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Out of Scope
- Inactive employees
Solution Overview
Content ownership: BILLING-ext, Anoop
Input from: Guillaume Decarsin, Ruben Beeck
Security: Standard SuccessFactors Role‑Based Permissions (RBP) apply.
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Visibility is restricted
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based on user role and authorized scope (global vs entity
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/country).
Story Page 1 – SRA Nominators & SRA Analysis
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Provide a multi‑dashboard analytical view of SRA nominations and spend, enabling year‑by‑year analysis, equity checks, and drill‑down to employee‑level details.
Page Filters
| Report Field Name | Mandatory / Optional | Prompt Type | Default / Restrictions |
|---|---|---|---|
| Start Date | Optional | Date | Jan 1st (default) |
| End Date | Optional | Date | Current date |
| Country | Optional | Multi‑select | All |
| GBU | Optional | Multi‑select | All |
| Legal Entity | Optional | Multi‑select | All |
| Gender | Optional | Multi‑select | All |
| Pay Grade | Optional | Multi‑select | All |
| Performance Rating | Optional | Multi‑select | All |
| Department | Optional | Multi‑select | All |
Page Level Input Controls
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Table 1 – Employee‑Level SRA Details
| Field |
|---|
| Employee First and Last Name |
| Employee User ID |
| Employee Email Address |
| Legal Entity |
| Country |
| GBU |
| Division |
| Job Title |
| Employment Status (Full‑time / Part‑time) |
| Pay Grade |
| FTE |
| SRA |
| Manager Details |
| Reward Value |
| Amount Spent |
Story Filters (Global)
| Report Field Name | Mandatory / Optional | Default |
|---|---|---|
| Employee Status | Mandatory | Active employees only |
Data Models
| Data Model | Description | Jira Development ID |
|---|---|---|
| SRA / Rewards Data Model | Recognition awards, nominators, and spend data | ERP‑2713 |
Business Roles
| Role |
|---|
40-Total Rewards Specialist |
20-Strategic Business Partner(CS-HR SBP/SBA) |
20-Site HR Specialist (CS-HR Site) |
40-GBS Compensation Specialist/Comp Admin |
Design Rationale
No existing report in the reporting catalog provides the required multi‑dimensional analysis of SRA nominations and spend. A custom SuccessFactors Story Report is required to support equity analysis, budget monitoring, and detailed drill‑down.
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Frequency of Analysis / Report Run
| Frequency |
|---|
| Monthly |
| 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 SRA data displayed |
| TC02 | Change year/date range | Data updates to selected period |
| TC03 | Filter by GBU or Country | KPIs, charts, and table update correctly |
| TC04 | Drill down from chart | Employee‑level details displayed |
Other Requirements
None identified.
Screenshots
This is an example of the possible layout and also how dimension inputs could look like (dimension inputs can be added to charts and allows users to select how they want to see the data, i.e., SRA payout vs. GBU or SRA payout vs. country)
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