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Author's profile photo Danielle Larocca

Reporting in SAP HCM & Payroll and SuccessFactors

Let’s Talk about your Intelligent HXM Enterprise

Its been over twenty years now of my commitment to all things reporting for SAP HR.  There was a very long period of time that was ‘business as usual’ in terms of product updates for on-premise ECC reporting for HR and Payroll, however there has been quite a bit of innovation in the SAP SuccessFactors space on the topic of reporting, analytics and planning with updates to solutions including Report Center, People Analytics and SAP Analytics Cloud.

I have made an effort to consolidate the key things you need to know about reporting in SAP SuccessFactors HR & Payroll into this summary. Let’s start with understanding how People Analytics, Report Stories and SAP Analytics Cloud work together to form an intelligent HCM enterprise.

SAP SuccessFactors People Analytics-Oct-27-2021-12-20-07-36-PM

What is People Analytics?

Probably the biggest area of confusion is that People Analytics is not a tool or specific product per se, but rather an umbrella term to describe the model of reporting for HCM that encompasses different types of solutions. For starters you can see it has three editions and those editions align with the three critical categories as part of any intelligent model, reporting, analytics and planning.

People Analytics Report Stories Edition-4

People Analytics – Report Stories Edition

The first edition is now called Report Stories. It has had different names over the past five years or so. However, right now Report Stories is the go-to solution for SuccessFactors reporting and it fills that operational reporting niche so critical for HCM. Its design is based on the consolidation of many of the various legacy SuccessFactors operational reporting tools into a single tool for reporting. SuccessFactors customers can access it via simple navigation via the Report Center in SuccessFactors. Report Stories comes FREE with any SuccessFactors license.

When it was launched, SAP SuccessFactors provided a roadmap for which modules would be and would not be included in Report Stories.

People Analytics Report Stories Edition ROADMAP-4

The table above is a look at that roadmap. The roadmap is what SAP SuccessFactors shares with customers. It shows the data available when People Analytics launched (column on left), data planned for inclusion in the next 24 months (middle column) and what was not planned for inclusion (column on the right). SAP SuccessFactors roadmaps are based on intentions and plans and can change at any point.

The first column is a good look at the types of data for which you can create reports or stories in the Reports Stories edition including key EC data, compensation, user management, job profiles, talent and so on. Essentially anyone using SuccessFactors EC should be using Report Stories for their operational reporting. The middle column was for data sources scheduled for release in the two years following the launch of People Analytics. Learning data is a great example of data made available to Report Stories in April 2021 from that list.

Looking at the roadmap, there are two critical areas not available for reporting in People Analytics Report Stories Edition, and those are non-SuccessFactors data and Payroll data.

  1. Non-SuccessFactors data is not included in the People Analytics Report Stories Edition
    Let’s start with that first one, non-SuccessFactors data is not included in Report Stories. As People Analytics is a SuccessFactors reporting solution, it is fair that it is designed only to include SuccessFactors’ data. However, as we know many customers are still in the midst of their digital transformation and have some data still in SAP On-premise and some data in SAP SuccessFactors at the same time. For those customers who wish to do live, operational reporting on both SAP and SuccessFactors data at the same time, a third-party solution is required. The only SAP S/4HANA certified solution that is available for this today is Query Manager.
  2. Payroll Data is not included in the People Analytics Report Stories Edition
    Also, not available for live reporting in People Analytics Report Stories Edition is Payroll data. SAP SuccessFactors Employee Central Payroll leverages the world class on-premise ECC SAP solution so, similar to the point above, non-SuccessFactors data is not included in Report Stories Edition. Live operational payroll data is also not available. There are some limited aggregated and replicated results scheduled to be made available. However, for those customers who wish to do live, operational reporting on SuccessFactors Employee Central Payroll data, a third-party solution is required. The only SAP S/4HANA certified solution that is available for this today is Query Manager.

 

Listed as a Partner Delivered Data Source for On-Premise and Payroll for SAP Analytics Cloud

Data Sources-3

In those scenarios where SAP or SuccessFactors do not intend to provide data directly, they work with partners to provide it. Above is a sample slide from SAP showing its various integrations and vendors for live data sources for SAP Analytics Cloud. You will see on the bottom right that the specific partner mentioned for this trusted integration for On-premise data and Payroll data is EPI-USE Labs is the partner that offers Query Manager.

People Analytics SAP SuccessFactors Workforce Analytics-Oct-27-2021-12-21-32-02-PM

People Analytics – Advanced Edition

This edition also went through some name changes over the years, most recently referred to as the People Analytics Advanced Edition, the software in use here is Workforce Analytics (from the acquisition of software called Infohrm). If you are not familiar with it, Workforce Analytics or WFA is a solution that offers an extensive catalog of predefined HR and talent metrics, data trend tracking, and actionable analytics. It was a separately licensed and implementation-required project. There are customers who have implemented this. However, the roadmap for that solution is currently on pause and the customers who deployed it can share their data in SAP Analytics Cloud via a new Workforce Analytics Connector. I’ll come back to this point in a moment but let’s finish with the third and final edition of People Analytics which is the Planning Edition.

People Analytics SAP Analytics Cloud for Planning-4

People Analytics – SAP Analytics Cloud for Planning

This Edition used to refer to the Workforce Planning solution which was sunset in January 2021. The new version of this is designed with the goal for planning data to be available in SAP Analytics’ Cloud for Planning in the future. As part of SAP’s vision to embed planning capabilities across solutions and power real-time, insight-driven planning and analysis, the new operational workforce planning and analytics capability will deliver pre-built content to integrate and visualize data from SAP SuccessFactors solutions and SAP S/4HANA via SAP Analytics Cloud. This new capability should be available in the third quarter of 2021.

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Is People Analytics the same as SAP Analytics Cloud?

No, but I do hear this question about once a week. I published a blog on this back in January 2020 but I think with all of the changes in terminology and continued advancement on reporting and analytics in SAP SuccessFactors, it warrants an updated mention with all the new terminology included.  The easiest way to think of it is:

People Analytics is designed for your cloud-based human resources SuccessFactors data with a focus on engagement and experiences, while SAP Analytics Cloud (SAC) is for your entire enterprise. SAP Analytics Cloud may include data related to HCM but also data from every other area of the business and is part of the larger SAP Business Technology platform that makes for an intelligent enterprise.

Is some of the technology across the two solutions the same? Yes. However, for practical purposes you should see them as independent solutions.

I prepared a quick video about how People Analytics, Report Stories and SAP Analytics Cloud work together to form an intelligent HCM enterprise. It gives you a good look at what you need to know about your options for reporting, analytics and planning in SAP HCM and Payroll On-Premise and SAP SuccessFactors in the cloud.

2 Minute Video about Reporting in SAP HCM & Payroll & SuccessFactors

 

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      Author's profile photo Chris Paine
      Chris Paine

      Hi Danielle,

      Nice piece breaking down the different offerings.

      I believe the term for the embedded SAP Analytics Cloud functionality in SAP SuccessFactors has finally settled on "Stories in People Analytics" or SiPA rather than PARS.

      https://help.sap.com/viewer/d54e2bb3181a4be29d7a92c2a45ee234/LATEST/en-US/abd3a4550b724f0697c5ebf062910f7a.html

      Although agree that it has varied a fair bit in the past few years!

      Cheers,

      Chris