Reporting in SAP SuccessFactors Employee Central Global Benefits

Objective

After completing this lesson, you will be able to explain SAP SuccessFactors Global Benefits reporting functionality.

Overview of Benefits Reporting

SAP SuccessFactors Employee Central offers a powerful reporting tool to help organizations track important analytics like employee movement, pay trends, and terminated employees. Reports are available in several popular formats like CSV, Excel, PDF, or PPT and can also be exported.

Pre-delivered standard reports for Global Benefits are available in Advanced Reporting. Advanced Reports are Story Reports, which are based on SAP Analytics Cloud. Once the reports are configured, they can be accessed through the Report Center.

Enabling Standard Reports

Before you can use the standard reports, the following should be completed:

  • Initiate the SAP Cloud Identity Service Identity Authentication Service Integration. This can be done in Upgrade Center under Optional Upgrades.
  • Ensure that third party cookies are allowed in your browser settings.
  • Enable Story Reports. This can be done from the Upgrade Center under Recommended Upgrades.
  • Grant permissions to create, manage and publish story reports. By default, all users with access to Report Center can view reports. However, administrators can be granted any of the following:
    • Reports Permission→Create Story allows users to create, edit, delete, share, import, export, duplicate, and add labels to Story reports.
    • Reports Permission→Schedule Reports: Allows users to schedule Story reports.
    • Manage Dashboards/Reports→Story Adminallows users to manage all the Story reports. This enables the All Reports tab in Report Center and allows users to access the Content Store to import the standard benefits reports.

Global Benefits Standard Reports

The following standard reports are available in Global Benefits :

  • Benefits - Employee Claims

  • Benefits - Cost Analysis

  • Benefits - Enrollment

  • Benefits - Pension Fund Enrollment

  • Benefits - Insurance Enrollment

You can copy and adapt these reports according to the needs of your company. or export the data for use in other applications. If you have more benefits not covered by the reports offered, you can either modify existing reports or create your own.

Import and View the Benefits Enrollment Report

ExerciseStart Exercise

Steps

  1. Open the Report Center and import the report.

    1. From the Home menu, select Reporting.

    2. Select Import.

    3. Select Content Store.

    4. In the Enter Story Name or Description field, type BEN.

    5. Select SF_BEN_Benefits_Enrollment_v2.0.

    6. Select Import.

    7. Select OK, I Understand.

    8. When the import process is complete, close the dialog box.

    9. Refresh the window.

  2. View the report.

    1. Select the link to open SF_BEN_Benefits_Enrollment_v2.0.

    2. Use either the dropdown menu or the page navigator to open Page 2: Benefit Enrollment Analysis.

    3. The Benefit Enrollment report is displayed.

Summary

  • Pre-delivered standard reports for Global Benefits are available in Advanced Reporting.
  • Advanced Reports are Story Reports, which are based on SAP Analytics Cloud.
  • Pre-delivered reports include Employee Claims, Cost Analysis, Enrollment, Pension Fund Enrollment, and Insurance Enrollment.
  • In order to use the benefits reports, integration with IAS and Story Reports must be enabled in the Upgrade Center.
  • By default, all users can view reports, but additional permissions must be configured to allow users to create, manage and publish reports.
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