Reporting in SAP SuccessFactors Employee Central Global Benefits

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.

Predelivered standard reports are available in Advanced Reporting. You can copy and adapt these reports as according to your company's needs.

Advanced reports can be roughly classified according to the following categories:

• Benefits

• Compensation, for example, Advances Overview, recurring and nonrecurring pay history, and Alternative Cost Distribution

• Employment information, such as Employee Register, Employment Changes, Headcount and FTEs, New Hires, Terminated Employment, and so on

• Payroll, for example, Payroll Results report

• Personal information such as Challenged Employees, Dependents, and contact information

• Position management, for example, Position Details and Position Overview

• Time-off reports such as Absence Overview, Time Account Overview, and Time Account Snapshot

• Workflow information

There are different kinds of benefits in Employee Central that are available for employees where they can enroll, apply, initiate claims, and check its current status, for example:

• Reimbursements for medical bills, electricity bills, child education

• Allowances for fuel, higher education, gym membership, house maintenance

• Benefits-in-kind, like company car, driver allowance, and birthday voucher

• Pension

• Insurance like life and medical insurance

• Other benefits like family day benefit

The following standard reports are available in Advanced Reporting in Employee Central for Global Benefits functionality:

• 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. The resulting data can also be easily exported and reused in other tools or applications such as Microsoft Excel. If you have more benefits not covered by the reports offered, you can either modify existing reports or create your own.

The Benefits - Cost Analysis report shows the total costs of claims, which are initiated by employees. The total cost of claims was incurred for each benefit over a certain period of time (for example, for each quarter or annually). The report also shows the list of enrolled employees with their entitlement amounts.

An HR admin can use this report to see the actual and predictive costs for employees, which are eligible and have claimed benefits.

The report consists of two pages:

• Page 1: Actual Costs page shows the total amounts of benefits claimed by employees. The totals of allowances and benefits that were paid out to employees are also included.

• Page 2: Predictive Costs page shows the total amounts of benefits for which employees are eligible.

Let's look at an example. An Indian-based company offers a benefit for higher education worth INR 80,000 to its employees. An employee makes two claims: one for INR 1,000 and another for INR 550 so the accumulated value is INR 1,550 and the remaining value is then INR 78,450.

Eligibility rules can affect the entitlement amount of an employee. Using the same example, employees with a particular job are entitled to an additional allowance of INR 40,000 for higher education as part of a company-wide retraining program. If the same employee met this criteria, then the employee has an allowance of INR 120,000.

TheBenefits - Employee Claims report provides the following information:

• Lists all employees who have claimed for a benefit type in a certain time period.

• Lists all available information about the benefits of an employee, including:

  • Benefit name

  • Program name

  • Benefit type

  • Total amount

  • Entitlement amount

  • Claim date status

  • Payment mode

• Shows the accumulated claim amounts.

An HR admin can use this report to see who is eligible for benefits and which employees have claimed benefits. Furthermore, it is possible to perform analysis by creating evaluations of the report results.

The Benefits - Enrollment report provides the following information:

• All employees who have enrolled in particular benefits. Employees can only enroll for benefits, for which they are eligible.

• An overview of the details of the benefit program (if applicable) and benefits, such as:

  • Name

  • Benefit type

  • Effective start and end dates

  • Enrollment amount

  • Entitlement amount

• The accumulated claim amounts.

An HR admin can use this report to get:

• an overview of employees that are eligible for benefits.

• an overview of employees that are enrolled to benefits.

The Benefits - Insurance Enrollment report lists employees who have enrolled for a particular insurance in Global Benefits. It can be used, for example, to prepare a data overview for insurance carriers or to provide the summary for HR administrators.

Employees can contribute to multiple insurances. Before an employee can contribute to an insurance, he or she must first enroll and specify the contribution to be made. The employee can also specify if an insurance coverage amount must be paid out to a dependent or to another nominated person (non-dependent).

The report lists details about the insurance enrollments such as:

• Name of the employee

• Organizational data (for example, location or company)

• Name of benefit

• Name of plan

• Employee contribution

• Start and end dates

You can see the details of any nominated dependents including the user ID, date of birth of the dependent and the percentage to be paid out.

The report result is shown for a date range (default setting is the current year). All the enrollments active within the period specified are listed. If any change was done to the enrollment and its effective start date belongs to the timeframe specified, it is listed in a separate line.

The Benefits - Pension Fund Enrollment report lists all employees who have active enrollments for particular pension funds in Global Benefits. The report can be used, for example, to prepare the data overview for pension providers or to provide a summary for HR administrators.

Employees can contribute to multiple pension funds. Before an employee can contribute to a pension fund, he or she must first enroll and specify the percentage or amount of contributions to be made. The contribution of the employer can be specified as well. The employee can also specify if a pension fund must be paid out to a dependent or to another nominated person (non dependent).

The report lists details about the pension fund enrollments such as:

• Name of the employee

• Date of birth

• Organizational data (for example, cost center, department, manager)

• Benefit name

• Pension fund name

• Employee contributions in percentage or amount

• Employer contributions in either percentage or amount

• Start and end dates

The following details of any nominated dependents are shown, including:

• User ID

• Last name

• First name

• Date of birth of the dependent

• Percentage to be paid out

The contact details of any other non dependent nominees and percentage to be paid out are also displayed. The report result is shown for a date range. The default setting is the current year. It means all the enrollments active within the specified period are listed. If any change was done to the enrollment and its effective start date belongs to the time interval specified, it is listed in a separate line.