Articles on: Succession Planning

Succession - Org Chart Configuration

Updating Org Chart Configuration for Succession in SAP SuccessFactors Using CodeBot


Purpose

This document provides step-by-step instructions on how to update Org Chart Configuration for Succession in SAP SuccessFactors using CodeBot for SAP SuccessFactors.


Pre-requisites

  • Access to CodeBot for SAP SuccessFactors
  • Valid SuccessFactors instance credentials (SSO-enabled or non-SSO)
  • The Succession workbook downloaded/generated and ready for editing.


Procedure

Step 1: Open the Succession Workbook

  1. Launch the Succession workbook provided for configuration.
  2. Navigate to the Org Chart Configuration section/tab.


Step 2: Input Configuration Values

In the workbook, update the following columns as per your organizational requirements:

Column

Description

Expected Values

C

Basic Org Chart Configuration

TRUE or FALSE

F

Succession Org Chart Configuration

TRUE or FALSE

I

Position Org Chart Configuration

TRUE or FALSE

Note:This workbook does not include any “Processing Status” column.Only input configuration values (TRUE/FALSE) in the respective columns.




Step 3: Save and Close the Workbook

After entering all required values:

  • Save your changes.
  • Close the workbook before returning to CodeBot.


Step 4: Execute Configuration via CodeBot

  1. Back in CodeBot for SAP SuccessFactors.
  2. Click the ☰ (hamburger menu) in the top left corner.
  3. Select “Start Configuration.”
  4. If your instance uses Single Sign-On (SSO), check the SSO Enabled checkbox, otherwise enter the SFSF password.
  5. In the Execution Notes section, add a brief note (e.g., Org chart config update for Succession).
  6. Under Advanced Options, ensure Org Chart Configuration is checked.
  7. Click Confirm and Start to begin the process.



Step 5: Review Execution Results

  • Once execution is complete, CodeBot will display a summary of the configuration changes.
  • You can also view screenshots showing the updates made to the Org Chart configuration.



Step 6: Validate the Changes

  1. Reopen the Succession workbook.
    • Successfully updated fields will be highlighted in green.


Step 7: Verify in SAP SuccessFactors

  1. Log in to your SAP SuccessFactors instance.
  2. Navigate to:

Admin Center → Succession → Org Chart Configuration

  1. Verify that updates are correctly reflected for:
    • Basic Org Chart
    • Succession Org Chart
    • Position Org Chart



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Updated on: 30/10/2025

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