WX Configuration Guide - sagepeople.com · This Sage People WX Configuration Guide provides...

WX Configuration Guide Version 22

WX Configuration Guide © Sage 2018 2

© Sage 2018. All rights reserved.

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SP-WX-XXX-CG-201803--R022.00

Contents


Contents

About this Guide 6 Related Guides 6 Feedback 7

Introduction 8 Sage People Processes in this WX Release 11 Browser Compatibility 13 Moving End Users From Collaboration Portal To WX 13

Upgrading to the Latest WX Release 14 Modify Page Layout: Existing WX Services 15 Modify Page Layout: No Existing WX Services 17 Modify Existing Internal Communications 18 Modify Profile Settings 19 Field Level Security 20

HR Manager Portal Tabs for WX 21

Policy Options for WX 22

How to Set Up and Use WX Services 24 Creating a New WX Service 25 How to Ensure Service and Process Names can be Translated 27

Maintaining Translations in WX 31 Creating a New WX Process 32

WX Process Type Default Labels 35 Translation Workbench: WX Process 37 Translation Workbench: WX Service 37

How to Use HR Noticeboard with WX 38 Adding WX Fields to HR Noticeboard Page Layout 39 Adding the HR Noticeboard Related List 40 Adding a New HR Notice 41

Contents


How to Set Up and Use Internal Communications 46 Policy Options: Internal Communications 47 Creating a New Internal Communication 48

Internal Communication Multi Filters 56 Using the Internal Communications Multi Filters Related List 56 Changing the Internal Communication Detail Page Layout 57 Adding Local Language Versions 59

Creating a New Internal Communication from a WX Process 63 Copying an Internal Communication 68 Using Scoring for WX Internal Communications 69 Using Confirmation for WX Internal Communications 71 Embedding Social Feeds in WX 72 Picklists: Internal Communication 73 Translation Workbench: Internal Communication 74

How to Set Up Recognition 77 Policy Options: Recognition 78 Translation Workbench: Recognition 79 Field Sets: Recognition 79

How to Set Up a Summary Process 80 Policy Options: Summary 82 Translation Workbench: Summary Process 82

How to Set Up Performance Overview 83 Policy Options: Performance Overview 84

How to Set Up Year End Vacation Balance Reporting 85 Setting up a Batch to Update Report Data 87

Running a Batch Immediately 88 Policy Options: Async Reporting 89 Enabling Data Display and Configuring Tile Content 90 Translation Workbench: Async Reporting 91

How to Set Up Payslips 94 Policy Options: Payslips 95 Field Sets: Payslips 95 Viewing and Editing Payslip Data through the HR Manager Portal 96

How to Set Up Compensation Planning 98

How to Set Up Combo Box Support for HR Requests 99 Converting Additional Information Picklists to Combo Boxes and Text Fields to Picklists 100

Contents


How to Set Up Delegated Access for Assistants 101 Defining Roles 102 Adding Processes 104 Assigning Assistants 105 Translation Workbench: Delegated Access 107

How to Set Up Pre Boarding 108 Configure Page Settings: Pre Boarding 109 Policy Options: Pre-boarding 110 Editing the Employment Status Picklist 111

How to Set Up Non-HCM Processes 112 Internal Recruitment 113

Relevant Field Sets 113 Hiring Manager 115

Relevant Field Sets 117

WX Options on the HCM Configure Page 123

How to Optimize WX Performance 125 Speeding Up WX Initial Page Loading 126 Speeding Up WX After Initial Page Loading 127

Changing the Appearance of Your WX 130 How to Change the Sage People WX Title 131 How to Change the Default Logo 132 How to Change the Base Color 134

Translation Workbench: Wx Base Colour Setup 135 Guidelines for Team Member Pictures 136

How to Add a Supported Language 137 Checking and Adding Available Languages 138 Adding a Language to Your Org 140 Adding and Amending the Language Selector Picklist 142

Changing the Default Language 143

Locale Codes 144

Glossary of Terms 149

Index 152


About this Guide This Sage People WX Configuration Guide provides supporting information for setting up and maintaining the extra functionality delivered with Sage People WX. It complements the Sage People HCM Configuration Guide. Setting up existing functionality for use through Sage People WX is unchanged except where indicated in Changes to Existing Process Configuration (see page 112).

Enhancements in this release are shown:

indicates a completely new feature.

Highlighted text indicates a significant enhancement.

Screenshots show default settings captured from a standard Sage People system. Your own implementation may vary.

Related Guides HCM Configuration Guide Coverage summary

How to set up, manage, and maintain the Sage People HCM system. Includes detailed configuration information.

Typical target audience

You have overall responsibility for the content of the Sage People system within your organization and provide first line support for HR Managers.

HCM: Guide for HR Managers Coverage summary

How to use the Sage People HR Manager's Portal to enter and maintain employment details, including salary, salary related, and benefits information. How to use the libraries supplied with HCM, and how to use reports and dashboards to extract and view information held in the system.


You have responsibility for the HR records of a number of employees and provide first line support on the HR system for them.

About this Guide Feedback


WX: Guide for Users Coverage summary

How to use Sage People WX for all day to day HR processes, such as booking vacation and recording absence, setting and checking objectives, and recording changes to your personal circumstances.


You are an employee with no special HR duties, though you may run a team and have operational responsibility for them. You want quick and easy self service access to the information your organization asks you to maintain about yourself and your direct reports.

Analytics: Pulse Surveys Coverage summary

How to set up and use Pulse Surveys to run in WX. Pulse Surveys comprise a survey definition, survey dimensions, and an Internal Communication process to host the survey in WX. Includes full configuration s the extended reporting features delivered with WX Reports. Includes configuration information, how to complete a survey in WX, and how to generate reports on survey data.


You have responsibility for setting up and maintaining internal surveys within your organization. You have access to the HR Manager Portal and the Setup configuration pages.

Analytics: WX Reports Coverage summary

How to set up and use the extended reporting features delivered with WX Reports. Includes configuration information and guidelines for getting the most out of WX Reports, as well as end user display guidance.


You have access to, and some familiarity with underlying Salesforce reporting functionality, and may be asked to configure reports for delivery to specific groups of users within your organization.

Feedback Feedback from you on our products and on our documentation is important to us. We seek to incorporate your ideas in future enhancements to our products, and only by understanding your requirements can we hope to meet or exceed your expectations.

• To provide comments and suggestions on any aspect of Sage People please email us:

[email protected]

• To provide specific feedback on our documentation please email our documentation team:

[email protected]

Thank you!


Introduction

Key features of Sage People WX are:

• WX Service

The top level grouping comprising one or more WX Processes. For example, a Performance Management Service with component Processes for Objectives, Recognition, and Performance Review. You have complete flexibility when naming WX Services - choose names and groupings of Processes that make sense within your organization (see page 24).

WX Services are displayed to Team Members through the WX Navigation Bar and Service Bar.

Introduction Feedback


• WX Process

Individual processes mapping to specific Sage People processes and grouped into WX Services. As with WX Services, you can name a WX Process to suit the requirements of your organization. Each WX Process has a summary Tile view, and most also have a Detail view.

You can include the same Process in one or more WX Services, making a Process easier to find. For example, include a Skills Process in: o A Skills & Competencies Service o A Performance Management Service o A Career Planning Service

WX Processes are displayed nested within WX Services in the Navigation Bar and Service Bar, with summaries displayed in Tiles and Detail in the main page view.

• Internal Communication

A powerful and adaptable type of WX Process, enabling you to create broadcast, or more tightly targeted communications in a range of formats including: o Rich Text. o External website, providing easy access to external resources and feeds from third party systems,

subject to your organization's security policies. o Video, useful for high impact messaging. o Image, with or without click-through. o Templates for Twitter and YouTube.

Build a library of Internal Communications and assign them to WX Services as you would any other WX Process (see page 46).

Create local language versions of Internal Communications and associate each with a locale setting; Team Members with matching locale settings then see the localized version of the Internal Communication (see page 59).

Use Internal Communications for surveys seeking feedback, storing responses for analysis (see page 69).

• Recognition

A WX Process type enabling your Team Members to award visible and immediate positive feedback to others. Typically aligned with core competencies or values defined for your organization, Recognition integrates social performance management with the rest of the Sage People system (see page 77).

• Summary

High level WX reporting processes, initially available to display: o A total employees counter o Birthdays in the next 7 days o New hires in the last 7 days.

You can display birthday greeting or welcome messages in WX for those Team Members with birthdays today or who are new hires (see page 80).

• Year End Vacation Balance Reporting

A WX Process type enabling you to present a configurable report on team vacation absence balances (see page 85).

Introduction Feedback


• WX Reports

A WX Process type delivering a set of standard Salesforce reporting features through an enhanced charting interface. WX Reports can be made available to managers and Team Members. Implementation and use is covered in the separate Analytics: WX Reports guide.

Configuring WX features follows standard Sage People practice; you need access to the Administration settings available through the HR Manager Portal where you can find tabs for WX Services, Internal Communications, and WX Reports.

If you are upgrading an existing HCM org to the latest WX release, you may have to change some configuration settings (see page 14).

Introduction Sage People Processes in this WX Release


Sage People Processes in this WX Release This release of Sage People WX delivers the following processes, listed in alphabetical order:

Absence A combined process covering all forms of voluntary and involuntary absence from work. Graphical calendar date selection and display, with clear identification of absence, past, requested, and confirmed, in a single view.

Actions Outstanding actions you need to do, categorized by Service. Includes links to complete each action, with bulk selection for multiple actions. Badging against each Service and Process in the Navigation Bar shows where actions are due.

Async Reporting Generate and view a regular report on vacation absence balances for your team. Presents managers with a single page view of current and forecast predictable absence for their direct reports.

Auto Enrolment Information and options specific to the United Kingdom's legally required and regulated workplace pension programme.

Benefits Access to your employment benefits and the benefit enrollment process.

Bonus Planning Access for managers to bonus award planning for their teams. Bonus Planning and Salary Planning together comprise Compensation Planning.

Competency Assessment Assess Team Members against a list of competencies and behaviors. From simple manager assessment, through manager, Team Member, and peers to full 360 assessment including input from external assessors.

Dependants Names, relationships, and other details for your dependants. In WX, you can create separate Dependants processes; they do not have to be part of the Personal Profile.

Development Needs Manager and Team Member can identify and track skills and competencies that need to be developed, and objectives defined as a single item that need to be achieved. Record required skill levels, action plans, and target dates.

Education History Your academic achievements with places, dates, qualifications and awards.

Emergency Contacts Names, contact details, and priority to call information for your emergency contacts. In WX, you can create separate Emergency Contacts processes; they do not have to be part of the Personal Profile.

Employment Details Summary employment information about your Team Members, typically used for salary and salary related information.

Forms Access to e-forms for completion, submission, approval, and viewing.

Hiring Manager View and edit vacancies in your organization for which you are the Hiring Manager. Requires Sage People Recruit and Sage People Resource Manager.

HR Noticeboard Text and image messages at the top and bottom of WX Service and WX Process views. HR Noticeboard is set up by your HR Manager or Administrator.

HR Requests Request changes to employment details for your direct reports.

Internal Communications A vehicle for providing a huge range of information direct to the Team Members who need to see it, when they need it. Information can be supplied as rich text, video, or website and effectively embedded in Sage People WX. Internal Communications can include requests for feedback. enabling simple acknowledgement, voting or scoring. Internal Communications are set up and used by your HR Manager or Administrator; as a Team Member all you have to do is consume the information.

Internal Portal Access to your organization's internal vacancies, with links to enable you to apply or nominate someone else. Requires Sage People Recruit and Sage People Resource Manager.

Job Description Record the roles and responsibilities of a job. Draw on your organization's established library of approved job descriptions, or create a new one by copying and editing or by creating from scratch.

Introduction Sage People Processes in this WX Release


Manager Notes Record brief information related to a specific Service or Process for a Team Member. Typically used as an informal record of some interaction between a Manager and a Team Member, Notes can be used to contribute to any of the more formal review processes, and to add information relevant to any other process. The level of confidentiality is configurable, and Manager Notes can be set up to enable Team Members to add notes to their own profiles.

Metrics Review Rate employee performance using the requirements of a Job Profile against a number or a scale such as frequency, expertise, or agreement. You can also record a simple text assessment. Conduct and view the review through WX.

My Applications View the status of internal vacancies for which you have applied. Requires Sage People Recruit and Sage People Resource Manager.

Objectives Collaborative manager-team member objective development, recording and review, with options for contributory milestones. Linked to Actions for prompting and timely review

Organization Chart Graphically displayed organizational information with Team Member pictures, job titles and contact information. Drill down to teams and link to individual profiles. Print your org chart for offline use. A configuration option enables you to hide org chart links in WX (see page 123).

Passports Information about your current passport and associated visas.

Payslips View pay details extracted from payroll runs.

Performance Overview A consolidated view of Team Member performance, bringing together Objectives, Performance Review, and Continuous Feedback. Performance Overview supports the full Performance Review process and is fully compatible with Performance Review Templates.

Performance Review Collaborative, periodic review of team member performance. Linked to Actions.

Personal Details Essential information about you such as your full name, residential address, home contact details, and other information required by your organization. In WX, you can create separate Personal Details processes; they do not have to be part of the Personal Profile.

Recognition Social performance management, giving all Team Members the ability to give positive and visible feedback to others.

Reporting Tabular and graphical reporting for managers and team members in WX. Each report starts life as an underlying Salesforce report with full access to Sage People data. Administrators can change field content and data filtering before reports are displayed to targeted groups of employees.

Salary Planning Access for managers to salary award planning for their teams. Salary Planning and Bonus Planning together comprise Compensation Planning.

Skills Record skills with your current level of expertise, drill down to detail and to see others in your organization with the same skills.

Stock Options Display the stock option component of employee compensation and benefits. Enable employees to view options granted, vested and exercised in graphical and tabular form.

Succession Plan Enables managers to designate successors for key Team Members, along with readiness ratings.

Summary A configurable, high level reporting process, initially with three options:

• Display total number of employees.

• Display birthdays in your organization in the next 7 days.

• Display new hires in your organization in the last 7 days. Talent Plan Assess current Team Member performance against potential, and risk of leaving against

the business impact of loss. Represents the results on an overall 9-box grid or organization chart layout for your team.

Targets Set financial targets or quotas for Team Members, monitor actuals in the active period, and record comments on the level of success achieved.

Introduction Browser Compatibility


Timesheets Record your time at work by date and duration, with setup options that enable recording by total time, start-end time, pay code, or work allocation - project, customer, or some other measure.

Training Identify, record, request or assign, and track your development related training needs.

Work Details Information about your role in the organization, typically including your function, division, contact details, and so on.

Work History/Experience Information about your previous employments, with locations, job titles, manager names, dates, and brief descriptions.

Browser Compatibility WX supports the following browsers:

• Apple Safari version 5 or later

• Google Chrome

• Microsoft Internet Explorer version 11 or later o Salesforce applies some limitations to support for Internet Explorer. Refer to Salesforce help topics for

Supported Browsers for more information.

• Mozilla Firefox version 4 or later

• Opera version 11 or later

Sage People tests all software releases against the latest commercially available and stable versions of all listed browsers, as well as a range of earlier versions including those known to be used by our customers. Where testing reveals non-critical anomalies in feature support that cannot be resolved before release, we add a note describing the issue next to the description of the feature.

To optimize security and ensure the best possible level of technical support from your browser supplier, always run the latest available, fully supported version.

Moving End Users From Collaboration Portal To WX If your organization uses some or all of the available processes (see page 11) and no others, you can switch all your users from the Collaboration Portal to WX as soon as you are ready. If you use Sage People processes that are not yet available in WX you can:

• Delay switching from the Collaboration Portal to WX until all the processes you use are available.

• Divide your users into groups and allocate those groups to different Policies. Because WX is enabled through Policy settings, you can then choose which groups of users you want to migrate, and when.


Upgrading to the Latest WX Release If you are upgrading an existing Sage People HCM org to the latest version of Sage People WX, check the following settings and change as described if necessary.

Do you have... Go to..

Sage People HCM with one or more existing WX Services?

Modify Page Layout: Existing WX Services (see page 15)

Sage People HCM with no existing WX Services? Modify Page Layout: No Existing WX Services (see page 17)

Sage People HCM with one or more Internal Communications?

Modify Existing Internal Communications (see page 18)

Profile settings correctly configured? Modify Profile Settings (see page 19)

Upgrading to the Latest WX Release Modify Page Layout: Existing WX Services


Modify Page Layout: Existing WX Services If you have one or more existing WX Services, go to the WX Services Home page and select any WX Service to display the WX Service Detail page. In the WX Processes Related List, look at the New... button:

If the button is New Internal Communication, change it to New WX Process as follows:

1. In the links at the top right of the page, select Edit Layout.

Sage People displays the Page Layout for the WX Service Detail page.

2. Scroll down to the Related Lists.

3. For the WX Processes Related List, select Properties

4. In the Properties dialog, expand the Buttons section.

5. Move New Internal Communications from Selected Buttons to Available Buttons.

6. Move New WX Process from Available Buttons to Selected Buttons.

7. Select OK to close the Properties dialog.

Upgrading to the Latest WX Release Modify Page Layout: Existing WX Services


8. Select Save to save your changes to the Page Layout.

Now display or refresh a WX Service Detail page and ensure that the WX Processes Related List displays the New WX Process button:

Upgrading to the Latest WX Release Modify Page Layout: No Existing WX Services


Modify Page Layout: No Existing WX Services 1. Go to Setup > App Setup > Create > Objects

2. In the list of Custom Objects, scroll down to WX Service and select the Label.

Sage People displays the Custom Object Definition Detail page for WX Service.

3. Go to the Page Layouts section and select Edit.

Sage People displays the Page Layout for the WX Service Detail page.

4. Scroll down to the Related Lists.

5. For the WX Processes Related List, select Properties

6. In the Properties dialog, expand the Buttons section.

7. Move New Internal Communications from Selected Buttons to Available Buttons.

8. Move New WX Process from Available Buttons to Selected Buttons.

9. Select OK to close the Properties dialog.

10. Select Save to save your changes to the Page Layout.

Upgrading to the Latest WX Release Modify Existing Internal Communications


Modify Existing Internal Communications If you have one or more existing Internal Communications, make sure they are set to Show to Team Member:

1. Select the Internal Communications tab.

2. Select an Internal Communication.

Sage People displays the Internal Communication Detail page.

3. Select Edit.

Sage People displays the Internal Communication page.

4. Select the Advanced Options tab.

5. Make sure the Show to Team Member checkbox is checked:

6. Select Save.

7. Repeat for all existing Internal Communications.

Upgrading to the Latest WX Release Modify Profile Settings


Modify Profile Settings All Profiles need access to the following Visualforce pages:

• fHCM2.CollaborationPortalCSS

• fHCM2.CollaborationPortalIndex

• fHCM2.CustomLabelTranslations

In addition, Team Member Profiles need the following Custom Object permissions:

Object Permission

Read Create Edit Delete View All Modify All

Internal Communications

Internal Communication Instances

Internal Communication Languages

Internal Communication Score Results

Profiles control access to data - they are one of the mechanisms used by Sage People to help ensure the security of your data. If you need guidance on modifying Profiles, contact

Sage People.

Upgrading to the Latest WX Release Field Level Security


Field Level Security

Do not modify field-level security settings for any aspect of Sage People WX.

Changing field-level security settings can cause conflicts between the HCM security model and the security model supported by Salesforce.


HR Manager Portal Tabs for WX

Tab Displays

WX Services The Sage People WX Services available in your organization. WX Services host the WX Processes used by your Team Members, and can be named to suit the needs of your organization (see page 24).

Internal Communications The Internal Communications available in your organization. Internal Communications are WX Processes delivered in text, video, or website form. Each Internal Communication can be associated with one or more WX Services and have localized versions for locale-specific display throughout your organization.

WX Reports The reports set up for managers and team members to view through WX. WX Reports are based on underlying Salesforce reports with field content and data filtering configured to meet your requirements. WX Reports can be displayed in tabular or graphical form.

Roles Roles defined to execute actions on behalf of someone else. Roles enable you to map one or more people to act as delegates for one or more others.


Policy Options for WX

Option Description

WX is Active Checkbox. If checked, WX is active and replaces Collaboration Portal for all Team Members allocated to this Policy.

WX Title Text. The name you want to display in the title bar for Team Members assigned to this Policy.

Setting WX Title in the Policy overrides the default vale set for the Custom Label Collaboration_Portal_Title (see page 131).

WX Colour A hexadecimal color code, preceded by hash (#), for example: #BF3DA1 The color used as the base to drive the range of tints used for the version of WX controlled by this Policy. Overrides the generic base color defined in the HCM Configure page (see page 134).

WX Logo The Static Resource name of the logo file used for the version of WX controlled by this Policy. The logo replaces the default Sage People logo displayed in the title bar (see page 132).

Hide Org Chart Checkbox. If checked, the links enabling Org Chart display through WX are not displayed for Team Members assigned to this Policy. If unchecked, WX displays links in the Team section of the Navigation Bar, and in the People Bar, enabling Org Chart display. Hide Org Chart on a Policy is overridden by Hide Org Chart on the HCM Configure page (see page 123); if Hide Org Chart is checked on the HCM Configure page, settings for Hide Org Chart on individual Policies are ignored.

Hide Contact Details From Pre Boarders

Checkbox. If checked, the Contact Details displayed for each Team Member in the WX People Bar and Org Chart are hidden from all Team Members with Employment Status set to one of the values you have defined for Pre Boarders.

Policy Options for WX Field Level Security


There are also Policy options for:

• Pre-boarding (see page 110)

• Internal Communications (see page 47).

• Recognition (see page 78).

• Summary (see page 82)

• Payslips (see page 95)

...and changes to Policy Options for:

• Async Reporting (see page 89).

• Team Member. o Emergency Contacts o Dependants o Passports

• Employment Details.

• Experience.

• Education History.

• Manager Notes.

• Performance Review.

• Development Plan.

• Training.

• HR Request.

• Talent Plans

Pre-existing Policy options do not change on migrating to WX.


How to Set Up and Use WX Services

How to Set Up and Use WX Services Creating a New WX Service


Creating a New WX Service You can create as many WX Services as you need for your organization, with each Service containing all necessary Processes. Usability - particularly on devices with smaller screens - is likely to put a practical limit on the number of Services and Processes you want to display.

1. Select the WX Services tab.

2. On the WX Services Home page, select New.

Sage People displays the New WX Service Edit page:

3. Complete the fields as follows:

WX Service Name The name you want to display in WX for this service. Use a name that summarizes the processes you are planning to group within it - Team Members use the Service names to navigate WX and effective naming helps them find what they're looking for as quickly as possible.

Order Number, no decimal places. The order in which you want this service displayed in the Navigation Bar and the Service Bar. Lower numbered Services are displayed above higher numbered in the Navigation Bar, and to the left of higher numbered in the Service Bar. Use numbers that make it easy to change the order and add new Services, for example use 10, 20, 30 rather than 1, 2, 3.

4. Select: o Save to save the Service and display the WX Service Detail page. o Save & New to save this Service and create another. o Cancel to discard this Service without saving and return to the WX Services Home page.

How to Set Up and Use WX Services Creating a New WX Service


The WX Service Detail page for a newly created Service looks like this:

You are now ready to add Processes to the Service - a Service with no Processes is not displayed in WX.

How to Set Up and Use WX Services How to Ensure Service and Process Names can be Translated


How to Ensure Service and Process Names can be Translated When creating WX Services and Processes you must specify a Name for each Service and a Label for each Process. The default procedure is to enter these as text strings; they are then displayed exactly as entered regardless of the language setting chosen for WX.

To ensure that WX Service Names and Process Labels can be translated into local languages:

• Create a Custom Label for each Service Name and Process Label you want to display in local languages.

• Use the Custom Labels to host the translations you want to display.

• Create a text file to hold the Custom Label names. The text file must not contain any blank lines. Maintain the text file if you add more custom labels and translations.

• Load the text file as a Static Resource for WX to use.

• Create an Apex Class and add code to enable WX to access the static resource. This is a once-only operation for each org.

• Ensure that the languages you want to use are activated in the Translation Workbench.

Follow these steps:

1. Go to Setup > App Setup > Create > Custom Labels and select New Custom Label.

Create a new Custom Label for each WX Service Name and Process Label you want to display in local languages.


Short Description A brief description of the label. By default, Name is created from the Short Description and the two are typically left with the same text content. If you are using default Name creation to create the Name directly from the Short Description, start Short Description with WX_ (that is, WX immediately followed by an underscore) to ensure WX hides the label name for the short interval while translations are loaded. If Name is not self explanatory, use Short Description to help define the purpose of the label.

Categories Optional. Enter one or more text categories for this label separated by commas. You can use Categories to sort and filter labels.

Value The default text string to display when this label is selected. If you do not load translations for this label, Value is always displayed when the label is selected.

Name The API key for this label. Automatically created from the Short Description, you can change the Name if you wish. To ensure WX hides the label name for the short interval while translations are loaded, start Name with the characters WX_ Must begin with a letter and contain only alphanumeric characters and underscores. Cannot end with an underscore or contain two consecutive underscores.

Protected Component

Checkbox. Not displayed by default. If displayed, set unchecked.

3. Select Save.

Sage People displays the Custom Label Detail page.

4. In the Translations Related List, select New.

Sage People displays the New Translation page.



5. In the Translation Information section: o Select the Language you want to add for this Custom Label. o Enter the Translation Text you want to appear when the Language is selected to display this label.

6. Select Save.

Sage People displays the Translation Detail page. To add another translation, select the Master Label:

Repeat steps 5 and 6 to add as many translations as you need. You can add a value for the default language (typically English) if you do not want the WX Service Name or Process Label to display the default Value for the Custom Label when the default language is displayed.

7. In the WX Service or Process that will use the translations you have loaded, enter the Custom Label Name exactly as specified for the Custom Label.

8. Use a text editor to create a plain text file holding all the Master Label Names, one per line. o Ensure each Name is exactly as specified on the Custom Label Detail page; WX uses the Name as the

key to map the translations for display. o The text file contains no blank lines; blank lines can cause errors when the labels are loaded in WX.

Use a single text file for all the Custom Labels for translatable WX Service Names and Process Labels.

A mistake in the text file holding the Custom Label is a common source of problems in displaying label names in WX. Make sure:

• Every name in the text file is exactly the same as the Custom Label Name.

• There are no names in the file without matching Custom Label Names.

• There are no Custom Labels without matching entries in the text file.

• The text file contains one line for each Custom Label Name, and that each line holds just one Name.

• The text file contains no blank lines. If labels fail to display in WX:

• Check your text file and correct any errors.

• Reload the corrected file to the Static Resource as described.

9. Save the file with a meaningful name, for example:

MyCompanyName_WX_Labels.txt

10. Go to Setup > App Setup > Develop > Static Resources

11. Select New.

Sage People displays the Static Resource Edit page.




Name A name for the Static Resource. Use a name that helps you identify the file easily, such as: Custom_Label_Translation_Keys. You cannot use spaces in the Name field.

Description Optional. A brief description of the purpose of the Static Resource, such as: Text file with Custom Label API keys for WX Service and Process name translations.

File Select Choose File, find and select the text file you created earlier.

Cache Control Picklist. Select Private.

13. Select Save.

Sage People adds the new Static Resource to those available to your org.

14. Go to Setup > App Setup > Develop > Apex Classes

15. Select New.

You need to create two Apex Classes:

• One to identify the Static Resource holding the translation keys

• One test class You can create new Apex Classes in Sandbox and Development orgs, not in Production orgs. To insert the Apex

Classes in a Production org, create them in the associated Sandbox and then deploy to the Production org. Create the Apex Classes and then follow the instructions given below, following creation of the Apex Classes.

Sage People displays the Apex Class Edit page.

16. On the Apex Class tab, copy and paste this text: global class ApexClassName implements fHCM2.WXPackage {

global List<String> getTranslationKeys() {

String staticResourceName = 'Custom_Label_Translation_Keys';

List<String> labelNames = new List<String>();

try {

StaticResource sr = [SELECT body, name, NamespacePrefix FROM StaticResource WHERE Name =: staticResourceName LIMIT 1];

fHCM2.TranslationHelper.addLabels(labelNames, sr);

} catch (Exception ex) {

System.debug('Failed to get translations for '+ staticResourceName +': ' + ex);

}

return labelNames;

}

}

Where: o ApexClassName

is a meaningful name for the Apex Class of up to 40 characters, with no spaces. For example: MyCompanyName_WXPackage

o Custom_Label_Translation_Keys is the name of the static resource you created.



17. Select Save.

Sage People displays the Apex Class Detail page for the new Apex Class.

18. Repeat to create a test class, entering the following code on the Apex Class tab: @isTest

public class ApexTestClass {

public static testmethod void testTranslations() {

ApexClassName p = new ApexClassName();

System.assert(p.getTranslationKeys().size() > 0);

}

}

Where: o ApexTestClass

is a meaningful name for the test class of up to 40 characters, with no spaces. For example: MyCompanyName_WXPackageTest

o ApexClassName is the name of the Apex Class you used for the main Apex Class you created in the previous step.

19. Select Save.

Sage People displays the Apex Class Detail page for the new Apex Test Class.

Complete the procedure and test that translations are working in the Sandbox before deploying to Production. The Production org must have the Sandbox defined as a Connected org to enable it to receive the Change Set containing the Apex Class. When you are ready to deploy the Apex Classes into a Production org, in the associated Sandbox:

a. Go to Setup > App Setup > Deploy > Outbound Change Sets

b. If a splash page is displayed, select Continue

c. On the Outbound Change Sets page, in the Change Sets list, select New Sage People displays the New Change Set page.

d. Enter a Name for the change set, for example WXPackage Apex Class, and an optional Description.

e. Select Save. Sage People displays the Change Set page for your new Change Set.

f. In the Change Set Components section, select Add.

g. In Component Type select the picklist and choose Apex Class

h. In the displayed list select the ApexClassName and the ApexTestClass you created earlier.

i. Select Add To Change Set. Sage People adds the Apex Classes to the Change Set Components section of the Change Set page.

j. In the Change Set Detail section, select Upload.

k. Select the target Production org and select Upload.

l. When upload completes, login to the Production org.

m. Go to Setup > App Setup > Deploy > Inbound Change Sets

n. If a splash page is displayed, select Continue

o. In the change sets awaiting deployment list, select the Change Set you created earlier.

p. Select Deploy. Now repeat the following steps in the Production org to register the Apex Class.



20. Open the Developer Console and go to Debug > Open Execute Anonymous Window.

21. In an empty window enter:

fHCM2.WXPackages.Register('ApexClassName', 'org_namespace', true);

fHCM2.WXPackages.SaveRegistered();

Where: o ApexClassName

is as entered when creating the Apex Class. o org_namespace

is the namespace of your org. If the org does not have a namespace, enter null with no enclosing quote marks. Namespaces can be registered for Developer orgs and not for Production or Sandbox orgs; if you are working with a Production or Sandbox org, set org_namespace to null.

o true is: true to overwrite existing settings. false to add these settings to an existing setup.

22. Select Execute, and close the Developer Console.

23. Go to Setup > Administration Setup > Translation Workbench > Translation Settings

24. Check that all languages you want to use are marked as Active.

To activate a language: a. in the Action column for the language, select Edit. b. On the Language Translation Edit page check Active.

c. Select Save.

25. Test that your translations are working by selecting a WX Service or Process that has a translation loaded and use the Language Selector to select an appropriate language.

When WX loads it now seeks out any existing translations for the WX Service Names and Process Labels for display.

Maintaining Translations in WX Once set up as described (see page 27), maintaining translations in a working Production environment involves:

• Creating Custom Labels for each newly added Service Name and Process Label you want to display in a local language.

• Commissioning the local language translations.

• Adding the translated terms to the Custom Labels.

• Modifying the text file holding the Custom Label names to include the new labels, and reloading it as the Static Resource file.

You do not need to recreate, re-register, or modify the Apex Class.

How to Set Up and Use WX Services Creating a New WX Process


Creating a New WX Process 1. Select the WX Services tab.

2. On the WX Services Home page, select a View that shows the Service to which you want to add a Process, and select the WX Service Name.

Sage People displays the WX Service Detail page:

3. In the WX Processes related list, select New WX Process.

Sage People displays the WX Process page:




Field Description

Label

Mandatory. The name you want to use for this Process. The label is displayed:

• In the Navigation Bar and the Service Bar.

• On the Tile for the Process if Show Title in Tile is checked. If Show Title in Tile is unchecked, the Tile does not include a Title bar.

• On the Detail page for the Process if Show Title in Detail is checked. If Show Title in Detail is unchecked, the Detail page for the Process displays the default label for the Process Type (see page 35).

Use a Label that will be easily recognized by Team Members. Labels do not have to correspond to the generic Sage People WX Process Type - choose a name that is meaningful for your organization.

Active

Checkbox. If checked, this Process is active and can be displayed and used in WX. Checked by default.

WX Service

The name of the Service you want to host this Process. By default, Sage People inserts the name of the Service you selected at the start of this procedure. To go to the WX Service Detail page, select the Service name. To Edit the Service Name or Order, hover over the Service Name and select Edit in the popup:

Order Number, no decimal places. The order in which you want this Process displayed within the

Service. Lower numbered Processes are displayed above higher numbered in the Navigation Bar. Process Tiles are displayed left to right, low number to high, and then in rows from top to bottom:

Use numbers that make it easy to change the order and add new Processes, for example use 10, 20, 30 rather than 1, 2, 3.

Start Date The date from which you want the Process to be available. Leave blank if you want the Process to be available immediately.

End Date The date after which you no longer want the Process to be available. Leave blank if you want the Process to be available indefinitely.



Field Description

Preferred Number Of Columns

Number, no decimal places. The number of columns you want Sage People to use when displaying the tile for this Process with other Processes in the same Service. Currently supports 1 or 2. Indicative for desktop screen sizes; the actual number of columns reduces responsively for smaller screens. On mobiles, tiles are displayed in a single column regardless of the value in this field. When calculating actual number of columns WX optimizes the display, taking into account:

• Preferred Number Of Columns

• Available space

• Form factor WX Process Type Picklist. The Sage People Process you want to use. The picklist contains all the Sage People

processes available to you (see page 35), for example:

• Performance Overview

• Internal Communications

• Recognition Select the picklist and choose the WX Process Type you want to use. The Process Type default label is displayed on the Process Detail View if Show Title in Detail is unchecked. Processes must also be enabled through Policy settings before they are available to Team Members.

WX Internal Communication

Displayed when you select the Internal Communications Process Type. If you have an existing Internal Communication you want to use for this Process, select WX Internal Communication Lookup , find and select it. If you want to create a new Internal Communication now, select New to display the WX Internal Communications fields at the bottom of the page (see page 63).

Survey Displayed when you select the Internal Communications Process Type. If you have defined a Survey to be hosted by this Internal Communication Process, select Survey Lookup , find and select it.

Show In Mobile Checkbox. If checked, this Process instance is displayed by the Sage People Mobile app. Unchecked by default. While all WX Processes can be displayed by Mobile, those with fewer options and less complex displays work best. Show In Mobile does not affect the availability of processes through a browser on a mobile device; it is used solely to switch a process on or off in the Sage People Mobile app.

Show Title In Tile Checkbox. If checked, the Label is displayed at the top of the Process Tile. If unchecked, the Tile does not include a Title bar.

Show Title In Detail Checkbox. If checked, the Label is displayed at the top of the Detail page. If unchecked, the Detail page displays the default Custom Label associated with the Process Type (see page 35), for example, Current Objectives, Skills, Targets.

Additional Information

Text. For many processes you can enter filter information as one or more key-value pairs to control the display of data for each instance of that process. Each key-value pair contains a unique identifier - the key - and a data value for that item. For example, for a New Hires Summary Process, Additional Information can contain two key-value pairs, one to specify the content type and one to specify a message: contentType=new hires messageToSelf=Welcome!

Permitted content is given in the configuration information for each Process.



Field Description

Hide When Read Checkbox. Displayed when you select the Internal Communications Process Type. If checked, the Internal Communication is hidden when the Team Member confirms that they have read it. If checked, Confirm When Read must also be checked.

Confirm When Read Checkbox. Displayed when you select the Internal Communications Process Type. If checked, a message is displayed with the Internal Communication asking the Team Member to confirm they have read it.

Score has Action Checkbox. Displayed when you select the Internal Communications Process Type. If checked, an Action is raised for Team Members receiving the Internal Communication, prompting them to respond.

Survey has Action Displayed when you select the Internal Communications Process Type. If checked, an Action is raised for Team Members receiving the Survey, prompting them to respond.

5. Select Save.

Sage People displays the WX Process page. The Process is added to the WX Service and displayed in the Navigation Bar next time you open or refresh WX.

WX Process Type Default Labels When creating a new WX Process you must specify a Label and select a Process Type (see page 32). If you do not select the checkbox to Show Title in Detail, WX displays the default label for the Process Type at the top of the Detail View for the Process.

Process Type / Default Label

Absences

Async Reporting

Auto Enrolment

Benefits

Competency Assessment

Dependants

Development Needs

Education History

Emergency Contacts

Employment Details

Forms

HR Requests

Hiring Manager

Internal Communications



Process Type / Default Label

Internal Portal

Job Description

Manager Notes

Metrics Review

My Applications

Objectives

Passports

Payslips

Performance Overview

Personal Details

Recognition

Reporting

Salary Planning

Skills

Stock Options

Succession Plan

Summary

Talent Plan

Targets

Timesheet

Training

Work Details

Work History Experience

How to Set Up and Use WX Services Translation Workbench: WX Process


Translation Workbench: WX Process

WX Process Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields

Default Field Label Field Label Override Field Type

Active Checkbox

Additional Information Long Text Area (32768)

End Date Date

Label Text (255)

Order Number (8,0)

Preferred Number Of Columns Number (2,0)

Process Text (128)

Show In Mobile Checkbox

Show Title In Detail Checkbox

Show Title In Tile Checkbox

Start Date Date

Team Member Or Team Picklist

WX Service Lookup (WX Service)

WX Process Confirmation Object

Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Confirmation Date Date

Is Confirmed Formula (Checkbox)

Process Instance Master-Detail (WX Process)

Team Member Lookup (Team Member)

Translation Workbench: WX Service

WX Service Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Order Number (8,0) (Unique)


How to Use HR Noticeboard with WX You can use the HR Noticeboard to display notices in the header and footer areas of WX pages:

To use the HR Noticeboard:

1. Add the WX Service, WX Process, and Show to Other fields to the HR Noticeboard page layout (see page 39).

2. Add the HR Noticeboard Related List to the WX Service Page Layout (see page 40).

3. Add the Notice (see page 41).

How to Use HR Noticeboard with WX Adding WX Fields to HR Noticeboard Page Layout


Adding WX Fields to HR Noticeboard Page Layout 1. Go to Setup > App Setup > Create > Objects

1. Scroll down to find the HR Notice object and select the Label.

Sage People displays the Custom Object Detail page.

2. Go to the Page Layout section and select Edit for HR Notice Layout.

3. Select Fields in the left panel of the HR Notice Layout selector.

4. Drag and drop the three fields WX Service, WX Process and Show To Other on to the HR Notice Sample layout.

Suggested locations: o WX Service and WX Process immediately below HR Notice Name. o Show To Other below Show To Manager in the Filter notices... section.

5. Select Save.

Next time you display or refresh HR Notice Detail or HR Notice Edit pages, the new fields are included in the display.

How to Use HR Noticeboard with WX Adding the HR Noticeboard Related List


Adding the HR Noticeboard Related List By default, the WX Service Page Layout does not display the HR Noticeboard Related List. The Related List enables you to add Notices to Services and Processes from the WX Service Detail page.

To add the HR Noticeboard Related List to the WX Service Page Layout:

1. Open any existing WX Service to display the WX Service Detail page.

2. Select Edit Layout.

3. On the page layout select Related Lists from the left panel.

4. Drag and drop the HR Noticeboard Related List into the Related List section of the page.

Suggested location: below the WX Processes Related List.

5. Select Save.

Next time you display or refresh a WX Service Detail page the HR Noticeboard Related List is displayed.

How to Use HR Noticeboard with WX Adding a New HR Notice


Adding a New HR Notice You can add HR Notices independently to WX Services and WX Processes - there is no link between Service and Process for HR Notices. You can also reuse existing, pre-WX HR Notices in WX.

Some pre-configuration is needed - ask your Administrator if you do not have access:

• Add the WX Service and WX Process fields to the HR Notice page layout (see page 39).

• Add the HR Noticeboard Related List to the WX Service Detail page (see page 40).

When configured, you can add a new HR Notice from the HR Noticeboard tab or from the HR Noticeboard Related List displayed on the WX Service Detail page. Both paths give you access to the same HR Notice Add page, with some fields pre-filled for you when you use the Related List displayed on the WX Service Detail page.



To add a new notice:

Using the HR Noticeboard tab Using the WX Service Related List

1. Select the HR Noticeboard tab. Sage People displays the HR Noticeboard Home page.

Select the WX Services tab.

• To add an HR Notice to a specific WX Service, select that Service.

• To add an HR Notice to a WX Process, select any Service.

Sage People displays the WX Service Detail page with the HR Noticeboard Related List.

2. Check the list of existing notices to see if there is a similar notice you can copy as a starting point for the one you want to create. If there is, go to Copying a Notice for the HR Noticeboard. If there is no similar notice, select New.

On the WX Service Detail page, go to the HR Noticeboard Related List and select New HR Notice.

Sage People displays the HR Notice Add page:




Information section

HR Notice Name Text. A unique name for this Notice. Use a name that makes the Notice easy to find for future use.

Fairsail Page Not used.

Location Picklist. Select from:

• Header

• Footer SubHeader and SubFooter are not used.

Order Number. When there is more than one Notice to appear in the same location on the same page, notices are displayed at the same time, in numerical order from top to bottom.

Locale Picklist. If you want this Notice to be displayed to Team Members with a particular locale setting, select the picklist and choose the locale. If you want the Notice to be displayed to Team Members with any locale setting, leave Locale set to None.

Policy If you want this Notice to be displayed to Team Members assigned to a specific Policy, select Policy Lookup , find and select the Policy you want. If you want the Notice to be displayed to Team Members assigned to any Policy, leave Policy blank. Use either Policy or Policy Group; do not complete both fields.

Policy Group If you want this Notice to be displayed to Team Members assigned to all Policies within a Policy Group, enter the Policy Group name. If you want the Notice to be displayed to Team Members regardless of their Policy Group, leave Policy Group blank. Use either Policy Group or Policy; do not complete both fields.

WX Service The name of the WX Service you want to host the Notice. Automatically completed for you with the name of the Service you selected at the start of this procedure.

To choose a different WX Service, select WX Service Lookup , find and select the Service you want. To add a Notice to a WX Process rather than a WX Service, leave this field blank and complete WX Process.

• If you specify a WX Service and leave WX Process blank, the Notice is displayed on the Service page and not on the pages for the underlying Processes.

• If you leave WX Service blank and specify a WX Process, the Notice is displayed on the Process page and not on the Service page.

WX Process The WX Process you want to host the Notice.

Select WX Process Lookup , find and select the Process you want. To add a Notice to a WX Service rather than a WX Process, leave this field blank and complete WX Service.

• If you specify a WX Process and leave WX Service blank, the Notice is displayed on the Process page and not on the Service page.

• If you leave WX Process blank and specify a WX Service, the Notice is displayed on the Service page and not on the Process page.



Notice to be displayed section

Notice Type Picklist. Select the picklist and choose the type of notice you want to display:

• Image When selected, displays Image and Image Aspect Ratio fields.

• Plain Text When selected, displays Plain Text field.

• Image and Plain Text When selected, displays Plain Text, Image, and Image Aspect Ratio fields. Plain text is displayed below the image on the WX page.

• Rich Text When selected, displays Text field with text controls.

Image Displayed if you select Image or Image and Plain Text as the Notice Type.

Select Choose file, find and select the image you want. A preview of the image is displayed below Image Aspect Ratio. Images are displayed responsively, adapting to the browser window size you are viewing.

Image Aspect Ratio Displayed if you select Image or Image and Plain Text as the Notice Type. Use to help you choose an image that works on display aspect ratios used by your WX Team Members. Picklist. Select the picklist and choose the aspect ratio you want to use for the image. WX displays a mask on the image, indicating how the image will be cropped when displayed at the aspect ratio selected. The mask covers the part of the image to be hidden. WX does not enable you to resize the image - use image manipulation software to produce an image fitting the aspect ratio of the tile.

Plain Text Displayed if you select Plain Text or Image and Plain Text as the Notice Type. Enter the text content of the notice.

Text Displayed if you select Rich Text as the Notice Type. Enter the content of the notice. Use the text controls to format the text style and position:

You can also include images and links, but bear in mind that images included here are not displayed responsively - they remain as static images regardless of the size of the browser window.

Filter notices that appear section

Show To Team Member Checkbox. If checked the Notice is displayed if the user is a team member.

Show To Manager Checkbox. If checked the Notice is displayed if the user is a manager.

Show To Other Checkbox. If checked the Notice is displayed to anyone who is not the Team Member and not in the Team Member's management hierarchy when they view the Team Member's page in WX.

Start Date The date from which the notice is to be displayed. If left blank, the notice is visible to the target audience as soon as it has been saved.

End Date The date from which the notice is to be removed. If left blank, the notice is permanently displayed until it is deleted or filter details are changed to effectively remove it from view.



3. Select: o Save to save the Notice and go to the HR Notice Complete page. o Save & New to save the Notice and create another. o Cancel to discard your changes.

Saved HR Notices are:

• Added to the HR Noticeboard tab.

• Added to the HR Noticeboard Related List for the hosting WX Service.

• Displayed on the WX Service and Process pages you have chosen, subject to any filters you have specified on the HR Notice page.


How to Set Up and Use Internal Communications

The Internal Communications process enables you to create and display a very wide range of communications including:

• Rich text notices

• External websites, including links to social feeds (see page 72)

• Videos

• Images

• Html (available to System Administrators only)

Internal Communications can be:

• Broadcast to all employees.

• Targeted at those assigned to a Policy or Policy Group.

• Visible to a defined group of Team Members.

• Localized with versions for all the locales you need to support.

Actions generated by Internal Communications are added to the Actions Digest and appear in the list of Actions for all Team Members who need to take action as a result of the communication.

Each Internal Communication must be assigned to one or more WX services - you can create:

• A dedicated service to carry all Internal Communication.

• Internal Communications for specific services, for example: o A supporting video for upcoming performance reviews, targeted at managers, and assigned to a

Performance Management service. o A bulleted list for best practice skill logging for a Skills & Competencies service.

There are three steps to setting up and using Internal Communications:

1. Switch Internal Communications on in the Policy or Policies you want to use (see page 47).

2. Create the Internal Communication, complete with any localized versions you need (see page 48).

3. Assign the Internal Communication to a WX Service so that it can be displayed on WX (see page 32), selecting Internal Communications as the WX Process Type, and specifying the Internal Communication you want to assign.

How to Set Up and Use Internal Communications Policy Options: Internal Communications


Policy Options: Internal Communications

Option Description

Internal Communications Checkbox. If checked, the Internal Communications process is active and Internal Communications can be displayed through WX.

How to Set Up and Use Internal Communications Creating a New Internal Communication


Creating a New Internal Communication 1. Select the Internal Communications tab.

Sage People displays the Internal Communications Home page.

2. Select New.

Sage People displays the Internal Communication page:

You can complete: o Just the Basic Options and save - the Internal Communication is displayed by default to everyone who

has access to the hosting WX Service. o The Basic Options and the Advanced Options to define a more restricted target audience.




Field Description

Basic Options tab Define the content

Internal Communication Name

The name you want to use for this Internal Communication. Used for searches. Not displayed to end users through WX.

Tile Information section

Tile Type The type of Tile you want to create for this Internal Communication. Select the picklist and choose from:

• Rich Text

• External Website

• Video

• Image

• Image Click Through

• Twitter

• YouTube

• HTML If the picklist does not display the full set of values, you can add them; in summary:

1. Go to Setup > App Setup > Create > Objects and select Internal Communication.

2. In the list of Custom Fields & Relationships select the Tile Type Field Label.

3. In the Values Related List, select New.

4. Add the missing values exactly as given.

5. Select Save. Tile Content Displayed if you select Rich Text as the Tile Type.

A text input field with standard formatting buttons:

Enter the summary text you want to appear on the Tile. You can also embed links and pictures:

If you want the Tile to contain just an image and no text, in Tile Type select Image or Image Click Through. The optimum size for pictures depends on the size of the Tile, and that varies in response to the size of the browser window. As a starting point for desktop display of a single column Tile, try a picture size of 250px high by 250px wide. The Firefox browser enables you to resize images in the Internal Communications Detail Edit view; most other browsers require you to edit the source image file in an image editor and reload it.

External Website Url Displayed if you select External Website or Image Click Through as the Tile Type. Enter the full url of the website you want to display in the Tile in the form: https://www.example.com The website must use the Hypertext Transfer Protocol Secure (https) communication protocol. Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use.



Field Description

Video Url Displayed if you select Video as the Tile Type. Enter the full url of the video you want to display in the Tile in the form: https://www.youtube.com/watch...

The video must use the Hypertext Transfer Protocol Secure (https) communication protocol. Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use.

Image Displayed if you select Image or Image Click Through as the Tile Type.

Select Browse, find and select the image you want. A preview of the image is displayed below Tile Image Aspect Ratio. Tile images display responsively, adapting to the browser window size you are viewing.

Tile Image Aspect Ratio

Displayed if you select Image or Image Click Through as the Tile Type. Use to help you choose an image that fits the Tile size. Picklist. Select the picklist and choose the aspect ratio you want to use for the image on the Tile. The aspect ratios are those commonly used for images. The page displays a mask on the image, indicating how the image should be cropped for WX display at the aspect ratio selected. The mask covers the part of the image to be hidden. If your image shows significant masking the Tile will include white space as it resizes responsively. Sage People does not enable you to resize the image - use image manipulation software to produce an image fitting the aspect ratio of the Tile.

Twitter ID Displayed if you select Twitter as the Tile Type. The unique identifier for the Twitter account you want to link to this Internal Communication. Supplied by Twitter.

Link Color Displayed if you select Twitter as the Tile Type. The hexadecimal (hex) code for the color you want to use for the Twitter link. Enter the code in the form: #RRGGBB where: RR is the hex code for the red component of the color. GG is the hex code for the green component of the color. BB is the hex code for the blue component of the color. For example, royalblue is represented by: #4169E1

Dark Theme Displayed if you select Twitter as the Tile Type. Checkbox. If checked, the Twitter feed displays in night mode.

YouTube Video ID Displayed if you select YouTube as the Tile Type. The unique identifier for the YouTube video you want to link to this Internal Communication. Supplied by YouTube. The YouTube Video ID is displayed as the string of characters following the = sign towards the end of the URL for the video:

Render Tile As Player Displayed if you select YouTube as the Tile Type.

Checkbox. If checked, the YouTube video player is rendered within the Tile and users can play the video in the Tile, without having to access the Detail view. If unchecked, you must access the Detail view to play the video; you cannot play the video directly from the Tile view.



Field Description

HTML Displayed if you select HTML as the Tile Type. To avoid creating a potential security vulnerability, do not embed hyperlinks in your HTML - use the RTF or Image Click Through Tile Types instead. If your Tile content is image only with no click through, use the Image Tile Type. Enter the html you want to be rendered in the Tile.

Detail Information section

Detail Type The type of Detail you want to create for this Internal Communication. Detail content is displayed when users select the summary information displayed in the Tile. Select the picklist and choose from:

• Rich Text


• Video

• Image


• Twitter

• YouTube


1. Go to Setup > App Setup > Create > Objects and select the Internal Communication.

2. In the list of Custom Fields & Relationships select the Detail Type Field Label.



5. Select Save. If your Tile contains the full message and you do not want to display a Detail panel, leave Detail Type at its default value and leave the content fields empty.

Detail Content Displayed if you select Rich Text as the Detail Type. A text input field with standard formatting buttons:

Enter the text you want to appear in the Detail view. You can also embed links and pictures:

If you want the Detail view to contain an image and no text, in Detail Type select Image or Image Click Through.

External Website Url Displayed if you select External Website or Image Click Through as the Detail Type. Enter the full url of the website you want to display in the Detail in the form: https://www.example.com

The website must use the Hypertext Transfer Protocol Secure (https) secure communication protocol. Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use.



Field Description

Video Url Displayed if you select Video as the Detail Type. Enter the full url of the video you want to display in the Detail in the form: https://www.youtube.com/watch...

The video must use the Hypertext Transfer Protocol Secure (https) secure communication protocol. Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use.

Image Displayed if you select Image or Image Click Through as the Detail Type.

Select Browse, find and select the image you want to use. A preview of the image is displayed below Detail Image Aspect Ratio.

Detail Image Aspect Ratio

Displayed if you select Image or Image Click Through as the Detail Type. Use to help you choose an image that fits the Detail View. Picklist. Select the picklist and choose the aspect ratio you want to use for the image on the Detail View. The aspect ratios are those commonly used for images. The page displays a mask on the image, indicating how the image should be cropped to use in WX for display at the aspect ratio selected. The mask covers the part of the image to be hidden. If your image shows significant masking the Detail View will include white space as it resizes responsively. Sage People does not enable you to resize the image - use image manipulation software to produce an image fitting the aspect ratio of the Detail View.

Twitter ID Displayed if you select Twitter as the Detail Type. The unique identifier for the Twitter account you want to link to this Internal Communication. Supplied by Twitter.

Link Color Displayed if you select Twitter as the Detail Type. The hexadecimal (hex) code for the color you want to use for the Twitter link. Enter the code in the form: #RRGGBB where: RR is the hex code for the red component of the color. GG is the hex code for the green component of the color. BB is the hex code for the blue component of the color. For example, royalblue is represented by: #4169E1

Dark Theme Displayed if you select Twitter as the Detail Type. Checkbox. If checked, the Twitter feed displays in night mode.

YouTube Video ID Displayed if you select YouTube as the Detail Type. The unique identifier for the YouTube video you want to link to this Internal Communication. Supplied by YouTube. The YouTube Video ID is displayed as the string of characters following the = sign towards the end of the URL for the video:

HTML Displayed if you select HTML as the Detail Type.

To avoid creating a potential security vulnerability, do not embed hyperlinks in your HTML - use the RTF or Image Click Through Detail Types instead. If your Detail View content is image only with no click throughj, use the Image Detail Type. Enter the html you want to be rendered in the Detail View.



Advanced Options tab



Audience Definitions section

Team Member

The name of the Team Member(s) you want to receive this Internal Communication.

Select Team Member Lookup , find and select one Team Member at a time. When selecting more than one Team Member, select Save after each selection to add the Team Member. As Team Members are added, their names appear to the right of the field. Use on its own to build an exclusive list of recipients, or use in conjunction with:

• Exclude Team Member To stop the selected Team Member(s) from viewing this Internal Communication.

• Level Down When selecting a single Team Member, to constrain the number of reporting levels to add below the Team Member.

Exclude Team Member

Checkbox.Use with Team Member. If checked, the selected Team Member(s) are unable to view this Internal Communication.

Level Down

Use with Team Member when a single Team Member is selected. The number of levels of the company hierarchy below Team Member you want to view this Internal Communication. If Team Member is populated, do not leave blank. Set to 0 (zero) if you want this Internal Communication to be viewed by the Team Member alone. For example, to control visibility of the Internal Communication when Team Member is the CEO:

• Level Down = 0 Can be viewed exclusively by the CEO.

• Level Down = 1 Can be viewed by the CEO and C level employees - the CEO's direct reports.

• Level Down = 2 Can be viewed by the CEO, C level employees and their direct reports, typically a senior management team.

Is Manager Checkbox. If checked, the Internal Communication is visible to Team Members who have direct reports. Do not use with Team Member.

Policy The name of the Policy or Policies assigned to the Team Members you want to view this Internal Communication. Select Policy Lookup , find and select one Policy at a time. When selecting more than one Policy, select Save after each selection to add the Policy. As Policies are added, their names appear to the right of the field. Leave blank if you don't want to define the target audience by their Policy.

Policy Group The name of the Policy Group or Groups assigned to the Team Members you want to view this Internal Communication. Enter the name of one Policy Group at a time. When adding more than one Policy Group, select Save after each entry to add the Policy Group. As Policy Groups are added, their names appear to the right of the field. Leave blank if you don't want to define the target audience by their Policy Group.

Group The name of the Group(s) containing the Team Members you want to view this Internal Communication. Select Group Lookup , find and select one Group at a time. When selecting more than one Group, select Save after each selection to add the Group. As Groups are added, their names appear to the right of the field. Leave blank if you do not want to select the target audience by Group.

Group Type The name of the Group Type(s) containing the Team Members you want to view this Internal Communication. Select Group Type Lookup , find and select one Group Type at a time. When selecting more than one Group Type, select Save after each selection to add the Group Type. As Group Types are added, their names appear to the right of the field. Leave blank if you do not want to select the target audience by Group Type.



Employment Start Date

Checkbox and dependent fields. If checked, you can select the target audience by their Employment Start Dates. Use one of the two options to specify a range:

• A number of days ago. To specify a rolling window relative to today. Use positive values with the lowest value first. For example: o Between 1 and 7 days ago

to target employees starting in the last week. o Between 7 and 14 days ago

to target employees starting in the week before last.

• A date range. To specify a fixed calendar period. Select the fields to display a calendar and choose a date. Enter the earliest date in the first field. For example: o Between 1 August 2017 and 31 August 2017

to target all employees starting in the month of August 2017. o Between 1 January 2016 and 31 December 2016

to target all employees starting in 2016. Employment End Date

Checkbox and dependent fields. If checked, you can select the target audience by their Employment End Dates. Use one of the two options to specify a range:

• A number of days in the future. To specify a rolling window relative to today. Use positive values with the lowest value first. For example: o Between 1 and 28 days in the future

to target employees ending employment in the next four weeks.. o Between 1 and 90 days in the future

to target employees ending employment in the next three months.

• A date range. To specify a fixed calendar period. Select the fields to display a calendar and choose a date. Enter the earliest date in the first field.

Visibility Definition section

Show To Manager Checkbox. If checked, when a Manager views a Team Member's pages, the Internal Communication is visible to the Team Member's manager, manager's manager, and so on up the organization hierarchy.

Show To Other Checkbox. If checked, when someone who is not the Team Member and not a member of the Team Member's management hierarchy views a Team Member's pages, the Internal Communication is visible to them.

Show To Team Member

Checkbox. If checked, the Internal Communication is visible to Team Members viewing their own WX pages, and not on the team pages when viewed through the manager's WX.

Scoring Definition section

Scale The Scale recipients of this Internal Communication use when providing scored feedback (see page 69). Required to display a Score button on the Internal Communications Detail view; selecting Score on the Internal Communication displays the Review Internal Communication view with a picklist of the Scale values. If used, specify an existing scale in your organization's Scale Library. Scales typically include those used to measure proficiency, expertise, frequency, and agreement. To generate an Action for the Team Member to respond to this Internal Communication, use the Score Has Action checkbox on the WX Process Instance page.



4. Select Save.

Sage People displays the Internal Communication Detail page, with Related Lists for: o Internal Communication Languages (see page 59) o Internal Communication Score Results (see page 69)

Internal Communication Multi Filters You can set up an Internal Communication to use a range of filters, enabling you to target the communication to a tightly defined group of Team Members:

• A list of Team Members by name.

• Team Members assigned to one or more Policies, or to a Policy Group.

• Team Members assigned to one or more Groups.

• Team Members with Employment Start Dates in a defined period, using either absolute or relative dates.

• Team Members with Employment End Dates in a defined period, using either absolute or relative dates.

Filters are additive - all conditions must be met for a Team Member to receive the Internal Communication.

Multi Filters are available on the Advanced Options tab when creating or editing a new Internal Communication. (see page 48)

Multi Filters applied to an Internal Communication are listed on and accessible through the Internal Communications Multi Filter Related List displayed on the Internal Communication Detail page (see page 56).

Using the Internal Communications Multi Filters Related List

The Internal Communications Multi Filters Related List is displayed by default on the Internal Communication Detail page. If the Related List is not visible, you can add it (see page 57).



Changing the Internal Communication Detail Page Layout Check the Internal Communication Detail page displays the fields available in the Internal Communication creation process. For example:



To change the Internal Communication Detail page to match this layout:

1. On the Detail page, select Edit Layout:

2. In the list of Fields, select Section and drag, four times, to create four new Sections below the current

Summary Raw field.

3. In the Section Properties dialog complete the fields as follows, selecting OK to save each section:

Name Display Section Header On

Layout Tab-key order

Content Detail Page 1-column -

Process Detail Page Edit Page

1-column -

Visibility Definition Detail Page Edit Page

1-column -

Audience Definition Detail Page Edit Page

2-column Top Down

4. Drag and drop the following fields into each section:

Section Fields

Column 1 Column 2

Content Content Raw Detail Rich Text Tile Rich Text Summary Raw

-

Process Scale -

Visibility Definition Show to Team Member Show to Manager Show to Other

-

Audience Definition Is Manager Exclude Team Member Level Down Policy Location Policy Group

Employment Start Date Between From Date Employment Start Date Between To Date Employment Start Date Between From Day Employment Start Date Between To Day Employment End Date Between From Date Employment End Date Between To Date Employment End Date Between From Day Employment End Date Between To Day

5. In the left panel of the selection box, select Related Lists.

6. Drag and drop the Internal Communications Multi Filters Related List onto the page layout.

7. Select Save.



Adding Local Language Versions You can increase the effectiveness of your organization's Internal Communications by creating local language versions. Sage People then displays the version matching the Team Member's locale, defaulting to the parent version if a locale is not specified or no matching version exists.

To create a local language version of an Internal Communication:

1. On the Internal Communication Detail page, scroll down to the Internal Communication Languages Related List and select New Internal Communication Language:

Sage People displays the Internal Communication Language Details page:

This page is a simplified version of the Internal Communication page, Basic Options (see page 48). Local language versions do not have to use the same Tile and Detail types as the original Internal Communication - you can tailor these along with the content to meet the needs of each locale.




Field Description

Internal Communication

The name of the Internal Communication you selected at the start of this procedure. Automatically completed for you by Sage People. You can select to view the Internal Communication Detail page.

Locale Picklist. Select to display the locale codes (see page 144) for the locales available to you. Select the locale used by the Team Members you want to view this version of the Internal Communication. The locale is applied to this version of the Internal Communication and matched to Team Members with the same locale.


• Rich Text


• Video

• Image


• Twitter

• YouTube













Field Description









• Rich Text


• Video

• Image


• Twitter

• YouTube









Field Description












HTML Displayed if you select HTML as the Detail Type. To avoid creating a potential security vulnerability, do not embed hyperlinks in your HTML - use the RTF or Image Click Through Detail Types instead. If your Detail View content is image only with no click throughj, use the Image Detail Type. Enter the html you want to be rendered in the Detail View.

1. Select Save.

Sage People creates the Internal Communication Language, allocates it a unique CNL-nnnn name, and displays the Internal Communication Language Detail page.

The Language Name is added to the Internal Communication Languages Related List:

How to Set Up and Use Internal Communications Creating a New Internal Communication from a WX Process


Creating a New Internal Communication from a WX Process When creating a WX Process (see page 32), if you choose to create a new WX Internal Communication, the page displays the WX Internal Communications section:




Field Description

Policy The name of the Policy assigned to the Team Members you want to view this Internal Communication. Select Policy Lookup , find and select the Policy you want. Leave blank if you don't want to define the target audience by their Policy.

Policy Group The name of the Policy Group assigned to the Team Members you want to view this Internal Communication. Leave blank if you don't want to define the target audience by their Policy Group.

Show To Manager Checkbox. If checked, when a Manager views a Team Member's pages, the Internal Communication is visible to the Team Member's manager, manager's manager, and so on up the organization hierarchy.

Show To Other Checkbox. If checked, when someone who is not the Team Member and not a member of the Team Member's management hierarchy views a Team Member's pages, the Internal Communication is visible to them.

Show To Team Member

Checkbox. If checked, the Internal Communication is visible to Team Members viewing their own WX pages, and not on the pages of a manager's team when viewed through the manager's WX.

Team Member The name of the Team Member you want to receive this Internal Communication. Use in conjunction with Level Down

Select Team Member Lookup , find and select the Team Member.

Level Down The number of levels of the company hierarchy below Team Member you want to show this Internal Communication. For example:

• Team Member is the CEO

• Level Down is 1 The Internal Communication is visible to the CEO and C level employees - the CEO's direct reports.



Field Description

Internal Communications section

Internal Communication Name

The name you want to use for this Internal Communication. Used for searches. Not displayed to end users through WX.


• Rich Text


• Video

• Image


• Twitter

• YouTube













Field Description









• Rich Text


• Video

• Image


• Twitter

• YouTube









Field Description












HTML Displayed if you select HTML as the Detail Type. To avoid creating a potential security vulnerability, do not embed hyperlinks in your HTML - use the RTF or Image Click Through Detail Types instead. If your Detail View content is image only with no click throughj, use the Image Detail Type. Enter the html you want to be rendered in the Detail View.

1. Select Save.

How to Set Up and Use Internal Communications Copying an Internal Communication


Copying an Internal Communication To copy an Internal Communication:

1. On the Internal Communication Detail page, select Clone:

The Internal Communication is copied and the copy opens displaying the Basic Options tab with Internal Communication Name highlighted.

2. Enter a unique name for the copy.

3. Select Save.

Sage People displays the Detail page for the new Internal Communication.

4. Select Edit to change any of the details you want.

Multi Filters defined for the original Internal Communication are not copied with the clone operation.

How to Set Up and Use Internal Communications Using Scoring for WX Internal Communications


Using Scoring for WX Internal Communications Scoring enables your Team Members to respond to an Internal Communication with a rating and comments. Using the Scales held in your org's Scale Library, you can choose a scale that is appropriate to the Internal Communication - for example:

• For a catering survey asking if the recent change of supplier has been positively received, use an Agreement scale, with possible responses ranging from definitely to definitely not.

• For a survey seeking an indication of the level of knowledge within the organization of an area that's been proposed for commercial development, use an Expertise scale, with possible responses ranging from Expert to None.

All scale responses have numerical values, enabling wide ranging statistical analysis.

Responses are stored for each Internal Communication.

To use scoring:

1. Set up an Internal Communication with a Scale (see page 48).

Scale must be specified so that when displayed to Team Members, the Internal Communication includes a Score button.

2. Create a WX Process (see page 32) to host the Internal Communication.

To generate Actions for Team Members receiving the Internal Communication, on the WX Process Detail page ensure that Score has Action is checked:

3. Team Members select Score to display the Review dialog:

How to Set Up and Use Internal Communications Using Scoring for WX Internal Communications


4. Select the picklist to display the scale values you can select:

5. Select the value you want.

6. Enter any comments in the box below.

7. Select Save

8. The score button is removed from the Internal Communication for the Team Member to prevent them from scoring twice.

The score result is added to the Internal Communication Score Results Related List on the Internal Communication Detail page:

Select the Internal Communication Name to display the Internal Communication Score Result Detail page:

Hover over the Scale Response to view the detail:

How to Set Up and Use Internal Communications Using Confirmation for WX Internal Communications


Using Confirmation for WX Internal Communications Confirmation enables your Team Members to confirm when they have read an Internal Communication.

• The Internal Communication can be hidden when read - that is, when the Team Member has confirmed that they have read it - or continue to display until the End Date you have specified.

• Confirmations are stored in the WX Process Confirmations object, and can be viewed for each Team Member through the WX Process Confirmations Related List, which you can add to the Team Member page layout.

• You can use the fields in the WX Process Confirmation object in your reports: o Confirmation Date o Is Confirmed o Process Instance o Team Member

To use confirmation:

1. Create the WX Process (see page 32). o In WX Process Type, select Internal Communications. o Check Confirm When Read. o If you want the Internal Communication to be hidden when the Team Member has confirmed that they

have read it, check Hide When Read.

2. Edit the page layout for the Team Member object to add the WX Process Confirmations Related List to the page.

How to Set Up and Use Internal Communications Embedding Social Feeds in WX


Embedding Social Feeds in WX Use the following links for more information about embedding commonly used social feeds:

https://developer.linkedin.com/plugins

http://snapwidget.com

https://dev.twitter.com/web/embedded-timelines

You can also use the Internal Communications Twitter template. (see page 48)

https://developer.linkedin.com/plugins

http://snapwidget.com/

https://dev.twitter.com/web/embedded-timelines

How to Set Up and Use Internal Communications Picklists: Internal Communication


Picklists: Internal Communication

Internal Communication Object: Default Picklist values

Detail Type field Location field Tile Type field

Rich Text Header Rich Text

External Website Footer External Website

Video SubHeader Video

Image SubFooter Image

Image Click Through Image Click Through

Twitter Twitter

YouTube YouTube

Internal Communication Language Object: Default Picklist values

Detail Type field Locale field Tile Type field

Rich Text da Rich Text

External Website de External Website

Video en_US Video

Image es Image

Image Click Through fi Image Click Through

Twitter fr Twitter

YouTube it YouTube

ja

ko

nl_NL

pt_BR

ru

sv

th

zh_CN

zh_TW

How to Set Up and Use Internal Communications Translation Workbench: Internal Communication


Translation Workbench: Internal Communication

Internal Communication Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Content Raw Long Text Area (32768)

Detail Content External Website Text Area (255)

Detail Content Video Text Area (255)

Detail Image Aspect Ratio Picklist

Detail Image ID Text (18)

Detail Rich Text Rich Text Area (32768)

Detail Twitter Dark Theme Checkbox

Detail Twitter ID Text (255)

Detail Twitter Link Color Text (255)

Detail Type Picklist

Detail YouTube ID Text (255)

Level Down Number (1,0)

Location Picklist

Policy Lookup (Policy)

Policy Group Text (80)

Render Tile As Player Checkbox

Scale Lookup (Scale)

Show To Manager Checkbox

Show To Other Checkbox

Show To Team Member Checkbox

Summary Raw Long Text Area (32768)


Tile Content External Website Text Area (255)

Tile Content Video Text Area (255)

Tile Image Aspect Ratio Picklist

Tile Image ID Text (18)

Tile Rich Text Rich Text Area (32768)

Tile Twitter Dark Theme Checkbox

Tile Twitter ID Text (255)

Tile Twitter Link Color Text (255)

Tile Type Picklist

Tile YouTube ID Text (255)



Internal Communication Instance Object



Confirm When Read Checkbox

Hide When Read Checkbox

Internal Communication Master-Detail (Internal Communication)

Process Instance Master-Detail (Process Instance)

Score has Action Checkbox

Show Tile In Detail Checkbox

Survey Lookup (Survey

Survey Has Action Checkbox

Internal Communication Language Object



Content Rich Text Area (32768)

Content Raw Long Text Area (32768)

Corporate Notice Internal Communication Master-Detail (Internal Communication)

Detail Content External Website Text Area (255)

Detail Content Video Text Area (255)

Detail Image Aspect Ratio Picklist

Detail Image ID Text (18)

Detail Twitter Dark Theme Checkbox

Detail Twitter ID Text (255)

Detail Twitter Link Color Text (255)

Detail Type Picklist

Detail YouTube ID Text (255)

Locale Picklist

Render Tile As Player Checkbox

Summary Rich Text Area (32768)

Summary Raw Rich Text Area (32768)

Tile Content External Website Text Area (255)

Tile Content Video Text Area (255)



Internal Communication Language Object


Tile Image Aspect Ratio Picklist

Tile Image ID Text (18)

Tile Twitter Dark Theme Checkbox

Tile Twitter ID Text (255)

Tile Twitter Link Color Text (255)

Tile Type Picklist

Tile YouTube ID Text (255)

Internal Communications Multi Filter Object



Group Lookup (Group)

Group Type Lookup (Group Type)





Internal Communication Score Result Object



Comments Long Text ARea (32768)


Scale Response Lookup (Scale Response)



How to Set Up Recognition Recognition - also known as Shout Outs, Badging, Crowdsourced Performance Review - enables you to use social performance management across your organization, giving all Team Members the ability to award visible and immediate positive feedback to others. You decide the things you want to be awardable - typically values or competencies.

Recognition is enabled by Policy and linked to a Job Profile. The Job Profile provides the list of values or competencies you want to use for Recognition and must be provided for Recognition to work:

• In an org with more than one Policy you can roll out the process group by group.

• You can use an existing Job Profile or you can set up a Job Profile just for use with Recognition. A dedicated Profile can have all the competencies you need, which might not be practical with an existing Job Profile.

There are two steps to setting up and using Recognition:

1. Switch Recognition on in the Policy or Policies you want to use (see page 78).

The Policy also has settings for: o The Job Profile you want to use. A Job Profile must be specified. o Maximum numbers per Team Member per month for giving and receiving Recognition.

2. Select a WX Service and create a Recognition Process (see page 32), selecting Recognition as the WX Process Type.

How to Set Up Recognition Policy Options: Recognition


Policy Options: Recognition

Option Description

Recognition Checkbox. If checked, the Recognition process is active and can be enabled for WX users.

Recognition Job Profile The Job Profile hosting the Job Needs you want to use for Recognition. A Job Profile must be specified. You can use an existing Job Profile for Team Members assigned to this Policy or you can create a dedicated Job Profile hosting all the Job Needs for which you want Recognition to be available.

Select Recognition Job Profile Lookup , find and select the Job Profile you want.

Maximum Recognition Given Per Month

Number, optional. To restrict the number of Recognition awards that can be made within a calendar month by each Team Member assigned to this Policy.

Maximum Recognition Received Per Month

Number, optional. To restrict the number of Recognition awards that can be received within a calendar month by each Team Member assigned to this Policy.

Require Approval For Recognition Not used.

How to Set Up Recognition Translation Workbench: Recognition


Translation Workbench: Recognition

Recognition Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Competency Library Item Lookup (Competency Library Item)

Giver Lookup (Team Member)

Is Private Checkbox

Reason Long Text Area (32768)

Recognition Date Date

Show Team Member Checkbox


Field Sets: Recognition

Recognition Object

Field Set Purpose

Details Fields displayed in the WX Recognition panel when giving recognition.


How to Set Up a Summary Process The WX Summary process is a highly flexible and extensible high level reporting process. In this release, you can set up the Summary process to display Team Member information for your organization:

• The total number currently employed

• Those with birthdays in the next seven days

• Those who were new hires in the last seven days

There are two steps to setting up a Summary Process:

1. Switch Summary on in the Policy or Policies you want to use (see page 82).

2. Select a WX Service and create a Summary Process (see page 32): o Select Summary as the WX Process Type. o In Additional Information enter:

For Employee Counter For Birthdays... For New Hires...

contentType=employee counter contentType=birthdays messageToSelf=Happy Birthday!

contentType=new hires messageToSelf=Welcome!

The contentType lines must be exactly as given. The text following messageToSelf= forms a message displayed to Team Members included in the report: For a Birthdays Summary Process the message is displayed to Team Members with a birthday today. For a New Hires Summary Process the message is displayed to all Team Members who have started in the last seven days. The text following messageToSelf= can contain any text string of up to 255 characters.

Summary Process tiles display:

The total number of employees with Start Dates before today, and where Has Left is False:

There is no Detail View for the Employee Counter.

How to Set Up a Summary Process Field Sets: Recognition


The number of Team Members with birthdays in the next 7 days:

The number of New Hires who joined the organization in the last 7 days:

Select View Details to display for each Team Member:

Select View Details to display for each New Hire:

• Preferred Name (if available)

• Last Name

• Picture

• Next birthday date

• A link to the Team Member's WX page

• Preferred Name (if available)

• Last Name

• Picture

• Job Title

• Country

• Hire Date

• A link to the Team Member's WX page

Contact Sage People if you wish to implement a Summary process that is not currently available.

How to Set Up a Summary Process Policy Options: Summary


Policy Options: Summary

Option Description

Summary Checkbox. If checked, the Summary process is active and can be configured and enabled for WX users.

Translation Workbench: Summary Process

Summary Process Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Content Type Text (32)

Fields Text (255)

SObject Text (255)

View Text (32)

Where Text (255)

How to Set Up Performance Overview Translation Workbench: Summary Process


How to Set Up Performance Overview Performance Overview is available as a standard WX Process. Before it can be used, ensure the process is selected and configured using Policy settings (see page 84).

You can also configure the field content of the Details section on the Performance Overview Detail page using the Team Member Performance Overview Details Field Set:

1. Go to Setup > App Setup > Create > Objects.

2. Select the Label for the Team Member object.

3. On the Custom Object Definition Detail page for Team Member, select the Field Sets Related List.

4. For the Performance Overview Detail Field Set, select Edit.

5. Drag and drop into the Field Set the fields you want to add to the Performance Overview Detail view, Details section.

You can select fields from the Team Member, Employment Record, Manager, and Policy objects.

6. Select Save.

Next time you select or refresh your WX display, the newly defined fields are included.

How to Set Up Performance Overview Policy Options: Performance Overview


Policy Options: Performance Overview

Option Description

Performance Overview Checkbox. If checked, the Performance Overview process is active and can be enabled for WX users. Performance Overview can include sections for Objectives, Performance Review, and Continuous Feedback.

Include Objectives Checkbox. If checked, Objectives relevant to the current Performance Review are included in the Performance Overview.

Objective Display Order Number, no decimal places. Mandatory if Performance Overview and Include Objectives are both checked. The order used to display the Objectives section relative to the other sections on the Performance Overview Detail page. Enter an integer. The Performance Overview Detail page displays with lower numbered sections higher up the page than higher numbered sections.

Performance Review Display Order Number, no decimal places. Mandatory if Performance Overview is checked. The order used to display the Performance Review section relative to the other sections on the Performance Overview Detail page. Enter an integer. The Performance Overview Detail page displays with lower numbered sections higher up the page than higher numbered sections.

Continuous Feedback Display Order

Number, no decimal places. Mandatory if Performance Overview is checked. The order used to display the Continuous Feedback section relative to the other sections on the Performance Overview Detail page. Enter an integer. The Performance Overview Detail page displays with lower numbered sections higher up the page than higher numbered sections.


How to Set Up Year End Vacation Balance Reporting

The WX Async Reporting Process enables team managers to generate and view a regular report on vacation absence balances for their teams. The report presents managers with a single page view of current and forecast predictable absence for their direct reports, with drill down into the data for sub-teams. Data is displayed in tabbed view, with one tab for each Vacation type defined in the Absence Accrual Pattern:

How to Set Up Year End Vacation Balance Reporting Policy Options: Performance Overview


There are five steps to setting up Async Reporting:

1. Ensure that all balance types you want to include are selected in the Absence Accrual Rule for the Vacation type. Use the checkboxes: o Show Accrued Balance o Show Carry Over o Show Time in Lieu o Show Accrued Total o Show Year End Balance

2. Create a batch process to extract the data for the report (see page 87).

The report displays the data generated by the last batch and does not change the content of the report until another batch runs.

3. Add the Async Reporting is Active checkbox to the Policy page layout, and switch on Async Reporting in each Policy you want to use (see page 89).

4. If your team includes some members reporting vacation in hours and others reporting in days, add the Hours to Days Conversion Factor field to the Absence Accrual Pattern page layout.

The conversion factor enables Team Total, Maximum, and Average values to be displayed in both days and hours. Team Members reporting in different units can also be accurately sorted for display in descending value order. Values for individual team members are displayed in their reporting units - days or hours.

Enter a value in the field to act as a multiplier when converting hourly values to daily equivalents; if left blank Hours to Days Conversion Factor defaults to 0.125 for an 8 hour day.

5. Select a WX Service and create the Process instance (see page 32).

Use the Additional Information field to enable data display and select the content of the Tile (see page 90). The Process does not display any data if Additional Information is left blank.

Async Reporting requires the separate Async Reporting package in addition to Human Capital Management.

How to Set Up Year End Vacation Balance Reporting Setting up a Batch to Update Report Data


Setting up a Batch to Update Report Data The Async Reporting process uses a regular batch process to extract vacation absence data from your org. The reporting process does not display any data - Tile and Detail views are empty - until the batch has run for the first time.

Sage People also recommends that you run the batch to update data after installing an updated Async Reporting package.

To set up the batch:

1. Go to Setup > App Setup > Develop > Apex Classes

2. Select Schedule Apex:

3. On the Schedule Apex page, complete the fields as follows:

Job Name A meaningful name for the batch process, such as Absence Reporting.

Apex Class The Apex Class that runs the batch job. Select Apex Class Lookup and select the AsyncReportingAbsenceSchedule Apex Class.

Frequency When the batch is to run. Select from:

• Weekly Select the day of the week. To run on more than one day every week, select the days you want the batch to run. To run more than one batch on a given day, set up separate batches with your desired combinations of day of the week and Preferred Start Time; for example, one batch on Monday at 8:00 AM, one batch on Monday at 9:00 AM.

• Monthly Select from: o The day of the month - 1, 2, 3... o The nth occurrence of a particular day; for example, the third Monday of every month.

Start The date you want the first batch to run. If you set Start to today's date and you want the batch to run today, make sure Preferred Start Time is later than the current time.

End The date you want the batch to stop running.

Preferred Start Time Picklist. Select the picklist and choose the time of day you want the batch to run. Batches may run after the Preferred Start Time if the job queue is busy at the time.

4. Select Save.

5. Check that the batch is scheduled to run when you expect it:

a. Go to Setup > Administration Setup > Monitoring > Scheduled Jobs

b. Check the Next Scheduled Run value for the new batch job.

You cannot amend batch details after you have saved - you must delete and recreate to make changes.

Each time the batch runs, data is written to an Async Report Run record with data for each Team Member held in an Async Report Row object. You can inspect the data in JSON (JavaScript Object Notation) format for a Team Member by going to the Team Member Detail page and scrolling down to the Async Report Rows Related List. The Async Report Rows Related List is not displayed by default and must be added to the page layout.

How to Set Up Year End Vacation Balance Reporting Setting up a Batch to Update Report Data


Running a Batch Immediately If you need to run a batch to produce or update reporting data immediately - during initial set up and testing, or after adding or correcting Team Member data for example - you can follow these steps:

1. Open the Developer Console.

2. Select Debug > Open Execute Anonymous Window.

3. In the Enter Apex Code window enter:

new fAsync.AsyncReportingAbsenceSchedule().execute(null);

4. Select Execute.

The batch runs immediately and generates the data for year end vacation reporting.

How to Set Up Year End Vacation Balance Reporting Policy Options: Async Reporting


Policy Options: Async Reporting

Option Description

Async Reporting Checkbox. If checked, the Async Reporting process is active and can be enabled for WX users. This option is not displayed on the Policy page by default. To add the option to the page:

1. Go to Setup > App Setup > Create > Objects

2. Scroll down to the Policy object and select the Label.

3. Scroll down to Field Sets and select Edit for the Additional Policies Field Set.

4. Drag and drop Async Reporting into the Field Set.

5. Select Save.

How to Set Up Year End Vacation Balance Reporting Enabling Data Display and Configuring Tile Content


Enabling Data Display and Configuring Tile Content Before the Async Reporting process can display data in the Tile or Detail views you must add valid content to the Additional Information field for the Process Instance, and check the relevant boxes in the Absence Accrual Rule.

Valid Additional Information content:

• Enables data display in Tile and Detail views. Any valid content displays data for all selected balances in the Detail View.

• Selects the summary data to display on the Tile:

Choose from the values in the table:

To display in the Tile...

In Additional Information enter... In Absence Accrual Rule check...

Total Amount Taken report=Absence Reporting summaryField=fHCM2__Process_Absences

Show Accrued Total

Year End Balance report=Absence Reporting summaryField=fHCM2__Process_Absence_Year_End_Balance

Show Year End Balance

Absence Accrued Current Balance

report=Absence Reporting summaryField= fHCM2__Process_Absence_Accrued_Balance

Show Accrued Balance

Time in Lieu report=Absence Reporting summaryField= fHCM2__Process_Absence_Time_In_Lieu

Show Time In Lieu

Vacation Carry Over report=Absence Reporting summaryField= fHCM2__Process_Absence_Carry_Over

Show Carry Over

Total Accrued Balance + Carry Over + Time in Lieu

report=Absence Reporting summaryField=fHCM2__Global_Total

Show Accrued Balance Show Carry Over Show Time In Lieu

How to Set Up Year End Vacation Balance Reporting Translation Workbench: Async Reporting


Translation Workbench: Async Reporting

Absence Accrual Pattern Object (HCM)



Hours to Days Conversion Factor Number (2,3)

Async Report Row Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Async Report Run Master-Detail (Async Report Run)

Dimension Text (10)

Group Text (255)

JSON Data Long Text Area (32768)


Async Report Run Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Async Report Master-Detail (Async Report)

Complete Checkbox

Policy Object (Async Reporting)



Async Reporting is Active Checkbox

Reporting Checkbox



WX Report Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


API Name Text (80)

Base Object Text (255)

Chart Default Picklist

Description Long Text Area (2048)

Filter Logic Text (255)

Level Down Number (1,0)



Show Data for Report Levels Down Picklist

Show Data For Team Member Checkbox

Show In Team Checkbox

Show In Team Member Checkbox


Type Picklist

WX Report Field Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Aggregate Picklist

Full Field Name Formula (Text)

Header Label Text (255)

Is Chartable Checkbox

Order Number (5,0)

Path Text (244)

Sort By Picklist

Summary Picklist

WX Report Master-Detail (WX Report)



WX Report Filter Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Full Field Name Formula (Text)

Operator Picklist

Order Number (5,0)

Path Text (255)

Value Text (255)

WX Report Master-Detail (WX Report)


How to Set Up Payslips The WX Payslips Process enables you to display payslip information to Team Members. The process draws on data written to the Payflow Line object and requires a configured Payflow Service to write that data, typically by interfacing with a payroll service. The information displayed to Team Members is controlled by a set of three Payflow Line Field Sets, for Tile, Detail Summary, and Detail views. Fields selected for display must be included in the mappings to and from the Payroll Lines defined in the Payflow Service.

There are four steps to setting up Payslips:

1. Set up the Payflow Service to generate the data. Refer to the Payflow Implementer's Guide for more information. Use the File Upload Configure options.

2. Configure the Payflow Line Field Sets to define the information displayed to Team Members (see page 95).

3. Select a WX Service to host the Payslips Process and create the Process instance (see page 32). Select Payslips as the WX Process Type.

4. Switch on Payslips in each Policy you want to use (see page 95).

The WX Process displays blank Tile and Detail views until the Payflow Service has run its first successful upload batch.

As an HR Manager or Administrator with access the Employment Records for your Team Members you can view and edit the data loaded by each Payflow Batch - go to the Payflow Lines Related List on the Team Member's Employment Record (see page 96).

How to Set Up Payslips Policy Options: Payslips


Policy Options: Payslips

If the Payslips checkbox is not displayed:


2. Select the Label for the Policy object.

3. Select Field Sets.

4. Select Edit for the Additional Policies Field Set.

5. Drag and drop the Payslips field into the Field Set.

6. Select Save.

Option Description

Payslips Checkbox. If checked, the Payslips process is active and can be enabled for WX users.

Field Sets: Payslips

Payflow Line Object

Field Set Purpose

Payroll Line Details WX only. Fields displayed in the Payslips Detail View, individual Payslip detail.

Payroll Line Summary WX only. Fields displayed in the Payslips Detail view, summary table.

Payroll Line Tile WX only. Fields displayed in the Payslips Tile.

How to Set Up Payslips Viewing and Editing Payslip Data through the HR Manager Portal


Viewing and Editing Payslip Data through the HR Manager Portal Payslip data generated for a Team Member by a Payflow Service is stored in the Payflow Lines Related List on the Team Member's Employment Record.

1. Go to the Team Members tab and select the Employment Record for the Team Member.

2. In the Employment Record select the Payflow Lines Related List.

If the Payflow Lines Related List is not visible:

a. Select Edit Layout.

b. In the left panel select Related Lists.

c. Drag and drop the Payflow Lines Related List into position on the page layout.

d. Select Save.

Sage People displays the Payflow Lines for the Team Member:

To change the column content:

1. On the Employment Record select Edit Layout.

2. In the left panel select Related Lists.

3. On the Payflow Lines Related List select Properties .

4. In the Related List Properties - Payflow Lines dialog use Add and Remove to customize the fields displayed as columns.

5. Select OK to close the dialog.

6. Select Save to save the changes you have made and redisplay the Employment Record.

How to Set Up Payslips Viewing and Editing Payslip Data through the HR Manager Portal


To edit a Payflow Line:

1. Select Edit for the Payflow Line.

Sage People displays the Payflow Line Edit page:

2. Make the changes and select Save.


How to Set Up Compensation Planning Compensation Planning comprises:

• Salary Planning

• Bonus Planning

Compensation Planning is activated through:

• Policy options

• Configuring fields as the Salary Pot field and Bonus Pot field.

These fields each contain a formula that calculates the amounts to be recommended.

• Field Sets

The Team Member object includes field sets controlling the fields displayed for managers when compensation planning: o Bonus Planning holds the fields displayed on the manager's bonus planning page. o Salary Planning holds the fields on the manager salary plan page. o Salary Planning Team holds the fields displayed on the team salary planning table.

When setting up a WX Compensation Plan process follow the standard procedure (see page 32) and select Salary Plan as the WX Process Type.

• Use the Salary Plan Process Type for all compensation planning - bonus plan and salary plan.

• Use Policy settings to control compensation plan coverage - bonus plan or salary plan, or both - and manager access.

• Use the Configure page fields Salary Pot Field and Bonus Pot Field to reference the formula fields that return the amounts to be recommended.


How to Set Up Combo Box Support for HR Requests

You can add combo box functionality to Lookup fields displayed in the WX New Employment Details Change form.

Fields must be defined as Lookup fields and be related to one of these objects:

• Employment Record

• Team Member

• Bonus

• Salary

To define a new Lookup field as a combo box:


2. In the list of Custom Objects, scroll to the Related Object to host the new field. Choose from Employment Record, Team Member, Bonus, and Salary objects. Select the object Label.

3. Go to the Custom Fields and Relationships Related List and select New.

4. Create the new field with the following settings:

Related To Select the object to act as the target for the Lookup field.

Field Label The label you want to display for the field on the WX New Employment Details Change page.

Field Name Automatically created. Leave the default value unless you have a good reason for changing it.

Field-Level Security for Profile

Set the field permissions to make the field Visible, Read-Only, or hidden - by unchecking both Visible and Read-Only checkboxes - for each of the listed Profiles.

Page Layout and Related List

Set as required to define the visibility you want.

5. Select Save to create the new Lookup field and return to the Custom Object Definition Detail page.

6. Go to the Field Sets Related List.

7. For the HR Request Field Set, select Edit.

8. Drag and drop the new field into the Field Set.

9. Select Save.


11. In the list of Custom Objects, scroll to the HR Request object and select Edit.

12. Go to the Custom Fields and Relationships Related List and select New.

How to Set Up Combo Box Support for HR Requests Converting Additional Information Picklists to Combo Boxes and Text Fields to Picklists


13. Create the new field with the following settings:

Related To Select the same object as the Related To object selected above.

Field Label Enter the same label as that used for the host object field you have just created.

Field Name Automatically created. Leave the default value and add a prefix to indicate the host object for the field you have just created: E_ for Employment Record T_ for Team Member B_ for Bonus S_ for Salary For example, if the automatically created Field Name is: New_Team and New_team is related to the Team Member object, add the prefix T_ to create the Field Name: T_New_Team

Field-Level Security for Profile

Set the field permissions to make the field Visible, Read-Only, or hidden - by unchecking both Visible and Read-Only checkboxes - for each of the listed Profiles.

Page Layout and Related List

Set as required to define the visibility you want.

14. Select Save to create the new Lookup field and return to the Custom Object Definition Detail page.

15. Go to the Field Sets Related List.

16. For the Combo Fields Field Set, select Edit.

17. Drag and drop the new field into the Field Set.

18. Select Save.

Next time you create a new HR Request in WX the new field is included as a combo box.

Converting Additional Information Picklists to Combo Boxes and Text Fields to Picklists The HR Request Additional Information Field Set contains fields displayed at the bottom of the Details section of the WX New Employment Details Change page.

By default, Lookup fields included in the Additional Information Field Set display as picklists. You can convert these fields to use combo box functionality by adding them to the HR Request Combo Box Field Set.

You can also display text fields included in the Additional Information Field Set as picklists - add the text field to the HR Request Pick Lists Field Set.


How to Set Up Delegated Access for Assistants

WX Delegated Access is supported through the HR Manager Portal:

• The Roles tab.

You can add the Roles tab to your display using Customize My Tabs on the All Tabs page. Roles are used to map assistants to managers for defined processes.

• Assistant To and Assisted By Related Lists displayed on the Team Member detail page.

You can add these Related Lists to your display using the Edit Layout link on any Team Member detail page.

Assistants are granted access to the defined Manager's view of the processes included in the Role.

Guidelines:

• By default, to set up WX Delegated Access you need Administrator level access to the HR Manager Portal.

• Users with HR Manager level access can define Assistant Assignments but they cannot define the Processes for a Role.

• You can restrict each Role to a single process, for example, Absence. Restricting the number of processes makes it easier to manage Role assignment, for example: o Use one C-level Absence Assistant Role to map all C-level managers to one or more Executive

Assistants for delegating absence approval when managers are not available. o Use one South Africa PAF Assistant Role to map all HR Requests originating from regional managers

to a single senior assistant during a reorganization.

• Setting up Delegated Access for the Absence process gives the Assistant access to the Absence process for all the manager's direct reports

To set up Delegated Access:

1. Define the Role (see page 102).

Each Role enables you to map managers to assistants for defined processes.

2. Add the Processes you want to include for the Role (see page 104).

3. Add Managers and Assistants you want to use the Role (see page 105).

How to Set Up Delegated Access for Assistants Defining Roles


Defining Roles 1. Select the Roles tab.

2. On the Roles Home page, select New

Sage People displays the Role Edit page:


Role Name Text, up to 80 characters. The name you want to use for this assistant role. Choose a name providing a generic summary of the role rather than one that is specific to an individual - the role can be mapped to multiple people. For example, C-Level Absence Assistant.

Description Text, up to 255 characters. A short description of the role to ease identification when your organization has multiple Roles defined.

How to Set Up Delegated Access for Assistants Defining Roles


4. Select: o Save

To save the Role and move on to select processes and assignments. Sage People displays the Role Details page:

Continue to Add Processes (see page 104).

o Save & New To save the Role and define another. You can select processes and assignments later. Repeat from step 3.

o Cancel To discard your changes and return to the Roles Home page.

How to Set Up Delegated Access for Assistants Adding Processes


Adding Processes 1. On the Role Details page, select Edit Processes:

Sage People expands the Processes section:

2. Select Add Process.

Sage People displays the Process picklist and checkboxes for Read and Write access:

3. Select the picklist and choose the Process you want to delegate to this assistant.

4. Select Add.

Sage People adds the Process to the list of processes for this Role:

5. Select Read or Write access for the delegate for this Process.

o Read enables the Assistant to see actions but not execute them for this Process. o Write enables the Assistant to view and execute actions for this Process

Selecting Write automatically selects Read when you save.

6. To add more Processes to this Role, select Add Process again and follow the steps to add the Process.

7. When you have added all the Processes you want for this Role, select Save.

Sage People displays the list of processes for this Role with the level of access you selected:

How to Set Up Delegated Access for Assistants Assigning Assistants


Assigning Assistants 1. On the Role Details page, Assistant Assignments section, select Edit Assignments:

2. Sage People expands the Assistant Assignments section:

3. Select Add Assistant.

Sage People displays the Manager and Assistant selection fields:

4. Select Manager Lookup .

Sage People displays Manager Lookup.

5. Find and select the Manager you want to set up with an Assistant.

6. Select Assistant Lookup .

Sage People displays Assistant Lookup.

7. Find and select the Assistant you want to act for the Manager you selected.

8. If you want this Assistant to receive notifications for the Manager in place of the Manager, select Notify Only Assistant.

Checking Notify Only Assistant means that the Manager does not receive notifications for the Processes defined for this Role - they are routed directly to the Assistant.

How to Set Up Delegated Access for Assistants Assigning Assistants


9. Select Add.

Sage People adds the Manager and Assistant to the list of Assistant Assignments for this role:

You can repeat the steps to add multiple Managers and Assistants for this Role. o One Manager can have multiple Assistants. All Assistants then receive notifications for the Manager. o Multiple Managers can have a single Assistant. Notifications for all Managers are then sent to the

Assistant. o An Assistant in one Manager-Assistant assignment can be a Manager in another Manager-Assistant

assignment, but you cannot create chained relationships - notifications are passed one level only. o Circular Manager-Assistant assignments are allowed - a Manager and Assistant in one assignment can

swap roles in another assignment in the same Role. o Duplicate Manager-Assistant relationships are not allowed - the duplicate is deleted and cannot be

saved.

10. When you have defined all the Assignments for this Role, select Save.

How to Set Up Delegated Access for Assistants Translation Workbench: Delegated Access


Translation Workbench: Delegated Access

Role Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Description Text Area (255)

Duplicate Name Text (255) (Unique Case Insensitive)

Role Delegate Mapping Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Assistant Lookup (Team Member)

Manager Master-Detail (Team Member)

Notify Only Assistant Checkbox

Role Master-Detail (Role)

Uniqueness Check Text (255) (Unique Case Insensitive)

Role Process Mapping Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


HCM Process Text (80)

Read Access Checkbox

Read Only Checkbox

Role Text (80)

Write Access Checkbox


How to Set Up Pre Boarding

A combination of HCM Configure page, Team Member Employment Status picklist, and Policy options enable you to create an enhanced experience for new hires by giving them controlled, limited access to WX services and processes before their start dates. Access for Pre Boarders can also include or exclude the org chart and Team Member contact details displayed on the People Bar. Pre-boarders are visible to their managers but hidden from other Team Members.

To set up Pre Boarding:

1. Add one or more Pre Boarding options to the Team Member Employment Status picklist (see page 111).

Employment Status enables Pre Boarders to be identified by Sage People processes and access permitted or excluded.

2. On the HCM Configure page:

a. Add Pre Boarding status values to the WX Setup, WX Hidden Employment Statuses field (see page 109).

Team Members with Hidden Employment Statuses are hidden in WX from other employees except their managers.

b. Add Pre Boarding status values to the Pre Boarders section, Is Pre Boarder field (see page 109). Values entered must exactly correspond with the Pre Boarder values you have defined in the Team Member Employment Status picklist.

3. Create a Policy to assign to Pre Boarders, setting the options you want.

Typically, copy an existing Policy and edit it to create the levels of process visibility and access you want to grant Pre Boarders.

4. Assign to the Pre Boarder Policy any Internal Communications you want to make available to them.

5. Assign Pre Boarders to the Pre Boarder Policy.

6. If you do not assign a dedicated Policy to all Pre Boarders but allocate Pre Boarders to Policies used by Team Members with other employment statuses, you can take advantage of the Hide Contact Details From Pre Boarders checkbox (see page 22).

If checked, contact details for all Team Members assigned to the Policy are hidden from Team Members with Employment Status set to one of the Pre Boarding values you have defined.

How to Set Up Pre Boarding Configure Page Settings: Pre Boarding


Configure Page Settings: Pre Boarding

Setting Description

WX Setup section

WX Hidden Employment Statuses

Text. Team Members with any of these Employment Status values are hidden in WX from all other Team Members except their managers, their manager's manager, and so on up the management hierarchy. Employment Status values are recorded in the Team Member Employment Status picklist field. Values you enter in WX Hidden Employment Statuses must exactly match the values in the picklist. Typically used to hide new hires who have been added to your org as Pre Boarders before their start dates . Enter values separated by commas.

Pre Boarders section

Is Pre Boarder Text. Values recorded in the Team Member Employment Status picklist field used to indicate a Team Member is a new hire who has not yet started with your organization: a Pre Boarder. If left blank, only Team Members with Employment Status set explicitly to Pre Boarder are identified as Pre Boarders. If you enter values in this field you must include Pre Boarder as one of those values. Enter values one per line.

How to Set Up Pre Boarding Policy Options: Pre-boarding


Policy Options: Pre-boarding

Option Description

Hide Contact Details From Pre Boarders

Checkbox. If checked, the Contact Details displayed for each Team Member in the WX People Bar and Org Chart are hidden from all Team Members with Employment Status set to one of the values you have defined for Pre Boarders.

How to Set Up Pre Boarding Editing the Employment Status Picklist


Editing the Employment Status Picklist The Employment Status picklist stores values you can assign to an employee, such as Active, Contractor, Future Leaver, Left. The assigned value can be used to control Team Member visibility and access to processes. Values can be translated into other languages. The Employment Status picklist is a field on the Team Member object.

With Administrator access you can edit the values in the picklist, changing names, adding or deleting values, changing the display order and setting a default value.

To edit the picklist:


2. In the list of objects, select the Team Member Label.

3. In the list of Team Member Custom Fields, select the Employment Status Field Label.

4. Scroll down to the Values Related List and select New to add a new value to the picklist.

5. Sage People displays the Add Picklist Values page.

6. In the text box add the values you want, one per line.

For example, to add a status value for Pre Boarders, enter:

Pre Boarder

7. Select Save.

The Values Related List is redisplayed with the new value(s) added to the end of the list. The order of values in the list is the order used when the picklist is displayed. To change the order:

a. Select Reorder. Sage People displays the Picklist Edit page

b. Select a Value or Values you want to reorder and use the Top, Up, Down, and Bottom buttons to move them.

You can also set the Value to appear as the default in the picklist, and choose to display all Values alphabetically.

c. When you have finished reordering the list, select Save.

The Values Related List is redisplayed with the Values reordered.


How to Set Up Non-HCM Processes

How to Set Up Non-HCM Processes Internal Recruitment


Internal Recruitment Internal Recruitment functionality is delivered through two dedicated WX Processes:

• Internal Portal

Enables Team Members to: o View a list of internal vacancies, supplied by Sage People Recruit. o Apply for displayed vacancies. o Nominate someone else for displayed vacancies

• My Applications

Displays a list of the Team Member's applications for internal vacancies, including: o A summary of the current status of each. o Links to enable completion of outstanding forms and tests, to accept or decline invitations to interviews

or other events, and to supply requested references. o A button to withdraw an application.

Configuration is the same in WX as it is for the Internal Recruitment process in the Collaboration Portal with the exceptions given in this section.

Relevant Field Sets

How to Set Up Non-HCM Processes Internal Recruitment


How to Set Up Non-HCM Processes Hiring Manager


Hiring Manager To configure Hiring Manager:

1. Enable the appropriate level of access for Hiring Managers in the Recruit Configure page:

a. Go to Setup > App Setup > Installed Packages.

b. Find Recruit in your list of installed packages and select Configure in the Action column.

c. Select the Hiring Manager tab:

d. Complete the fields as follows:

Hiring Manager Show All Applications Checkbox. If checked, the Hiring Manager sees all Applications for all Vacancies where they are the Hiring Manager. If unchecked, you can use the Show To Hiring Manager setting when defining a Selection Stage for a Vacancy, to show all Applications reaching that stage and all following stages.

Hiring Manager Assess All Stages Checkbox. If checked the Hiring Manager can act as an assessor for all selection stages for all Vacancies where they are the Hiring Manager. If unchecked, you can use the Is Hiring Manager Stage setting when defining a Selection Stage for a Vacancy, to specify that the stage must be assessed by the Hiring Manager.

Hiring Manager Assessment Has Outcome

Checkbox. If checked the Hiring Manager assessment form has picklists for Outcome and Next Stage, enabling the Hiring Manager to control the course of Applications.

Hiring Manager Control Checkbox. If checked, Assign Interviewers and Email Resumes buttons are available in WX.

2. Select Save.



3. Ensure the Hiring Manager field is included in the Vacancy object, Vacancy Details Field Set:

4. Define a Hiring Manager for each Recruit Vacancy as required.

5. Ensure that the relevant Field Sets (see page 117) are correctly defined for Hiring Manager visibility.

6. Enable the Hiring Manager process for Team Members by selecting the Policy option in the Recruitment section:

Hiring Manager Is Active Checkbox. If checked, Hiring Managers can see a list of their open Vacancies from Sage People Recruit in WX. Select View Details for a Vacancy to display the fields in the Vacancy object, Hiring Manager List Field Set. Selecting to view a Vacancy displays the fields in the Vacancy object, Hiring Manager Details Field Set.

7. Create a WX Hiring Manager process for the WX Service(s) as required.

The WX Hiring Manager process displays just those vacancies to each Hiring Manager where they are defined as the Hiring Manager.



Relevant Field Sets

Application: Assess Stage Summary

Application: Hiring Manager Vacancy Active List



Assessment: Hiring Manager Assessment Edit



Vacancy: Requisition Edit



Vacancy: Hiring Manager Approval



Vacancy: Hiring Manager List Displayed on the Hiring Manager Detail View, Vacancy Details tab:



Field Sets: Hiring Manager: Approve Job Offer The Hiring Manager Approve Job Offer view combines fields from three Field Sets:


WX Options on the HCM Configure Page The Sage People HCM Configure page includes several options for setting up WX:

Complete the fields as follows:

Hide Org Chart Checkbox. If checked, the links enabling Org Chart display through WX are not displayed. If unchecked, WX displays links in the Team section of the Navigation Bar, and in the People Bar, enabling Org Chart display. Hide Org Chart on the HCM Configure page overrides the Hide Org Chart setting on individual Policies (see page 22); if Hide Org Chart is checked on the HCM Configure page, settings for Hide Org Chart on individual Policies are ignored.

Org Chart v2 Checkbox. If checked, WX displays the enhanced version of the Org Chart launched with the Nautilus release in January 2018.

Use Performance Review Templates

Checkbox. If checked:

• New Performance Reviews use Performance Review Templates in place of Field Sets.

• Overrides Policies with the Policy checkbox Use Performance Review Templates unchecked.

If unchecked:

• New Performance Reviews use Field Sets to control Review displays.

• Does not override Policies with the Policy checkbox Use Performance Review Templates checked.

WX Options on the HCM Configure Page Hiring Manager


Performance Review Format Picklist. Use when Use Performance Review Templates is checked. The type of Performance Review process you want to use. Select the picklist and choose from:

• Formal Review Only

• Continuous Feedback Only

• Formal Review With Continuous Feedback Enforce SSN Validation Checkbox. If checked, validation is applied to the Social Security Number field on the

Team Member object at the point of completion in both WX and the HR Manager portal. Validation is applied when the Team Member has a Work Location with Country set to United States. Validation checks the entry conforms to the US standard Social Security Number format: [3 numeric characters]-[2 numeric characters]-[3 numeric characters] Error or warning messages are displayed if the entered value is incorrectly formatted or if the field is left blank.

WX Base Color WX uses a single base color to drive the range of tints used for the display. Tints are calculated as percentages of the base color. A value entered in WX Base Color acts as a default for your organization. Individual Policies can specify overrides. Either:

• Enter the hexadecimal code for the base color you want to use. Use the form: #[Red_value][Green _value][Blue_value] For example: #D46215

• Select the field to display a color picker. More information (see page 134)

Company Logo The name of a Static Resource holding a default logo image you want to display at the head of the WX page. Individual Policies can specify overrides. More information (see page 132)

Minimize Network Traffic Checkbox. If checked, network requests are grouped when building the initial WX page for display, resulting in faster initial page load. More information (see page 126)

Use Cache Checkbox. If checked, WX uses the Salesforce Platform Cache Partition to store elements of the display for re-use during the same session, accelerating page display after initial page load. You must also configure Platform Cache (Setup > App Setup > Develop > Platform Cache). More information (see page 127)

iOS Push App Not used.

Android Push App Not used.

WX Hidden Employment Statuses

Text. Team Members with any of these Employment Status values are hidden in WX from all other Team Members except their managers, their manager's manager, and so on up the management hierarchy. Employment Status values are recorded in the Team Member Employment Status picklist field. Values you enter in WX Hidden Employment Statuses must exactly match the values in the picklist. Typically used to hide new hires who have been added to your org as Pre Boarders before their start dates . Enter values separated by commas.


How to Optimize WX Performance Sage People aims to build WX so that pages load as quickly as possible, and our policy of continuous improvement means that performance enhancements can form a part of each and every release. To take advantage of the best available performance, make sure you have the latest available version installed.

There are two additional steps you can take to further optimize the performance of WX in your org:

• Switch on the Minimize Network Traffic option (see page 126).

Accelerate initial page loading by grouping data requests to the server.

• Switch on platform caching (see page 127).

Accelerate subsequent page loading by temporarily storing content already loaded.

How to Optimize WX Performance Speeding Up WX Initial Page Loading


Speeding Up WX Initial Page Loading By default, Sage People sends multiple requests across the network when building the initial WX page for display. You can change this behavior by selecting a configuration option to group requests, resulting in faster initial page load:

1. Go to Setup > App Setup > Installed Packages.

2. Select Configure next to Human Capital Management.

3. On the HCM Configure page, scroll down to the WX Setup section and check Minimize Network Traffic:

4. Select Save.

How to Optimize WX Performance Speeding Up WX After Initial Page Loading


Speeding Up WX After Initial Page Loading Caching offers a customizable option to improve page loading times after initial display. Sage People enables you to use Salesforce Platform Cache Partition functionality to store elements of the WX display for re-use during the same session:

1. Go to Setup > App Setup > Installed Packages.

2. Select Configure next to Human Capital Management.

3. On the HCM Configure page, scroll down to the WX Setup section and check Use Cache:

4. Go to Setup > App Setup > Develop > Platform Cache.

Sage People displays the Platform Cache Partition page:

By default, each org has available cache space of 10MB which you can allocate to one or more partitions. Total allocated cache cannot exceed 10MB.

The Viewports partition is assigned to WX and is used to cache elements of the displayed page. To start with, Viewports is set to 0MB.



5. In the Action column, select Edit for the Viewports partition:

Sage People displays the Platform Cache Partition Edit page for Viewports:



6. In the Session Cache Allocation section, Organization field, use the arrow buttons to select the size of partition you want to allocate. Minimum is 5MB, maximum is 10MB:

Sage People recommends setting Session Cache to the maximum available size, 10MB.

Totals display for Org Cache and Total Allocations as you select the size of partition.

7. Select Save.

Sage People displays the Platform Cache Partition detail page.

The session cache you created is available immediately.


Changing the Appearance of Your WX

Changing the Appearance of Your WX How to Change the Sage People WX Title


How to Change the Sage People WX Title

You can use your own title for Sage People WX. You can apply your title by user language or by Policy, or use the Policy setting to further customize a language setting.

To change the title for a user language, so all users with that language assigned see the new title:

1. Go to Setup > App Setup > Create > Custom Labels.

2. Select the label name Collaboration Portal Title.

3. In the Local Translations / Overrides Related List, select New Local Translations / Overrides.

Sage People displays the New Translation page.

4. In the Translation Information section:

a. Select the Language. If your organization uses a single language and you want to change the title for all users, choose the default language. Sage People typically defaults to US English - listed in the picklist as English. UK English is listed as English (UK).

b. In Translation Text enter the new title exactly as you want it to appear.

5. Select Save.

Your new title is saved and appears in the Local Translations / Overrides Related List for the Custom Label.

To display a different title for each of a range of languages, repeat the steps for each language.

The next time a user with the language assigned logs in or refreshes WX, the new title is displayed.

You can also specify a different title for Team Members assigned to a Policy. A Policy setting overrides the language setting. To change the title for a Policy:

1. Select the Policies tab.

2. Select Edit for the Policy controlling the version of WX you want to rename.

3. Scroll down to the WX section at the bottom of the Policy.

4. In WX Title, enter the text label you want to use for WX.

5. Select Save.

Next time you login or refresh WX, the new title is displayed:

Changing the Appearance of Your WX How to Change the Default Logo


How to Change the Default Logo

You can load your own logo to replace the default logo. Logo display is controlled on two levels:

• By Configure page setting, enabling you to use an organization-wide logo as a default.

• By Policy setting, enabling you to use different logos for different Policies used by your organization. A logo set at the Policy level overrides the default logo set on the Configure page.

Logos are loaded as Static Resources for your org - each logo must have a unique name within your org.

• Use an image file in .gif, .jpeg., or .png format.

• Oversized logos are resized maintaining the aspect ratio, but to optimize image quality use an image of no more than 50px high. The banner strip holding the logo is 80px high and is not resized.

Check your logo for compatibility with all screen sizes you plan to use - long logos can be compressed and become unreadable at smaller screen sizes.

1. Go to Setup > App Setup > Develop > Static Resources.

2. Select New.

Sage People displays the Static Resource Edit page.


Name Enter the name you want to use for this logo.

Description A brief description for the file as you want it displayed in the list of Static Resources.

File Select Browse, find and select the image file you want to use.

4. Select Save.

Sage People loads the file and adds it to the list of Static Resources for your organization.

Changing the Appearance of Your WX How to Change the Default Logo


5. Repeat the procedure to add as many logo files as you need.

6. Go to Setup > App Setup > Installed Packages and select Configure for the Human Capital Management package.

7. On the Configure page scroll down to the WX Setup section and in Company Logo enter the name of the Static Resource holding the default logo for your organization.

8. Select Save.

9. To add a logo to display to Team Members assigned to a specific Policy:

a. Select the Policies tab.

b. Select Edit for the Policy controlling the version of WX you want to rebrand.

c. Scroll down to the WX section at the bottom of the Policy.

d. In WX Logo, enter the name of the Static Resource holding the logo.

e. Select Save.

Next time you login or refresh WX, the new logo is displayed:

Changing the Appearance of Your WX How to Change the Base Color


How to Change the Base Color Sage People WX uses a single base color to drive the range of tints used for the display. The tints are calculated as percentages of the base color.

Change the base color to match your requirements - all tints are automatically calculated and implemented across the display.

You have two levels of control over the base color:

• A generic setting used as a default across your organization.

• A Policy-specific setting that overrides the generic setting for all users of a Policy.

To change the generic base color:

1. Go to Setup > App Setup > Installed Packages. For Human Capital Management select Configure.

2. Scroll down to the WX Setup section.

3. In Wx Base Color you can:

o Enter the hexadecimal value of the RGB color code you want to use, in the form: #[Red_value][Green _value][Blue_value] For example: #D46215

o Select the field to display a color picker, then select the color you want to use.

The color you choose is used for the WX Base Color field background, clearly indicating the color as it is rendered in WX.

4. Select Save.

Changing the Appearance of Your WX How to Change the Base Color


To change the base color for a Policy:

1. Select the Policies tab.

2. Select Edit for the Policy controlling the version of WX you want to rename.

3. Scroll down to the WX section at the bottom of the Policy.

4. In WX Colour enter the hexadecimal value of the RGB color code you want to use, in the form:

#[Red_value][Green _value][Blue_value]

For example:

#BF3DA1

5. Select Save.

Next time you open or refresh WX, the new base color is used:

Translation Workbench: Wx Base Colour Setup

WX Base Colour Setup Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Wx Base Colour Text (10)

Changing the Appearance of Your WX Guidelines for Team Member Pictures


Guidelines for Team Member Pictures Sage People WX uses circular images for Team Members - in the Service Bar, People Bar, Organization Chart and so on. The images are cropped and resized from typically rectangular source images, taking the shortest image dimension as the diameter of the circle, and centering the circle on the rectangle:

Maximum and minimum resized images are:

• Maximum: 100px diameter circle for the Service Bar.

• Minimum: 45px diameter circle for the People Bar.

For best results, follow these guidelines for the source image:

• Square or nearly square.

• Face centered in the image.

• Minimum border on the shortest dimension - with the face nearly filling the frame.

• Images are resized regardless of the size of the original, but bear in mind the maximum file size limit of 200KB.


How to Add a Supported Language If your org is set up as a multi-language org you can add support for more than one language. Supported languages are those for which you want to load local language translations so that your users can see them.

Sage People managed packages are supplied with a range of translations already available and maintained; check with your administrator to find out which languages your organization already has available.

Adding a language is a three step process:

1. Make the language available (see page 138).

2. Add the language to your org (see page 140).

3. Load translations (when none are provided) or override provided translations for further customization.

You can also change the default language used throughout your org for any available language (see page 143).

To display translations for WX Service Names and Process Labels, you must load them as Custom Labels supported with a Static Resource text file holding the Label Names (see page 27).

How to Add a Supported Language Checking and Adding Available Languages


Checking and Adding Available Languages To check Available Languages:

• Go to Setup > Administration Setup > Company Profile > Language Settings

Sage People displays the Language Settings page:

There are three sets of languages available:

• Fully Supported

All Salesforce standard terminology is available, including Setup and Setup Help.

• End User Languages

Salesforce standard terminology is available, but not Setup or Setup Help. Check Enable End User Languages to add the list of End User Languages to the list of Available Languages.

• Platform Only Languages

All terminology must be separately translated. Check Enable Platform Only Languages to add the list of Platform Only Languages to the list of Available Languages.

How to Add a Supported Language Checking and Adding Available Languages


Full Sage People terminology can be made available for languages in all three sets. Check with your Sage People Administrator to find out which languages have been implemented in your organization.

Adding languages to the list of Available Languages does just that - it does not make those languages visible through Sage People. To enable you to load translations for a language and make that language visible to users, you must:

1. Make sure that the language is in the list of Available Languages.

2. Select the language in the list of Available Languages

3. Select Add to move it to the list of Displayed Languages.

The list of Displayed Languages is used to populate the list of languages you can choose to support in your organization.

How to Add a Supported Language Adding a Language to Your Org


Adding a Language to Your Org When you have added a language to the list of Displayed Languages (see page 138), you can add that language to your org so that you can support it with translations.

1. Go to Setup > Administration Setup > Translation Workbench > Translation Settings

Sage People displays the list of Supported Languages for your organization:

The default list of Supported Languages includes all those supplied with the Sage People managed packages to which you subscribe, and may therefore be different for different organizations.

If a language is listed here, you can customize it by adding a user as a translator, and then getting that user to login and make the changes you want.

How to Add a Supported Language Adding a Language to Your Org


2. Select Add.

Sage People displays the New Language page:

3. Select the Language picklist and select the language you want to add.

Languages in the picklist are all those: o In the table of Available Languages on the Language Settings page (see page 138).

AND o In the table of Displayed Languages on the Language Settings page (see page 138).

EXCEPT o The languages already selected as Supported Languages.

4. In the Identify Translators for this Language section select one or more displayed users from the Available List or use Search Users to find one, then select Add to move them to the Selected List.

5. Select Save.

6. Make sure that all translators have the View Setup and Configuration permission, either through their: o Profiles, Administrative Permissions

OR o Permission Sets, System Permissions

How to Add a Supported Language Adding and Amending the Language Selector Picklist


Adding and Amending the Language Selector Picklist 1. Go to Setup > App Setup > Installed Packages.

2. Select Configure next to Sage People Human Capital Management.

Sage People displays the Configure page for Sage People HCM.

3. In Available Languages add a line for each language you want to be available for selection. Each line must be of the form:

[Name of the language as you want it displayed in the picklist]:[language code]

For example:

Française:fr

Relevant language codes are:

o For English: en_US o For Simplified Chinese: zh_CN o For Czech: cs o For Dutch: nl_NL

Sage People uses nl_NL for Flemish (Belgisch-Nederlands)

o For Finnish: fi o For French: fr o For French (Canadian): fr_CA o For German: de

o For Italian: it o For Japanese: ja o For Korean: ko o For Polish: pl o For Portuguese (Brazilian): pt_BR o For Russian: ru o For Spanish: es o For Swedish: sv o For Turkish: tr

When complete, Available Languages might contain the following entries:

English:en_US Čeština:cs Deutsch:de Español:es Français:fr

日本語:ja

한국어:ko

Русский:ru Svenska:sv

4. Select Save.

5. Go to WX and check that the Language Selector picklist at the bottom of the page displays the languages you have set up.

Check that the translated terms display for your chosen languages by selecting the language in the picklist.


Changing the Default Language To check the default language for your org:

• Go to Setup > Administration Setup > Company Profile > Company Information.

Sage People displays the Organization Detail page for your org:

Default Language shows the language used for display if no other language is available or selected.

To change the Default Language:

1. On the Organization Detail page for your org,select Edit.

Sage People displays the Organization Edit page.

2. In the Locale Settings section, select the picklist for Default Language and select the language you want to use.

You can add any language available to you on Sage People.

Locale Codes


Locale Codes This section contains tables of locale codes:

• Ordered alphabetically by Locale (see page 145).

• Ordered alphabetically by Code (see page 146).

Locale Codes


Locale Code

Albanian sq

Arabic ar

Armenian hy

Basque eu

Bengali bn

Bosnian bs

Bulgarian bg

Chinese (Simplified) zh_CN

Chinese (Traditional) zh_TW

Croatian hr

Czech cs

Danish da

Dutch nl_NL

English (Australia) en_AU

English (Canada) en_CA

English (India) en_IN

English (Malaysia) en_MY

English (Philippines) en_PH

English (UK) en_GB

English en_US

Estonian et

Finnish fi

French (Canada) fr_CA

French fr

Georgian ka

German (Austria) de_AT

German (Switzerland) de_CH

German de

Greek el

Hebrew iw

Hindi hi

Hungarian hu

Icelandic is

Indonesian in

Irish ga

Italian it

Japanese ja

Korean ko

Latvian lv

Lithuanian lt

Locale Codes


Locale Code

Luxembourgish lb

Macedonian mk

Malay ms

Maltese mt

Montenegrin sh_ME

Norwegian no

Polish pl

Portuguese (Brazil) pt_BR

Portuguese (Portugal) pt_PT

Romanian (Moldova) ro_MD

Romanian ro

Romansh rm

Russian ru

Serbian (Cyrillic) sr

Serbian (Latin) sh

Slovak sk

Slovenian sl

Spanish (Mexico) es_MX

Spanish es

Swedish sv

Tagalog tl

Tamil ta

Thai th

Turkish tr

Ukrainian uk

Urdu ur

Vietnamese vi

Welsh cy

Locale Codes


Code Locale

ar Arabic

bg Bulgarian

bn Bengali

bs Bosnian

cs Czech

cy Welsh

da Danish

de German

de_AT German (Austria)

de_CH German (Switzerland)

el Greek

en_AU English (Australia)

en_CA English (Canada)

en_GB English (UK)

en_IN English (India)

en_MY English (Malaysia)

en_PH English (Philippines)

en_US English

es Spanish

es_MX Spanish (Mexico)

et Estonian

eu Basque

fi Finnish

fr French

fr_CA French (Canada)

ga Irish

hi Hindi

hr Croatian

hu Hungarian

hy Armenin

in Indonesian

is Icelandic

it Italian

iw Hebrew

ja Japanese

ka Georgian

ko Korean

lb Luxembourgish

lt Lithuanian

lv Latvian

Locale Codes


Code Locale

mk Macedonian

ms Malay

mt Maltese

nl_NL Dutch

no Norwegian

pl Polish

pt_BR Portuguese (Brazil)

pt_PT Portuguese (Portugal)

rm Romansh

ro Romanian

ro_MD Romanian (Moldova)

ru Russian

sh Serbian (Latin)

sh_ME Montenegrin

sk Slovak

sl Slovenian

sq Albanian

sr Serbian (Cyrillic)

sv Swedish

ta Tamil

th Thai

tl Tagalog

tr Turkish

uk Ukrainian

ur Urdu

vi Vietnamese

zh_CN Chinese (Simplified)

zh_TW Chinese (Traditional)


Glossary of Terms Authorizing Manager The person in an organization who approves a vacancy requisition before recruitment can start. Vacancy requisitions are typically created by or for a Hiring Manager. Sage People enables you to define an Authorizing Manager for each new vacancy.

Badge

In Sage People WX, a highlighted number displayed beside a Service or Process name indicating how many Actions are outstanding for that Service or Process.

Delegated Access A means of enabling you to designate an assistant to view WX and complete Actions on behalf of someone else. Intended to support regular assistant roles such as personal or executive assistants who are familiar with the work and level of information available to the person they are delegated to represent. Set up Delegated Access for Assistants through the HR Manager Portal Roles tab.

Detail View In Sage People WX, Detail View displays detailed information for a Process and enables you to edit that information, subject to the permissions that apply in your organization. Access Detail View by selecting a Process in the Navigation Bar or Service Bar, or by selecting View Details on a Tile.

Hiring Manager The person in an organization who requests a new Team Member to fill a new or existing vacancy. The new Team Member will typically report to the Hiring Manager when they join. Vacancy requisitions created by or for a Hiring Manager are usually submitted to a more senior Authorizing Manager for approval. Sage People enables you to define a Hiring Manager for each new vacancy and to give that person access to all associated applications and candidates through a single process in Sage People WX - the Hiring Manager process.

Internal Communications A type of WX Process enabling you to create and display a range of communications for display through Sage People WX. Communications can be rich text notices, videos, images, or provide access to social feeds or external websites. You can create localized versions of each communication and control who sees what.

Internal Portal Part of Sage People's recruitment functionality. Enables Team Members to view and apply for job vacancies in your organization. Delivered as a single process in Sage People WX, and typically used with the My Applications process.

My Applications Part of Sage People's recruitment functionality. Enables Team Members to view and update the current status of applications they have made for internal vacancies. Delivered as a single process in Sage People WX, and typically used with the Internal Portal process.

Navigation Bar In Sage People WX, the left panel giving access to information about you and your team. Information is grouped into Services, such as Performance, Time & Attendance, or Personal Details. Services are broken down into Processes; for example the

Performance Service might include the Objectives, Performance Review, and Training Processes.

Select a Service to display summary information in Tiles for all the Processes in that Service. Select a Process to display the Detail View for that process.

Glossary


Onboarding The process or processes through which a new employee acquires the knowledge, skills and behaviors to become an effective member of your organization. Sage People supports effective onboarding through automated workflows, close integration of underlying information, and general ease of use encouraging effective maintenance of that information. Onboarding can be accelerated by using Sage People to identify Pre Boarders and enable early exposure to selected processes.

People Bar In Sage People WX, the right panel giving access to other people in your organization. People Bar includes People Search and, typically, immediate links to your manager(s), direct reports, cross reports, and colleagues.

Select a person in the People Bar to display their Services in the Service Bar.

Pixel, px Picture element. The smallest addressable element in a display, so its physical dimensions depend on the display device. A commonly used unit when defining the dimensions of images, tables, and so on. A valid unit to use in CSS.

Pre Boarder A new hire who has accepted a job offer from your organization but has not yet started work. Sage People enables you to assign one or more employment statuses to Pre Boarders and give them controlled access to a chosen subset of processes through WX, effectively accelerating new hire onboarding.

Recognition A type of WX Process enabling you to use social performance management within your organization. Team members use Recognition to provide immediate positive feedback to others on tasks, events, or actions that demonstrate core values or competencies. Feedback takes the form of a Recognition award recorded on the system and visible to Team Members through WX.

Also known as Shout Outs, Badging, Crowdsourced Performance Review.

Roles Defined to enable people to execute actions on behalf of someone else. Roles enable you to map one or more people to act as delegates for one or more others. A core part of Delegated Access for Assistants functionality. Set up Roles through the HR Manager Portal Roles tab.

Service Bar In Sage People WX the area beneath the banner giving access to Services. When using Sage People WX to display your own information, the Service Bar displays tabs for your Services with menu options for your Processes. When using Sage People WX to display information about another person, the Service Bar displays tabs and menu options for their Services and Processes.

Select a Service to display summary information in Tiles for all the Processes in that Service. Select a Process to display the Detail View for that process.

Summary A type of WX Process providing high level reporting and summary information. For example, the total number of employees in your organization, all Team Members with birthdays in the next 7 days, or all new hires joining your organization in the last 7 days.

Tile View In Sage People WX, each Tile is a panel in the main display window used to show top level information for a WX Process. Select a Service from the Navigation Bar or the Service Bar to show all the Tiles for that Service. Most Tiles include a View Details link to the Detail View.

Glossary


WX Process A group of features that deliver a part of Sage People WX functionality, such as Objectives, Performance Review, or Skills. You group WX Processes into WX Services, and a Process can appear in more than one Service. You can name both WX Processes and WX Services to match the needs of your organization.

WX Processes are displayed to Team Members through the WX Navigation Bar and Service Bar; selecting a WX Process displays the Detail view for the Process. As an HR Manager or Administrator you can access WX Processes through the hosting WX Services - use the WX Services tab. Each WX Process has one or more options in a Policy that enables the Process to be configured.

WX Service A group of WX Processes. For example, a Performance Management Service with component Processes for Objectives, Recognition, and Performance Review. You can name both WX Processes and WX Services to match the needs of your organization.

WX Services are displayed to Team Members through the WX Navigation Bar and Service Bar; selecting a WX Service displays Tiles for the component Processes. As an HR Manager or Administrator you can access WX Services through the WX Services tab.


Index A About this Guide • 6 Adding a Language to Your Org • 137, 140 Adding a New HR Notice • 38, 41 Adding and Amending the Language Selector

Picklist • 142 Adding Local Language Versions • 9, 56, 59 Adding Processes • 101, 103, 104 Adding the HR Noticeboard Related List • 38, 40,

41 Adding WX Fields to HR Noticeboard Page Layout

• 38, 39, 41 Analytics

Pulse Surveys • 7 WX Reports • 7

Application Assess Stage Summary • 117 Hiring Manager Vacancy Active List • 117

Assessment Hiring Manager Assessment Edit • 118

Assigning Assistants • 101, 105 Authorizing Manager • 149

B Badge • 149 Browser Compatibility • 13

C Changing the Appearance of Your WX • 130 Changing the Default Language • 137, 143 Changing the Internal Communication Detail Page

Layout • 56, 57 Checking and Adding Available Languages • 137,

138, 140, 141 Configure Page Settings

Pre Boarding • 108, 109 Converting Additional Information Picklists to

Combo Boxes and Text Fields to Picklists • 100 Copying an Internal Communication • 68 Creating a New Internal Communication • 46, 48,

56, 59, 69, 72 Creating a New Internal Communication from a

WX Process • 34, 63 Creating a New WX Process • 32, 35, 46, 63, 69,

71, 77, 80, 86, 94, 98 Creating a New WX Service • 25 Custom Object permissions • 19

D Defining Roles • 101, 102 Delegated Access • 149 Detail View • 149

E Editing the Employment Status Picklist • 108, 111 Embedding Social Feeds in WX • 46, 72 Enabling Data Display and Configuring Tile

Content • 86, 90

F Feedback • 7 Field Level Security • 20 Field Sets

Hiring Manager Approve Job Offer • 122

Payslips • 94, 95 Recognition • 79

G Guidelines for Team Member Pictures • 136

H HCM

Guide for HR Managers • 6 HCM Configuration Guide • 6 Hiring Manager • 115, 149 How to Add a Supported Language • 137 How to Change the Base Color • 22, 124, 134 How to Change the Default Logo • 22, 124, 132 How to Change the Sage People WX Title • 22, 131 How to Ensure Service and Process Names can be

Translated • 27, 31, 137 How to Optimize WX Performance • 125 How to Set Up a Summary Process • 9, 80 How to Set Up and Use Internal Communications •

9, 46 How to Set Up and Use WX Services • 8, 21, 24 How to Set Up Combo Box Support for HR

Requests • 99 How to Set Up Compensation Planning • 98 How to Set Up Delegated Access for Assistants •

101 How to Set Up Non-HCM Processes • 6, 112 How to Set Up Payslips • 94 How to Set Up Performance Overview • 83 How to Set Up Pre Boarding • 108 How to Set Up Recognition • 9, 77 How to Set Up Year End Vacation Balance

Reporting • 9, 85 How to Use HR Noticeboard with WX • 38 HR Manager Portal Tabs for WX • 21

I Internal Communication Multi Filters • 56 Internal Communications • 149 Internal Portal • 149

Index


Internal Recruitment • 113 Introduction • 8

L Locale Codes • 60, 144

M Maintaining Translations in WX • 31 Modify Existing Internal Communications • 14, 18 Modify Page Layout

Existing WX Services • 14, 15 No Existing WX Services • 14, 17

Modify Profile Settings • 14, 19 Moving End Users From Collaboration Portal To

WX • 13 My Applications • 149

N Navigation Bar • 149

O Onboarding • 150

P People Bar • 150 Picklists

Internal Communication • 73 Pixel, px • 150 Policy Options

Async Reporting • 23, 86, 89 Internal Communications • 23, 46, 47 Payslips • 23, 94, 95 Performance Overview • 83, 84 Pre-boarding • 23, 110 Recognition • 23, 77, 78 Summary • 23, 80, 82

Policy Options for WX • 22, 108, 123 Pre Boarder • 150

R Recognition • 150 Related Guides • 6 Relevant Field Sets • 113, 116, 117 Roles • 150 Running a Batch Immediately • 88

S Sage People Processes in this WX Release • 11,

13 Service Bar • 150 Setting up a Batch to Update Report Data • 86, 87 Speeding Up WX After Initial Page Loading • 124,

125, 127 Speeding Up WX Initial Page Loading • 124, 125,

126 Summary • 150

T Tile View • 150 Translation Workbench

Async Reporting • 91

Delegated Access • 107 Internal Communication • 74 Recognition • 79 Summary Process • 82 Wx Base Colour Setup • 135 WX Process • 37 WX Service • 37

U Upgrading to the Latest WX Release • 10, 14 Using Confirmation for WX Internal

Communications • 71 Using Scoring for WX Internal Communications • 9,

55, 56, 69 Using the Internal Communications Multi Filters

Related List • 56

V Vacancy

Hiring Manager Approval • 120 Hiring Manager List • 121 Requisition Edit • 119

Viewing and Editing Payslip Data through the HR Manager Portal • 94, 96

Visualforce pages • 19

W WX

Guide for Users • 7 WX Options on the HCM Configure Page • 12, 22,

123 WX Process • 151 WX Process Type Default Labels • 33, 34, 35 WX Service • 151

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