. As turnover or natural attrition occurs, successors are identified via the Add Successors feature to quickly fill key positions and decrease any stress involved in replacement staffing.

Common Succession Management goals include:

• Identifying candidates for key positions

• Improving accuracy of staffing decisions

• Filling positions rapidly

• Accelerating employee development

• Increasing employee engagement

• Retaining or promoting key talent

• Collaborating across functions and families

• Creating talent pools

There are currently three nomination methods:

• Role-Person Nominations: The Role-Person nomination method is the most simple of the three but 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 also does not require maintenance of positions. With the role-person nomination method, the Succession Org Chart will display the user hierarchy (same thing as the Company Org Chart displays) and the successors will be associated to a combination of UserID + JobCode (role + person).

  This method of succession planning is focused on the person or incumbent rather than the position itself. For example, a company may select the role-person nomination method if they have grown quickly by acquisition and do not have strong position management in place or need a more simplified method of administration and maintenance. Also, if the incumbent changes jobs, the successors follow the incumbent unless their job code changes. In the event the job changes, all successors are dropped. This is an important factor to consider when choosing the role-person nomination.

• Legacy Position-Based Nominations: The legacy position-based nomination method uses a position model that was developed for succession planning purposes only. 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 primary benefit of legacy position-based nominations is that you can plan for to-be-hired (TBH) positions and not lose associated succession plans when a user changes job codes or becomes inactive. TBH records are supported by creating and managing a vacant user record paired with the position. This process relies on the same person-based permissions and target populations as role-person nominations.

• Metadata Framework (MDF) Position-Based Nominations: The evolution of the position-based nomination, and the preferred nomination method for most customers. MDF positions are generic objects built with the Metadata Framework that can be used for succession planning with or without SAP SuccessFactors Employee Central. It offers the same benefits as Legacy Positions, like keeping Succession Plans in-place through incumbent changes and planning for vacant positions, but also allows you to:

  • Extend the Position Object with custom fields (as part of the Metadata Framework). Keep the history of changes made to the Position, as part of the Metadata Framework effective dating of objects.
  • Define permissions based on the position attributes, instead of only relying on the user's attributes for the target population.

  • Search by Position Title in the Succession Org Chart and it allows you to use the Position Tile.

  • Simplify managing the system because it does not require a TBH user placeholder for vacant positions.

Some of the tools available in Succession Management include:

• Succession Org Chart
• Position Tile
• Lineage Chart
• Talent Pools
• Talent Search
• Matrix Grid Reports

The Succession Org Chart displays the hierarchy of positions within a company. It allows succession planners to locate and nominate successors to various positions as well as identify key or critical positions to make sure those positions have successors.

Watch the Exploring the Succession Org Chart video to learn how to navigate the Succession Org Chart.

The Position Tile allows succession planners to view all positions without having to navigate the position hierarchy. In this view, succession planners can apply various filters to narrow their search results and focus on positions that have important similarities even though they may be widely disbursed throughout the company's position hierarchy.

Watch the video to learn how to use the Position Tile tool.

The Lineage Chart shows the domino effect of making a successor the new incumbent for a particular position. When a successor is made the incumbent of a new position, they leave their old position. That position must also be filled by another successor who will also need to leave their former role. The lineage chart allows succession planners to view these lineages and make sure successors are named for all potentially affected positions.

Watch the video to learn how to use the Lineage Chart tool.

Talent Pools allow succession planners to create groups of individuals with similar skill sets. Those talent pools can then be associated with various positions within the organization to provide succession planners with an alternative source of potential successors for those positions.

Watch the video to learn how to use the Talent Pool tool.

Talent Search allows succession planners to search for successors based on information stored within employee profiles. For example, a succession planner might need to find candidates who are fluent in a particular language and who have expressed a willingness to relocate.

Watch the video to learn how to use the Talent Search tool.

The matrix grid reports, performance/potential matrix and how vs. what matrix, offer insights across available talent, and help you compare succession candidates from a target population like a team or department. You use the matrix grid reports, also known as a 9-box, to identify your high potential talent.

Watch the video to learn how to use Matrix Grid reports.