Employee Central Training

Reporting

INTERNAL
The training facilitator:

In case of questions, please do not hesitate to contact the training facilitators

directly:

Muhammet Yavuz
myavuz@Deloitte.de

Philip Jacobs
philjacobs@Deloitte.de

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Agenda

Overview of different Reporting tools 04

Demonstration of sample Reports 14

Configuration options and limitations 16

Best Practice and Lessons Learned 25

Wrap up and QA 27

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Overview of different
Reporting tools

2019 Deloitte
Reporting & Analytics
Overview

Tiles and Dashboards Adhoc Reporting Online Report Designer Workforce Analytics
Real time graphical Quick list reports of data Advanced reporting Standardized metrics
representation of data for for Talent and EC core capabilities including trended oer time from
Managers data calculations, charts and multiple data sources
• Home page tiles • Simple data extraction distribution • Data segmentations via
• Online dashboards • Excel; CSV; PDF; PPT • Pivot tables and charts analysis options
• Drill down from chart to list • Empowers users to do • Basic calculations • Drill from aggregates to
• Mobile ready their own analysis • If/Then logic lists
• Formatting & graphics • Benchmarks
• Multipage presentation • Advanced statistics
• Printing and distribution • All reporting capabilities of
ORD

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Reporting & Analytics
Dashboards & Tiles

• Dashboards and Tiles offer real-time data views to keep Managers and HR Users apprised of the
various talent processes occurring within an organization.
• Often used to track completion statuses of forms, these tools help users highlight workflow delays and
keep talent processes on-track.

Intuitive and appealing

User Interface; available on
home page Point-in-Time data
views only; no trends
Provides managers with over time
quick views of their teams
Each tile is limited to a
single topic or data
Supports visualizations, as point
well as list reports

Ability to view both

aggregated data and to
drill down to employee
level data

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Reporting & Analytics
Ad-Hoc Report Builder

• Ad-Hoc reporting is one of the most commonly used components of the SuccessFactors reporting platform.
• Quick and easy to build, Ad-Hoc reports are best deployed as simple list reports or for downloading
transactional data for compliance or other tracking purposes.

Simple User Interface; Easy

Configuration
No visualization
options
Data Availability from all
SuccessFactors modules
No aggregation or
calculation of data
A select number of pre-built columns
Standard Reports

Limited design flexibility

Respects Role Based
Permissions for Data
Privacy

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Reporting & Analytics
Online Report Designer

• Online Report Designer (ORD) is a tool that allows users to build and design formatted and
presentation ready reports with robust visualization options.
• Reports can be shared within the SuccessFactors platform through Report Distributor, or exported to
PDF or PPT.

Supports advanced
visualizations and charts
Time intensive to
build
Fully configurable and
customizable layout for
each report
Requires advanced
familiarity of the tool;
Formatted and Presentation nuanced
Ready

Ability to pull data from

several modules and
create multi-page reports

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Reporting & Analytics
Online Report Designer – Advanced Reporting

• Advanced Reporting offers users the ability to build cross-domain reports with complex calculations and
date/time logic.
• Advanced Reporting is best used for requirements that are too complicated for Ad-Hoc reports, or when
data points need to be combined or calculated in a particular fashion.

Supports calculated columns

and advanced date logic
Requires advanced
knowledge to build
Configurable to address reports
specific business questions
and data points
Limited visualization
options
Supports field and cell level
permission security

Allows for data aggregation

through pivot tables and
charts

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Reporting & Analytics
Workforce Analytics

• Workforce Analytics is a separate module within SuccessFactors that allows users to perform trend
analysis with aggregated data points across a span of time.
• Workforce Analytics provides a pre-built library of 2,000+ metrics to track and measure organizational
performance.

Pre-built library of best

practice metrics with
embedded benchmarks Separate module;
requires lengthy
implementation
Integrates data from both SF
and External sources
Process or logic
changes require SAP
Provides robust data technical team
visualization options

Supports predictive analytics

and forecasting of future data
values

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Reporting & Analytics
Employee Central Standard Reporting

• SuccessFactors Employee Central offers a powerful

reporting tool to help us track important analytics like
employee movement, pay trends, and terminated
employees

• We can take advantage of the Online Report

Designer – which comes with both predefined
reports and a powerful custom report editor – and Ad
Hoc reports that allow you to create more simple
reports on the fly

• Employee Central includes a variety of standard and

compliance reports, embedded intelligence in
context of HR transactions, and powerful reporting
capabilities via Online Report Designer and
Advanced Reporting tools

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Reporting & Analytics
Employee Central – Standard Basic Reports

Birthday List; Challenged employees; Company Address Book; Dependents;

Personal Information Employee Emergency Contacts; Private Contact Information; Work Eligibility

Employment Age range report, direct reports; employee register; Employment changes;
Headcount and FTEs; Job assignment; Job relationships; New hires; Service
Information anniversaries; Terminated employees

Compensation Pay range; Payment info; Recurring pay history

Position Management Position Overview

Time Management Long Term Absence Overview

Open workflow requests; Workflow processing Stats; Workflow request

Workflow Information analysis

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Reporting & Analytics
Employee Central – Standard Advanced Reports

Employment Contingent worker register; Employee hierarchy report template; Employee

Information movements; Turnover report

Alternative cost distribution; Annual compensation history; Annual

Compensation compensation overview; CompaRatio;

Disparities between reporting line and position hierarchy; Position details;

Position Management Position hierarchy report

Time Management Absence frequencies and duration for long term absence

Workflow Information Changes activity log; Processing time statistics

Global Assignments Contact details;

Link to the provided templates:

https://help.sap.com/viewer/product/SAP_SUCCESSFACTORS_WORKFORCE_ANALYTICS/1905/en-US

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Demonstration of sample
reports

2019 Deloitte
 System Demonstration

15
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Configuration options
and limitations

2019 Deloitte
Configuration Options
Ad-Hoc Reporting

• Define in the People tab who you want to see in your report. Use „Other Filters“ to see everyone you
are allowed to see with your RBP.
• Sometimes it makes sense to set the checkmark for „Include Inactive Users“ as well.

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Configuration Options
Ad-Hoc Reporting

• Define a Filter, by selecting a field from the data model and

choosing the values you want to report on.

• Additionally, make the filter „User Prompted“ to be able to select

and change the filter everytime you run the Report.

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 System Demonstration

19 19
Configuration Options
Advanced Reporting

• Use the Page Designer to add and edit components on the

canvas, such as tables, images and chart

• Edit the query to add information from the portlets to the

report

• Defining a filter, date option and calculated column

• Finalize the formatting by e.g. adding grids and colors

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Configuration Options
Advanced Reporting

Advanced Reporting has more robust calculated columns capabilities and date options than
Ad hoc reporting

• A Calculated Columns is a column that is created by combining data from other

columns in the query

• E.g. the client wants to have data from two columns in one column and you can
combine them with IF/THEN/ELSE statements

• Aggregated Calculated Columns are created by aggregating over ALL the values
from a single column, which does not have to pre-exist in the query

• This is not possible in Ad hoc Reporting (only ORD)

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Configuration Options
Advanced Reporting

Advanced Reporting has more robust calculated columns capabilities and date options than
Ad hoc reporting
• Driving Table Options is the main table that we are reporting on.
Only the first table in the query and any tables which have an
inner join to the first table can be used as the driving table.

• Use Custom Columns

Required if the table does not have inherit effective dating
support, otherwise it is optional. These columns will be used
instead of the default columns.

• Selectable At Runtime
If selected, the user will be allowed to alter the date to use at
runtime.

• Related Table Options

The related table options will be applied to all tables except the
driving table. If a related table has overridden options, then those
will take precedence.

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Limitations
Advanced Reporting

• Outputs which are not supported in ORD: CSV, multiple worksheets in Excel, graphs not supported in
Excel (tables only)

• Data Manipulation: Writing of SQL statements is not possible within the queries

• Scheduling/Distribution: Does currently not support FTP scheduling or run offline to excel/non-PDF
formats

• Requires learning & skill training

• Creation and maintenance are effort drivers

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 System Demonstration

24
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Best Practice and
Lessons Learned

2019 Deloitte
Best Practice and Lessons Learned

• Start early with design of reports in the whole project team

• Don’t underestimate the time & effort necessary for creating reports

• Include Controlling / HR Controlling / Global Reporting as stakeholders

• Best Practice: Train the client to create reports (especially in ORD) and provide a stable instance
with real permissions to make sure those reports will work after Go-Live

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Any questions?

27
Thank you!
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