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.

High-Level Specification

Functional Overview

• Report Type: SuccessFactors Story Report
• Module: Compensation
• Population: Active employees in scope for SIP (global)
• Usage: Pre‑cycle eligibility validation, ad‑hoc / on‑demand
• Focus: SIP eligibility determination and exception identification
• Primary Users: Enterprise compensation processors, Total Rewards and Compensation roles

Why the report / analytics is needed

The SIP Eligibility Report is required to support the Sales Incentive Plan (SIP) process by providing a pre‑cycle eligibility control view for enterprise compensation processors.
It allows the business to assess employee eligibility before launching the SIP compensation cycle, ensuring that only eligible employees are included and that exceptions are identified and addressed in advance.

Business requirements addressed

This report addresses the following business requirements:

• Identify employees in scope for the SIP process based on defined eligibility criteria
• Provide visibility of eligibility exceptions that need to be marked or corrected
• Enable pre‑cycle validation of eligibility to avoid downstream corrections during SIP execution
• Support enterprise compensation processors with a single, consolidated eligibility view

Business questions answered

The report enables the business to answer key questions such as:

• Which employees are eligible for SIP for the upcoming cycle?
• Are there any eligibility exceptions that require action before the cycle starts?
• How is SIP eligibility distributed across grades, workforce categories, and global assignment statuses?
• Are all active employees correctly evaluated against SIP eligibility criteria?

Why it is important to the business

This report is critical to ensure accurate, compliant, and timely SIP processing.
Without a dedicated pre‑cycle eligibility report, eligibility checks would rely on manual analysis across multiple data sources, increasing the risk of errors, inconsistencies, and delays.
The SIP Eligibility Report reduces operational risk, improves data quality, and supports a smoother execution of the SIP compensation cycle.

Scope

Functional Scope

• Custom SuccessFactors Story Report
• Focused on SIP eligibility and exception validation
• Used before the SIP compensation cycle

Data Scope

Eligibility information is based on employee data including:

• Grade
• Hire Date
• Bonus Eligibility Exception
• Last Date Worked
• Workforce Category
• Employee status on Global Assignment 

Population Scope

• Employees in scope for SIP
• Active employees only
• Global population

Solution Overview

Content Ownership: BILLING-ext, Anoop 
Input from: Guillaume Decarsin, Ruebn Beeck

The solution delivers a custom Story Report named “SIP Eligibility Report” within the Compensation module, enabling:

• Eligibility overview
• Exception identification
• Pre‑cycle validation for SIP processing

Story Definition

Overview Page

• Summary KPIs
• Eligibility distribution charts
• Detailed employee eligibility table

Story Page 1 – SIP Eligibility Overview

Page Objective

Provide a clear and consolidated overview of SIP‑eligible employees and identify eligibility exceptions prior to the SIP compensation cycle. 

Page Filters

Page Level Input Controls

As defined by the page filters above. 

Calculations

• Number of employees eligible for SIP
  (All eligibility logic is derived from employee and Compensation data; no additional custom calculations defined.) 

Layout

Story Report layout focused on:

• Eligibility overview
• Exception identification
• Pre‑cycle validation use

Layout elements:

• Syensqo logo in the top‑left corner
• Summary KPIs aligned horizontally
• Charts (pie and bar)
• Detailed table
• Filters pinned at the top of the page

Dashboards / Charts

Chart 1 – SIP Eligibility Overview

• Type: Pie chart
• Fields:
  • Number of employees eligible
  • Grade
  • Workforce category
• Calculation: Number of employees eligible 

Chart 2 – Global Assignment Status & Eligibility

• Type: Bar chart
• Fields:
  • Number of employees eligible
  • Employee status on Global Assignment
• Calculation: Number of employees eligible 

Tables / Lists

Employee‑level Eligibility Table

Key fields / columns include (non‑exhaustive):

• User ID
• First Name
• Last Name
• Grade
• Hire Date
• Bonus Eligibility Exception
• Last Date Worked
• Workforce Category
• Global Assignment Status 

Story Filters (Global)

Data Models

Business Roles

• 40-Total Rewards Specialist
• 40-GBS Compensation Specialist/Comp Admin

Design Rationale

A custom Story Report is required because:

• No existing report supports SIP eligibility checks prior to the compensation cycle
• Standard SAP / SuccessFactors reports do not provide consolidated eligibility and exception visibility
• The SIP process requires a dedicated pre‑cycle validation view 

Assumptions

• Employee data and Compensation data are correctly maintained
• Eligibility exceptions are marked in source data
• Security access is managed via standard SuccessFactors RBP 

Dependencies

• Accuracy of Compensation and employee master data
• Finalization of security roles for report access
• Dependency on SIP process timelines 

Special Requirements

• Global scope
• Pre‑cycle usage only
• Eligibility and exception visibility is mandatory for SIP validation 

Frequency of Analysis / Report Run

• Ad‑hoc / On‑demand 

Testing Considerations / Dependencies

How to Test

• Validate inclusion of active employees only
• Validate eligibility counts in charts vs table
• Validate page filters (Grade, Hire Date, Workforce Category, Global Assignment Status)
• Validate visibility of eligibility exceptions 

Test Conditions and Expected Results

Other Requirements

None identified.

Screenshots

Report will follow the below format:

See also

Change log