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/PMGM

Functional Overview

Why the report is needed

Syensqo requires comprehensive reports and dashboards to analyze STI / SIP results and payout data. The report supports monitoring of budget spent, provides overviews by entity and country, and can also be used for audit and finance purposes.

Business requirements addressed

Consolidated reporting of STI / SIP payouts
Monitoring of payout versus target
Analysis of STI / SIP payouts across organizational and demographic dimensions
Finance‑oriented reporting on STI / SIP results

Business questions answered

How much STI / SIP has been paid out by entity, country, and GBU?
How does payout compare to target by entity, country, and performance rating?
How are STI / SIP payouts distributed by gender, grade, and performance rating?
What is the STI / SIP amount per employee?

Business value

The report provides HR, Total Rewards, and Finance with a single consolidated view of STI / SIP outcomes, enabling governance, transparency, budget control, and audit readiness.

Scope

In Scope

STI / SIP payout by legal entity, country, and GBU
Payout vs target analysis by entity, country, and performance rating
STI / SIP payout analysis by demographic criteria:
- Gender
- Grade
- Performance rating
Total payout split by gender, grade, and performance rating
STI / SIP amount per employee
Aggregated and employee‑level views

Out of Scope

Inactive employees
Non‑STI / SIP compensation components

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.

Story Page 1 – STI Results and STI / SIP Payout Analysis

Page Objective

Provide a consolidated analytical view of STI / SIP results and payouts, combining KPIs, charts, and tables to support HR, Total Rewards, and Finance analysis.

Page Filters

Report Field Name	Mandatory / Optional	Prompt Type	Default / Restrictions
Country	Optional	Multi‑select	All
GBU	Optional	Multi‑select	All
Division	Optional	Multi‑select	All
Department	Optional	Multi‑select	All
Gender	Optional	Multi‑select	All
Performance Rating	Optional	Multi‑select	All

Page Level Input Controls

Dimension input controls on charts allowing users to switch between views (e.g. payout vs country, payout vs GBU).

Calculations

The report includes the following calculated metrics:

Total STI / SIP payout amount
STI / SIP payout vs target
Aggregations by legal entity, country, and GBU
Breakdown by demographic attributes (gender, grade, performance rating)
Total number of employees
FTE

Layout

Page filters pinned at the top
Syensqo logo top‑left
Summary KPIs
Charts
Summary table

Dashboards / Charts

Summary KPIs (Numerical):

Total number of employees
FTE

Charts:

STI / SIP payout by different criteria (legal entity, country, GBU)
- Bar chart with dimension input control
Payout vs target by entity, country, and performance rating
- Bar chart (payout and target comparison – final visualization to be validated)
STI / SIP payout by demographic criteria (gender, grade, performance rating)
- Bar chart with dimension input control

Tables / Lists

Table 1 – STI / SIP Summary Table (Department Level)

Field
Country
GBU
Legal Entity
Gender
Grade
Performance Rating
Talent Pool
Department
STI / SIP Payout
STI / SIP Target

Story Filters (Global)

Report Field Name	Mandatory / Optional	Default
Employee Status	Mandatory	Active employees only

Data Models

Data Model	Description	Jira Development ID
STI / SIP Compensation Data Model	STI / SIP results and payout data from Compensation and PMGM modules	ERP‑2714

Business Roles

Role
40-GBS People Services Specialist
40-Total Rewards Specialist
20-Strategic Business Partner(CS-HR SBP/SBA)

Design Rationale

No existing report in the reporting catalog meets the combined requirements of STI / SIP payout analysis, demographic breakdown, and finance‑level reporting. A custom SuccessFactors Story Report is required.

Assumptions

Only active employees are included
STI / SIP payout and target data is available and complete
Demographic and performance attributes are consistently maintained

Dependencies

Availability and quality of Compensation and PMGM data
Validation of payout vs target visualization feasibility
Confirmation whether a single report or a separate finance‑specific report will be required

Special Requirements

Consolidation of three reporting requests (Req 83, 84 & 85) into a single solution
Support for audit use cases
Ability to analyze payouts across multiple demographic dimensions

Frequency of Analysis / Report Run

Frequency
Annual

Testing Considerations / Dependencies

Validate STI / SIP payout totals
Validate payout vs target logic
Validate demographic breakdowns
Validate role‑based access
Validate performance of aggregated vs detailed views

Test Conditions and Expected Results

ID	Condition	Expected Result
TC01	Open report without filters	Consolidated STI / SIP results displayed
TC02	Filter by country or GBU	KPIs, charts, and table update correctly
TC03	Review payout vs target	Values displayed consistently
TC04	Review demographic breakdown	Correct split by gender, grade, and rating

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., STI /SIP payout vs. GBU or STI/SIP payout vs. country)