
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