SAP SuccessFactors People Analytics Report Validation Checklist

Designed for SAP SuccessFactors administrators, auditors, and consultants conducting regular reviews of Role-Based Permissions (RBP) to support compliance, audits, and security best practices.

Effective management of Role-Based Permissions (RBP) within SAP SuccessFactors is critical to ensuring data security, compliance, and operational efficiency.

This SuccessFactors Report Validation Checklist is designed to guide administrators, auditors, and consultants through a structured review process to identify misconfigurations, prevent overexposed data access, and maintain alignment with organizational policies and regulatory requirements.

By regularly applying this checklist, your team can proactively safeguard sensitive employee information, support audit readiness, and optimize permission structures to reflect current business needs. Use this checklist as a foundational tool to enhance your SuccessFactors security posture and promote best practices across your HR technology environment.

1. General Setup

• Confirm Provisioning and Admin Center access is current

• Review number of active roles and permission groups

• Validate naming conventions for roles and groups

2. Permission Role Review

• Audit key roles (HRBP, Managers, Admins) for accuracy

• Confirm Target Population settings (e.g., "Direct Reports", "All Employees")

• Identify roles with excessive or conflicting permissions

• Compare roles with current organizational structure and job responsibilities

3. Permission Group Review

• Confirm user assignments to permission groups

• Check dynamic group rules for accuracy

• Validate inclusion/exclusion filters

4. Data Privacy & Compliance

• Ensure sensitive fields (e.g., salary, Social Security Number) have restricted access

• Validate data masking rules are in place and effective

• Review access logs or audit trails for anomalies or unauthorized access

5. Module-Specific Permissions

• Review Employee Central (EC), Recruiting, and Learning Management System (LMS) permissions

• Confirm cross-module access (e.g., EC to Compensation) is intentional and documented

• Test proxy roles and impersonation configurations for proper setup

6. Testing & Documentation

• Test role access using test users or impersonation features

• Document identified issues and resolutions clearly

• Maintain version control of role updates and changes

• Store completed reviews and documentation in a shared audit folder for transparency

7. Ongoing Maintenance

• Schedule quarterly reviews of RBP configurations

• Train administrators on proper role assignment and security best practices

• Review new SAP SuccessFactors releases for security-related changes impacting roles

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