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Please see the SAP Analytics Approach document, section 'Documentation' for more information about the context of this document.

   

 

   

 

Status

  Approved

Functional Specification Owner
StakeholdersElina Krastina 
Jira Request ID
Jira Development (Build) ID
Lean IX App Link
Business Process Reference (L4)11.11.01.02. Create & Distribute Custom Reports

High-Level Specification

ParameterValue
Application System (Delivery Tool)

SuccessFactors – Story Report

Module: Employee Central (EC)

Functional Overview

Why the report is needed

Syensqo needs a report to track Upcoming Employee Terminations to ensure HR teams can proactively prepare offboarding activities, including:

  • Benefit roll‑off
  • Access removal
  • Compliance‑related actions

This is one of the most requested HR reports, widely used to ensure that employees with a scheduled termination have their access revoked and offboarding tasks initiated on time.

Business requirements addressed

  • Centralized visibility of upcoming terminations
  • Early preparation of offboarding tasks
  • Compliance with access removal and benefits processes

Business questions answered

  • Which employees have an upcoming termination date?
  • When are terminations scheduled?
  • Which countries, GBUs, and departments are impacted?
  • What are the main reasons for upcoming terminations?

Business value

The report enables timely and compliant offboarding, reduces operational risk, and ensures HR has a single, reliable source of truth to manage upcoming exits.

Scope

In Scope

The report includes:

  • All employees once a scheduled termination date is available
  • Employee name (first and last)
  • Direct manager
  • Department and site
  • Termination date
  • Employment details and demographics
  • Event and event reason related to termination

Additional considerations:

  • Include contingent workers (clearly distinguished)
  • If contingent workers cannot be handled due to process differences, a separate report may be required

Out of Scope

  • Employees without a termination date
  • Historical terminations already completed (unless still active in EC)

Solution Overview

Content ownership: BILLING-ext, Anoop 
Input from: Elina Krastina

  • Security: Strict Role‑Based Permissions (RBP)
  • Data visibility restricted to HR users with a legitimate business need

Story Page – Upcoming Terminations

Page Objective

Provide a centralized dashboard and detailed table for HR to monitor all upcoming employee terminations and prepare offboarding actions in advance.

Page Filters

Report Field NameMandatory / OptionalPrompt Type
Termination DateOptionalDate
CountryOptionalMulti‑select
GBUOptionalMulti‑select
DivisionOptionalMulti‑select
DepartmentOptionalMulti‑select
Cost CenterOptionalMulti‑select
Employment Type (Regular / Temporary)OptionalMulti‑select
Employment StatusOptionalMulti‑select
Event ReasonOptionalMulti‑select

Page Level Input Controls

  • Dimension selector for termination analysis by country, GBU, division, or department.

Calculations

The report includes the following metrics:

  • Number of users with a termination date
  • FTE
  • Average age of terminations

Layout

  • Page filters pinned at the top
  • Syensqo logo top‑left
  • Summary KPIs (first tab)
  • Charts (first tab)
  • Detailed employee‑level table at the bottom of the page

Dashboards / Charts

Summary KPIs (Numerical):

  • Number of users with termination date
  • FTE
  • Average age of terminations

Charts:

  • Terminations by Gender – Pie chart
  • Terminations by Event Reason – Bar chart
  • Terminations by Country / GBU / Division / Department – Bar chart with dimension input control
  • Terminations over Time (Termination Date) – Time series

Tables / Lists

Table 1 – Employee‑Level Termination Details

Field
User ID
Employee First and Last Name
Legal Entity
GBU
Country
Division
Cost Center
Department
Regular / Temporary
Employment Status
Termination Date
Hire Date
Event
Event Reason
FTE
Location
Person ID
Username
Formal Name
Gender
Date of Birth
Email Address
National ID Type
National ID
Marital Status
IBAN
Home Address (Lines 1–3)
City
Zip Code
Original Start Date
Contract Type
Contract End Date
Job Function
Job Classification
Position
Supervisor Name
Supervisor Email Address
Workforce Category
Local Pay Grade
Pay Grade
Amount
Currency Code
Frequency

Story Filters (Global)

Report Field NameMandatoryDefault
Termination DateMandatoryNot blank
Employee StatusMandatoryActive users only

Data Models

Data ModelDescriptionJira Development ID
EC Employee & Termination Data ModelEmployee Central termination and employment dataNot specified

Business Roles

Role

40-GBS People Services Specialist


Design Rationale

No existing report in the catalog provides a forward‑looking view of upcoming terminations with the required level of detail and security. A custom EC Story Report is required.

Assumptions

  • Termination date is reliably populated in Employee Central
  • Event reason correctly identifies termination scenarios

Dependencies

  • Final RBP target population definition
  • Alignment with access‑removal and benefit offboarding processes

Special Requirements

  • Report contains sensitive personal and employment data
  • Must strictly comply with RBP and confidentiality rules
  • Real‑time or daily refresh required

Frequency of Analysis / Report Run

Frequency
Daily

Testing Considerations / Dependencies

  • Validate termination date filtering logic
  • Validate RBP access restrictions
  • Validate KPI accuracy (counts, age calculation)

Test Conditions and Expected Results

IDConditionExpected Result
TC01Open report as HR userUpcoming terminations displayed
TC02Filter by termination dateCharts and table update correctly
TC03Filter by event reasonCorrect termination subset shown
TC04Access by non‑HR userNo access / data restricted

Other Requirements

None identified.

Screenshots

This is how the standard template looks like: 

See also

No files shared here yet.

Change log

Version Published Changed By Comment
CURRENT (v. 1) Apr 13, 2026 08:48 SKIKDAOUI-ext, Myriam Jira links
v. 1 Apr 09, 2026 11:59 SKIKDAOUI-ext, Myriam

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