Picklists Management and Cascading Picklists in SuccessFactors

Learn how to create, edit, and update picklists and cascading picklists in SuccessFactors systems. Also, learn how to configure the picklists’ permission in the administration tools.

Key Concept

Picklists are the data files that can be configured to create drop-down lists in some SuccessFactors modules, such as Employee Profile, Employee Central, Succession Planning, and Recruiting. Cascading picklists reduces long lists of picklist values to a more manageable size by linking the picklist values to a parent value in another field.

I show you how to update your SuccessFactors system with new picklists and cascading picklists based on these new picklists. This method helps you manage and organize your picklists in a more efficient and helpful way. To illustrate my points I use the Geographic Mobility field option in the employee transfer record in SuccessFactors as my example. With this functionality, SuccessFactors gives employees the option to record if they are willing to be transferred from one job location to another. In addition, employees can select which specific regions to which they are willing to be transferred. With this example, I show how you can easily create picklists and cascading picklists to achieve your company’s goals. This method can be used for a variety of options (e.g., employee address, education, or certification), but I focus on the Geographic Mobility option.