Identifying the incumbent/positionįor the Import Successors to work properly, you'll need to provide information to allow the system to identify to which incumbent/position you are trying to add successors or modify nominations. There are two key aspects of the Import Successors feature: (1) Identifying which incumbent/position you are trying to add successors to or modify existing nominations and (2) identifying what you want to do to the nominations (action) and the nomination information (who is the successor and what is the associated readiness/ranking values). POSITION_CODE, OLD_POSITION_CODE, POOL_CODE, OLD_POOL_CODE, READINESS, SUCCESSOR_USERID, ACTION Completing the Template JOBCODE, INCUMBENT_USERID, OLD_JOBCODE, OLD_INCUMBENT_USERID, OLD_TBH_ID, TBH_ID, TBH_MANAGER_USERID, READINESS, SUCCESSOR_USERID, ACTIONįor an environment using Position Nomination and with Talent Pool Nomination, the template header will be: When you have Talent Pools, you will need the field POOL_CODE.įor an environment using Role Person Nomination and without Talent Pool Nomination, the template header will be:.When you have MDF Positions, you will need the field GENERIC_POSITION_CODE.When you have Legacy Positions, you will need the field POSITION_CODE.When you have Role-Person Nomination Method, you will need the fields INCUMBENT_USERID and JOBCODE.This happens because you need different fields to update nomination data, depending on your nomination method. The template is dynamically generated based on the nomination method being used in the environment. The process will be submitted and you'll receive the results via e-mail.Go to the Import Successors page again > browse for the CSV File > click "Import Successors".Fill the template with the required data and save it as a CSV file.Export the template using the "Export Template" button.Go to Admin Center > Succession > Import Successors.The "Import Successors" feature allows you to add, update, delete and transfer successors using a CSV file.
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