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SAP Best Practices for SAP SuccessFactors Succession and Development

Document Version: 2H 2022 – 2022-12-08

Best Practices Succession Management Role

Person Nomination Method: Getting Started
© 2022 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN  

Content

1 Best Practices Succession Management Role Person Nomination Method. . . . . . . . . . . . . . . . . 3

2 Change History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3 Solution Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

4 Preparing Implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

4.1 SAP SuccessFactors Provisioning Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

4.2 Creating a User for Activation of SAP Best Practices Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

4.3 Provide Role-Based Permission Access for Activation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

4.4 Manage Upgrade Center Admin Permission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Create Upgrade Center Admin Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Setup Upgrade Center Admin Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

4.5 Download Data Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

4.6 Enable Intelligent Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

5 Implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

5.1 Running Activation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

5.2 Tracking process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

6 Post-Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

6.1 Setup Super Admin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Create Super Admin User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Provide Role-Based Permission Access for Super Admin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

6.2 Review People Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Reviewing People Profiles Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Reviewing Talent Profile Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Reviewing Rating Sources for Talent Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Check Permissions for Talent Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

7 Role Based Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

7.1 Permission Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

8 More Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Best Practices Succession Management Role Person Nomination Method: Getting Started
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1 Best Practices Succession Management
Role Person Nomination Method

This configuration guide describes all activities you need to carry out before you activate Best Practices
Succession Management Role Person Nomination Method via Upgrade Center.

 Note

If you're interested in adapting/enhancing this solution package, see the following product documentation
guide in the SAP Help Portal:Succession Implementation and Administration.

 Note

As New Experience for the SAP SuccessFactors Home Page will be pushed to all instance after 1H2022
release, all description about home page of this solution relies on the new UI experience. Check
SuccessFactors community Migration to Reimagined Home Page Within 1H 2022 Release - Innovation
Alert for details.

Further Info

This document is for the following target groups who already have knowledge of the SAP Best Practices
solution implementation, including tools and documentation.

• Business consultants: Evaluate business content/processes including troubleshooting, FAQ and further
information for extended usage of the package

• Implementation consultants (application consultants): Implementation of business content and

processes

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2 Change History

Learn about changes to the documentation for Configuration Guide - Getting Started with Implementing the
SAP Best Practices for SAP SuccessFactors Succession and Development-Role Person Nomination in recent
releases.

2H 2022

Type of Change Description More Info

None We did not update this document.

1H 2022

Type of
Change Description More Info

Added We added information about note on new experience for the Best Practices Succession Management Role
SAP SuccessFactors Home page. Person Nomination Method [page 3]

Deleted As New Experience for the SAP SuccessFactors Home Page Enable Home Page V3
will be pushed to all instance after 1H2022 release, all de­
Grant Permission to View Sections on the
scription about home page of this solution relies on the new
New Home Page
UI experience.
Enable Fiori User Experience 2016

Changed Replaced by the NextGen Admin opt-in feature. All where path was given for One Admin opt-
in feature.

2H 2021

Type of
Change Description More Info

New New section Permission Roles is added. Permission Roles [page 19]

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3 Solution Overview

The Best Practices Succession Management Role Person Nomination Method is the settings of succession
management solution:

• Is based on SAP SuccessFactors Succession Management;

• Provides an accelerated deployment of the required configuration settings;
• Provides pre-configured content for role person nomination method of succession solution, for example,
• Provisioning settings
• Succession Data Model
• Rating Scales
• Picklist Items
• Talent Card
• Succession Org Chart Configuration
• Matrix Classifier Configuration
• Performance Potential Matrix Report
• Presentation Settings
• Calibration
• Role Based Permissions
• Nomination Method: Role-Person

 Caution

DON’T run this Succession activation in an instance with an already configured Succession
Management. The upgrade procedure checks for example for the special elements have exist or
not in succession data model and stops the activation if those already exists.

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4 Preparing Implementation

4.1 SAP SuccessFactors Provisioning Settings

In the SAP SuccessFactors instance, the following provisioning switches need to be checked in the Company
Settings of your company: Edit Company Settings Company Settings

The solution content is translated into multiple languages supported by the product. For the detailed list of
languages, check Solution Scope.

As default and at a minimum, the English US (en_US) language pack has to be enabled.

Enable below feature for permission of accessing SAP Best Practices Upgrade Center:

Base Set Up Switch Action

Enable SAP Best Practices in Upgrade Center (Use only in Test and Development. This switch is designed Enable
for usage by consultants and partners only.)  [Demoable, Not Ready for Production]

Before activating this solution via Upgrade Center, we must enable the main features in provisioning manually.
If the instance is an auto provisioning one, assume the feature is already enabled. Check whether the below
features have been enabled, if not, enable them firstly.

Base Set Up Switch Action

Succession Planning (enables succession plan creation features) Enable

Succession Management Enable

Live Profile Enable

Enable Calibration Enable

 Note

For the default enabled platform features part, check the section More Information [page 20].

 Caution

For this solution, Role-based Permission is required. For customers who are already running any talent
management or employee central application and still use legacy permission, consider that this will disable
Administrative Domains and new permission groups and roles need to be created.

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4.2 Creating a User for Activation of SAP Best Practices
Content

Use

In this activity, you create a user to run and check the upgrades for the related SAP Best Practices solution
scope if not yet available in the system.

 Note

Use the User ID UPCAdmin with a valid email address to activate the SAP Best Practices content. Thus, you
avoid changing ownership during the activation.

If already created the same purpose user UPCAdmin for upgrade center automation, you can reuse and
add delta permission to permission roles following the section Setup Upgrade Center Admin Role [page
9].

Procedure

1. Log on to SAP SuccessFactors Provisioning for your instance using the following link:

Link https://<server>.successfactors.com/provisioning_login

2. Choose the company by selecting the company name

3. Access the activity using one of the following navigation options:

Menu Path Edit Company Settings Company Settings

4. Search for Admin Username.

5. Enter the following fields:

Admin Username Value = UPCAdmin

Admin Password Enter password, this password needs to be changed with the first login to a password
that’s suitable to your company policy

Admin First Name Enter the first name for the admin user

Admin Last Name Enter the last name for the admin user

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 Admin Email Enter the Admin’s email address

 Caution

Enter a valid email address. All logs and status updates regarding the implementation will be send via
mail to this email address.

6. Flag the box I confirm that customer has provided approval of Super Admin user account creation.
7. Enter a valid email address in the Notify customer by email when the Super Admin user is created. Input
email address box.
8. Select Create Admin to create the admin user.
9. Enter your Company ID and select Confirm. The user has been generated.

4.3 Provide Role-Based Permission Access for Activation

Use

This section describes the set-up steps necessary to allow the previous created user to manage the role-based
permission access.

 Caution

In Admin Center if not yet done select Switch back to OneAdmin in the left corner.

Procedure

1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab.
2. Type Manage Role-Based Permission Access in the tool search box and select the feature/tool from the list.
The Manage Role-Based Permission Access page opens.
3. Choose Add User. In the User Name field, enter the admin user name you have created before and choose
Search.
4. Select the user name UPCAdmin in the Search Users portlet and choose Grant Permission. Then choose
I’m Done.
5. Log out and log on again as admin user to refresh the assigned role based permission. Your admin user
now has authorization to maintain role-based permissions.

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4.4 Manage Upgrade Center Admin Permission

For implementing the SAP Best Practices Succession Management, some basic permissions are needed to
run the activation and to check the result. Only for this purpose, create SAP Best Practices Upgrade Center
Admin role and group as described below.

 Note

This role and group is only needed for the implementation of the SAP Best Practices solution scope and
can be deleted after the finalization.

4.4.1  Create Upgrade Center Admin Group

1. Log on to your SAP SuccessFactors instance with user UPCAdmin and go to Admin Center from the Home
tab.
2. Type Manage Permission Groups in the tool search box and select the feature/tool from the list. The
Manage Permission Groups page opens.
3. Select Create New. The Permission Group page opens.
4. On the Definitions tab, enter SAP BestPractices Upgrade Center Admin for the group name.
5. In the Choose Group Members: People Pool section, in Pick a category, choose User Name.
6. In the Search Results window select the upgrade center admin name, for example UPCAdmin.
7. Select Done.

4.4.2  Setup Upgrade Center Admin Role

 Note

For the same purpose of permission role for upgrade center automation, you need to reuse and add delta
permission followed below.

1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list. The
Permission Role List page opens.
3. Select Create New. The Permission Role Detail page opens. Enter SAP BestPractices Upgrade Center
Admin for the role name and Upgrade center admin role for the description.
4. In the Permission Settings section, choose Permission… The Permission settings window opens. Grant the
following user permissions:

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 User Permissions Settings Selection

General User Permission User Login X

Live Profile Access X

Permission to Create Forms Select All

Organization Chart Navigation Permission X

Company Info Access X

User Search X

For the Administrator Permissions section, enable the following:

Administrator Permissions Settings Selection

Admin Center Permissions Select All X

Manage Calibration Manage Calibration Settings X

Manage Talent Card Manage Talent Card Configuration X

Manage User Employee Import X

 Note

For customer who deploys SAP SuccessFactors Talent solution firstly time and without employee
central enabled, need to select permission Employee Import under Manage User, refer to SAP KBA
2187218 Control Employee Import via RBP - HCM Suite .

5. Select Done. You will now revert to the Permission Role Detail page.
6. Scroll down to section 3. Grant this role to... and select Add. On the Grant this role to… page select
Permission Group and the upgrade center admin group. For the target population select Everyone.
7. Select Done.
8. Choose Save Changes to update the role.

4.5 Download Data Models

 Caution

The XMLs of the data models: Succession Data Model XML are enhanced as part of the content activation.

For tracking purposes and a later comparison, create a backup of the current data models via Provisioning:

1. Log on to SAP SuccessFactors Provisioning for your instance using the following link:

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 Link https://<server>.successfactors.com/provisioning_login

2. Choose the Company by selecting the Company Name.

3. In the Succession Management section export the corresponding data models and make a backup copy of
these files.

4.6 Enable Intelligent Services

This section describes the steps necessary to enable the Intelligent Services.

Procedure

1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab. Type Upgrade
Center in the tool search box and select the feature/tool from the list.
2. Inside the Upgrade center, go to the Recommended Upgrades section and to Intelligent Services and
choose Learn more & Upgrade Now.
3. You can see the feature details now. At the bottom, chooseUpgrade Now.
4. On the next screen choose Yes and log off from the company’s instance.

After the upgrade, perform the following steps.

1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab.
2. Go to the super admin permission role, choose Permission. Under Administrator Permissions
Intelligent Services Tools enable as below:

Intelligent Services Tools Selection

Intelligent Services Center (ISC) X

 Note

It is not recommended to enable/disable this feature via Provisioning. You can Undo the upgrade within
30 days after upgrade.

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5 Implementation

In this step, the solution is implemented by following the content in the Upgrade Center according to the
pre-defined sequence.

The SAP Best Practices solution contains the common foundation which provides the required data models,
picklists. After the automated implementation, additional post-processing steps are required. Those are
described in the section Post-Processing .

Based on the provided configuration workbook and RBP workbooks, the Best Practices pre-configuration can
be adapted to the customer requirements.

5.1 Running Activation

1. Log on to your SAP SuccessFactors instance and go to Admin Center.

2. Type Upgrade Center in the tool search box and select the feature/tool from the list.
3. On the Welcome to the SuccessFactors Upgrade Center page filter by SAP Best Practices. In the
Recommended Upgrades section you will find the Best Practices Succession Management Role Person
Nomination Method.
4. Select Learn More & Upgrade Now.
5. On the Best Practices Succession Management Role Person Nomination Method page select Upgrade Now.
6. In the dialog box select Yes for: Are you sure you want to upgrade Best Practices Succession Management
Role Person Nomination Method?

 Note

You will not be able to undo this feature once it is upgraded.

7. A dialog screen confirms the update and that the activation is executed in the background.
8. Track the status of the upgrade as described in the next section.

 Caution

• Don’t run several activations in parallel. This ensures an error free running of each activation.
• Wait for the completion of each activation.

5.2 Tracking process

The activation will schedule several background jobs for executing each single configuration step.

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After triggering the activation of content, several mails will be sent out to the user UPCAdmin who triggered the
activation in Upgrade Center:

• One with the subject Upgrade Center Notification: "Best Practices Succession Management Role Person
Nomination Method" Upgrade Status which provides you the final status of the upgrade.
• One with a detailed log of the different configuration steps and their status.

 Note

Errors are shown as BPMsg in the detailed log, for example BPMsg:
COMMON_DG_ERR_GROUP_EXIST()

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6 Post-Processing

6.1 Setup Super Admin

 Caution

Super admin role SFCC Super Admin (Succession Mgmt) and group SFCC Super Admin Group are created
as part of the automation. Role SFCC Super Admin (Succession Mgmt) covers all required permissions for
doing configuration and running the business processes.

Follow the step Create Super Admin User [page 14] to create super user who will execute Post- Processing. If
any suitable super user already exists in the company, feel free to use and move to Assign Super Admin User
into Permission Group directly.

6.1.1  Create Super Admin User

Use

This section describes how to create a super admin user if customer doesn’t have. This user will be used for the
business process execution and the further configuration.

Procedure

1. Log on to your SAP SuccessFactors instance with user UPCAdmin and go to Admin Center using the
following information:

Link https://<server>.successfactors.com/login

Menu Path Home Admin Center

2. In Admin Center, via Employee Import functionality. To do so follow the steps below:
1. Type Employee Import in the tool search box and select the feature/tool from the list.
2. Prepare a csv file with the following information and format

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 Column Name Value

STATUS actie

USERID <user id>

USERNAME <user name>

FIRSTNAME <first name>

LASTNAME <last name>

GENDER for example M

EMAIL

MANAGER NO_MANAGER

HR NO_HR

DEPARTMENT N/A

JOBCODE N/A

DIVISION N/A

LOCATION

TIMEZONE for example US/Eastern

DEFAULT_LOCALE for example en_US

3. Save the file.

4. On the Import Users screen, choose the user data file and select Use the Username and Validate
Manager and HR fields.
5. Under Specify File Language Format, choose character encoding as Unicode (UTF-8).
6. First, validate the import file before importing it.

3. Type Reset User Passwords in the tool search box and select the feature/tool from the list.
4. On the Resetting User Passwords screen, search for the newly created user. Enter New Password and
Confirm Password and choose Reset User Password.

6.1.2  Provide Role-Based Permission Access for Super Admin

Use

This section describes the set-up steps necessary to allow the previous created super admin to manage the
role-based permission access.

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Procedure

1. Log on to your SAP SuccessFactors instance with user UPCAdmin and go to Admin Center from the Home
tab.
2. Type Manage Role-Based Permission Access in the tool search box and select the feature/tool from the list.
The Manage Role-Based Permission Access page opens.
3. Choose Add User. In the User Name field, enter super admin user name you have created before and
choose Search.
4. Select the username in the Search Users portlet and choose Grant Permission.
5. Log out and log on again as super admin user to refresh the assigned role based permission. Your super
admin user now has authorization to maintain role-based permissions.

6.2 Review People Profile

All processes are described based on the new People Profile. To enable it and for changing the sequence,
reworking the MDF information for deductions and payment information, check the following steps:

6.2.1  Reviewing People Profiles Layout

Pre-defined views exist in the current system and match the requirements for testing. If you need to add new
views you can configure them according to the following steps.

1. Log on to your SAP SuccessFactors instance and go to Admin Center using the following information:

Link https://<server>successfactors.com/login

Menu Path Home Admin Center

2. Type Configure People Profile in the tool search box and select the feature/tool from the list.
3. On the Configure People Profile screen you have the following functions:
1. To add blocks to an existing section, go to Admin Center Employee Files Configure People
Profile and view Available Blocks.
2. Use the search box or scroll through the Available Blocks panel to find the block you want to add.
3. Drag the block from the Available Blocks panel to an existing subsection.
4. Choose Save changes.

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6.2.2  Reviewing Talent Profile Section

This section helps you add/delete/edit the blocks in the talent profile of people profile.

 Note

We recommend to change the tab name from Scorecard to Talent Profile. But for the customer, check
existed instance settings and changes on demand.

A collection of recommended blocks for scorecard or additional talent profile views are listed in the Talent
Profile tab of workbooks.

1. Log on to your SAP SuccessFactors instance and go to Admin Center using the following information:

Link https://<server>.successfactors.com/login

Menu Path Home Admin Center

2. Type Configure People Profile in the tool search box and select the feature/tool from the list.
3. On the Configure People Profiles screen, dropdown and select the Scorecard view.
4. Choose Scorecard and change Scorecard to Talent Profile under the Edit Section in the left window, choose
Enter.
5. Use the search box or scroll through the Available Blocks panel to find the block you want to add.
6. Drag the block from the Available Blocks panel to an existing subsection.
7. For some blocks you need to enter the Block Title and Block Description.
8. For some blocks you need to add different User Fields, choose Add Field and select from the dropdown
menu.
9. Continue adding blocks, as desired. You can add as many blocks as you wish to a section. Subsections are
automatically created as you add blocks.
10. When you’re done, save your changes.

6.2.3  Reviewing Rating Sources for Talent Profile

This section helps you specify the process and valid date range for the performance data you want to display
on the Talent Profile.

1. Log on to your SAP SuccessFactors instance and go to Admin Center using the following information:

Link https://<server>.successfactors.com/login

Menu Path Home Admin Center

2. Type Configure People Profile in the tool search box and select the feature/tool from the list.
3. On the Configure People Profile screen, select the General Settings tab and scroll down to Talent Data
Settings.

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4. Choose the Process as All data sources.
5. Define the Date Range, for example, 01/01/2019 – 12/31/2019.
6. Choose Save.

6.2.4  Check Permissions for Talent Profile

1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list. The
Permission Role List page opens.
3. On the Permission Role Detail page, choose the existing super admin role.
4. In the Permission Settings section, choose Permission. The Permission Setting window opens.
5. Check that the Live Profile Access permission is checked in the General User Permissions.
6. For the following, enable the permissions for Employee Views:

Employee View Section View

Talent Profile

7. Select Done.
8. Select Save Changes.

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7 Role Based Permissions

7.1 Permission Roles

Each upgrade provides separate roles. If a role with same name already exists in the instance, the permissions
delivered in this upgrade are merged into that role. If no role with same name exists in the instance, a new role
with appropriate permissions is created.

For more information regarding the Implementation design principles for role based permission, check https://
launchpad.support.sap.com/#/notes/2911393 .

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8 More Information

For your reference only. Verify that the below status is maintained for these switches.

Default switches related to platform:

Switch Status

Admin Configuration Tool Enabled

Language Packs: (Please do not use Hebrew, …...) Enabled

English US (English US)

Version 11 UI framework (ULTRA) Enabled

Version 12 UI framework (Revolution) Enabled

Role-based Permission (This will disable Administrative Domains) Enabled

Enable Advanced Find User Component Enabled

Enable Action Search (requires Role-based Permission, Generic Objects and Version 12 UI framework Enabled
(Revolution))

Enable Solr People Search (requires Role-based Permission) Enabled

Enable the Attachment Manager Enabled

Enable Usage Analytics Enabled

NextGen Admin Homepage (Admin v3.0) — requires “Version 12 UI framework (Revolution)”, “Enable Enabled
Usage Analytics” and “Enable Action Search (requires Role-based Permission, Generic Objects and
Version 12 UI framework (Revolution))”

Role Based Permissions & Permission Roles

Each upgrade provides separate roles. If a role with same name already exists in the instance, the permissions
delivered in this upgrade are merged into that role. If no role with same name exists in the instance, a new
role with appropriate permissions is created. For more information regarding the Implementation Design
Principles for Role Based Permission, check https://launchpad.support.sap.com/#/notes/2911393 .

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SAP at any time for any reason without notice. Experimental features are not for productive use. You may not demonstrate, test, examine, evaluate or otherwise use
the experimental features in a live operating environment or with data that has not been sufficiently backed up.
The purpose of experimental features is to get feedback early on, allowing customers and partners to influence the future product accordingly. By providing your
feedback (e.g. in the SAP Community), you accept that intellectual property rights of the contributions or derivative works shall remain the exclusive property of SAP.

Example Code
Any software coding and/or code snippets are examples. They are not for productive use. The example code is only intended to better explain and visualize the syntax
and phrasing rules. SAP does not warrant the correctness and completeness of the example code. SAP shall not be liable for errors or damages caused by the use of
example code unless damages have been caused by SAP's gross negligence or willful misconduct.

Bias-Free Language
SAP supports a culture of diversity and inclusion. Whenever possible, we use unbiased language in our documentation to refer to people of all cultures, ethnicities,
genders, and abilities.

Best Practices Succession Management Role Person Nomination Method: Getting Started
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