THR85. SAP SuccessFactors Succession Management Academy COURSE OUTLINE. Course Version: 71 Course Duration: 10 Day(s)

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1 THR85 SAP SuccessFactors Succession Management Academy. COURSE OUTLINE Course Version: 71 Course Duration: 10 Day(s)

2 SAP Copyrights and Trademarks 2017 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see copyright/index.epx for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

3 Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. This information is displayed in the instructor s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text Copyright. All rights reserved. iii

4 iv Copyright. All rights reserved.

5 Contents vii Course Overview 1 Unit 1: SAP SuccessFactors Succession Management Overview 1 Lesson: Setting Up for SAP SuccessFactors Succession Management 3 Unit 2: Permissions 3 Lesson: Granting Permissions with Role-Based Permissions (RBPs) 5 Unit 3: Employee Profile 5 Lesson: Describing Employee Profile 5 Lesson: Performing Data Management 5 Lesson: Performing Field Configuration 7 Unit 4: Nomination Tools 7 Lesson: Defining Succession Organization (SOC) and Lineage Charts 7 Lesson: Defining Succession Organizational Chart v12 (SOCv12) 7 Lesson: Performing Talent Searches 8 Lesson: Performing a Search for Talent with Talent Search v2 9 Unit 5: Nomination Types 9 Lesson: Defining Nomination Types 9 Lesson: Performing Role-Person Nominations 9 Lesson: Creating Legacy Position Models 9 Lesson: Using Legacy Talent Pools 10 Lesson: Creating MDF Position Models 10 Lesson: Using MDF Talent Pools 10 Lesson: Approving Formless Nominations 13 Unit 6: Reports 13 Lesson: Configuring the Maxtrix Grid 13 Lesson: Defining Performance Potential Matrix Ratings 14 Lesson: Configuring the Maxtrix Grid in XML 14 Lesson: Creating Presentations 14 Lesson: Enabling Employee Profile and Scorecard in Provisioning 15 Lesson: Creating Ad Hoc Reports in Succession Management Copyright. All rights reserved. v

6 vi Copyright. All rights reserved.

7 Course Overview TARGET AUDIENCE This course is intended for the following audiences: Application Consultant Copyright. All rights reserved. vii

8 viii Copyright. All rights reserved.

9 UNIT 1 SAP SuccessFactors Succession Management Overview Lesson 1: Setting Up for SAP SuccessFactors Succession Management Set up Provisioning Set up Admin Center Copyright. All rights reserved. 1

10 Unit 1: SAP SuccessFactors Succession Management Overview 2 Copyright. All rights reserved.

11 UNIT 2 Permissions Lesson 1: Granting Permissions with Role-Based Permissions (RBPs) Describe the types of permissions for Succession Management Grant administrator permissions Troubleshoot Succession permissions Set Up Succession Permissions Copyright. All rights reserved. 3

12 Unit 2: Permissions 4 Copyright. All rights reserved.

13 UNIT 3 Employee Profile Lesson 1: Describing Employee Profile Describe Employee Profile Lesson 2: Performing Data Management Describe data management for the Succession module Define data model terms Identify sections and zones Troubleshoot XML issues Lesson 3: Performing Field Configuration Provide a high-level overview of using XML for data model configuration Define Personal and Trend data Export extended user information Import extended user information Define reporting options Troubleshoot data management issues Copyright. All rights reserved. 5

14 Unit 3: Employee Profile 6 Copyright. All rights reserved.

15 UNIT 4 Nomination Tools Lesson 1: Defining Succession Organization (SOC) and Lineage Charts Describe the Succession Organization Chart and Lineage Chart Navigate the Succession Organization Chart Navigate the Lineage Chart Describe the Position Title view Describe Security Permission reports Troubleshoot common issues in charts Configure Succession Data Model XML Configure Succession Org Chart (SOC) Lesson 2: Defining Succession Organizational Chart v12 (SOCv12) Describe the advantages of the Succession Org Chart v12 Enable the Succession Org Chart v12 within Provisioning Utilize the features of the smart layout within SOCv12 Modify the Succession Talent Card Troubleshoot common issues in SOC v12 Update extended data in Succession Add external candidates as successors Utilize Succession Org Chart (SOC) v12 Lesson 3: Performing Talent Searches Copyright. All rights reserved. 7

16 Unit 4: Nomination Tools Describe Talent Search for Succession Management Navigate Talent Search Explain Talent Search attributes Provide Talent Search weights and rankings Define Talent Search field types Analyze results from a talent search Troubleshoot common issues related to Talent Search Create and Modify a Talent Search Lesson 4: Performing a Search for Talent with Talent Search v2 Describe Talent Search v2 Configure the keyword search Nominate successors Locate the segmented talend search field permissions Select the faceted filters and include inactive users Take action from the Talent Search v2 toolbar Enable the Talent Search v2 feature in Provisioning Configure the Succession data model XML to upload in Provisioning Choose the talent search settings within Admin Center Set up Talent Search v2 8 Copyright. All rights reserved.

17 UNIT 5 Nomination Types Lesson 1: Defining Nomination Types Describe nomination methods Describe rankings and approvals Define the auto-removal of a successor after becoming the incumbent Lesson 2: Performing Role-Person Nominations Describe role-person nominations Set up role-person nominations in Provisioning Find successors Lesson 3: Creating Legacy Position Models Describe the legacy position model List the options to create the position model Create a Legacy Position Model Lesson 4: Using Legacy Talent Pools Describe pool-based nominations Set up pool-based nominations in Provisioning Explain talent pools in Succession Management Copyright. All rights reserved. 9

18 Unit 5: Nomination Types Access talent pools in the Succession Org Chart Grant permissions to talent pools in Provisioning and using Admin Center List the fields of the talent pools.csv file Describe Legacy Talent Pool reports Troubleshoot Legacy Talent Pool issues Create Legacy Talent Pools Lesson 5: Creating MDF Position Models Describe MDF Describe the MDF Position Model Create an MDF Position Model Lesson 6: Using MDF Talent Pools Describe MDF talent pools Identify the benefits of using MDF Talent Pools Manage permissions Add MDF Talent Pools Nominate users to a pool View talent pools in the Succession Org Chart Create MDF Talent Pools Lesson 7: Approving Formless Nominations Describe formless nominations Set up the formless nominations wizard Explain the process for formless approvals State the rules applying to nomination permissions Describe pending approval s 10 Copyright. All rights reserved.

19 Approve a nomination with formless approvals Copyright. All rights reserved. 11

20 Unit 5: Nomination Types 12 Copyright. All rights reserved.

21 UNIT 6 Reports Lesson 1: Configuring the Maxtrix Grid Describe the Matrix Grid Enable the Matrix Grid in Provisioning Edit the Matrix Grid rating scale Format the Matrix Grid Describe the how vs. what matrix grid report Configure icons for the Matrix Grid Describe retirement eligibility Describe permissions in Matrix Grid Data Filter and generate reports Lesson 2: Defining Performance Potential Matrix Ratings Describe ratings options Define matrix ratings Identify ratings sections in the data model Define matrix grid rating scales Explain normalized ratings Enter custom weights Identify the various sources of ratings Troubleshoot issues with Performance Potential Matrix ratings Configure a Performance Potential Matrix Grid Report Modify Ratings for the Matrix Grid Report Copyright. All rights reserved. 13

22 Unit 6: Reports Lesson 3: Configuring the Maxtrix Grid in XML Access the Matrix Grid XML Modify the Matrix Grid XML Troubleshoot Matrix Grid XML issues Configure the Performance Potential Maxtrix Grid XML Add Filters to the Performance Potential Matrix Grid Report Lesson 4: Creating Presentations Describe Presentations Enable Presentations in Provisioning Grant permission to Presentations using Admin Center Describe the Talent Card Grant permission to the Talent Card Design the Talent Card Assemble a Presentation Present Presentations to an audience Share Presentations Create Presentations Lesson 5: Enabling Employee Profile and Scorecard in Provisioning Describe Employee Profile and Scorecard Identify what is controlled by the data model XML and by Admin Center Navigate and identify Employee Profile elements Navigate and identify Scorecard elements Enable Employee Profile and Scorecard in Provisioning Configure Employee Profile and Scorecard Grant permissions to access Employee Profile and Scorecard 14 Copyright. All rights reserved.

23 List the reporting options Troubleshoot Employee Profile and Scorecard issues Set up and update Scorecards Lesson 6: Creating Ad Hoc Reports in Succession Management Describe Succession Ad Hoc Reports Enable Succession Ad Hoc Reports in Provisioning Grant permissions using Admin Center Create Employee Profile Ad Hoc Reports Troubleshoot issues in Ad Hoc Reports Create Ad Hoc reports Copyright. All rights reserved. 15