WX 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