People Analytics

Action Plan for SAP SuccessFactors People Analytics (Part 1)

Introduction

If you are an SAP SuccessFactors customer, you’ve likely heard about the new SAP SuccessFactors People Analytics. New reporting and visualization tools are coming soon. What does this mean for your existing reports? What can you do to prepare for the transition? And when People Analytics arrives, how can you make the most of the new features and functionality?

SAP SuccessFactors People Analytics: The Basics

First, what is SAP SuccessFactors People Analytics? People Analytics brings together SuccessFactors reporting and analytics solutions into three editions: embedded, advanced, and planning.

The embedded edition comes free with all SAP SuccessFactors modules, while advanced and planning editions have additional license fees.

Note: This post is specifically focused on People Analytics, embedded edition. For more details about all three editions of People Analytics, see our related blog post.

People Analytics, Embedded Edition Quick Points

What is People Analytics, embedded edition all about? Here are some key highlights:

  • SAP Analytics Cloud business intelligence and visualization tools are embedded within SuccessFactors.
  • A single data model is created with transactional data for all SuccessFactors modules.
  • Report Center will continue to be the starting point for SuccessFactors reports.
  • Expected general availability is June 2020, as part of the H1 release.

That’s People Analytics, embedded edition at a high level. Now, what steps can you take to be ready for the transition?

People Analytics, Embedded Edition Action Items

Step 1: Understand your existing reports.

To begin, take an inventory of your existing HR reports.

First, think about all reports that have SuccessFactors source data. This includes:

  • Canvas/ORD
  • Table/AdHoc
  • Tile-based dashboards
  • Reports from other tools, such as Excel, Access, or another business intelligence tool

Then make a report inventory. Include the following:

  • Title
  • Business purpose
  • Audience
  • Key fields (you don’t necessarily need all fields at this time)
  • Output type (list report, chart, pivot table, etc.)

Take this list and prioritize it. But wait—aren’t all the reports that you’ve created high priority? After all, you created them to meet a business need, right? That is true, but …

It may have been a few years since you rolled out your SuccessFactors modules; at that time, you created a suite of reports. How did you do that? You worked with your report consumers to understand the processes they support and their reporting requirements, and created these reports with the tools you had available at the time.

Are those reports used as they were initially intended? Have the underlying business needs changed? Does the format (spreadsheet, chart, etc.) still make sense? Are the reports still necessary? Reach out to some of your key end users to understand which reports are important, what is working well (and not well), and what can be improved. They probably have some insights and will be happy to share.

Keep your prioritized report list handy, and be ready to refer to it in the following steps.

Step 2: Explore the capabilities of the new tools.

Although People Analytics, embedded edition is not available until June 2020, you can begin to learn new features and capabilities now. Here are some resources:

  • Take a look at GP Strategies’ detailed dive into SAP SuccessFactors People Analytics
  • Access the Reporting, Analytics, and Planning section in the SuccessFactors Community (S-ID required) for documentation, webinars, and collaboration with other customers and SAP product teams here
  • Also visit the preceding community to access recent reporting and analytics webinars (S-ID required)
  • Join the People Analytics Jam Group for additional updates by sending an email to SAPSuccessFactorsPeopleAnalytics@sap.com with your name and work email

With these resources, begin to think about the capabilities of the new SAP SuccessFactors People Analytics, embedded edition, and consider how you might be able to solution your existing reports. Could separate list reports and charts be combined into a dashboard? Can you enhance a pivot report with drill-down capability? How about emailing report output on a recurring schedule instead of running it manually? Can you combine data from multiple modules? Be creative! Collaborate with your end users again, think about how you can make their experience better, and improve how HR data is used in your organization.

Coming up⁠—Part 2

In Part 2 of this blog, I’ll explore some of the new key features of People Analytics, embedded edition, and provide tips on how you can solution your reports in the new tools.  

Visit our website to learn more about People Analytics.   

About the Authors

Mike Hoekstra

Mike Hoekstra

Mike Hoekstra is a Senior Reporting and Analytics Consultant and a Human Capital Management (HCM) thought leader at GP Strategies. Mike has over 20 years' experience in software and people technologies, including HR, vendor management, and eCommerce systems. Using strategic and technical advice, he guides global HR teams on their people analytics journey, and he leads SAP SuccessFactors Reporting, Workforce Analytics, and SAP Analytics Cloud (SAC) implementations. Mike's functional HR experience includes roles as an Analytics Analyst and HR Business Partner at a global consumer goods company. Mike maintains SAP SuccessFactors certifications in SuccessFactors Reporting, Workforce Analytics/Planning—Functional, and Workforce Analytics—Technical. He holds an MBA from Northwestern University, Kellogg School of Management, and a BSE from the University of Michigan.

Comments

  1. Avatar
    Marcia
    • February 26, 2021

    Hello,
    I would like to know if there is already a specific date to get all the different types of reports just unified in People Analytics?

    Reply
  2. Mike Hoekstra
    Mike Hoekstra
    • February 26, 2021

    Hi Marcia,

    Eventually Stories in People Analytics will be the single reporting tool for SuccessFactors transactional data, but SAP has not yet indicated when the existing tools (Table, Canvas, and Tile-based Dashboards) will be sunset. We expect that to be years away, so you can still proceed with the legacy tools. We will continue to monitor this. In the meantime, we encourage you to implement Stories so you can get started learning what is possible in this new toolset. Hope that helps!

    Mike

    Reply

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