Technical Documentation For Template Stories in People Analytics

PUBLIC
Technical Specifications for Template Stories in

People Analytics
Table of Contents
Apprentice Management ............................................................................................................ 4
Apprentice Department Assignment History..........................................................................................4
Apprentice On-the-job Training by Org Unit ........................................................................................ 10
Compensation .......................................................................................................................... 16
Annual Compensation Analysis .......................................................................................................... 16
Gender Pay Gap Analysis ................................................................................................................... 45
Payment Information........................................................................................................................ 81
Non-Recurring Pay History................................................................................................................. 86
Pay Range List .................................................................................................................................. 95
Recurring Pay History...................................................................................................................... 103
Compa Ratio and Range Penetration ................................................................................................ 117
Employment........................................................................................................................... 130
Age and Length of Service Ranges .................................................................................................... 130
Employee Central Key Figure Dashboard ........................................................................................... 136
Global Assignment Analysis ............................................................................................................. 147
Headcount And FTE......................................................................................................................... 166
Job Changes and Anniversaries ........................................................................................................ 190
Company Address Book................................................................................................................... 198
Direct Reports ................................................................................................................................ 204
Job Relationships............................................................................................................................ 209
Hires Analysis................................................................................................................................. 213
Manager Analysis ........................................................................................................................... 221
Terminated Employment Analysis .................................................................................................... 226
Workforce Analysis ......................................................................................................................... 234
Work Eligibility ............................................................................................................................... 239
Employee Hierarchy Report Template (5 Levels) ................................................................................ 245
Person.................................................................................................................................... 253
Analysis of Employees with Special Needs ......................................................................................... 253
Dependents List.............................................................................................................................. 263
Emergency Contact Information ....................................................................................................... 273
Private Contact, Phone and E-Mail Information (Flat List) ................................................................... 279
Private Contact, Phone and E-Mail Information (Link Analysis) ............................................................ 284
Private Contact, Phone and E-Mail Information (Separate Pages) ........................................................ 292
Position Management ............................................................................................................ 302

Position Analysis ............................................................................................................................ 302
2
Time Management ................................................................................................................. 317
Abesence Frequencies And Duration ................................................................................................ 317
Employee Time Overview ................................................................................................................ 332
Employee Time Sheet...................................................................................................................... 340
Time Account Overview .................................................................................................................. 353
Time Account Snapshot ................................................................................................................... 365
Time Collector ................................................................................................................................ 374
Time Pay Type Overview ................................................................................................................. 379
3
Apprentice Management
APPRENTICE DEPARTMENT ASSIGNMENT HISTORY
[Story Title: SF_APP_Apprentice_Department_Assignment_History_v1.0]
The Apprentice Department Assignment History report provides an overview of all the departments, where
the apprentices have been working during the apprenticeship.
Template Story Title

The title of the template story is SF_APP_Apprentice_Department_Assignment_History_v1.0.
Note: We highly recommend that you rename this story after you import it in your instance. This prevents you from
losing data, in case, the story is imported again.
Sample Report
You can directly run the imported story. If you have the permissions required to access the data and if
relevant data exists in your system, you'll generate a report that looks like the sample report shown below.
Page 1: Report View
Usage
This report provides an overview of all the departments where the apprentices have been working during the
apprenticeship.
As well as the duration within a department, the report shows the amount of time an apprentice was absent
during the assignment to that department.
Thus, user can easily derive the time actually spent in a department. Additionally, user can flexibly define the
time range as per need and filter by Apprentice, Apprentice Group, and/or Apprentice Supervisor
4
Component List
Below is the list of modules that must be in your system to be able to execute this Story.
• Employee Central
• Apprentice Management
Query Designer
The following diagram shows the different tables used for creating the queries (data source) available in the
story.
Filters
The filters added to this story are shown in the following image. You can add more filters, as needed.
Columns Overview
Here's a summary of all the columns that have been added to the story.
Selected Columns
The following images show the columns that have been added from the different tables used in the query.
5
Calculated Columns
The following image shows the calculated columns that are defined and added to the query.
6
The following table provides the formula used for creating the calculated columns.
Data Source Column ID Formula

DAYDIFFERENCE DAYS_BETWEEN([Start Date2], [ENDDATE])+1
RELEVANTTIMEOFF IF([Time Management#Time Account Detail#Posting
Date]>=[Start Date2] and [Time Management#Time
Account Detail#Posting Date]<=[End Date 2], IF([Time
Management#Time Account Detail#Posting
Apprentice On-the- Unit]="HOURS", -1*[Time Management#Time Account
Job Training Detail#Amount posted]/8, -1*[Time Management#Time
Account Detail#Amount posted] ), 0 )
STARTDATE TODATE([Apprentice Management#Apprentice On-
The-Job Training#Start Date and Time])
ENDDATE TODATE([Apprentice Management#Apprentice On-
The-Job Training#End Date and Time] )
7
Story Design
The following images provide a pictorial representation for the designing the tables used in the story.
8
Tags
SF Version: 2005, Apprentice Department Assignment History
9
APPRENTICE ON-THE-JOB TRAINING BY ORG UNIT
[Story Title: SF_APP_Apprentice_On-the-job_Training_by_Org_Unit_v1.0]
The Apprentice On-the-Job Training by Org Unit report provides an analysis of the accumulated number of
on-the-job-trainings in a given org unit, like the department and legal entity.

The title of the template story is SF_APP_Apprentice_On-the-job_Training_by_Org_Unit_v1.0.
Sample Report
relevant data exists in your system, you'll generate a report that looks similar to the sample report shown
below.
Page 1: Report View
10
Page 2: Report View
Usage
This report can be used to have an analysis of the accumulated number of on-the-job-trainings in a given org
unit, like the Department and legal Entity
Component List
• Apprentice Management
11
Query Design
story.
Filters
Column Overview
Selected Columns
12
13
Calculated Columns

Apprentice DAYDIFFERENCE DAYS_BETWEEN([Start Date2], [ENDDATE])+1
On-the-Job
STARTDATE TODATE([Apprentice Management#Apprentice On-The-Job Training#Start
Training
Date and Time])
ENDDATE TODATE([Apprentice Management#Apprentice On-The-Job Training#End
Date and Time] )
14
Story Design
Tags
SF Version: 2005, Apprentice on-the-job training by org unit
15
Compensation
ANNUAL COMPENSATION ANALYSIS
[Story Title: SF_COM_Annual_Compensation_Analysis_v1.0]
This report provides the total amounts of payments for each employee grouped by pay component groups.

The title of the template story is SF_COM_Annual_Compensation_Analysis_v1.0.
Sample Report
Page 1: Report View (Page 1)
16
Page 1 (continued): Report View
Page 2: Report View
17
Page 3: Report View
Usage
The Annual Compensation Analysis report provides
a. The total amounts of payments for each employee grouped by pay component groups.
b. The details of the relevant pay components that are used for the accumulations
Component List
• Compensation
Query Designer
The following diagram shows the different tables used for creating the query (data source).
18
19
Columns Overview
Here's a summary of all the columns that have been added to the query.
Selected Columns
20
21
Calculated Columns
ANNUALAMOUNT IF([Foundation Objects#Pay Component#Pay Component
Type]!="PERCENTAGE", [Compensation (Employee
Central)#Compensation#Amount]*IF(ISNULL([Foundation
Objects#Frequency#Annualization Factor]), [Employment#Job
Compensation
Information#Standard Weekly Hours]*52, [Foundation
Information
Objects#Frequency#Annualization Factor] ), [Compensation
(Employee
Central)#Compensation#Amount]/100*[Compensation
(Employee Central)#Compensation (Copy)#Base
22
Amount]*IF(ISNULL([Foundation Objects#Frequency
(Copy)#Annualization Factor 2]), [Employment#Job
Objects#Frequency (Copy)#Annualization Factor 2] ) )
SCALEDANNUALAMOUN [ANNUALAMOUNT]/[Employment#Job Information#FTE]
T
SERVICEDATE IF(ISNULL([Employment#Job Information#Service Date]
),[Employment#Job Information#Hire Date] ,[Employment#Job
Information#Service Date] )
Filters in Query Designer

The filters added to the data sources are shown in the following images. You can add more filters, as
needed.
Table Filters
The following image shows the table filters defined for the query.
Query Filters
The following image shows the filters applied at the query-level.
23
24
25
Story Visualization
1. Annual Compensation Overview
2. Annual Compensation
26
3. Annual Compensation Details
27
Calculations added for Story Design
Get an overview of the calculations used in the Story designing, followed by images of each calculation
mentioned on the Calculation list. You can add more calculations, as needed.
1. Annual Compensation Overview / Annual Compensation
28
29
([#Avg Male Annual Amount] - [#Avg Female Annual Amount])/ [#Avg Male Annual Amount])
30
31
32
33
([#Median Male Annual Amount] - [#Median Female Annual Amount])/[#Median Male Annual Amount])
34
35
Filters Used in Story Designer
The filters and Input Controls used in the Story design are shown in the following images. You can add more
filters and Input Controls, as needed.
1. Annual Compensation Overview / Annual Compensation
36
Complex Widgets Used in the Story
The complex widgets used in the Story design are shown in the following images. You can add more
widgets, as needed.
Annual Compensation Analysis

1. Number of Employees
37
2. Mean Annual Amount
38
3. Avg Age of Length of Service – Female / Male
39
40
4. Dimension
41
5. Type of Amount
6. Age / Length of Service
42
7. Number of Employees , Mean Annual Amount per Location, Gender
8. Length of Service, Number of Employees and others per Annual Amount Range , Gender
9. PCG
43
Tags
SF Version: 2105, Annual Compensation Analysis
44
GENDER PAY GAP ANALYSIS
[Story Title: SF_COM_Gender_Pay_Gap_Analysis_v1.0]
This report is used to focus on the gender aspect to detect differences in the payment of male compared to
female employees.

The title of the template story is SF_COM_Gender_Pay_Gap_Analysis_v1.0.
Sample Report
Page 1: Report View
45
Page 2: Table View
46
Page 3: Table View
Usage
The Gender Pay Gap Analysis report lists the below
1. Avg and Median Gender Pay Gap per Legal Entity
2. Number of Employees per Annual Amount Range, Gender
3. Age, Mean Annual Amount and others per Annual Amount Range, Gender
4. Length of Service, Mean Annual Amount and others per Annual Amount Range, Gender
Component List
• Compensation
Query Designer
47
Columns Overview
Selected Columns
48
49
50
51
Calculated Columns
ANNUALAMOUNT IF([Foundation Objects#Pay Component#Pay Component
Type]!="PERCENTAGE", [Compensation (Employee
Central)#Compensation#Amount]*IF(ISNULL([Foundation
Objects#Frequency#Annualization Factor]), [Employment#Job
Objects#Frequency#Annualization Factor] ), [Compensation
(Employee
Compensation (Employee Central)#Compensation (Copy)#Base
Information Amount]*IF(ISNULL([Foundation Objects#Frequency
(Copy)#Annualization Factor 2]), [Employment#Job
Objects#Frequency (Copy)#Annualization Factor 2] ) )
SCALEDANNUALAMOUNT [ANNUALAMOUNT]/[Employment#Job Information#FTE]
SERVICEDATE IF(ISNULL([Employment#Job Information#Service Date]

),[Employment#Job Information#Hire Date] ,[Employment#Job

needed.
Table Filters
52
Time Filter – As Of Date
53
Query Filters
54
Story Visualization
55
1. Annual Compensation Overview – Annual Compensation
2. Annual Compensation Details – Annual Compensation
56
3. Annual Compensation Details – Annual Compensation Details

57
58
59
60
61
62
63
64
65
2. Annual Compensation Details – Annual Compensation

widgets, as needed.
Annual Compensation Analysis

66
67
2. Avg Gender Pay Gap
68
3. Median Gender Pay Gap
69
70
4. First Quartile Female Annual Amount
71
5. Third Quartile Female Annual Amount
72
73
6. Avg Age and Length of Service – Female / Male
74
7. Dimension
75
8. Avg Gender Pay Gap, Median Gender Pay Gap per Legal Entity
76
9. Number of Employees per Annual Amount Range , Gender
77
10. Age, Mean Annual Amount and others per Annual Amount Range, Gender
78
11. Length of Service, Mean Annual Amount and others per Annual Amount Range, Gender
79
Tags
SF Version: 2105, Gender Pay Gap Analysis
80
PAYMENT INFORMATION
[Story Title: SF_COM_Payment_Information_v1.0]
The payment information report provides an overview of all payment details of employees belonging to a
specific company.

The title of the template story is SF_COM_Payment_Information_v1.0.
Sample Report
Page 1: Report View
Usage
The Payment Information report lists the personal and employment data of an employee, organizational
details, and also payment information details like payment method, bank details, and amounts. Each row
represents the payment information of an employee. It also let user view bank details or payment methods
that depend on the employment contract of an employee, such as global assignments.
Component List
81
• Compensation
Query Designer
82
Columns Overview
Selected Columns
83
Calculated Columns
This story doesn't include any calculated columns.

This story doesn't include any filters.
Story Visualization
84
This story doesn't include any calculations.

Tags
SF Version: 2105, Payment Information
85
NON-RECURRING PAY HISTORY
[Story Title: SF_COM_Non-Recurring_Pay_History_v1.1]
The Nonrecurring Pay History report lists all nonrecurring payments made to employees in the specified date
range.

The title of the template story is SF_COM_Non-Recurring_Pay_History_v1.1.
Sample Report
Page 1: Report View
86
Page 1 (continued): Table View
Page 2: Table View
Usage
The Nonrecurring Pay History report lists all nonrecurring payments made to employees in the specified date
range.
Component List
• Compensation
Query Designer
story.
87
Columns Overview
Selected Columns
88
Calculated Columns
89
Spot Bonus
YEAR([Compensation (Employee Central)#Spot
ISSUEYEAR Bonus#Issue Date])
Filters
Story Visualization
1. Nonrecurring Pay History Details
90
2. Pay Details

91

widgets, as needed.
92
93
Tags
SF Version: 2005, Nonrecurring Pay History, Spot Bonus, Bonus Payment, Pay Component, Pay
Component Group, Compensation Information
94
PAY RANGE LIST
[Story Title: SF_COM_Pay_Range_List_v1.1]
This report provides all the pay range details related to each employee, for example, pay grade,
minimum/maximum pay, etc. In detail, the report is designed in the way that the pay range is joined to the
Legal Entity through GlobalJobInfo => Legal Entity (=> Relationship Table) => Pay Range.

The title of the template story is SF_COM_Pay_Range_List_v1.1.
Sample Report
Page 1: Report View
95
Usage
This report can be used to get all the pay range of each employee depends on the Employee Central default
configuration from (1) Legal Entity, (2) Pay Group and (3) Geo Zone.
Component List
• Compensation
Query Designer
story.
96
97
Filters
Columns Overview
Selected Columns
98
Calculated Columns
99
Filters
Story Visualization

[Provide a screenshot showing all the Calculations defined in the Story, followed by images of each
Calculation.]
OR

[Provide screenshot for each of the filters and Input Controls, along with the widgets they are applied to.]

widgets, as needed.
100
Widget 1:
Widget 2:
Widget 3:
101
Tags
SF Version: 2005, Pay Range, Pay Scale
102
RECURRING PAY HISTORY
[Story Title: SF_COM_Recurring_Pay_History_v1.1]
The Recurring Pay History report gives an overview of all recurring payments made to employees in the
specified date range

The title of the template story is SF_COM_Recurring_Pay_History_v1.1.
Sample Report
Page 1: Report View
103
Page 2: Table View
Usage
• The report provides an overview of all recurring payments made to employees in the specified date
range. User can also filter by organizational details such as by department or location.
• By default, the current year is shown and the list is sorted by the name of the employee
Component List
• Compensation
Query Designer
104
Columns Overview
Selected Columns
105
106
107
Calculated Columns
AMOUNT IF([Foundation Objects#Pay Component #Pay Component
Type] !="PERCENTAGE" ,[Compensation (Employee
Central)#Compensation#Amount] ,0 )
PERCENTAGE IF([Foundation Objects#Pay Component #Pay Component
Compensation
Type] ="PERCENTAGE" ,[Compensation (Employee
Central)#Compensation#Amount] ,0 )
PAYYEAR YEAR([Compensation (Employee
Central)#Compensation#Effective Start Date])

needed.
108
Table Filters
Query Filters
This story doesn't include any query filters.
Story Visualization
1. Recurring Pay History
2. Pay Details
109
110

widgets, as needed.
111
112
2. Number of Pay Components
113
3. Effective Start Date Range Filter
4. Measure
5. Pay Amount per Legal Entity , Pay Component
114
6. Pay Amount , Number of Employees per Legal Entity, Year
115
7. Dimension
Tags
SF Version: 2105, Recurring Pay History, Pay Component, Pay Component Group, Annual
Compensation, Total Target Salary, Annualized Salary, Compensation Information
116
COMPA RATIO AND RANGE PENETRATION
[Story Title: SF_COM_Compa_Ratio_and_Range_Penetration_v1.1]
The Compa Ratio and Range Penetration report displays for compa ratio:
• The annual amount relevant for the compa ratio calculation

• The midpoint of the pay range for each employee
• The compa ratio (which is the quotient of the annual amount and the midpoint)

The title of the template story is SF_COM_Compa_Ratio_and_Range_Penetration_v1.1.
Sample Report
Page 1: Report View
117
Page 2: Report View
Usage
The Compa Ratio and Range Penetration report can be used to retrieve the below details:
• The annual amount relevant for the compa ratio calculation
• The midpoint of the pay range for each employee
• The compa ratio (which is the quotient of the annual amount and the midpoint)
The compa ratio describes the position of an individual in the pay range against the pay policy reference
point for the range in Employee Central. It is called midpoint of the pay range. The compa ratio can be used
to reposition a pay of an individual in the range.
In Employee Central, the pay range is configured according to parameters like for example Legal Entity, Pay
Group, and Geo Zone.
• The Annual Amount relevant for the range penetration
• The minimum and maximum amounts of the pay range for each employee
From these numbers, the range penetration can be derived, which is the level of an individual’s pay
compared to the total pay range. Both numbers can be exported from the report to, for example Excel. The
range penetration can be calculated according to Range Penetration = (Pay - Range Minimum) divided by
(Range Maximum - Range Minimum)
Component List
• Compensation
118
Query Designer
story.
119
Columns Overview
120
Selected Columns
121
122
Calculated Columns
IF(ISNULL([Foundation Objects#Frequency#Annualization
Factor 1]), [Employment#Job Information#Standard Weekly
Compensation ANNUALIZATIONFAC Hours]*52, [Foundation Objects#Frequency#Annualization
Information TOR Factor 2])
ANNUALIZATIONFAC IF(ISNULL([Foundation Objects#Frequency#Annualization
TOR2 Factor 2]), [Employment#Job Information#Standard Weekly
123
Hours]*52, [Foundation Objects#Frequency#Annualization
Factor 2] )
if([Foundation Objects#Pay Component Group #Use for
Range Penetration 1]="1", IF([Foundation Objects#Pay
Component #Pay Component Type]!="PERCENTAGE",
[Compensation (Employee
Central)#Compensation#Amount]*[ANNUALIZATIONFACTOR
], [Compensation (Employee
ANNUALAMOUNTRP Amount]*[ANNUALIZATIONFACTOR2] ), 0 )
MID [Foundation Objects#Pay Range#Mid Point]
FTE [Employment#Job Information#FTE]
MINPAY [Foundation Objects#Pay Range#Minimum Pay]
MAXPAY [Foundation Objects#Pay Range#Maximum Pay]
IF([Foundation Objects#Pay Component Group #Use for
Comparatio Calculation 1]="1", IF([Foundation Objects#Pay
Component #Pay Component Type]!="PERCENTAGE",
[Compensation (Employee
Central)#Compensation#Amount]*[ANNUALIZATIONFACTO
R], [Compensation (Employee
ANNUALAMOUNTCR Amount]*[ANNUALIZATIONFACTOR2] ), 0 )
Filters Used in Query Designer

The filters added to this story are shown in the following images. You can add more filters, as needed.
124
Story Visualization
125
1. Compa Ratio and Range Penetration
Compa Ratio: ["Compensation Information":ANNUALAMOUNTCR]/["Compensation

Information":RD21_9212B483E7F0CBF224D97839A73683C3]/["Compensation
Information":RD4_384BD2306E3D5F86558121E63A28344E]*["Compensation
Information":COUNT]*["Compensation Information":COUNT]
Range Penetration : 100*(["Compensation Information":ANNUALAMOUNTRP] /["Compensation

Information":RD4_384BD2306E3D5F86558121E63A28344E]*["Compensation Information":COUNT] - (
["Compensation Information":RD21_9EFF17E82631DB94404228E7292828EE]/["Compensation
Information":COUNT]))/(["Compensation Information":RD21_64FA1179BE592416178D95603ACD2A14] -
["Compensation Information":RD21_9EFF17E82631DB94404228E7292828EE])*["Compensation
Information":COUNT]
126
2. Compa Ratio Analysis
127
128
Tags
SF Version: 2005, Compa Ratio, Range Penetration, Annual Compensation, Pay Component, Pay
Component Group, Total Target Salary, Annualized Salary, Compensation Information, Salary
Range
129
Employment
AGE AND LENGTH OF SERVICE RANGES
[Story Title: SF_EMP_Age_and_Length_of_Service_Ranges_v1.0]
This Story lists the following measures for each combination of company, business unit and division.
• Average age of the respective employees

• Average length of service of the respective employees.

The title of the template story is SF_EMP_Age_and_Length_of_Service_Ranges_v1.0.
Sample Report
Figure 1: Report View
130
Figure 2: Table View
Usage
This Story provides the details of the Average Age of the employees and the Average Length of Service.
• The option to select a dimension is available, and the report displays the result based on the
selection.
• The above screen shot shows the result based on Division, as selected in the left radio button.
• The graphs can be added and Modified to suit your requirement. The table displays the values on
which the graphs are based upon.
Component List
• Employment
Query Designer
story.
131
Columns Overview
Selected Columns
132
Calculated Columns
AGE ROUND(DAYS_BETWEEN([Person#Biographical Information#Date Of
Birth],CURRENTDATE())/365,0)
LENGTHOFSE Round(DAYS_BETWEEN([Employment#Job Information#Hire
Job RVICE Date],CURRENTDATE())/365,0)
Information AGETO20 If (([AGE] >14 and [AGE]<=20), 1, 0)
AGETO30 If(([AGE]>20 and [AGE]<=30), ROUND(1, 0), ROUND(0, 0))
AGETO40 If (([AGE] >30 and [AGE]<=40), 1, 0)
133
LOSTO1 If (([LENGTHOFSERVICE] >0 and[LENGTHOFSERVICE]<=1), 1, 0)
LOSFROM20 If ([LENGTHOFSERVICE] >20 , 1, 0)
AGEFROM60 If ([AGE] >60 , 1, 0)
AGERANGE IF([AGE]<20, "< 20", IF([AGE]<30, "20 - 30", IF([AGE]<40, "30 - 40",
IF([AGE]<50, "40 - 50", IF([AGE]<60, "50 - 60", ">60" ) ) ) ) )
LOSRANGES IF([LENGTHOFSERVICE]<1, "< 1", IF([LENGTHOFSERVICE]<3 ,"1 - 3",
IF([LENGTHOFSERVICE] <6 ,"3 - 6" , IF([LENGTHOFSERVICE]<10 ,"6 - 10"
,IF([LENGTHOFSERVICE]<20 ,"10 - 20" , ">20" )))))
Filters
Story Design
134
Tags
SF Version: 2005, Employee Central, EC, Average Age, Length of Service, Service
135
EMPLOYEE CENTRAL KEY FIGURE DASHBOARD
[Story Title: SF_EMP_EC_Key_Figure_Dashboard_v1.0]
The Employee Central key figure dashboard is a “one page”, executive view that focuses on the return of
investment of the SuccessFactors solution.
Please do not read the dashboard as workforce analysis, as the goal of the dashboard is explicitly for return
on investment.

The title of the template story is SF_EMP_EC_Key_Figure_Dashboard_v1.0.
Sample Report
Page 1: Employee Central Key Figure Dashboard
Page 2: Note
136
Usage
The Employee Central Key figure dashboard is a “one page”, executive view that focuses on the ROI of the
SuccessFactors solution. This version is based on Employee central data module.
Component List
• Employment
Query Designer
The following diagram shows the different tables used for creating the Active User query (data source)
available in the story.
137
The following diagram shows the different tables used for creating the Event Reason query (data source)
available in the story.
Columns Overview
Selected Columns
The following images show the columns that have been added from the different tables used in the Active
User query.
138
139
The following images show the columns that have been added from the different tables used in the Event
Reason query.
140
Calculated Columns
The following image shows the calculated columns that are defined and added to the Active User query.

Personal Information AGE DAYS_BETWEEN([Person#Biographical
Information#Date Of
Birth],CURRENTDATE())/365.25
Personal Information AGEGROUP IF([AGE]>=60 ,"60 and above" ,
IF([AGE]>=50 AND[AGE]<60 ,"50~59" ,
IF([AGE]>=40 AND[AGE]<50 ,"40~49" ,
IF([AGE]>=20 AND[AGE]<40 ,"20~39"
,"-" ))))
Basic User Information PROFILECOMPLETION IF((ISNULL([Employee Profile#Profile
Completion#Completion Percentage]) or
[Employee Profile#Profile
Completion#Completion
Percentage]=0),
"No data",
"Data available")
Filters
The filters added to this story are shown in the following images. You can add more filters, as needed.
Employment Status filter is selected for Active, Unpaid Leave, Paid Leave are filtered. If you have other
‘Active’ status group to define, please edit the filter in query designer.
Time filter for the driving table is set to Today to display current count. Since time selection prompt is on,
please select the past or future as of date to compare the data. Related tables are set to follow the driving
table time selection.
141
Effective Latest Change is Y so only displaying last record if multiple transactions were processed same day.
Time filter for the driving table, Job Information is set to 10 year back. In Story, as documented in later part of
this document, year to date filter applied to a widget.
Story Visualization
The following images provide a pictorial representation for the designing the tables used in the story. Majority
of measures used aggregation (count dimension) to count distinct value or restricted measure to count the
certain data group.
142
Widget Builder with Notes
• { } to select a past as of date.

• Regular employees are restricted measure of
Regular/Temporary=Regular.
• Contingent worker is restricted measure of
Contingent worker=1.
• Global Assignment is restricted measure of Global
Assignment= GA
143
Managers are counted using supervisor ID. This is a

percentage of manager over all users. For further span of
control subject, please refer to workforce analytics
document.
• Male to Female ratio= Male user/Female user

• Restricted measure used for age group and
calculated over total user.
• Explorer applicable.
• Average Employee Profile Completion percentage is

average of completion percentage including null and
zero value.
• Employee Profile Data available is number of
employees with any Employee profile data.
(Completion percentage greater than 0)
144
• YTD filter applied.

• Starter is Event equals to Hire/Rehire. Please edit the
measure if other Event is applicable as a starter.
• Leaver is Event equals to Termination. Please edit
the measure if other Event is applicable as a leaver.
• YTD filter applied.

• The ratio only counts employees applicable in Event
reason data model, so it is not all active users.
145
Page filter and Link dimensions
Seven Story filters are available: Business unit, Division, Department, Legal entity, Cost center name,
Location and Employment Type input controls are added.
Please add or edit page filter as needed based on available dimension.
Since there are two data models (active user and event reasons), dimensions between two data models are
linked.
Tags
SF Version: Employee Central, SF_FO, SF_UM, SF_EC
146
GLOBAL ASSIGNMENT ANALYSIS
[Story Title: SF_EMP_Global_Assignment_Analysis_v1.0]
This report gives an overview of the global assignments of employees including organizational and contract
data. This also lists the dependents of employees who are temporarily assigned to business units in another
country and have relocated with the employee.

The title of the template story is SF_EMP_Global_Assignment_Analysis_v1.0.
Sample Report
Page 1: Report View
147
Page 2: Table View
148
Page 3: Table View
Usage
The Global Assignment Analysis report lists the below.
1. Employees with their organizational data and global assignments including the address of an
employee, phone numbers, and e-mail addresses.
2. Details of dependents who have relocated with the employee which includes the name of the
dependent, date of birth, and relationship with the employee
Component List
• Employment
Query Designer
The following diagram shows the different tables used for creating the Job Information query (data source).
149
The following diagram shows the different tables used for creating the Global Assignments query (data
source).
The following diagrams show the different tables used for creating the Global Dependents Contact and
Dependents query (data source).
150
151
Columns Overview
Selected Columns
Data Source : Job Information
152
153
Data Source: Global Assignments
Data Source: Global Dependents Contact and Dependents
154
155
Calculated Columns

needed.
156
Table Filters
Data Source : Global Assignments
157
Query Filters
158
Data Source : Global Assignments
159
Story Visualization
1. Employment Analysis
2. Employees with GA
160
3. GA contact infos and dependents – Global Assignment Contact Details
4. GA contact infos and dependents – Dependents
161
2. Global Assignment Contact Details
162
2. Global Assignment Contact Details
163
widgets, as needed.
164
Tags
SF Version: 2105, Global Assignment Analysis
165
HEADCOUNT AND FTE
[Story Title: SF_EMP_Headcount_and_FTE_v1.0]
[This report lists the following measures for each combination of company, business unit, and division.]

The title of the template story is SF_EMP_Headcount_and_FTE_v1.0.
Sample Report
Page 1: Report View
166
Page 2: Report View
Page 3: Report View
167
Usage
The Headcount and FTE report lists the following measures for each combination of company, business unit,
and division. Each measure is separated into male and female (gender = “M” and “F”):
• Number of employees (headcount)
• Accumulated FTE of all employees
• Average age of the respective employees
• Average length of service of the respective employees
The report result is displayed for a certain date. Default date is today, but any date can be selected as date
filter.
Component List
• Job Information
Query Designer
The following diagram shows the different tables used for creating the Job Information query (data source).
168
The following diagram shows the different tables used for creating the Job Information (Range) query (data
source).
169
Columns Overview
Selected Columns
Data Source: Job Information
170
Data Source: Job Information (Range)
171
172
Calculated Columns
173

SERVICEDATE IF(ISNULL([Employment#Job Information#Service Date]),
Job
[Employment#Job Information#Hire Date], [Employment#Job
Information
Job EOCYHC IF(YEAR([Employment#Job Information#Effective Start
Information Date])<=YEAR(CURRENTDATE()) and (YEAR([Employment#Job
(Range)
174
Information#Effective End Date])>YEAR(CURRENTDATE()) or
[Employment#Job Information#Effective End Date]=[LDCY]),1, 0 )
EOCYFTE IF(YEAR([Employment#Job Information#Effective Start
Job Date])<=YEAR(CURRENTDATE()) and (YEAR([Employment#Job
Information Information#Effective End Date])>YEAR(CURRENTDATE()) or
(Range) [Employment#Job Information#Effective End
Date]=[LDCY]),[Employment#Job Information#FTE], 0 )
EOCYM1HC IF(YEAR([Employment#Job Information#Effective Start
Job Date])<=YEAR(CURRENTDATE())-1 and (YEAR([Employment#Job
Information Information#Effective End Date])>YEAR(CURRENTDATE())-1 or
(Range) [Employment#Job Information#Effective End Date]=[LDCYM1]),
1, 0 )
EOCYM1FTE IF(YEAR([Employment#Job Information#Effective Start
[Employment#Job Information#FTE], 0 )
1, 0 )
1, 0 )
1, 0 )
1, 0 )
175
Job LDCY TODATE(CONCAT(TOTEXT(YEAR(CURRENTDATE())),
Information "/12/31"),"yyyy/mm/dd" )
(Range)
Job LDCYM1 TODATE(CONCAT(TOTEXT(YEAR(CURRENTDATE())-1),
(Range)
(Range)
(Range)
(Range)
(Range)

needed.
Table Filters
176
Data Source: Job Information ( Range)
Query Filters
177
Data Source: Job Information ( Range)
Story Visualization
1. Headcount and FTE Analysis – Headcount per Division, Gender and Employment Status
2. HC Time Series – Detailed View :End of Current Year, End of Current Year -1 and others
178
3. FTE Time Series – Detailed View :End of Current Year, End of Current Year -1 and others

1. HC / FTE Time Series – Detailed View :End of Current Year, End of Current Year -1 and others
179
1. Headcount and FTE Analysis – Headcount per Division, Gender and Employment Status
2. HC / FTE Time Series – Detailed View :End of Current Year, End of Current Year -1 and others
180
widgets, as needed.
1. Headcount and FTE
181
["Job Information":COUNT]
2. Male and Female Headcount
182
3. Percentage Female
183
[#Female Headcount]/[COUNT]
4. Average Age and Tenure
184
185
5. Dimension
6. Headcount per Division , Gender
186
7. Average Age per Division
8. End of Current Year – 1 HC , End of Current Year – 2 HC and Others
187
9. End of Current Year – 1 FTE , End of Current Year – 2 FTE and Others
188
Tags
SF Version: 2105, Headcount and FTE
189
JOB CHANGES AND ANNIVERSARIES
[Story Title: SF_EMP_Job_Changes_and_Anniversaries_v1.0]
Figure 1: Report View [Event Changes]
Figure 2: Report View [Event Changes]
190
Figure 3: Report View [Employee List with Birthday together with Anniversary]
Figure 4: Report View [Birthdays and Anniversaries]
Usage
The report provides an overview of the years of service of employees.
• It can help to highlight specific anniversaries of an employee within a company
• Employee List with their Birthdays and Anniversaries are listed together
Component List
• Employment
191
Query Designer
story.
Columns Overview
Selected Columns
192
Calculated Columns
IF(ISNULL([Employment#Job Information#Service
Date]),YEAR(CURRENTDATE()) - YEAR ([Employment#Job
Information#Hire Date] ), YEAR(CURRENTDATE()) - YEAR
ANNIVERSARY ([Employment#Job Information#Service Date]))
IF(ISNULL([Person#Biographical Information#Date Of Birth]), 99,
YEAR(CURRENTDATE())-YEAR([Person#Biographical
AGE Information#Date Of Birth]) )
IF(ISNULL([Employment#Job Information#Service Date]),
Job TODATE(CONCAT(CONCAT(CONCAT(CONCAT(TOTEXT(YEAR(CURREN
Information TDATE())), "/"), TOTEXT(MONTH([Employment#Job Information#Hire
Date])) ),"/"),TOTEXT(DAY([Employment#Job Information#Hire
Date]))),"yyyy/mm/dd"),TODATE(CONCAT(CONCAT(CONCAT(CONCA
T(TOTEXT(YEAR(CURRENTDATE())),"/"),TOTEXT(MONTH([Employmen
t#Job Information#Service
Date]))),"/"),TOTEXT(DAY([Employment#Job Information#Service
ANNIVERSARYDATE Date]))),"yyyy/mm/dd"))
IF(ISNULL([Person#Biographical Information#Date Of Birth]),
BIRTHDAY TODATE(CONCAT(TOTEXT(YEAR(CURRENTDATE())), "/12/31"),
193
"yyyy/mm/dd"
),TODATE(CONCAT(CONCAT(CONCAT(CONCAT(TOTEXT(YEAR(CURRE
NTDATE())),"/"),TOTEXT(MONTH([Person#Biographical
Information#Date Of Birth]))),"/"),TOTEXT(DAY([Person#Biographical
Information#Date Of Birth]))),"yyyy/mm/dd"))
JUBILEEAGE IF([AGE]/5 = ROUND([AGE]/5 ,0 ), "X", "-")
JUBILEEANNIVERSARY IF([ANNIVERSARY] /5 = ROUND([ANNIVERSARY]/5 ,0 ), "Y", "-")
Job
Information no calculated columns
Filters
194
Story Design
Job Changes Table Design

Here's the design for building the Job Changes table on the Event Changes page.
195
Table Design for "Employee List with Birthday together with Anniversary"
Here's the design for building the Employee List with Birthday together with Anniversary table on page 2.
Birthdays Table Design

Here's the design for building the Birthdays table on the Birthdays and Anniversaries page.
196
Anniversaries
Here's the design for building the Anniversaries table on the Birthdays and Anniversaries page.
Tags
SF Version: 2005, Employee Central, EC, Job Changes, Change, Anniversaries
197
COMPANY ADDRESS BOOK
[Story Title: SF_EMP_Company_Address_Book_v1.0]
The report is designed in a way that only business details on address, phone number and email address are
shown.
If it is required to add another type of address, like Home address or Vacation address, this information can
be added using e.g. following paths:
• Personal Information=> Person View Emp Addr Info T Home
• Personal Information=> Person View Emp Addr Info T Vacation
Similarly, it is possible to add another type of Email or phone contact, e.g. home or personal depending on
system configuration, getting the information joined to the Personal Information table:
• Personal Information=> Email Information (Personal)
• Personal Information=> Phone Information (Home)
Address Information of the report has a general structure in a sense that the address fields Address1,
Address2, Address3, City, Country, Zip Code are taken to represent Street, House Number etc. information.
However, depending on the configuration of the system other filed might be configured for representation of
the address information. In this case the report needs to be adapted accordingly.
Furthermore, address information for different countries might be differently configured in Employee Central,
it means that e.g. Street information of country A is stored in a the Field Address1, but street information of
country B is stored in a field Address2. This needs also to be considered and another fields need to be
added to the overview.
In a case the information of the report shall be limited to a particular country, it is recommended to use the
country specific tables for the address, phone and email information instead of generic ones.
Example for France

Please use joins for corporate or hone address information.
- Personal Information => Global Job information => Location => corporateAddress(GLOBAL) =>
corporateAddress (FRA)
- Personal Information => Person View EmpAddr Info T Home => homeAddress (FRA)

The title of the template story is SF_EMP_Company_Address_Book_v1.0.
198
Sample Report
Usage
The Company Address Book report lists the following corporate contact details of the employee:
• Work address (corresponding to the location of the company)
• Phone numbers
• Email information
• Organizational information (for example, company, business unit, department, division).
Component List
• Employment
199
Query Designer
story.
Columns Overview
Selected Columns
200
201
Calculated Columns
Filters
Story Design
202
Tags
SF Version: 2005, Employee Central, EC, Address Book, address, phone number, Company Address
203
DIRECT REPORTS
[Story Title: SF_EMP_Direct_Reports_v1.0]
This is the basic version Direct Reports, which provides the overall number of employees who report directly
to the respective manager and shows only both, managers and direct reports which are active, on a
paid/unpaid leave or are suspended. This report considers only Normal Employment.
The Detailed View lists each direct report individually with further details as for example job title and hire date
of the direct report
There is one Advanced version of this report as well which shows global assignments and concurrent
employments.

The title of the template story is SF_EMP_Direct_Reports_v1.0.
Sample Report
Figure 1: Table View [Employee List]
204
Figure 2: Table View [Direct Reports]
Usage
The report provides the overall number of employees who report directly to the respective manager. Each
number of employees is separated by the employee status.
For example, line manager has ten ‘active’ direct reports and two direct reports on a ‘paid leave’.
The result of the report is shown for a certain date. Default date is today, but user can select any date as
date filter, for example ‘last day of last year’.
Component List
• Employment
Query Designer
story.
Filters
Columns Overview
205
Selected Columns
Calculated Columns
206
Story Design
Employee List Table Design

Here's the design for building the Employee List table.
207
Direct Reports Table Design
Here's the design for building the Direct Reports table.
Tags
SAC Version, BizX version, Employee Central, EC, Direct Reports, Supervisor
208
JOB RELATIONSHIPS
[Story Title: SF_EMP_Job_Relationships_v1.0]
The Job Relationships report provides an overview of the employee’s employment details and job
relationship for a specified date.

The title of the template story is SF_EMP_Job_Relationships_v1.0.
Sample Report
Usage
The Job Relationships report provides an overview of the employee’s employment details and job
relationship for a specified date.
Component List
• Employment
209
Query Designer
story.
Columns Overview
Selected Columns
210
Calculated Columns
Filters
211
Story Design
Tags
SF Version: 2005, Job Relationships
212
HIRES ANALYSIS
[Story Title: SF_EMP_Hires_Analysis_v1.1]
This report lists personal, employment, and organizational data of new hires.

The title of the template story is SF_EMP_Hires_Analysis_v1.1.
Sample Report
Figure 1: Report View – Part 1
213
Figure 2: Report View – Part 2
Usage
This report can be used to determine the below
• Count of Hires per Event / Event Reason
• Count of Hire per Hire Date
Component List
• Employment
Query Designer
story.
Columns Overview
214
Selected Columns
215
Calculated Columns
HIRETERMINATION IF( [Foundation Objects#Event Reason #Event] = "1885" or
[Foundation Objects#Event Reason #Event] = "1892" ,'Hire'
,'Termination' )
Job
HIRETERMINATIONDATE IF([HIRETERMINATION] =
Information
'Termination',ADDDAYTODATE([Employment#Job
Information#Effective Start Date],-1), [Employment#Job
Information#Effective Start Date])

216
Story Visualization
217
218
219
Tags
SF Version: 2005, Hires Analysis, Hires, Hire Date
220
MANAGER ANALYSIS
[Story Title: SF_EMP_Manager_Analysis_v1.0]
This report lists the total/average number of direct reports per location.

The title of the template story is SF_EMP_Manager_Analysis_v1.0.
Sample Report
221
Usage
• Total number of Direct Reports per location
• Avg. number of Direct Reports per location
Component List
• Employment
Query Designer
story.
Columns Overview
Selected Columns
222
223
Calculated Columns
224
Filters
Story Design
Tags
SF Version: 2005, Manager Analysis
225
TERMINATED EMPLOYMENT ANALYSIS
[Story Title: SF_EMP_Terminated_Employment_Analysis_v1.1]
The Terminated Employment report provides an overview of all employees within the company whose
employment has been or will be terminated during a selected reporting period.

The title of the template story is SF_EMP_Terminated_Employment_Analysis_v1.1.
Sample Report
226
Usage
This report lists the relevant names of the employees, the termination reason and date, organizational data,
employee class, and the employee type. Payroll related dates are also given as well as an evaluation of the
possibility of rehiring the same employee. The report output is ordered by the last and first name of the
employees.
Component List
• Employment
Query Designer
story.
Columns Overview
227
Selected Columns
228
Calculated Columns
229
Job HIRETERMINATIONDATE ADDDAYTODATE([Employment#Job
Information Information#Effective Start Date],-1)

Story Visualization
230
231
232
Tags
SF Version: 2005, Terminated Employment Analysis
233
WORKFORCE ANALYSIS
[Story Title: SF_EMP_Workforce_Analysis_v1.0]
This report provides several statistical evaluations of the existing workforce according to criteria like gender,
job categories, etc. on different business unit, cost centre, department, etc.

The title of the template story is SF_EMP_Workforce_Analysis_v1.0.
Sample Report
Usage
The report can be used to determine the counts per different legal entity, business unit, division etc
• Gender
• Full/Parttime
• Regular/Temporary
• Average age
• Average Length of Service
Component List
• Employment
234
Query Designer
story.
Columns Overview
Selected Columns
235
Calculated Columns
236
AGE ROUND(DAYS_BETWEEN([Person#Biographical
Information#Date Of
Birth],CURRENTDATE())/365,0)
LENGTHOFSERVICE Round(DAYS_BETWEEN([Employment#Job
Information#Hire Date],CURRENTDATE())/365,0)
AGETO30 If(([AGE]>20 and [AGE]<=30), ROUND(1, 0),
ROUND(0, 0))
Job Information AGETO40 If (([AGE] >30 and [AGE]<=40), 1, 0)
LOSTO1 If (([LENGTHOFSERVICE] >0
and[LENGTHOFSERVICE]<=1), 1, 0)
237
LOSFROM20 If ([LENGTHOFSERVICE] >20 , 1, 0)
AGEFROM60 If ([AGE] >60 , 1, 0)
FUULPARTIME IF( [Employment#Job Information#FTE] >=1,
"Fulltime","Parttime" )
Filters
Story Design
Not applicable. This story doesn't include any tables.
Tags
SF Version: 2005, Workforce Analysis
238
WORK ELIGIBILITY
[Story Title: SF_EMP_Work_Eligibility_v1.0]
The Work Eligibility report provides an overview of all employees belonging to a specific company with
details of any relevant official documents. For example, work permits, residence permits, visas, or driving
licenses. You can also see the expiration date of the document, the issuing authority, and so on. The report
result is shown as of date. Default setting is current date, but any other date can be selected at runtime.

The title of the template story is SF_EMP_Work_Eligibility_v1.0.
Sample Report
239
Usage
The report only shows employees that have official documents specified.
Component List
• Employment
Query Designer
story.
Filters
Query Level Filters

Here are the query level filters defined in the story.
240
Story Level Filters
Here are the story level filters defined in the story.
Columns Overview
Selected Columns
241
242
Calculated Columns
CONCAT([Person#Personal Information#Supervisor First
Job Information CALC1 Name],[Person#Personal Information#Supervisor Last
Name])
243
Story Design
Tags
SF Version: 2005, Employee Central, EC, Personal Information, Work Eligibility, Work Permit, Person
244
EMPLOYEE HIERARCHY REPORT TEMPLATE (5 LEVELS)
[Story Title: SF_EMP_Employee Hierarchy Report Template (5 Levels)_v1.0]
The Employee Hierarchy Report Template (5 Levels) report provides the overall number of employees with
the appending managed employees, separated by different employee levels

The title of the template story is SF_EMP_Employee Hierarchy Report Template (5 Levels)_v1.0.
Sample Report
Page 1: Report View
245
Page 2: Report View
Query Designer
story.
Usage
The Employee Hierarchy Report Template (5 Levels) report provides the overall number of employees with
the appending managed employees, separated by different employee levels.
The report consists of two pages:
• Page 1: Employee Hierarchy (Manager View) displays the numbers for each ´Level 1 Manager´ on
the upper part of the screen.
On the lower part of the screen the respective details are displayed (each record corresponds to one
employee).
The report result is shown for a certain date. Default date is today, but any date can be selected as
date filter (for example, ‘last day of last year’).
• Page 2: Employee Hierarchy (Employee View) shows similar information as page 1 but the starting
point is the employee itself.
246
Component List
• Employment
Columns Overview
Selected Columns
Calculated Columns
247
LEVEL IF(ISNULL([Employment#Supervisor#User ID]), 1,
IF(ISNULL([Employment#Supervisor + 1#User ID]), 2,
IF(ISNULL([Employment#Supervisor + 4#User ID]), 5, 6 ) ) ) ) )
LEVEL1MANAGER IF([LEVEL]>5, "Too many hierarchy levels", IF([LEVEL]=5,

CONCAT([Person#Personal Information#Manager Last Name
+3], CONCAT(" ,", [Person#Personal Information#Manager
First Name +3])), IF([LEVEL]=4, CONCAT([Person#Personal
Information#Manager Last Name +2], CONCAT(" ,",
[Person#Personal Information#Manager First Name +2])),
IF([LEVEL]=3, CONCAT([Person#Personal Information#Manager
Last Name +1], CONCAT(" ,", [Person#Personal
Information#Manager First Name +1])), IF([LEVEL]=2,
CONCAT([Person#Personal Information#Manager Last Name],
CONCAT(" ,", [Person#Personal Information#Manager First
Job Name])), CONCAT([Person#Personal Information#Last Name],
Information CONCAT(" ,", [Person#Personal Information#First Name])))))))
Information#Manager Last Name +1], CONCAT(" ,",
[Person#Personal Information#Manager First Name +1])),
IF([LEVEL]=3, CONCAT([Person#Personal Information#Manager
Last Name], CONCAT(" ,", [Person#Personal
Information#Manager First Name])), "" ))))
Information#Manager Last Name], CONCAT(" ,",
[Person#Personal Information#Manager First Name])), "" )))
CONCAT([Person#Personal Information#Manager Last Name],
248
CONCAT(" ,", [Person#Personal Information#Manager First
Name])), "" ))
EMPLOYEENAME CONCAT([Person#Personal Information#Last Name],
CONCAT(" ,", [Person#Personal Information#First Name]))
Filters
249
Story Design
Table Design for "Number of Employees separated by Employee Level per Level 1 Manager"
Here's the design for building the Number of Employees separated by Employee Level per Level 1 Manager
table available on page 1.
250
Detail View Table Design
Here's the design for building the Detail table available on page 1.
251
Employee View Table Design
Here's the design for building the Employee View table available on page 2.
Tags
SF Version: 2005, Employee Hierarchy Report Template (5 Levels)
252
Person
ANALYSIS OF EMPLOYEES WITH SPECIAL NEEDS
[Story Title: SF_PER_Analysis_of_Employees_with_Special_Needs_v1.1]
The Challenged Employee Analysis report provides an overview of employees' personal data including
details of challenge (if relevant) as well as the employee's employment and organizational data.

The title of the template story is SF_PER_Analysis_of_Employees_with_Special_Needs_v1.1.
Sample Report
Figure 1: Report View – Page 1
253
Figure 2: Report View - Page 1 (continued)
Figure 3: Table View - Page 2
Usage
The report can be used to gather details of challenged employees, which can also be used for analysis for
legal compliance reporting.
Component List
Below is the list of modules that must be in your system to be able to run this story.
• Person
254
Query Designer
story.
Columns Overview
Selected Columns
255
Calculated Columns

256
Story Visualization
1. Employee Details
257
2. Challenged Employee Analysis
[#Challenged Headcount]/ ["Job Information":Number of Employees]
258
259
260
[#Challenged Headcount]/ ["Job Information":Number of ]
261
Tags
SF Version: 2005, Employee Central, EC, Personal Information, challenged employees, Job Information,
Person, Challenge
262
DEPENDENTS LIST
[Story Title: SF_PER_Dependents_List_v1.0]
This report lists employees and the details of their dependents as of current date.

The title of the template story is SF_PER_Dependents_List_v1.0.
Sample Report
Page 1: Report View
263
Page 2: Table View
Usage
• Count of Employees and the details of dependents as of current date
• Organizational assignment of employee and employment data
Component List
• Person
Query Designer
The following diagram shows the different tables used for creating the query (data source) available in the
story.
264
Columns Overview
Selected Columns
265
Calculated Columns

needed.
[Provide screenshot for each of the filters.]
OR
Table Filters
[Provide screenshot for all the table filters.]
Query Filters
[Provide screenshot for all the query filters.]
266
Story Visualization
1. Employee Dependent Overview
2. Employee with Dependents
267
3. Employee Dependents
268

Personal Avg Number of (["Personal Information":COUNT]-[#Employees without
Information Dependents Dependents])/[#Employees with Dependents]
269
1. Employee Dependents
270
2. Employee with Dependents

widgets, as needed.
271
Tags
SF Version: 2105, Dependents List
272
EMERGENCY CONTACT INFORMATION
[Story Title: SF_PER_Emergency_Contact_Information_v1.0]
The emergency contact report provides an overview of the emergency contact details of an employee.

The title of the template story is SF_PER_Emergency_Contact_Information_v1.0.
Sample Report
Page 1: Report View
273
Usage
The Employee Emergency Contacts report provides an overview of the emergency contact details of an
employee. Employee Emergency Contacts lists employees along with their organizational data and all known
emergency contacts including contact information and the employee's relationship to this person.
Component List
• Person
Query Designer
274
Columns Overview
Selected Columns
275
Calculated Columns

276
Story Visualization
277

Tags
SF Version: 2105, Emergency Contact Information
278
PRIVATE CONTACT, PHONE AND E-MAIL INFORMATION (FLAT LIST)
[Story Title: SF_PER_Private_Contact_Phone_and_E-mail_Information_(Flat_List)_V1.0]
The Private Contact Information report provides an overview of all employees belonging to a specific
company with the details of the home addresses and other personal contact information such as home
phone numbers and e-mail addresses. It also provides the organizational and main employment data.

The title of the template story is SF_PER_Private_Contact_Phone_and_E-
mail_Information_(Flat_List)_V1.0.
Sample Report
Usage
The report can be used to have below details of the employees
• Address Information
• Phone Information
• Mail Information
Component List
279
• Person
Query Designer
story.
Columns Overview
280
Selected Columns
281
282
Calculated Columns
Filters
Story Design
Tags
SF Version: 2005, EC, Employee Central, Private Contact, Email, Phone
283
PRIVATE CONTACT, PHONE AND E-MAIL INFORMATION (LINK ANALYSIS)
[Story Title: SF_PER_Private_Contact_Phone_and_E-Mail_Information_(Link_Analysis)_v1.0]

Mail_Information_(Link_Analysis)_v1.0.
Sample Report
284
Usage
Component List
• Person
Query Designer
story.
Columns Overview
Selected Columns
285
286
Calculated Columns
Filters
Story Design
Employee List Table Design

Here's the design for building the Employee List table.
287
288
Address Information Table Design
Here's the design for building the Address Information table.
289
Phone Information Table Design
Here's the design for building the Phone Information table.
290
Email Information Table Design
Here's the design for building the Email Information table.
Tags
SF Version: 2005, EC, Private Contact, Email, Phone
291
PRIVATE CONTACT, PHONE AND E-MAIL INFORMATION (SEPARATE PAGES)
[Story Title: SF_PER_Private_Contact_Phone_and_E-Mail_Information_(Separate_Pages)_v1.0]

Mail_Information_(Separate_Pages)_v1.0.
Sample Report
Figure 1: Report View (Address Information)
292
Figure 2: Report View (Phone Information)
Usage

Component List
• Person
Query Designer
story.
Personal Information Address Query Design

Here's the design for building the Personal Information Address data source.
293
Personal Information Email Query Design
Here's the design for building the Personal Information Email data source.
Personal Information Phone Query Design

Here's the design for building the Personal Information Phone data source.
Columns Overview
Selected Columns
294
DataSource: Personal Information Address
295
DataSource: Personal Information Email
296
DataSource: Personal Information Phone
Calculated Columns
297
DataSource: Personal Information Email
DataSource: Personal Information Phone
Personal Information
Email PRIMARYEMAIL IF([Person#Email Information#Is Primary] = "t" ,"X" ,"-")
Personal Information
Phone PRIMARYPHONE IF([Person#Phone Information#Is Primary] = "t" ,"X" ,"-" )
298
Story Design
Information Address Table Design

Here's the design for building the Information Address table.
299
Phone Information Table Design
Here's the design for building the Phone Information table.
Email Information Table Design

Here's the design for building the Email Information table.
300
Tags
SF Version: 2005, EC, Private Contact, Email, Phone
301
Position Management
POSITION ANALYSIS
[Story Title: SF_POS_Position_Analysis_v1.0]
This report provides an overview of all positions of a company at a specified date.

The title of the template story is SF_POS_Position_Analysis_v1.0.
Sample Report
Page 1: Report View
302
Page 2: Table View
Page 3: Table View
Usage
The Position Analysis report provides an overview of all positions of a company at a specified date.
Additional details such as organizational data (division, department), position related job description, the
target FTE and the assigned FTE to the respective position are given as well.
Component List
• Position
303
Query Designer
304
Columns Overview
Selected Columns
305
Calculated Columns

needed.
306
Table Filters
Query Filters
This story doesn't include any filters
Story Visualization
1. Position Overview
2. Incumbants
307
3. Position Details

308
309
310

The complex widgets used for Position Analysis in the Story design are shown in the following images. You
can add more widgets, as needed.
.1. Number of Positions
.2. Acc Position FTE
311
.3. FTE
.4. Critical Positions
312
.5. Vacant Positions
313
.6. Temporary Positions
.7. Dimension
.8. Number of Positions per Legal Entity
314
.9. Critical Positions per Legal Entity, To Be Hired
.10. Temporary Positions per Legal Entity, To Be Hired
315
Tags
SF Version: 2105, Position Analysis
316
Time Management
ABESENCE FREQUENCIES AND DURATION
[SF_TIM_Absence_Frequencies_and_Duration_v1.0]
The Absence Frequencies and Duration report provides an overview of absence days of each employee in a
department/Business unit/location etc within a specified period of time. You can use this report as a basis to
calculate the Bradford factor for an individual employee and the organization. The Bradford factor is
increasingly used by organizations to identify employees with frequent short-term absenteeism, which may
require further investigation
The Bradford factor is defined in the following way: Bradford Factor score = S2 × D S is the total number of
spells (instances) of absence of an individual over a set period. D is the total number of days of absence of
that individual over the same set period

The title of the template story is SF_TIM_Absence_Frequencies_and_Duration_v1.0.
Sample Report
317
Page 1: Report View
Usage
This report can be used to determine
• An overview of absence days of each employee in a department/Business unit/location etc within a
specified period of time the aggregated number of hours and total number of employees for a
unit/division for each Time type
• The Bradford factor for an individual employee and the organization.
• The Bradford factor average for an individual employee and the organization.
Component List
• Employee Central Time
• Employee Central User
Query Designer
318
319
Columns Overview
Selected Columns
320
Calculated Columns
321
needed.
Table Filters
Filter for Time Type:
Time filter defined in the query for Job Information and Personal Information
322
Query Filters
There are no filters applied at the query-level.
Story Visualization

323
324
325
widgets, as needed.
Bradford Factor Avg
Number of Absences
326
Number of Days and Absences per Time type
327
Bradford Factor and Avg per pay grade
328
329
330
Tags
SF Version: 2105, Time Management, Employee Time, Time Type, Leave Request, Time
Recording, Time Off, Bradford Factor
331
EMPLOYEE TIME OVERVIEW
[Story Title: SF_TIM_Employee_Time_Overview_v1.0]
The Employee Time overview reports provide a list of the absences as well as the attendance recorded of
employees. It also analyzes the aggregated number of hours and total number of employees for a
unit/division for each Time type
It also showcases absences/attendance in terms the number of hours/days per division and per Time Type.
The report also provides employee list with accumulated absences and attendances along with the details of
each absence/attendance.

The title of the template story is SF_TIM_Employee_Time_ Overview_v1.0.
Sample Report
332
Page 1: Report View
Page 2: Report View
Usage
333
• The absences as well as the attendance recorded of employees.
• The aggregated number of hours and total number of employees for a unit/division for each Time
type
• Absences/attendance in terms the number of hours/days per division and per Time Type.
• Accumulated absences and attendances for all employees along with the details of each
absence/attendance.
Component List
• Employee Central Person
• Employee Central Employee
Query Designer
334
Columns Overview
Selected Columns
335
Calculated Columns

needed.
Table Filters
336
Query Filters
Story Visualization


1. Employee Time Analysis
337
338
2. Number of Hours per Division
Tags
SF Version: 2105, Time Management, Employee Time, Time Type, Leave Request, Time
Recording, Time Off
339
EMPLOYEE TIME SHEET
[Story Title: SF_TIM_Employee_TimeSheet_v1.0]
The Employee Timesheet report provides an overview of all timesheets together with respective employee
data like the employee name, name of manager and related organizational units. Furthermore, the Employee
Timesheet report list:
• The planned and recorded working time as well as several other timesheet attributes
• The workflow approval status
Main purpose of this report is to check the completeness of the recorded times. For example, if the
timesheets are already submitted and to check the approval status of the related workflow.

The title of the template story is SF_TIM_Employee_TimeSheet_v1.0.
Sample Report
340
Page 1: Report View
Page 2: Table View
Usage
This report can be used to get an
341
• Overview of the number of existing employee time sheets in different organizational units and their
approval status.
• Overview of employee time sheet properties for each employee.
Component List
Query Designer
342
Columns Overview
Selected Columns
343
Calculated Columns

344
Story Visualization
345
346
347
348
349
1. Legal Entity Filter
2. Business Unit Filter
350
3. Division Filter
4. Cost Center Filter
5. Department Filter
351
6. Location Filter
7. Approval Status Filter
8. Dimension Input Control
Tags
SF Version: 2105, Time Management, Employee Time Sheet, Time, Time Sheet, Working Time,
Time Recording
352
TIME ACCOUNT OVERVIEW
[Story Title: SF_TIM_Time_Account_Overview_v1.0]
The report ‘Time Account Overview’ concentrates on a statistical evaluation of the time accounts.
This report provides the user with an overview of the absent days and hours taken in an organizational unit
(e.g. department) or for a Job code for a certain period of time along with the summary of the absences
taken by each employee.
The report also showcases an overview of time accounts for the employees by providing the complete
information of the related time accounts along with their postings for each employee in a concrete manner.

The title of the template story is SF_TIM_Time_Account_Overview_v1.0.
Sample Report
Page 1: Report View
353
Page 2: Report View
Usage
This report can be used to determine the
• Overview of the absent days and hours taken in an organizational unit (e.g department) or for a Job
code over a certain period of time
• Summary of the absences taken by each employee in an organizational unit (e.g department) or for
a Job code
• Time Account Overview with postings per employee.
Component List
• Employee Central Employee
Query Designer
354
Columns Overview
Selected Columns
355
Calculated Columns

needed.
356
Table Filters
Query Filters
Story Visualization
357
1. Time Account Overview
358
2. Employee List
Linked Analysis
359
3. Time Accounts
360
4. Time Account Posting

361
362
363
widgets, as needed.
Tags
SF Version: 2105, Time Management, Time Account, Time Account Type
364
TIME ACCOUNT SNAPSHOT
[Story Title: SF_TIM_Time_Account_Snapshot_v1.0]
Time Account Snapshot concentrate on a statistical evaluation of the time accounts.
The Time Account Snapshot report provides an overview of the time accounts of employees over a period of
time. It also provides a detailed view of totals of earned, taken, balance and planned time off for employees.
The report shows additionally a column “Available Balance”, which is “Balance” minus “Planned”
For example, employee ‘Marcel Jung’ has 25 days as earned, 5 days as planned and 12 days as taken then ,
• Balance will be 13 (25 -12) and
• Available balance will be 8(13-5).
Additionally, the report also provides Time account details like time account type along with posting details
for the selected employee

The title of the template story is SF_TIM_Time_Account_Snapshot_v1.0.
Sample Report
365
Page 1: Report View
Usage
The Time Account Snapshot report can be used to get

• An overview of the time accounts of employees.
• A detailed view of totals of earned, taken, balance and planned time off for employees.
• Time account details, like time account type along with posting details, for the selected employee.
Component List
• Employee Central Employment
Query Designer
366
Columns Overview
Selected Columns
367
368
Calculated Columns
S.No. Name Formula

1. PLANNEDDAYS IF([Time Management#Time Account Detail#Posting
Unit]="DAYS" and DAYS_BETWEEN(CURRENTDATE(), [Time
Management#Time Account Detail#Posting Date])>0 and [Time
Type]="EMPLOYEE_TIME", -1*[Time Management#Time
Account Detail#Amount posted], 0)
2. TAKENDAYS IF([Time Management#Time Account Detail#Posting
Unit]="DAYS" and DAYS_BETWEEN(CURRENTDATE(), [Time
Management#Time Account Detail#Posting Date])<0 and [Time
3. AVAILABLEBALANCEDAYS IF([Time Management#Time Account Detail#Posting
Unit]="DAYS", [Time Management#Time Account
Detail#Amount posted], 0 )
4. EARNEDHOURS IF([Time Management#Time Account Detail#Posting
Unit]="HOURS" and [Time Management#Time Account
Detail#Posting Type]!="EMPLOYEE_TIME", [Time
Management#Time Account Detail#Amount posted], 0 )
5. TAKENHOURS IF([Time Management#Time Account Detail#Posting
Unit]="HOURS" and DAYS_BETWEEN(CURRENTDATE(),
[Time Management#Time Account Detail#Posting Date])<0 and
[Time Management#Time Account Detail#Posting
6. PLANNEDHOURS IF([Time Management#Time Account Detail#Posting
Unit]="HOURS" and DAYS_BETWEEN(CURRENTDATE(),
[Time Management#Time Account Detail#Posting Date])>0 and
[Time Management#Time Account Detail#Posting
369
7. AVAILABLEBALANCEHOURS IF([Time Management#Time Account Detail#Posting
Unit]="HOURS", [Time Management#Time Account
Detail#Amount posted], 0 )
8. BALANCEHOURS [EARNEDHOURS] - [TAKENHOURS]
9. BALANCEDAYS [EARNEDDAYS] - [TAKENDAYS]
10. EARNEDDAYS IF([Time Management#Time Account Detail#Posting
Unit]="DAYS" and [Time Management#Time Account
Detail#Posting Type]!="EMPLOYEE_TIME", [Time
Management#Time Account Detail#Amount posted], 0 )
11. POSTINGDATE [Time Management#Time Account Detail#Posting Date]

needed.
Table Filters
Story Visualization
1. Time Account Details
370
371

widgets, as needed.
372
Tags
SF Version: SF Version: 2105, Time Management, Time Account, Time Account Type, Earned
Days, Taken Days, Planned Days, Earned Hours, Taken Hours, Planned Hours, Balance,
Available Balance
373
TIME COLLECTOR
[Story Title: SF_TIM_Time_Collector_Template_v1.0]
You can use the Time Collector Template report for further evaluations related to time collectors. Time
collectors are used to accumulate time data independently of time sheet periods. Time sheets are
independent of each other, however, there might be use cases to evaluate time data over a period of time,
which is longer than the period covered by a weekly time sheet.
Typical use cases include deriving:
• The total number of hours worked within one week or month
• The number of overtime hours within one week or month (hours collected)
• The number of days within one month of overtime worked (events counted)

The title of the template story is SF_TIM_Time_Collector_Template_v1.0.
Sample Report
Page 1: Report View
Usage
The Time Account Snapshot report can be used to determine
• The total number of hours worked within one week or month
374
• The number of overtime hours within one week or month (hours collected)
• The number of days within one month of overtime worked (events counted)
Component List
Query Designer)
Columns Overview
Selected Columns
375
Calculated Columns

needed.
Table Filters
Time filter defined in the query for Job Information
376
Story Visualization
1. Time Collector Details


widgets, as needed.
377
Number of Records
Number of Records per Time Collector Type
Tags
SF Version: 2105, Time Management, Employee Time Sheet, Time Sheet, Working Time, Time
Recording, Time Collector, Time Type Group, Overtime
378
TIME PAY TYPE OVERVIEW
SF_TIM_Time_Pay_Type_Overview_v1.0
The Time Pay Types Overview report shows the valuation view on the recorded times and the respective
time pay types.
According to the configuration of the time sheet, the time evaluation calculates time pay types based on both
times recorded by employees and times derived from a work schedule of an employee and holiday calendar.
Time pay types, for example regular time, regular overtime, overtime with premium, and business travel time,
are the basis for a payroll relevant time valuation result of an employee.

The title of the template story is SF_TIM_Time_Pay_Type_Overview_v1.0.
Sample Report
Page 1: Report View
Usage
379
• Time pay types based on both times recorded by employees and times derived from a work
schedule of an employee and holiday calendar.
Component List
• Employee Central User
Query Designer
380
Columns Overview
Selected Columns
381
Calculated Columns
There are no calculated columns

needed.
Table Filters
Time filter defined in the query for Cost Center, Job Information and Personal Information
382
Query Filters
There are no filters applied at the query-level.
Story Visualization


383
widgets, as needed.
Tags
SF Version: 2105, Time Management, Employee Time Sheet, Time Sheet, Time Pay Type, Time Type
Group, Working Time, Time Recording, Overtime, Time Valuation, Allowance
384
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Technical Documentation For Template Stories in People Analytics

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Technical Specifications for Template Stories in

Position Management ............................................................................................................ 302

Template Story Title

Page 1: Report View

Data Source Column ID Formula

Template Story Title

Page 1: Report View

Data Source Column ID Formula

Template Story Title

Page 1: Report View (Page 1)

Page 2: Report View

Filters in Query Designer

1. Annual Compensation Overview

1. Annual Compensation Overview / Annual Compensation

1. Annual Compensation Overview / Annual Compensation

Annual Compensation Analysis

6. Age / Length of Service

Template Story Title

Page 1: Report View

Page 2: Table View

1. Avg and Median Gender Pay Gap per Legal Entity

2. Number of Employees per Annual Amount Range, Gender

SERVICEDATE IF(ISNULL([Employment#Job Information#Service Date]

Filters in Query Designer

2. Annual Compensation Details – Annual Compensation

Calculations added for Story Design

1. Annual Compensation Overview – Annual Compensation

2. Annual Compensation Details – Annual Compensation

Complex Widgets Used in the Story

Annual Compensation Analysis

3. Median Gender Pay Gap

9. Number of Employees per Annual Amount Range , Gender

Template Story Title

Page 1: Report View

Filters in Query Designer

Filters Used in Story Designer

Template Story Title

Page 1: Report View

Page 2: Table View

1. Nonrecurring Pay History Details

Calculations added for Story Design

Complex Widgets Used in the Story

Template Story Title

Page 1: Report View

Calculations added for Story Design

Filters Used in Story Designer

Complex Widgets Used in the Story

Template Story Title

Page 1: Report View

Filters in Query Designer

1. Recurring Pay History

1. Recurring Pay History

1. Recurring Pay History

Complex Widgets Used in the Story

5. Pay Amount per Legal Entity , Pay Component

• The annual amount relevant for the compa ratio calculation

Template Story Title

Page 1: Report View

Filters Used in Query Designer

Compa Ratio: ["Compensation Information":ANNUALAMOUNTCR]/["Compensation

Range Penetration : 100*(["Compensation Information":ANNUALAMOUNTRP] /["Compensation

• Average age of the respective employees