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The SuccessFactors suite has a flexible framework for creating analytics and reports to fulfill your reporting needs. Some reporting features are free to use and work straight out the box, while others require either training or support. Either way, Effective People can help you get the most out of your reporting data and dashboards.
SAP SuccessFactors delivers a range of standard dashboards. These are powerful tools aimed at ensuring that your talent processes can be monitored, and issues identified in real time. Examples include the Performance & Goal Management Dashboard, Competency Dashboard, and Recruiting Dashboard. The target users are line managers and HR users in your organization.
SAP SuccessFactors delivers a range of standard tiles that can be deployed to relevant groups of users and made visible via the home page tile framework. These are tools aimed to ensure talent processes can be monitored and made visible to end users such as line managers. Examples include the Goal Status Tile and Performance Form Status Tile. The target users are line managers and HR users.
It’s possible, via the Report Center, to build custom visualizations of employee and talent data. The builder allows you to create visual representations of simple pivot tables such as pie charts, bar charts, or line charts. Possibilities include headcount split by gender, performance rating average per business unit, and many more. The target users are line managers and HR users.
It’s also possible, via a third-party tool called YouCalc Builder (provided by SAP to selected partners), to construct visualizations, filtering capabilities, and more—these options aren’t available in the simpler Admin Center Home Page Tile Builder. This allows more flexibility to build custom visualizations of employee and talent data. The tiles are deployed the same way as standard tiles, but the development can only be done in the YouCalc Builder tool. The target users are line managers and HR users.
You can use the Report Center tool dashboard to combine standard tiles and custom tiles into custom dashboards. This can be especially useful for line managers and HR users.
Report Table is a list view reporting tool. Target users include HR and IT users who need to create simple list views of talent and employee data. While the tool doesn’t allow for features such as calculated columns, pivot tables, or visualizations, it’s commonly used to create comprehensive lists of data—for example, lists of employees, goals, performance forms, or logins to the system. This feature is available out the box in SuccessFactors. Table reports are designed as a self-service, non-technical reporting tool but adoption is fading as there are other tools getting more widespread use.
Report Canvas is a more advanced ad-hoc reporting and visual reporting feature. Target users include HR and IT users who need more complex list views of talent and employee data along with supporting multi-page reports with pivots and simple visualizations. This feature is available out the box in SuccessFactors. Canvas is designed as a self-service, non-technical reporting tool with wide adoption for Employee Central. Adoption is fading in other domains such as Recruiting, Performance, Goals, and Succession as the Report Story is becoming more mature with more capabilities
All dashboards and analytics respect SuccessFactors Role-Based Permissions. Sharing reports and dashboards can be done in several ways, depending on what best suits your needs.
Building actionable HR reporting and analytics requires domain knowledge, company knowledge, and knowledge of reporting. Effective People provides domain and tool knowledge; you provide the company knowledge. Our report-building methodology including a workbook specification template, comes ready to use. This will kickstart the process, make the development lean and effective, and help you gain a reliable view of your workforce.
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Leverage the framework from SAP SuccessFactors to create flexible reports for valuable insights about your organization.