Please see the SyWay Analytics Approach document, section 'Documentation' for more information about the context of this document.
| Status | Approved |
|---|---|
| Functional Specification Owner | PRAZERES-ext, ines |
| Stakeholders | Aurélien Vermeillet, Helena Macieira |
| Jira Request ID | ERP-2266 - Getting issue details... STATUS |
| Jira Development (Build) ID | ERP-2447 - Getting issue details... STATUS |
| Lean IX App Link | |
| Business Process Reference (L4) | 11.11.01.02. Create & Distribute Custom Reports |
High-Level Specification
| Parameter | Value |
|---|---|
| Application System (Delivery Tool) | SuccessFactors – Story Report Module: CDP |
Functional Overview
Report label:
Mentoring Programs Engagement
Type of report:
Story report
Why the report is needed
A Mentoring Programs Engagement report is required to ensure mentoring programs deliver measurable business value and support talent strategy priorities.
Business requirements addressed
- Track mentoring program sign‑up
- Monitor engagement in mentoring programs
- Track mentoring program completion
- Assess skills gaps before and after mentoring program completion
Business questions answered
- How many mentoring programs are active, completed, or deleted?
- How many mentors and mentees are participating?
- How has participation evolved over time?
- What is the engagement level across organizational dimensions?
Business value
The report provides visibility into mentoring program adoption and outcomes, enabling Talent and HR teams to improve program effectiveness and alignment with career development strategy.
Scope
In Scope
- Mentoring program sign‑up, engagement, and completion
- Mentor and mentee participation
- Time‑based analysis of mentoring program creation
- Organizational dimension analysis
Out of Scope
- Inactive employees
- Non‑cadre employees (restricted via pay grade)
Intended Users & Access
Talent Team & Mentoring Administrators, GBS, IT HR
Solution Overview
Content ownership: PRAZERES-ext, ines
Input from: Aurélien Vermeillet
Security: Standard SuccessFactors Role‑Based Permissions (RBP) apply. Data visibility dynamically follows the user’s authorized target population.
Story Definition
Story Page 1 – Mentoring Programs Engagement
Page Objective
Provide a consolidated view of mentoring program engagement, combining summary KPIs, charts, and detailed mentoring program information.
Page Filters
| Report Field Name | Mandatory / Optional | Prompt Type | Default / Restrictions |
|---|---|---|---|
| Location | Optional | Multi‑select | All |
| Gender | Optional | Multi‑select | All |
| Talent Flag | Optional | Multi‑select | All |
| Grade | Optional | Multi‑select | All |
| Region | Optional | Multi‑select | All |
| Job Function | Optional | Multi‑select | All |
| Country | Optional | Multi‑select | All |
| Site | Optional | Multi‑select | All |
| Department | Optional | Multi‑select | All |
Page Level Input Controls
None specified.
Calculations
The report includes the following calculated metrics:
- Total number of mentoring programs
- Total number of mentors
- Total number of mentees
- Total number of completed mentoring programs
- Total number of ongoing mentoring programs
Layout
- Page filters pinned at the top
- Syensqo logo top‑left
- Summary KPIs
- Charts
- Detailed table
Dashboards / Charts
Summary KPIs (Numerical):
- Total number of mentoring programs
- Total number of mentors
- Total number of mentees
Charts:
- Mentoring program status (In progress, Completed, Deleted) – Pie chart
- Number of ongoing vs completed mentoring programs by dimension – Bar chart
- Number of mentoring programs created over time – Time‑series chart
Tables / Lists
Table 1 – Mentorship Programs Details
| Field |
|---|
| Program ID |
| Program Name |
| Description |
| Mentor Details |
| Mentee Details |
| Mentee Sign‑up Date |
| Mentor Sign‑up Date |
| Mentor Approval Comments |
| Mentor Approval Method |
| Matching Date |
| Matching Type |
| Status |
| Actual Matching Date |
| Completed Date |
| Participant Type |
| End Mentoring Note |
| Sign‑up Question |
| Sign‑up Answers |
Story Filters (Global)
| Report Field Name | Mandatory / Optional | Default |
|---|---|---|
| Employee Status | Mandatory | Active employees only |
| Employee Type | Mandatory | White‑collar only |
Data Models
| Data Model | Description | Jira Development ID |
|---|---|---|
| CDP Mentoring Data Model | Career Development Planning mentoring program data | ERP‑2447 |
Business Roles
| Role |
|---|
30‑Talent Manager / Talent Management Business Partner |
| 40‑GBS People Services Specialist |
| 50‑IT HR Specialist (HRIT) / System Admin / IT Admin |
Design Rationale
No standard report or catalog solution meets the business requirements. The analysis requires CDP mentoring data and multiple engagement indicators, which necessitates a custom SuccessFactors Story Report.
Assumptions
- CDP mentoring data is correctly maintained
- Mentor and mentee participation data is complete and accurate
- RBP rules are finalized and applied consistently
Dependencies
- Availability and quality of CDP mentoring data
- Finalization of Role‑Based Permissions and target populations
Special Requirements
None identified.
Frequency of Analysis / Report Run
| Frequency |
|---|
| Ad‑hoc / On‑demand |
Testing Considerations / Dependencies
- Validate inclusion of active employees only
- Validate mentoring program status logic
- Validate counts of mentors, mentees, and programs
- Validate time‑series behavior for program creation
Test Conditions and Expected Results
| ID | Condition | Expected Result |
|---|---|---|
| TC01 | Open report without filters | Displays all active mentoring programs |
| TC02 | Filter by department | KPIs, charts, and table update correctly |
| TC03 | Review program status | Programs correctly classified by status |
Other Requirements
None identified.