Table Of ContentSAP
SuccessFactors
Talent: Volume 2
A Complete Guide to Configuration,
Administration, and Best Practices:
Succession and Development
—
Susan Traynor
Michael A. Wellens
Venki Krishnamoorthy
SAP SuccessFactors
Talent: Volume 2
A Complete Guide to
Configuration, Administration, and
Best Practices: Succession
and Development
Susan Traynor
Michael A. Wellens
Venki Krishnamoorthy
SAP SuccessFactors Talent: Volume 2
Susan Traynor Michael A. Wellens
Coronado, CA, USA Davidson, NC, USA
Venki Krishnamoorthy
Coraopolis, PA, USA
ISBN-13 (pbk): 978-1-4842-6994-7 ISBN-13 (electronic): 978-1-4842-6995-4
https://doi.org/10.1007/978-1-4842-6995-4
Copyright © 2021 by Susan Traynor, Michael A. Wellens and Venki Krishnamoorthy
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Printed on acid-free paper
Jeffrey S. Kob and Randall M. Kob with gratitude
and
Sheila McGovern who gave Michael the opportunity to
jump into the world of SAP SuccessFactors.
and
To Venki’s mom Thiripurasundari who was
his guide and dear friend. Dedicated with gratitude.
Table of Contents
About the Authors ����������������������������������������������������������������������������������������������������xi
About the Technical Reviewer �������������������������������������������������������������������������������xiii
Introduction �������������������������������������������������������������������������������������������������������������xv
Chapter 1: Development Plans ���������������������������������������������������������������������������������1
Goal Plans vs. Development Plans ................................................................................................2
Basic Configuration of Development Plans ...................................................................................3
Provisioning Configuration Prerequisites ................................................................................3
Assign Permissions to Configure and Administer Career Development Planning ...................7
Primary Configuration of Development Goal Management .....................................................9
Assigning Development Plan Permissions to End Users .............................................................20
Access to the Development Tab .............................................................................................21
Access to Development Plans ...............................................................................................21
Role-Based Permissions for Learning ...................................................................................23
Manager and HR Manager Reporting Role-Based Permissions ............................................23
Role-Based Permissions to View Others’ Plans .....................................................................24
Basic Development Plan Features Requiring XML Configuration ................................................25
Downloading, Editing, and Uploading the XML ......................................................................26
Development Plan Template XML ..........................................................................................27
Learning Activities XML .........................................................................................................45
Setup for the Development Goals Portlet to Appear in People Profile ...................................51
Development Portlet Setup in People Profile .........................................................................53
Importing Development Goals ...............................................................................................56
Using Career Development from the Employee Perspective .................................................64
Using Career Development from a Manager’s Perspective ...................................................78
v
Table of ConTenTs
Reporting: Standard Reports .......................................................................................................79
Reporting: Ad Hoc Reports ..........................................................................................................80
Additional Uses for Development Plans ......................................................................................82
Integration with Performance Management Forms ...............................................................83
Development Plan Integration with 360 Forms .....................................................................83
Development Plan Integration with Calibration .....................................................................83
Career Development Plan Integration with Succession .........................................................84
Development Goals Tied to Competencies in Career Worksheet ...........................................85
Conclusion ..................................................................................................................................85
Chapter 2: Configuring Career Worksheets ������������������������������������������������������������87
What Is a Career Worksheet? ......................................................................................................87
Provisioning Settings ..................................................................................................................89
Company Settings to Enable ..................................................................................................90
Career Worksheet XML ..........................................................................................................91
Permissions on the Career Worksheet Template XML .........................................................101
Template Fields on the Career Worksheet XML ...................................................................104
Adding a Development Goal to a Targeted Job Role Competency .......................................107
Role-Based Permissions for Career Worksheet and Career Path ..............................................111
Assigning Permissions to Configure and Administer Career Worksheet .............................112
Career Worksheet Setup ...........................................................................................................118
People Profile Update ..........................................................................................................118
Role Competency Expected Ratings ....................................................................................121
Mass Update of Job Role Competencies .............................................................................126
Manage Career Paths ..........................................................................................................132
Suggested Roles ..................................................................................................................149
Role Readiness Assessment Form ......................................................................................153
Creating a Deep Link to My Current Roles on the Career Worksheet ........................................154
Recap ........................................................................................................................................156
Career Worksheet Integration with Suggested Successors in the Succession Org Chart .........156
Career Explorer .........................................................................................................................158
Conclusion ................................................................................................................................158
vi
Table of ConTenTs
Chapter 3: Using Career Worksheet ����������������������������������������������������������������������159
Role-Based Permissions for User Roles ....................................................................................160
Career Worksheet Permission .............................................................................................160
Career Worksheet Template Access ....................................................................................162
Career Path Permission .......................................................................................................163
Employee Permissions for Role Readiness .........................................................................167
Reporting Permissions for Manager and HR Manager Roles ..............................................168
Career Worksheet Features Available to an Employee ..............................................................170
Using Career Worksheet ............................................................................................................170
My Job Roles .............................................................................................................................171
My Current Roles Tab ...........................................................................................................172
Job Roles I’m Considering ...................................................................................................179
Role Readiness Assessment .....................................................................................................199
Role Readiness Assessment for the Current Role .....................................................................204
Deep Link to My Current Roles on the Career Worksheet .........................................................207
Manager View of Career Worksheet ..........................................................................................209
Career Worksheet Reporting .....................................................................................................212
Ad Hoc Reporting .................................................................................................................212
Dashboard ...........................................................................................................................214
Career Explorer .........................................................................................................................218
Conclusion ................................................................................................................................219
Chapter 4: Mentoring ��������������������������������������������������������������������������������������������221
Overview of the Mentoring Process ..........................................................................................221
Provisioning Setup ....................................................................................................................222
Mentoring Settings ..............................................................................................................223
Additional Options to Enable ...............................................................................................223
Role-Based Permissions ...........................................................................................................224
Mentoring Administrator Role ..............................................................................................224
Mentoring Participant Role ..................................................................................................224
Picklists .....................................................................................................................................226
Mentoring Program Types .........................................................................................................227
vii
Table of ConTenTs
Custom Programs .....................................................................................................................228
Mentoring Admin Functions ......................................................................................................229
Mentoring Program Settings ...............................................................................................230
Program Overview Page for Admins ....................................................................................235
Creating a New Mentoring Program..........................................................................................236
Open Enrollment Programs .................................................................................................249
Creating Supervised and Unsupervised Mentoring Programs .............................................251
Unsupervised Mentoring Programs .....................................................................................254
Managing Programs ..................................................................................................................255
Admin Matches ....................................................................................................................256
Matching Program for Supervised Programs ......................................................................257
User Access to Mentoring .........................................................................................................260
Mentor Sign-Up ...................................................................................................................261
Unique to Open Enrollment Mentor Sign-Up ........................................................................265
Mentee Sign-Up ........................................................................................................................267
Sign-Up Dates for Mentees .................................................................................................268
Mentor Approval ..................................................................................................................272
Mentor and Mentee Functionality When the Program Starts ....................................................275
High-Level Steps for Supervised Programs .........................................................................278
High-Level Steps for Unsupervised Programs .....................................................................279
High-Level Steps for Open Enrollment Programs ................................................................281
E-mail Notifications ...................................................................................................................283
Ad Hoc Reporting ......................................................................................................................285
Conclusion ................................................................................................................................287
Chapter 5: Succession Management Intro, 9-Box, and Talent Review Forms ������289
Basic Settings ...........................................................................................................................291
9 -Box or Matrix Grid ..................................................................................................................292
Prerequisites for Configuring the Matrix Grid ......................................................................294
Matrix Grid Configuration ....................................................................................................298
Running and Using the Matrix Grid Reports ........................................................................315
viii
Table of ConTenTs
Talent Review Form ..................................................................................................................321
Prerequisites for Configuring the Talent Review Form ........................................................322
Configuring the Talent Review Form ....................................................................................322
Launching and Managing the Talent Review Form Process ................................................325
Using the Talent Review Form as an End User ....................................................................325
Optional Calibration Step .....................................................................................................327
Conclusion ................................................................................................................................328
Chapter 6: Core Succession Management ������������������������������������������������������������329
Talent Cards ..............................................................................................................................329
Prerequisites for Configuring Talent Cards ..........................................................................329
Configuring Talent Cards .....................................................................................................330
Viewing Talent Cards as an End User ..................................................................................336
Nomination Configuration .........................................................................................................338
Understanding Nomination Methods ...................................................................................338
Choose a Nomination Method and Activate Reporting ........................................................339
Readiness Rating Scale .......................................................................................................340
Nomination Setup Screen ....................................................................................................341
Succession Org Chart ................................................................................................................343
Prerequisites for Configuring and Using the Succession Org Chart ....................................344
Load MDF Position Data ......................................................................................................345
Configure the Succession Org Chart ....................................................................................347
Load Legacy Successor Data ...............................................................................................357
Set Up End User Permissions ..............................................................................................359
Using the Succession Org Chart ..........................................................................................362
Conclusion ................................................................................................................................367
Chapter 7: Succession Management Additional Features ������������������������������������369
Talent Search ............................................................................................................................369
Prerequisites for Configuring Talent Search ........................................................................369
Configuring Talent Search ...................................................................................................372
Running Talent Search .........................................................................................................375
ix
Table of ConTenTs
Talent Pools ...............................................................................................................................380
Prerequisites for Configuring and Using Talent Pools ..........................................................381
Configuring Talent Pools via MDF ........................................................................................383
Permissions for Users .........................................................................................................385
Configure Talent Pool Nomination Fields .............................................................................388
Using Talent Pools ...............................................................................................................390
Position Tile View ......................................................................................................................395
Prerequisites for Configuring and Using the Position Tile View ...........................................396
Configuring the Position Tile View .......................................................................................397
Configuring End User Permissions ......................................................................................398
Using the Position Tile View .................................................................................................401
Lineage Chart ............................................................................................................................403
Prerequisites for Accessing the Lineage Chart ....................................................................403
Using the Lineage Chart ......................................................................................................404
Succession Presentations .........................................................................................................405
Turning on the Presentations Feature .................................................................................406
Granting Access to Presentations ........................................................................................406
Using Presentations .............................................................................................................407
Conclusion ................................................................................................................................415
Chapter 8: Conclusion �������������������������������������������������������������������������������������������417
Realizing Business Value and Next Steps .................................................................................418
Planning Your Rollout ...........................................................................................................418
Implementation ...................................................................................................................419
Life After Go-Live .................................................................................................................419
Final Thoughts ...........................................................................................................................420
Index ���������������������������������������������������������������������������������������������������������������������421
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