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

It is to be populated by the story owner and the reporting functional consultant collaboratively.

It does NOT describe business logic e.g. KPI definitions delivered by the data models (e.g. analytic models) that it consumes. This is covered in the Data Model Functional Specification

If a requirement is for a flat table, then this will be delivered as a story and this document may simply show the order of the columns. Where more detailed requirements for a story layout are known, this template will capture these requirements.

As story building is an iterative and agile process, it is expected that this document will be updated through the development process.

Status
Functional Specification Owner	PRAZERES-ext, ines
Stakeholders	Aurélien Vermeillet, Helena Macieira
Jira Request ID
Jira Development (Build) ID
Lean IX App Link	To be added when development reaches UAT
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