Please see the SAP 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	BILLING-ext, Anoop
Stakeholders	Guillaume Decarsin, Ruben Beeck
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: 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.