Since support is discontinued for legacy Direct Deposit portlets, customers are migrating to the new MDF-based Payment Information. There have been guides and blogs on how to successfully migrate from legacy Direct Deposit to MDF-based Payment Information and set up validations while employees (in most cases) or admins update the Payment details/Bank details. Apart from collecting the payment information from employees which will ensure proper salary deposits, one other task that is crucial from Admin standpoint is reporting on the employee’s Payment Information/Details.
Here in this blog, we will see how to report on the Payment Information per employee using simple joins functionality in SuccessFactors Advanced Reporting tool.
Firstly, it is not possible to report the MDF-based Payment Information details in SuccessFactors Adhoc reporting. So, the next option is to create a report in the Advanced Reporting tool and we will see below how to achieve the same.
- Login to the Successfactors instance with the admin credentials that has permissions to Advanced Reporting.
- From the home dropdown, select Analytics module (or the corresponding option if it’s renamed in the customer instance). In this case, I selected Analytics option.
** Please make sure you have Online Report Designer (ORD) enabled in the instance to access the Analytics module. There is a quick check available from the SuccessFactors UI if ORD is configured.
As an admin, navigate to Manage Permission roles, select the Admin role you are assigned to and click the Permission button. Under User Permissions, if you could access “Analytics permissions” link then the ORD is available/enabled in your instance.
3. Based on the permissions granted to your role, you see different options/tabs in the Analytics page. Click on the Advanced Reporting tool as highlighted below to build a query on the Payment Information.
4. Clicking the Advanced Reporting option takes you to a blank query page, as below, where you are provided with a workspace to build the query.
5. In the first search box ‘What would you like to report on?’, select Employment schema. Select Global Job Information, scroll down to select PaymentInformationV3 and PaymentInformationDetailV3.
6. You can dig deeper to report on country specific Payment Information details, Payment Methods, Payment Method Assignments etc.
7. Once you select the table (ex: PaymentInformationV3 or PaymentInformationDetailV3) and expand it, select and drag the columns you wanted to report on into the Objects workspace as below.
8. In this example, I selected the
- effectiveStartDate, effectiveEndDate columns from PaymentInformationV3 table
- Account Owner, Bank Country, Pay Type, Last Modified columns from PaymentInformationDetailV3 table
- First Name, Last Name, Person Id columns from Personal Information table
9. You can select as many columns as needed. Once the columns are added, they can be removed, renamed, sorted, re-ordered, filtered from the Columns tab.
10. Once the required columns are added and formatted, you need to save the query.
11. If you would like to run the query in future, navigate to the query page and select “Open Query” option (the folder icon) and select your report.
- Before b1705, it was not possible to report on Bank field as the Bank details were not stored in the database. However, after b1705 any of the attributes from Bank MDF object can be accessed in Analytics and are available for Reporting.
- After b1705, the Bank field in Payment Information MDF object should be Editable and the value has to be selected when entering Payment Information details for users.
- In order to run an Audit on Payment Information, create an EC Advanced report using Last Modified By, Last Modified Date columns to review changed made by users/admins to employee’s payment information history.