Please see the SAP Analytics Approach document, section 'Documentation' for more information about the context of this document.
| Status | Approved |
|---|---|
| Functional Specification Owner | |
| Stakeholders | Guillaume Decarsin, Ruben Beeck |
| Jira Request ID | ERP-1234 - Getting issue details... STATUS |
| Jira Development (Build) ID | ERP-2713 - 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
Syensqo requires a consolidated report to provide visibility into the SRA (Syensqo Recognition Awards) program, including spend, nomination patterns, and distribution across businesses and demographics, both globally and per entity.
Business requirements addressed
- Monitor SRA program usage and spend
- Analyze nomination behavior by nominator
- Assess fairness and equity of recognition award distribution
- Support budget monitoring across GBUs and countries
Business questions answered
- Which nominators submit the most SRA nominations?
- How are SRAs distributed by entity, country, award level, gender, and talent attributes?
- What is the total and average SRA spend by organizational and demographic dimensions?
- Are there equity issues in how recognition awards are distributed?
Business value
The report enables Total Rewards and HR leadership to monitor recognition spend, evaluate program effectiveness, and identify potential equity or consistency issues in the distribution of recognition awards.
Scope
In Scope
- Number of employees nominated per nominator
- Number of SRAs by entity, country, award level, gender
- Total SRA amount spent by entity, country, award level, gender
- Average and median SRA amount per level, entity, and country
- Year‑based analysis (annual split or adjustable start/end dates)
- Drill‑down to individual employee level
- Analysis by talent flags, job, pay grade, SRA justification, requestor, and manager
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. Visibility is restricted based on user role and authorized scope (global vs entity/country).
Story Page 1 – SRA Nominators & SRA Analysis
Page Objective
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
- Dimension selector allowing users to switch analysis view by:
- Entity
- Country
- Award Level
- Gender
- Talent Flags
- Pay Grade
- GBU
Calculations
The report includes the following calculated metrics:
- Total number of employees
- FTE
- Total SRA amount spent
- Average SRA amount per reward
- Total number of rewards
- SRA count
- Median SRA amount (where applicable)
Layout
- Page filters pinned at the top
- Syensqo logo top‑left
- Summary KPIs
- Charts (with dimension input controls)
- Detailed employee‑level table
Dashboards / Charts
Summary KPIs (Numerical):
- Total number of employees
- FTE
- Total amount spent
- Average per reward
- Total number of rewards
- SRA count
Charts:
- SRA count vs selected dimension (Entity / Country / Award Level / Gender / Talent Flag / Pay Grade / GBU) – Bar chart
- Number of rewards vs Average per reward (toggle via input control) – Bar chart
- Total amount spent vs selected dimension – Bar chart
All charts support interactive filtering and drill‑down.
Tables / Lists
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.
Assumptions
- Only active employees are included
- SRA data is available for the selected year(s)
- Award levels, talent flags, and demographic attributes are correctly maintained
Dependencies
- Availability and quality of SRA / Rewards data
- Confirmation of RBP scopes for global vs local users
Special Requirements
- Mandatory annual split or adjustable date range
- Drill‑down from charts to individual employee details
- Ability to analyze each year separately
Frequency of Analysis / Report Run
| Frequency |
|---|
| Monthly |
| Ad‑hoc / On‑demand |
Testing Considerations / Dependencies
- Validate SRA counts and total spend
- Validate average and median calculations
- Validate year‑by‑year separation
- Validate drill‑down behavior
- Validate access by role and scope
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)
The a table at the end of this page where users will be able to drill down to the employee level.
