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

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Report label:

Calibration Report

Type of report: 

Story report

Purpose of the Report

The Calibration Story Report is required to analyze calibration sessions and support governance of performance calibration activities across the organization.

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SAP standard templates were considered but none meets the requirements, the request is too complex for the existing templates. So a custom report will be created.

Scope

In Scope

• Consolidation of Report Catalog requests 8 and 74
• Analysis of calibration session execution
• Calibration ratings and averages
• Organizational breakdown by GBU, Function, Entity, Department, etc.
• Manager hierarchy analysis (direct and indirect reports)

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• Non‑active employees
• Non‑cadre employees
• Calibration logic definition at data‑model level

Intended Users & Access 

• HR
• Managers and their scope

Solution Overview

Content ownership: PRAZERES-ext, ines 
Input from: Aurélien Vermeillet

Scope of Merge

• Calibration Reports — includes reports such as “Calibration Report [Date]” providing detailed outcomes of calibration sessions.
• Calibration Execution Status — summarizes the distribution of calibration sessions by GBU and Function, as well as the overall distribution for the Group.

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This merged report is intended to replace the two separate catalog requests and deliver a consistent, comprehensive view of calibration activities.

Data Source Filters 

Only Active users. 

Excluded Non-Cadre  (i.e., only Cadre should be included)   (to exclude the non cadres we can use Workforce Category field or Pay grade)

Dashboards / Charts 

1.Summary KPIs: Headcount, Total Nr of Calibration sessions, Nr of Managers, Nr of Direct reports

• Type of chart (bar, line, pie, etc.): Numerical
• Fields to be used: Headcount, Total Nr of Calibration sessions, Nr of Managers, Nr of Direct reports
• Any calculations required (provide details): Headcount, Total Nr of Calibration sessions, Nr of Managers, Nr of Direct reports

2.Nr of Calibration Sessions per several dimensions

• Type of chart (bar, line, pie, etc.): bar chart.  Add input control with several dimensions, allows users to select how they want to see the data, e.g., Nr calibration sessions per Division or Nr calibration sessions per Entity, etc.. 
• Fields to be used : Nr of calibration sessions,  location, gender, Talent flags, regions, job function, country, site, department
• Any calculations required (provide details): Nr of calibration sessions

3.Average Rating per several dimensions

• Type of chart (bar, line, pie, etc.): bar chart.  Add input control with several dimensions, allows users to select how they want to see the data, e.g., Average Rating per Division or Average Rating per Entity, etc.. 
• Fields to be used : Average Rating,  location, gender, Talent flags, grades, regions, job function, country, site, department
• Any calculations required (provide details): Average Rating

Tables / Lists

Calibration Session ID,Session Name,  Employee User ID, Employee first and last name, Employee Email, Manager user ID, Manager  first and last name, Manager Email,   location, gender, Talent flags, Entity, grades, regions, job function, country, site, department, calibration session start date,  Calibration session end date, Calibration Rating

Page Filters 

location, gender, Talent flags, grades, regions, job function, country, site, department, calibration session start date,  Calibration session end date, Calibration Session ID, Calibration Session template, Manager, Entity LT N-1 (Allow to select the indirect reports → HR want to be able to see the direct reports and indirect reports of Managers)

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→ However, there is no possibility of selecting all users (i.e, not selecting any particular manager), which means that if we apply this filter the HRs will have to know to come to this filter and select a Manager otherwise they will not see any data displaying. 

Layout & Distribution

Report Layout 

1. Report should be in this format: 

   1. Page filters pinned at the top of the page
   2. Syensqo Logo top left corner
   3. Summary KPIs
   4. Charts 
   5. Table
    

Report Sharing & Access 

• 30-Talent Manager/Talent Management Business Partner
• 40-GBS People Services Specialist

Additional Notes / Attachments

→  In order to allow HRs to see all data and also to see the Direct Reports and Indirect Reports of Managers, we propose the following: 

• Have 1 tab for HRs to see all employees, and here we can add the filter Manager and Manager of the Manager:
• Here HRs will be able to see all data (all employees), but also see direct and indirect reports of managers separately. AND, managers can also use the Manager and Manager of  the Manager to see their own Direct reports and Indirect reports
• Have a another tab for HRs to see data of the direct and indirect reports of a Manager simultaneously 
• To note that when the HR first opens the tab they will not see any data, and will only see data after they apply the filter. We can have this filter as a page filter and a note that highlights that the filter needs to be applied. 

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Provide a high‑level overview of calibration execution and outcomes across the organization.

Page Filters

Page‑Level Input Controls

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• Page filters pinned at the top
• Syensqo logo in top‑left corner
• Summary KPI tiles
• Charts
• Detailed table below charts

Widgets and Data Models

draw.io Diagram
border true diagramName Example SAC wire frame document simpleViewer false width links auto tbstyle top lbox true diagramWidth 601 height 321 revision 1

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• Calibration Session ID
• Session Name
• Employee User ID
• Employee Name
• Employee Email
• Manager User ID
• Manager Name
• Manager Email
• Location
• Gender
• Talent Flags
• Entity
• Grades
• Region
• Job Function
• Country
• Site
• Department
• Calibration Session Start Date
• Calibration Session End Date
• Calibration Rating

Story Filters 

Data Models

Business Roles

• 30-Talent Manager/Talent Management Business Partner
• 40-GBS People Services Specialist

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Content ownership: PRAZERES-ext, ines 
Input from: Aurélien Vermeillet

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Test Conditions and Expected Results

Testing Considerations / Dependencies

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