Please see the SyWay Analytics Approach document, section 'Documentation' for more information about the context of this document.
| Status | Approved |
|---|---|
| Functional Specification Owner | PRAZERES-ext, ines |
| Stakeholders | KRASTINA, Elina , Helena Macieira |
| Jira Request ID | ERP-1237 - Getting issue details... STATUS |
| Jira Development (Build) ID | ERP-2446 - Getting issue details... STATUS |
| Lean IX App Link | |
| 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: 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
- Provide demographic information for employees
- Support HR analysis on workforce composition
- Enable filtering by organizational attributes
Business questions answered
- What is the demographic distribution of employees?
- How is the workforce structured by age and other demographic attributes?
- Can demographic data be analyzed by organizational dimensions?
Business value
The report enables HR to analyze workforce demographics using reliable Employee Central data, supporting informed organizational and talent decisions.
Scope
In Scope
- Employee demographic data including:
- Age
- Date of birth
- Organizational attributes for filtering and analysis
Out of Scope
- Inactive employees
Intended Users & Access
- HR → People services
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 Name | Mandatory / Optional | Prompt Type | Default / Restrictions |
|---|---|---|---|
| Business Unit | Optional | Multi‑select | All |
| Division | Optional | Multi‑select | All |
| Country | Optional | Multi‑select | All |
| Company | Optional | Multi‑select | All |
| Location Group (Site) | Optional | Multi‑select | All |
| Department | Optional | Multi‑select | All |
| Employee Class | Optional | Multi‑select | All |
| Workforce Category | Optional | Multi‑select | All |
| Pay Grade | Optional | Multi‑select | All |
| Employee Status | Mandatory | Multi‑select | Active 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
- Table‑based report
- Exportable to Excel (CSV / XLS)
- Single page layout optimized for data extraction
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 Name | Mandatory / Optional | Default |
|---|---|---|
| Employee Status | Mandatory | Active employees only |
Business Roles
| Role |
|---|
|
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
- Employee Central demographic data is correctly maintained
- Date of birth and nationality are available for active employees
Dependencies
- Availability and quality of Employee Central master data
- Correct access rights for HR users
Special Requirements
None identified.
Frequency of Analysis / Report Run
| Frequency |
|---|
| Ad‑hoc / On‑demand |
Testing Considerations / Dependencies
- Validate inclusion of active employees only
- Validate correct population of demographic fields
- Validate filtering by organizational attributes
- Validate export to CSV / XLS formats
Test Conditions and Expected Results
| ID | Condition | Expected Result |
|---|---|---|
| TC01 | Open report without filters | All active employees displayed |
| TC02 | Filter by Department | Only employees from selected department displayed |
| TC03 | Export report | Data correctly exported to CSV / XLS |
Other Requirements
None identified.