56928 Report: Active Employee Information for Initial requirement document
Scattergram
Project: 56928 Report: Active Employee Information for Scattergram
Description
New report request
History
Version Description of Change Author Date
0.1 Initial Draft Ashley Wong July 25, 2023
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56928 Report: Active Employee Information for Initial requirement document
Scattergram
Contents
1. Sign-offs ................................................................................................................................................... 3
2. Document Guide ....................................................................................................................................... 4
3. Documents ................................................................................................................................................ 4
4. Requirement Summary ............................................................................................................................. 4
4.1 Requirements (Regulatory/Business/User/Solution/Functional) ..................................................... 4
4.2 Scope ................................................................................................................................................. 4
4.3 Non-Functional requirements ........................................................................................................... 4
4.4 Deliverables ....................................................................................................................................... 4
4.5 RASCI Matrix ...................................................................................................................................... 4
4.6 Project Team...................................................................................................................................... 5
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56928 Report: Active Employee Information for Initial requirement document
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1. Signoffs
Reviewers
My signature indicates that I have been given the opportunity to review this document and provide
feedback. In my opinion the document describes the requirements for this release accurately and
completely.
Where I may disagree with the content of the document, I have noted comments below.
Name Title Date Comments
Kyra 08/04/2023
Huntingford
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56928 Report: Active Employee Information for Initial requirement document
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2. Document Guide
When to Produce this Deliverable
This deliverable is to be used to define the functional/owner requirements for a new custom report request.
Purpose of the document
• Align on the business need, scope, deliverables and key members assigned on the report.
• It acts as an input for architecture team for solutioning.
3. Requirement Summary
Report Name: Active Employee Information for Scattergram (IPL)
3.1 Data source
3.2 Default filters
<Automatic filters on the report. These are not selectable when running the report and are hard coded.>
1. Active Status = Active or On Leave
2. Worker class = Employee
3. Worker Type = Fixed Term Contract, Intern / Co-Op Student, Regular or Summer Student
3.3 Prompts or optional filters
Align filters to Employee Register (IPL) report
3.4 Fields
SuccessFactors field Label Override Details/calculations
name/label
System ID Person ID
User Sys ID User ID
ADP ID
Last Name
First Name
Preferred First Name
Preferred Last Name
Job Title
Job Family Label
Job Classification Job Code
Job Classification Label
Pay Grade Label
Pay Scale Area Label
Pay Scale Type Label
Pay Scale Group Label
Pay Scale Level Label
Cost Centre External Code
Department Label
Base Pay as of Dec. 31st I know this won’t have data yet
from Previous Year
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56928 Report: Active Employee Information for Initial requirement document
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SuccessFactors field Label Override Details/calculations
name/label
Base Pay as of Jan 1 Last I know this won’t have data yet
Year
Base Pay as of Jan 1 two I know this won’t have data yet
Years Ago
Current base salary
Compa-ratio
Last Base Pay Increase - I know this won’t have data yet
Date
Last Base Pay Increase – I know this won’t have data yet
Amount
LTIP Target
Most recent annual bonus I know this won’t have data yet
amount
STIP Target
Bonus target amount in Calculated field: STIP target % x base salary
dollars
Worker’s manager name
Worker’s managers pay
grade
Worker’s managers title
Location
Work Address – postal
code only
Vacation Accrual Date
Hire Date
Seniority Date
Permanent Service Date
Management Chain - Level
07
Management Chain - Level
06
Management Chain - Level
05
Management Chain - Level
04
Management Chain - Level
03
Management Chain - Level
02
Management Chain - Level
01
Date of Birth
Gender
Last Performance Review I know this won’t have data yet
Rating
Worker Type Label
OT Eligibility Picklist Label
Number of Direct Reports
Primary Work Email
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56928 Report: Active Employee Information for Initial requirement document
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SuccessFactors field Label Override Details/calculations
name/label
Primary Work Phone
3.5 Sorting
By User ID
3.6 Grouping
None
3.7 Sharing and Security
Security Role / Group Type Security Restrictions
ALL GBL HR Technology Advisor Role None
ALL GBL HR Reporting and Analytics Role None
ALL GBL System Analyst Role None
ALL GBL HR Analyst Role None
G GBL HR Business Partners Group Can only see workers in their areas
(Marketing)
G GBL HR Business Partners (NGL) Group Can only see workers in their areas
G GBL HR Business Partners Group Can only see workers in their areas
(Transportation)
G GBL HR Business Partners Group Can only see workers in their areas
(Heartland)
G GBL HR Business Partners (People & Group Can only see workers in their areas
Stakeholder Relations)
G GBL HR Business Partners (Legal & Group Can only see workers in their areas
Compliance)
G GBL HR Business Partners (Finance) Group Can only see workers in their areas
G GBL HR Business Partners (PD & Group Can only see workers in their areas
Execution)
ALL GBL Total Rewards Manager Role None
ALL GBL HR Exec Role None
ALL GBL HR Ops - Compensation Role None
3.8 Scheduling
None
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