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Please answer all questions below to assist us in accurately assessing your project requirements. Once
completed, please send a copy of this form to your account representative. Any relevant technical
documents associated with this project should be attached and sent back with this document.
Solution Type
Workforce Analytics
Workforce Planning
Company
Phone
Company
Phone
Project Details
Core HRIS Data Asset(s)
From which system(s) do you plan on
extracting your core workforce & mobility
data? Please provide system version
number (if applicable). How many years of
historical data are available in the
system(s)?
System / Version
Historical Data
Required / Available
SFSF Employee
Central
0-1 Years
PeopleSoft
1-2 Years
SAP
3-4 Years
Oracle
4+ Years
Lawson
Data Warehouse
Other:
Comments/ Notes:
SuccessFactors Modules
Goal Management
System
SFSF
Performance Management
Succession Management
Recruiting Management
Learning & Development
Compensation
Management
360 Degree Reviews
Version 3.0
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Additional Data
Performance Management
System / Version
Financial Management
Health & Safety
Learning & Development
Absence Management
Leave Accrual
Compensation
Survey Data
Staffing
Succession Management
HR Service Delivery
Custom / Other
Comments / Notes:
Reporting Requirements
Please describe the reporting structures
your organization requires for workforce
analytics and planning purposes?
(Please check all that apply)
Note: For Workforce Planning
engagements please use the comments
section to specify your organizations
preferred workforce segmentations for the
purposes of forecasting (e.g. Job Family)
and availability within your system?
Organizational Unit
Cost Centre / Finance
Location
Supervisor / Reports To / Manager
Other Name:
Comments / Notes:
Technical Details
System Environment
Version 3.0
SuccessFactors Confidential
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System Customization
To what degree do your business rules
differ from standard HRIS definitions?
(Please use the comments section to note
the degree of documentation if any
business rules have been customized)
Comments / Notes:
No customization
Very little customization
Moderate customization
Very customized HRIS
Comments / Notes:
Additional Notes
Please provide any additional information
that you may have related to this project.
Version 3.0
SuccessFactors Confidential
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