Please see the SAP Analytics Approach document, section 'Documentation' for more information about the context of this document.
| Status | Approved |
|---|---|
| Functional Specification Owner | Anoop Billing |
| Stakeholders | Guillaume Decarsin, Ruben Beeck |
| Jira Request ID | ERP-1226 - Getting issue details... STATUS |
| Jira Development (Build) ID | ERP-2711 - 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: Compensation |
Functional Overview
Why the report is needed
This report is required to 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
- Monitor merit form progress by routemap status
- Support analysis of merit allocation and budget usage
- Enable drill‑down from summary views to individual employee and manager details
Business questions answered
- How many merit forms are in each routemap step?
- Which managers’ forms are pending or completed?
- How is merit allocation progressing across the organization?
Business value
The report enables Total 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
Out of Scope
- Historical 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. Visibility depends on user role and authorized scope (Global vs Entity).
Story Page 1 – Merit Forms Status
Page Objective
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
- Interactive filtering driven by chart selections (clicking on a chart segment filters all other charts and tables).
Calculations
The report includes the following calculated metrics:
- Total number of forms
- Total number of completed forms
- Total number of employees
- Count of forms by routemap status
Layout
- Filters pinned at the top of the page
- Syensqo logo in the top‑left corner
- Summary KPIs aligned horizontally
- Charts (pie and bar)
- Detailed table
Dashboards / Charts
Summary KPIs (Numerical):
- Total number of forms
- Total number of completed forms
- Total number of employees
Charts:
- Merit Form Status by Routemap Step – Pie Chart
- Number of Forms by Business Unit / Department / Legal Entity / Country – Bar Chart
All charts and KPIs are interactive and linked to the detailed table.
Tables / Lists
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 |
|---|
|
|
|
|
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.
Assumptions
- Only active employees are included
- Merit forms relate to the current compensation cycle
- Routemap status is consistently maintained
Dependencies
- Availability and quality of Compensation module data
- Final confirmation of RBP roles and scopes
Special Requirements
- Charts and tables must be fully interactive (click‑to‑filter behavior).
- Drill‑down from chart segments to employee‑level details is required.
Frequency of Analysis / Report Run
| Frequency |
|---|
| Daily |
| Ad‑hoc / On‑demand |
Testing Considerations / Dependencies
- Validate routemap status distribution
- Validate drill‑down behavior from charts to table
- Validate compensation values before and after campaign
- Validate role‑based access by user type
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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