Please see the SAP Analytics Approach document, section 'Documentation' for more information about the context of this document.
| Status | Approved |
|---|---|
| Functional Specification Owner | BILLING-ext, Anoop |
| Stakeholders | Matilde Zardini |
| 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
| Parameter | Value |
|---|---|
| Application System (Delivery Tool) | SuccessFactors – Story Report Module: Onboarding (ONB) |
Functional Overview
Business Need
This report is required to support regulatory and compliance analysis related to I‑9 E‑Verification as part of the Onboarding process in the United States.
It enables operational and compliance stakeholders to monitor Form I‑9 and E‑Verify status directly from SuccessFactors without relying on manual tracking or external systems.
Business Questions Answered
- What is the current I‑9 and E‑Verify status of new hires?
- Are there compliance gaps related to US I‑9 / E‑Verify requirements?
- Which onboarding cases require attention for compliance or audit purposes?
Importance to Business
The report supports legal, regulatory, and audit requirements in the United States and reduces regulatory risk by providing a standard, auditable source of truth within SuccessFactors.
Scope
- Application: SAP SuccessFactors Onboarding (ONB)
- Report Type: SAP Standard Story Report
- Country Scope: United States
- Legal Requirement: Yes
- Custom Development: None (standard SAP report usage only)
Solution Overview
Content ownership: BILLING-ext, Anoop
Input from: Matilde Zardini
The solution consists of deploying and configuring the SAP standard Story Report “I‑9 E‑Verification Analysis” in SuccessFactors Onboarding. No custom story development is required.
Story Definition
Overview Page
Standard SAP Story overview page displaying high‑level charts related to I‑9 and E‑Verification compliance.
Story Page 1 – I‑9 E‑Verification Overview
Page Objective
Provide analytical visibility into I‑9 and E‑Verify completion and compliance status for new hires.
Page Filters
| Report Field Name | Mandatory / Optional | Prompt Type | Default Value / Restrictions |
|---|---|---|---|
| Country | Mandatory | Selection | United States |
| Other filters | As per SAP standard | SAP standard | SAP standard template |
Page‑Level Input Controls
Page filters and input controls follow the SAP standard I‑9 E‑Verification Analysis Story template. No custom controls defined.
Calculations
None specified. Calculations are delivered as part of the SAP standard story.
Layout
Dashboards / Charts
- Charts provided by SAP standard story, focusing on:
- Number of new hires under electronic I‑9 compliance
- I‑9 and E‑Verify status distribution
Tables
- Second page of the story displays detailed Form I‑9 and E‑Verify information for new hires.
Story Filters (Global)
| Report Field Name | Mandatory / Optional | Prompt Type | Default Value / Restrictions |
|---|---|---|---|
| Country | Mandatory | Selection | United States |
| Other standard filters | Optional | SAP standard | SAP standard |
Data Models
| Data Model Technical Name | Data Model Description | Jira Development ID | Link to Data Model Functional Spec |
|---|---|---|---|
| SAP SuccessFactors ONB – Standard | Onboarding I‑9 and E‑Verify data | ERP‑2569 | SAP Standard |
Business Roles
- Onboarding Admin
- TA Specialist / TA Lead
- Site HR (USA & Canada)
Design Rationale
- SAP already provides a standard I‑9 E‑Verification Analysis Story
- Custom development is not required
- Leveraging standard SAP content ensures compliance, auditability, and maintainability
Assumptions
- SAP standard story is available in the tenant
- Data is populated through standard Onboarding processes
- Users have appropriate Onboarding permissions
Dependencies
- SuccessFactors Onboarding configuration
- US I‑9 and E‑Verify processes enabled
- User access via standard role‑based permissions
Special Requirements
- United States legal and regulatory compliance
- No custom extensions
- SAP standard filtering and layouts only
Frequency of Analysis / Report Run
Ad‑hoc / On‑demand
Testing Considerations / Dependencies
- Validate report accessibility for intended roles
- Validate data visibility for US population only
- Validate standard charts and tables load correctly
Test Conditions and Expected Results
| ID | Condition | Expected Result |
|---|---|---|
| TC‑01 | Onboarding Admin access | Full I‑9 and E‑Verify data visible |
| TC‑02 | TA Specialist access | Compliance monitoring view available |
| TC‑03 | Non‑US population | No data displayed |
Other Requirements
None specified.
Screenshots
