Support

HCM and WX Configuration Guide cover

HCM Configuration Guide

Now a combined guide covering HCM and WX process configuration

Configuring WX Services and Processes

Configuring HCM Processes

Configuring Additional Processes

  • Current Vacancies
  • Internal Recruitment
  • Hiring Manager
  • Pre Boarding
  • Paperless Onboarding using DocuSign
  • Work Schedules

Configuring Supporting Processes

  • Delegated Access for Assistants
  • Synchronizing Team Member and User Records
  • Handling emailed and Google Doc attachments
  • Policies
  • Process Dates
  • Profiles and Permission Sets summary
  • Action Events
  • Email Templates
  • Actions Digest
  • Authenticated Approval
  • Approval Processes
  • Workflows
  • Formulas and Merge Fields
  • Backing up your data

Configuring Layouts and View Pages

  • Controlling page layouts for the HR Manager’s Portal and WX
  • Adding Custom Fields
  • Using and configuring field sets, including constructing alternative field sets and mapping them.
  • Changing the buttons on View pages
  • Changing Displayed Logos

Localization

  • Configuring the display of multiple languages
  • Using HR Departments and Policies to support global operations
  • Setting up Multiple Currencies and Exchange Rates
  • Setting up different working week and public holiday patterns

Maintaining Your Sage People Org

  • Getting an Overview of the Sage People Database
  • Upgrading an HCM Package
  • Settings on the HCM Configure Page
  • Identifying Managers and Span of Control
  • Checking Batch Jobs and Optimizing Batch Performance
  • Optimizing WX Performance

Glossary of Terms

Now a combined guide covering HCM and WX process configuration

Configuring WX Services and Processes

Configuring HCM Processes

Configuring Additional Processes

  • Current Vacancies
  • Internal Recruitment
  • Hiring Manager
  • Pre Boarding
  • Paperless Onboarding using DocuSign
  • Work Schedules

Configuring Supporting Processes

  • Delegated Access for Assistants
  • Synchronizing Team Member and User Records
  • Handling emailed and Google Doc attachments
  • Policies
  • Process Dates
  • Profiles and Permission Sets summary
  • Action Events
  • Email Templates
  • Actions Digest
  • Authenticated Approval
  • Approval Processes
  • Workflows
  • Formulas and Merge Fields
  • Backing up your data

Configuring Layouts and View Pages

  • Controlling page layouts for the HR Manager’s Portal and WX
  • Adding Custom Fields
  • Using and configuring field sets, including constructing alternative field sets and mapping them.
  • Changing the buttons on View pages
  • Changing Displayed Logos

Localization

  • Configuring the display of multiple languages
  • Using HR Departments and Policies to support global operations
  • Setting up Multiple Currencies and Exchange Rates
  • Setting up different working week and public holiday patterns

Maintaining Your Sage People Org

  • Getting an Overview of the Sage People Database
  • Upgrading an HCM Package
  • Settings on the HCM Configure Page
  • Identifying Managers and Span of Control
  • Checking Batch Jobs and Optimizing Batch Performance
  • Optimizing WX Performance

Glossary of Terms

Frequently searched for

Help Videos

View Support Videos

Videos
Site Help

Help navigating this site?

Site Help

Need support fast

After reviewing the guides and videos if you need further help please contact us.

Raise a case

You're losing the war for talent