→ Succession Management & Career Development Planning
Select Succession Management or Career Development for Support Resources:
Support Resources:
- Matrix Grid Reports - Overview and Getting Started
- Matrix Grid Reports - Admin Center Configurations
- Matrix Grid Reports - Custom Filters
- Matrix Grid Reports - Icon Configuration
- Matrix Grid Reports - matrix1Label and matrix2Label
- Matrix Grid Reports - Matrix Grid Placement History portlets
- Matrix Grid Reports - Normalized Ratings, Custom Weights and Average Rating
- Matrix Grid Reports - Reporting on latest rating
- Matrix Grid Reports - Understanding the source of ratings
- People Profile - Overview Portlet
- MDF Talent Pools - Overview and Getting Started
- Position Tile View - Overview and Getting Started
- Presentations - 2019 Product Enhancement
- Succession Management (Draft WIKIs)
- Succession Management - Nomination Methods and Features
- Overview of Standard Dashboard Tiles for Succession
- Succession/Presentation/Calibration - Talent Cards
- Succession Management - Admin Center - Nominations Set Up page
- Succession Management - Admin Center - Succession Settings
- Succession Management - Check Tool
- Succession Management - Legacy Position Nomination Method: Setup and Configuration
- Succession Management - Mapping User Attributes to MDF Positions to Manage RBP
- Succession Management - Permissions for MDF Position Nomination method with RBP
- Succession Management - Restricting Target Population for the Position Object
- Succession Nomination Approval Workflow
- Succession Org Chart - Overview and Getting Started
- Lineage Chart v12 - Overview and Getting Started
- Succession Org Chart - Admin Center Configuration
- Succession Org Chart - Configuring the Bench Strength Indicator
- Succession Org Chart - Configuring the Readiness Values
- Succession Org Chart - External Candidates (Recruiting)
- Succession Org Chart - Highlighting Key/Critical Positions
- Succession Org Chart - How to configure Icons?
- Succession Org Chart v12 - Development Goals when adding successor
- Succession Org Chart v12 - Functionality Overview
- Succession Org Chart v12 - Recommended Successors and Readiness Percentage
- Talent Search v2 - Overview and Getting Started
Release Information:
- Succession: Implementation and Administration Guide: What's New in Succession
- What's New Viewer
- 1H 2021 Release Highlights Brochure
Product Enhancements:
Common Issues:
- 2505073 - Position Management: Position Set Up tool is not available in Admin Center
- 2820550 - Talent Flag icons not showing in Matrix Grid Reports Live Slide on Presentations
- 2813443 - MDF Nomination Method: Nomination portlet behavior in Talent Card/Employee Profile
- 2813471 - Background-Element Field Returns No Data When Using Talent Search
- 2812257 - Presentations can only be shared with 200 users
- 2811981 - Error message "JDMNG_TALENT_POOL_NOT_EXISTING_ERROR" when editing Job Role in Manage Job Profile Content
Most Popular:
- 2804607 - Matrix Grid Placement Displays as -8 and -12 in Ad-Hoc Report
- 2810430 - Unable to "Add Another" incumbent filter in Position Tile View
- 2340971 - Succession Management Implementation tips & tricks
- 2341508 - Working with v12 Matrix Grid Reports
- 2321431 - Succession Org Chart v12 vs. v11 - Functionality Analysis
Most Helpful How-Tos:
- 2813019 - How to remove "External Candidate" feature in Succession Org Chart using permission
- 2436868 - Ability to edit Shared Presentations
- 2613811 - DRTM: Succession Management Data Purge
- 2809767 - Talent Search default criteria fields
- 2788771 - Talent Search v2 - How to restrict access to Export results?
- 2833540 - Enhancement of Export functionality in Talent Search - Q3 2019
- Succession Org Chart: Icons/Talent Flags are not displaying
- Succession Org Chart: Users are able to see more information than they should - Permissions Issue
- Succession Org Chart: No position found for the selected user
- Matrix Grid: Users not showing / Users showing in the wrong box/placement
- Missing Pool/Information/Action button for Talent Pools
Others:
- Troubleshooting Role Based Permission Issues
- Email Notification troubleshooting
- SAP SuccessFactors Check Tool
For more information on how to use Guided Answers, please see KBA 2492603.
Product Guides:
- Succession Implementation and Admin Guide
- Succession Odata APIs
- Data Retention Management (Legacy and Non-DRTM)
- SAP SuccessFactors HXM Suite OData API: Reference Guide (V2) > Succession
- Presentations Admin Guide
Customer Community:
Partner Community:
Blogs:
Just Getting Started?
These resources are most useful for those just getting started:
Key resources that will help new administrators get started.
The three most valued resources to customers include:
- View Quick Answer Discussion Boards
- Succession & Development Help Portal: Administrative, User, and Implementation Guides
- Search Knowledge Content via ONE Support Launchpad
The VIP Program is a series of events that promote knowledge sharing across the SuccessFactors customer community. Each event focuses on effective talent management process design and deployment. VIP events are complimentary and exclusive to SuccessFactors customers as part of your current investment in our technology.
Support Resources:
- Career Development Planning (Draft WIKIs)
- Career Explorer - Overview and Getting Started
- Career Worksheet and Path - Overview and Getting Started
- Development Plan - Overview and Getting Started
- Career Development Plan and Career Worksheet - Add Learning Activity by Competency
- Career Development Plan - Competency Filters
- Career Development Planning - Check Tool
- Career Development Planning - Manage Templates
- Career Development Planning - Mobile
- Career Development Plan - Permissions
- Career Development Plan - Text Formatting Behavior (font sizes and colors)
- Development Goals and Learning Activities - Ad Hoc Reports
- Development Goals section in Performance Forms
- Development Objective - Action column options
- Development Plan - All the associated learning activities should be completed before Goal completed
- Development Plan - Development Objectives portlet for People Profile
- Learning Activity Catalogs - Import and Export
- Mapping Learning Activities to Competencies
- Mentoring - Overview and Getting Started
- Creating and Managing Open Ended/Enrollment Program
- Creating and Managing Supervised and Unsupervised Program
- Customizing Mentoring Emails through Manage Languages Tool
- Custom Picklist Configuration
- Enabling Mentoring and Setting up Permissions
- Modifying Matching Questions and Matching Rules
- Text Replacement Configuration
Release Information:
- Career Development Planning: Implementation and Administration Guide > What's New in Development
- What's New Viewer
- 1H 2021 Release Highlights Brochure
Product Enhancements:
Common Issues:
- 2833484 - Retirement of Career Development Plan Lite
- 2833501 - Missing buttons in Matches tab when editing a Mentoring Program
- 2812014 - Job Role Title is not showing in Role Readiness Assessment Form
- 2817152 - Receiving a "Failed" notification when adding Mentors
- 2820192 - Competency field is empty when adding a Goal/Objective in Development Plan
Most Popular:
- 2401469 - Getting started with Mentoring (Definitions, Pre-requisites, Creation)
- 2831503 - Require Mentor Approval (by mentoring program administrators or by managers) - Mentoring
- 2235618 - Career Worksheet Overview
- 2686337 - How are Career Worksheet Roles evaluated, calculated and configured?
- 2324462 - CDP Integration in LMS Knowledge Support and Tips
Most Helpful How-Tos:
- 2266866 - Career Development Planning: How to Import Development Goals (Development Objectives)
- 2535471 - Mentoring: Creating Supervised or Unsupervised Programs
- 2766345 - How to report on matched results of Open Enrollment Mentoring program?
- 2220401 - Competency browser on Career Development Plan
- 2086117 - How to copy a Development Plan template?
Guides
- Career Development Implementation Guide
- Data Retention Management (Legacy and Non-DRTM)
- SAP SuccessFactors HXM Suite OData API: Reference Guide (V2) > Career Development Planning
- SAP SuccessFactors HXM Suite OData API: Reference Guide (V4) > Career Development Planning
- Mentoring Admin Guide
Customer Community:
Partner Community:
Blogs:
Just Getting Started?
These resources are most useful for those just getting started:
Key resources that will help new administrators get started.
The three most valued resources to customers include:
- View Quick Answer Discussion Boards
- Succession & Development Help Portal: Administrative, User, and Implementation Guides
- Search Knowledge Content via ONE Support Launchpad
The VIP Program is a series of events that promote knowledge sharing across the SuccessFactors customer community. Each event focuses on effective talent management process design and deployment. VIP events are complimentary and exclusive to SuccessFactors customers as part of your current investment in our technology.
Additional SuccessFactors Resources:
- DISCLAIMER : Content accuracy is assured as much as possible. Discretion is advised.
- Click here for WIKI Help
- Click here to submit WIKI content
- Contact SuccessFactors WIKI Moderator: Carly Thomas