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 OwnerPRAZERES-ext, ines 
StakeholdersKRASTINA, Elina , Helena Macieira
Jira Request ID

Jira Development (Build) ID

Lean IX App LinkTo be added when development reaches UAT 
Business Process Reference (L4)11.11.01.02. Create & Distribute Custom Reports

High-Level Specification

ParameterValue
Application System (Delivery Tool)

SuccessFactors – Story Report

Module: EC (Employee Central)

Functional Overview

Report label:

Demographics Breakdown

Type of report: 

Story report

Why the report is needed

This report is required to provide a demographics breakdown of employees to support organizational analysis and workforce insights.

Business requirements addressed

Business questions answered

Business value

The report enables HR to analyze workforce demographics using reliable Employee Central data, supporting informed organizational and talent decisions.

Scope

In Scope

Out of Scope

Intended Users & Access 

Solution Overview

Content ownership: PRAZERES-ext, ines 
Input from: Elina Krastina, Helena Macieira


Security: Standard SuccessFactors Role‑Based Permissions (RBP) apply. Data visibility is restricted to the user’s authorized organizational scope.

Story Definition

Overview Page

Not required.

Story Page 1 – Demographics Breakdown

Page Objective

Provide a tabular view of employee demographic data with filtering capabilities for HR analysis and reporting.

Page Filters

Report Field NameMandatory / OptionalPrompt TypeDefault / Restrictions
Business UnitOptionalMulti‑selectAll
DivisionOptionalMulti‑selectAll
CountryOptionalMulti‑selectAll
CompanyOptionalMulti‑selectAll
Location Group (Site)OptionalMulti‑selectAll
DepartmentOptionalMulti‑selectAll
Employee ClassOptionalMulti‑selectAll
Workforce CategoryOptionalMulti‑selectAll
Pay GradeOptionalMulti‑selectAll
Employee StatusMandatoryMulti‑selectActive employees only

Page Level Input Controls

None specified.

Calculations

No advanced calculations required. Age is derived from Date of Birth as provided by Employee Central.

Layout

Tables / Lists

Employee Demographics Table

Field
User ID
Formal Name
Business Email Address
Gender
Date of Birth
Nationality
Business Unit
Division
Country
Company
Location Group (Site)
Department
Employee Class
Workforce Category
Pay Grade
Employee Status

Story Filters (Global)

Report Field NameMandatory / OptionalDefault
Employee StatusMandatoryActive employees only

Business Roles

Role
  • 40-GBS People Services Specialist

Design Rationale

No existing report in the reporting catalog meets the business need for a consolidated demographics breakdown. The report relies exclusively on Employee Central data, making SuccessFactors reporting tools the most appropriate solution. SAP standard templates were reviewed but did not meet the requirements.

Assumptions

Dependencies

Special Requirements

None identified.

Frequency of Analysis / Report Run

Frequency
Ad‑hoc / On‑demand

Testing Considerations / Dependencies

Test Conditions and Expected Results

IDConditionExpected Result
TC01Open report without filtersAll active employees displayed
TC02Filter by DepartmentOnly employees from selected department displayed
TC03Export reportData correctly exported to CSV / XLS

Other Requirements

None identified.

See also

Change log