Define activity types and assign activity categories to each of them

You create the activity types you want to use and you assign an activity category to each activity type. The activity categories determine how the system behaves for each activity type.

For more information about creating activities, see the Implementation Guide (IMG) for SAP E-Recruiting under Succession Planning → Candidate Shortlist for Succession Planning → Activities → Define Activity Types.

Assign object types to activity types

You assign the object types for which the respective activities are to be created to the activity types.

For more information, see the Implementation Guide (IMG) for SAP E-Recruiting under Succession Planning → Candidate Shortlist for Succession Planning → Activities → Assign HR Object Types to Activity Types .

Assign a status to status-changing activity types

You assign the relevant status to the activity types that effect a change in the status for an object.

For more information, see the Implementation Guide (IMG) for SAP E-Recruiting under Succession Planning → Candidate Shortlist for Succession Planning → Activities → Assign a Status to Status-Changing Activity Types .

Questionnaire Categories

You assign the desired questionnaire category to the activity types in the Questionnaire activity category. When you do so, you specify which activity categories are to be used for questionnaires of the Job-Related Information category (questionnaires containing general questions). For more information, see the Implementation Guide (IMG) for SAP E-Recruiting under Succession Planning → Candidate Shortlist for Succession Planning → Questionnaires → Assign Categories to Activity Types .

Letter Templates

You create letter templates using SAP Smart Form Builder and assign the letter templates to activities in the Simple Correspondence and Invitation categories.

For more information, see the Implementation Guide (IMG) for SAP E-Recruiting under Succession Planning → Candidate Shortlist for Succession Planning → Activities → Correspondence → Create Form and Assign Forms to Activity Types .

Workflow

You assign the activity types that are to be created and performed using the workflow to the workflows that can be triggered in SAP E-Recruiting by different events. The standard system contains predefined workflows to which activity types are assigned within the framework of Recruitment. No workflow activities are stored here in Succession Planning.

For more information, see the Implementation Guide (IMG) for SAP E-Recruiting under Technical Settings → Workflow .

Process

You create processes and then assign activity types to them. By entering a process group, you determine for each process whether it is to be used in Succession Planning or in Talent Relationship Management (TRM).

For more information, see the Implementation Guide (IMG) for SAP E-Recruiting under Succession Planning → Candidate Shortlist for Succession Planning → Activities → Define Processes and Assign Activity Types to Processes for Succession Planning .

Activities in Workflow

For more information about using activities in the SAP E-Recruiting workflow, see the documentation for the subarea of Recruitment under Workflow (Recruitment) in the description of the relevant workflow. In the standard system, the system does not perform any workflow activities in Succession Planning.

Activities in Talent Relationship Management

In Talent Relationship Management, you can assign candidates activities that are stored in the processes of the Talent Relationship Management process group.

Activities in Succession Planning Process

Process templates

You can create your own process templates. To do this, you assign processes to the process template, select the required activity types from these processes, and determine the sequence of the activity types. Process templates created in this way represent a standardized succession planning process for one or more succession plans.

Succession Plan

You assign the process templates to succession plans. You can assign the same process template to multiple succession plans.

Assignment

You assign candidates who are potentially suitable as successors for a key position or job to the relevant succession plan. In the Succession Planning process, you create activities from the process template of the succession plan for the assignments.