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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

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

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