SAP SuccessFactors Talent: Volume 2: A Complete Guide to Configuration, Administration, and Best Practices: Succession and Development

Table of Contents
About the Authors
About the Technical Reviewer
Introduction
Chapter 1: Development Plans
	Goal Plans vs. Development Plans
	Basic Configuration of Development Plans
		Provisioning Configuration Prerequisites
			Enable Career Development Planning
			Enable Learning Activities
			Enable Development Goal Copy
			Enable Ad Hoc Reporting for Development Goals
			Enable Ad Hoc Reporting for Learning Activities
			Summary of Provisioning Updates
		Assign Permissions to Configure and Administer Career Development Planning
		Primary Configuration of Development Goal Management
			Development Template Configuration
			Email Notifications
			Enable Mobile Career Development Plan
	Assigning Development Plan Permissions to End Users
		Access to the Development Tab
		Access to Development Plans
		Role-Based Permissions for Learning
		Manager and HR Manager Reporting Role-Based Permissions
		Role-Based Permissions to View Others’ Plans
	Basic Development Plan Features Requiring XML Configuration
		Downloading, Editing, and Uploading the XML
		Development Plan Template XML
			Template Attribute Updates
			Linking Competencies to Development Goals: Competency Filters
			Development Plan Fields
			Competencies
			Content Permissions
			Action Permissions
			View/Write Field Permissions
		Learning Activities XML
		Setup for the Development Goals Portlet to Appear in People Profile
		Development Portlet Setup in People Profile
		Importing Development Goals
			Field Descriptions for Import File
			Development Goal Update or Deletion
			Import Development Goals with Learning Activities
		Using Career Development from the Employee Perspective
			CPM Achievements on the Development Plan
			Learning Activities Tied to Development Goals
			Development Goals in a Profile
			Viewing Development Plans of Others
		Using Career Development from a Manager’s Perspective
	Reporting: Standard Reports
	Reporting: Ad Hoc Reports
	Additional Uses for Development Plans
		Integration with Performance Management Forms
		Development Plan Integration with 360 Forms
		Development Plan Integration with Calibration
		Career Development Plan Integration with Succession
		Development Goals Tied to Competencies in Career Worksheet
	Conclusion
Chapter 2: Configuring Career Worksheets
	What Is a Career Worksheet?
	Provisioning Settings
		Company Settings to Enable
		Career Worksheet XML
			Data Source for Role Readiness Calculation
			Switches
			Types of Readiness Calculations
			Summing
			Averaging
		Permissions on the Career Worksheet Template XML
		Template Fields on the Career Worksheet XML
		Adding a Development Goal to a Targeted Job Role Competency
	Role-Based Permissions for Career Worksheet and Career Path
		Assigning Permissions to Configure and Administer Career Worksheet
	Career Worksheet Setup
		People Profile Update
		Role Competency Expected Ratings
		Mass Update of Job Role Competencies
		Manage Career Paths
			Import Career Path V2
			Career Path-Career Path Details File Layout
		Suggested Roles
		Role Readiness Assessment Form
	Creating a Deep Link to My Current Roles on the Career Worksheet
	Recap
	Career Worksheet Integration with Suggested Successors in the Succession Org Chart
	Career Explorer
	Conclusion
Chapter 3: Using Career Worksheet
	Role-Based Permissions for User Roles
		Career Worksheet Permission
		Career Worksheet Template Access
		Career Path Permission
		Employee Permissions for Role Readiness
		Reporting Permissions for Manager and HR Manager Roles
	Career Worksheet Features Available to an Employee
	Using Career Worksheet
	My Job Roles
		My Current Roles Tab
		Job Roles I’m Considering
			Browse Job Roles
			Suggested Roles
			Career Paths
			Targeted Role Features
				Role Details
				Default Role
				Add Learning Activity
				Targeted Role Options
				Readiness Meter
			Career Goals on Employee Profile
	Role Readiness Assessment
	Role Readiness Assessment for the Current Role
	Deep Link to My Current Roles on the Career Worksheet
	Manager View of Career Worksheet
	Career Worksheet Reporting
		Ad Hoc Reporting
		Dashboard
	Career Explorer
	Conclusion
Chapter 4: Mentoring
	Overview of the Mentoring Process
	Provisioning Setup
		Mentoring Settings
		Additional Options to Enable
	Role-Based Permissions
		Mentoring Administrator Role
		Mentoring Participant Role
	Picklists
	Mentoring Program Types
	Custom Programs
	Mentoring Admin Functions
		Mentoring Program Settings
			Custom Picklists
			Custom Programs
		Program Overview Page for Admins
	Creating a New Mentoring Program
		Open Enrollment Programs
		Creating Supervised and Unsupervised Mentoring Programs
		Unsupervised Mentoring Programs
	Managing Programs
		Admin Matches
		Matching Program for Supervised Programs
	User Access to Mentoring
		Mentor Sign-Up
		Unique to Open Enrollment Mentor Sign-Up
	Mentee Sign-Up
		Sign-Up Dates for Mentees
		Mentor Approval
	Mentor and Mentee Functionality When the Program Starts
		High-Level Steps for Supervised Programs
		High-Level Steps for Unsupervised Programs
		High-Level Steps for Open Enrollment Programs
	E-mail Notifications
	Ad Hoc Reporting
	Conclusion
Chapter 5: Succession Management Intro, 9-Box, and Talent Review Forms
	Basic Settings
	9-Box or Matrix Grid
		Prerequisites for Configuring the Matrix Grid
			Provisioning
			Permissions
			Processes and Forms Configuration
		Matrix Grid Configuration
			The Matrix Grid Rating Scale Configuration Screen
			The Matrix Grid Configuration Screens
			Matrix Grid Icon Configuration Screen
			Matrix Category Configuration Screen in Provisioning
			Matrix Grid Retirement Eligibility Configuration Screen
		Running and Using the Matrix Grid Reports
			Prerequisites for Running the Reports
			Running the Reports
			Using the Reports
	Talent Review Form
		Prerequisites for Configuring the Talent Review Form
		Configuring the Talent Review Form
		Launching and Managing the Talent Review Form Process
		Using the Talent Review Form as an End User
		Optional Calibration Step
	Conclusion
Chapter 6: Core Succession Management
	Talent Cards
		Prerequisites for Configuring Talent Cards
		Configuring Talent Cards
		Viewing Talent Cards as an End User
	Nomination Configuration
		Understanding Nomination Methods
		Choose a Nomination Method and Activate Reporting
		Readiness Rating Scale
		Nomination Setup Screen
	Succession Org Chart
		Prerequisites for Configuring and Using the Succession Org Chart
			Activate Org Chart
			Set Up MDF Position Object and Grant Configuration Permissions
		Load MDF Position Data
		Configure the Succession Org Chart
			Understanding Fields Within the Succession Org Chart XML and Ensuring Picklists Are Configured
			Editing the Succession Org Chart XML in Provisioning
				Example gradientOption Element XML Configuration for readiness
				Example iconOption Element XML Configuration for riskOfLoss
				Example keyPosition Element XML Configuration
				Other Optional settings
			Org Chart Configuration Screen
		Load Legacy Successor Data
		Set Up End User Permissions
		Using the Succession Org Chart
	Conclusion
Chapter 7: Succession Management Additional Features
	Talent Search
		Prerequisites for Configuring Talent Search
			Provisioning Settings Required for Talent Search
			Permission Settings Required for Talent Search
		Configuring Talent Search
		Running Talent Search
	Talent Pools
		Prerequisites for Configuring and Using Talent Pools
			Upgrade Center
			Configurator Permissions
		Configuring Talent Pools via MDF
		Permissions for Users
		Configure Talent Pool Nomination Fields
		Using Talent Pools
	Position Tile View
		Prerequisites for Configuring and Using the Position Tile View
			Provisioning
			Configurator Permissions
		Configuring the Position Tile View
		Configuring End User Permissions
		Using the Position Tile View
	Lineage Chart
		Prerequisites for Accessing the Lineage Chart
		Using the Lineage Chart
	Succession Presentations
		Turning on the Presentations Feature
		Granting Access to Presentations
		Using Presentations
	Conclusion
Chapter 8: Conclusion
	Realizing Business Value and Next Steps
		Planning Your Rollout
		Implementation
		Life After Go-Live
	Final Thoughts
Index