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This report is required to provide a demographics breakdown of employees to support organizational analysis and workforce insights monitor the progress of merit forms and identify which routemap step each form is currently in, in order to assess merit allocation, budget spend, and adherence to pay‑for‑performance principles.
Business requirements addressed
- Provide demographic information for employeesMonitor merit form progress by routemap status
- Support HR analysis on workforce compositionanalysis of merit allocation and budget usage
- Enable drill‑down from summary views to individual employee and manager detailsEnable filtering by organizational attributes
Business questions answered
- How many merit forms are in each routemap step?
- Which managers’ forms are pending or completedWhat is the demographic distribution of employees?
- How is the workforce structured by age and other demographic attributes?Can demographic data be analyzed by organizational dimensionsmerit allocation progressing across the organization?
Business value
The report enables HR to analyze workforce demographics using reliable Employee Central data, supporting informed organizational and talent decisionsTotal Rewards and SBPs to track compensation cycle progress, ensure governance of merit processes, and support timely decision‑making on budget and reward adjustments.
Scope
In Scope
- Merit forms for the current year
- Routemap status tracking
- Employee‑level and manager‑level visibility
- Compensation‑related indicators linked to merit forms
- Employee demographic data including:
- Age
- Date of birth
- Organizational attributes for filtering and analysis
Out of Scope
- Inactive employeesHistorical merit cycles outside the current year
Solution Overview
Content ownership: Anoop Billing
Input from: Guillaume Decarsin, Ruben Beeck
- Security: Standard SuccessFactors Role‑Based Permissions (RBP) apply.
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- Visibility depends on user role and authorized scope (Global vs Entity).
Story Page 1 – Merit Forms Status
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Provide a consolidated view of merit form status by routemap step, with interactive charts and the ability to drill down to individual employee and manager details.
Page Filters
| Report Field Name | Mandatory / Optional | Prompt Type | Default / Restrictions |
|---|---|---|---|
| Form ID | Optional | Multi‑select | All |
| Business Unit | Optional | Multi‑select | All |
| Country | Optional | Multi‑select | All |
| Form Start Date | Optional | Date | All |
| Form End Date | Optional | Date | All |
| Form Status | Optional | Multi‑select | All |
| Manager | Optional | Multi‑select | All |
| Performance Rating | Optional | Multi‑select | All |
Page Level Input Controls
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Table 1 – Merit Form Details (Employee Level)
| Field |
|---|
| Form ID |
| Form Name |
| Form Status |
| Employee First and Last Name |
| Employee Username |
| Employee Email Address |
| Employee Business Unit |
| Employee Legal Entity |
| Employee Department |
| Manager First and Last Name |
| Manager Username |
| Manager Email Address |
| Person Currently Holding the Form |
| Form Start Date |
| Form End Date |
| Country |
| Zone (EMEA / APAC / Americas – if available) |
| Location (Site) |
| Position Title |
| Job Family |
| Hiring Date |
| Compa‑Ratio Before Compensation Campaign |
| Compa‑Ratio After Compensation Campaign |
| Salary Before Compensation Campaign |
| Salary After Compensation Campaign |
| Merit Spend |
| Lump Sum Amount |
Story Filters (Global)
| Report Field Name | Mandatory / Optional | Default |
|---|---|---|
| Employee Status | Mandatory | Active employees only |
Data Models
| Data Model | Description | Jira Development ID |
|---|---|---|
| Compensation Merit Forms Data Model | Merit form and routemap status data from Compensation module | ERP‑2711 |
Business Roles
| Role |
|---|
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Design Rationale
No standard report or catalog solution meets the business requirement to track merit form progress by routemap step with drill‑down capability. A custom SuccessFactors Story Report is required.
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Frequency of Analysis / Report Run
| Frequency |
|---|
| Daily |
| Ad‑hoc / On‑demand |
Testing Considerations / Dependencies
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Test Conditions and Expected Results
| ID | Condition | Expected Result |
|---|---|---|
| TC01 | Open report without filters | All active merit forms displayed |
| TC02 | Click on a routemap status in pie chart | All charts and table filtered to selected status |
| TC03 | Filter by Business Unit | KPIs, charts, and table update correctly |
| TC04 | Review compensation values | Before/after values displayed correctly |
Other Requirements
None identified.
Screenshots
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See also
| Embedded Google Drive File | ||||||
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