Please see the SAP Analytics Approach document, section 'Documentation' for more information about the context of this document.

High-Level Specification

Functional Overview

This report is required to identify employees eligible for the Merit process by consolidating Employee Central (EC) and Compensation data.

It addresses the need to:

• Apply Compensation eligibility rules consistently
• Identify employees in scope for the annual merit cycle
• Validate eligibility exceptions
• Support HR and Compensation teams during the merit exercise

The report ensures eligibility determination is consistent, auditable, and transparent, reducing manual validation across multiple data sources.

Scope

Functional Scope

• Custom SuccessFactors Story Report
• Consolidates EC attributes and Compensation eligibility rules
• Focuses on employee‑level Merit eligibility and exceptions

Data Scope

Eligibility is derived using:

• Compensation eligibility rules
• EC attributes, including:
  • Hire date
  • Grade / Pay grade
  • New hire status
  • Last date worked
  • Employee class
  • Employment type
  • Merit eligibility exception
  • Event reasons (Promotion, Transfer, Off‑cycle salary change)

Special Populations in Scope

• Contingent employees converting to permanent as of 01/01 of the year
• Employees with permanent international relocation between January 2027 and end of April 2027

Solution Overview

Content ownership: BILLING-ext, Anoop 
Input from: Guillaume Decarsin, Ruben Beeck

The solution delivers a custom Story Report enabling users to:

• View consolidated Merit eligibility results
• Analyze eligibility distribution via charts
• Validate employee‑level eligibility and exceptions using detailed tables and filters

Story Definition

Overview Page

• Summary KPIs
• Eligibility distribution charts
• Employee‑level eligibility table

Story Page 1 – Merit Eligibility Overview

Page Objective

Provide a consolidated and visual overview of employee eligibility for the Merit process, including validation of exceptions and special scenarios.

Page Filters

Page Level Input Controls

As defined by the page filters above.

Calculations

• Count of number of employees
• Count of eligible vs non‑eligible employees

(All complex eligibility logic is derived from Compensation eligibility rules, not calculated in the story.)

Layout

Standard layout following provided mockup:

• Syensqo logo in top‑left corner
• Summary KPIs aligned horizontally
• Charts (pie and bar) below KPIs
• Detailed employee table
• Filters pinned at the top of the page

Dashboards / Charts

Chart 1 – Eligibility Status Distribution

• Type: Pie chart
• Fields:
  • Eligibility status
  • Number of employees
• Calculation: Count of employees

Chart 2 – Eligible Employees by Org Dimensions

• Type: Bar chart
• Fields:
  • Number of eligible employees
  • Business Unit
  • Department
  • Legal Entity
  • Country
• Calculation: Count of employees

Tables / Lists

Employee‑level Eligibility Table

Key fields / columns include (non‑exhaustive):

• Employee identifiers
• Hire date
• Grade / Pay grade
• New hire status
• Last date worked
• Employee class
• Employment type
• Merit eligibility flag
• Merit eligibility exception
• Event reasons:
  • Promotion
  • Transfer
  • Off‑cycle salary change dates

The table must include:

• All employees in scope
• Contingent → Permanent conversions
• Permanent international relocations within the defined period

Expected rows: All active employees evaluated for Merit eligibility.

Story Filters (Global)

Data Models

Business Roles

• 40-Total Rewards Specialist
• 40-GBS Compensation Specialist/Comp Admin

Design Rationale

The design reuses standard SuccessFactors Story capabilities while extending them with Compensation eligibility logic and EC attributes, ensuring:

• Reliable eligibility determination
• Clear auditability
• Efficient validation during the Merit cycle

Assumptions

• Compensation eligibility rules are correctly configured and maintained
• EC data (employment events, statuses, attributes) is up to date
• Security access is managed via standard SuccessFactors RBP

Dependencies

• Dependency on Compensation eligibility rule configuration
• Dependency on EC employment data accuracy
• Security role finalization for report access

Special Requirements

• Inclusion of specific populations (Contingent → Permanent, International Relocations)
• Eligibility logic must remain consistent with Compensation configuration
• No country‑specific regulatory logic defined beyond what is included in Compensation rules

Frequency of Analysis / Report Run

• Ad‑hoc / On‑demand

Testing Considerations / Dependencies

How to Test

• Verify eligible vs non‑eligible employees align with Compensation eligibility rules
• Validate inclusion of special populations
• Confirm filters behave as expected
• Validate charts and table counts match filtered populations

Test Conditions & Expected Results

Other Requirements

None identified.

Screenshots

This report will follow the following format:

See also

Change log