Glossary
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Multi-factor authentication (MFA) is a secure authentication method. It requires the user to prove their identity by supplying two or more pieces of evidence, the factors, when logging in. Sometimes known as two-factor authentication (2FA).
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9 Box Grid view for talent plans displays the performance of team members against their potential. Performance and potential are both evaluated on a scale from low to high, and the combination of the two gives a grid with nine boxes with descriptive labels from Under Performer to Future Leader. Managers can use the 9 box grid view as a central place to view, add, and update talent plans for members of their teams.
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9 Box Grid view for talent plans displays the performance of team members against their potential. Performance and potential are both evaluated on a scale from low to high, and the combination of the two gives a grid with nine boxes with descriptive labels from Under Performer to Future Leader. Managers can use the 9 box grid view as a central place to view, add, and update talent plans for members of their teams.
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9 Box Grid view for talent plans displays the performance of team members against their potential. Performance and potential are both evaluated on a scale from low to high, and the combination of the two gives a grid with nine boxes with descriptive labels from Under Performer to Future Leader. Managers can use the 9 box grid view as a central place to view, add, and update talent plans for members of their teams.
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9 Box Grid view for talent plans displays the performance of team members against their potential. Performance and potential are both evaluated on a scale from low to high, and the combination of the two gives a grid with nine boxes with descriptive labels from Under Performer to Future Leader. Managers can use the 9 box grid view as a central place to view, add, and update talent plans for members of their teams.
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Generally, any form of non-attendance at work including planned voluntary non-attendance, such as vacation, and unplanned involuntary non-attendance such as sickness. More specifically used to refer to unplanned or involuntary non attendance for reasons such as sickness, bereavement, or the need to look after a family member. In Sage People, this more specific absence is typically characterized by: no specific allowance, typically requested on the day or retrospectively, can be paid or unpaid, can have an undetermined end date.
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A group of rules and parameters covering accruals and limits for each type of absence and vacation/PTO recorded in your organization. A pattern can be linked to one or more policies and to one or more Employment Records, and you can define and use multiple patterns in a single organization. Absence Accrual Patterns can be exported and imported to enable copying between organizations.
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A classification applied to bank accounts, such as current, checking, savings, or deposit. Sage Peopleenables you to define Account Types available to employees assigned to a Policy; employees can then select from the defined list when adding their bank details. Account Type is part of the Sage People functionality supporting multiple bank accounts for Team Members.
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An entitlement to a type of absence such as vacation, leave, or holiday that has been earned but not yet taken. The rate of accrual may depend on the length of time a team member has been employed - their seniority.
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As displayed in the WX Absence Calendar: Accrued Balance = Total accrued this year to date - Time taken this year to date
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A trigger event used to generate an Action Email. Action Email Events are linked to points in specific processes, such as the creation of a new Objective, the approval of that Objective by a manager, or the closure of an Objective.
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An email, form, or PDF document sent to Sage People HCM users at various points in a process in response to a specific event. For example, an Action Event can be triggered when a competency assessment is created, or when an absence request is rejected by a manager. Sage People supplies a comprehensive range of Action Event trigger events linked to all main processes. Action Events are grouped in sets known as Action Event Patterns and the Patterns are linked to Policies.
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A group of Action Events related in some way. For example, all emails used by a single process, or all those used by a policy. Action Event Patterns are linked to policies and you can link one Pattern to multiple policies, or have a Pattern serving the needs of just one policy. Action Event Patterns can be exported and imported to enable copying between organizations.
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Active Directory (AD) is a Microsoft directory service to simplify user management. The Active Directory acts as a single repository for user and computer related information. You can set up your Sage People org to synchronize user data with Active Directory.
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The actual currency amounts made by a team member in pursuit of a financial target. Actuals can be: Entered actuals, entered by the manager or HR manager, or if configured imported automatically from a finance system. Salesforce actuals computed by Sage People from the closed opportunities from the Salesforce part of the system.
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Active Directory (AD) is a Microsoft directory service to simplify user management. The Active Directory acts as a single repository for user and computer related information. You can set up your Sage People org to synchronize user data with Active Directory.
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An Additional Pay Code is Pay Code associated with an Overtime Condition that applies to the timespan of the Overtime Condition (Day, Week or Timesheet) that can be used to report on on-call or stand by time or for other similar purposes. On Timesheets, Additional Pay Codes are listed separately from other Timesheet entries. Additional Pay Codes can be used in Timesheet regardless of which entry type is used for the other Timesheet entries.
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An employee benefit providing time off work for reasons associated with the birth or adoption of a child. In Sage People, Parental Leave applies to maternity, paternity, and adoption leave. In many countries entitlements to Parental Leave are defined in law, and can be paid or unpaid. Sage People Absence Accrual Patterns provide the flexibility to define and manage almost all forms of legal entitlement to Parental Leave. Leave that can be taken for more general, family oriented reasons is classed as Family Leave in Sage People.
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ADP is a company providing payroll services. Sage People can integrate with ADP to provide employee information for payroll calculations and to import payslip information for displaying in WX.
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A web portal set up as part of Sage People Talent Acquisition to enable recruitment agents to submit candidate details for vacancies held on your system. Agency Portal displays a configurable form for completion by the agent.
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An objective linked to one or more objectives belonging to other Team Members or managers, contributing to a shared purpose.
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As displayed in the WX Absence Calendar, the total number of days or hours permitted in this absence period.
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Removing data elements of personal data relating to an individual data subject to the extent the data subject can no longer be identified from the data. Anonymized data is not subject to GDPR principles.
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Apex is a Salesforce programming framework used to build automated processes. In some instances, Sage People customers need to check and assign permissions to specific Apex classes as part of feature setup.
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A unique reference name for a field in a object. Every field has an API (Application Programming Interface) Name used internally by the software to ensure exact field matching. Unlike the field label, an API field name cannot change. An example API Name for an HCM field with the label Unique Id is fHCM2__Unique_Id__c
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In the HR Manager portal, the App Launcher is a menu used to search for and open Sage People apps and features. The app launcher looks like a square set of 9 dots. Select the menu to search for Sage People apps such as Payflow or Recruit, or access features such as WX Services or Absence Accrual Patterns.
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An alternative term for Candidate Portal, the Sage People Talent Acquisition feature that enables you to advertise vacancies through your organization's websites.
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The record of a Candidate applying for a single Vacancy. Applications can be created manually, or automatically through candidates using Sage People Candidate Portals, Sage People Agency Portals, links from Job Boards, or emails.
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A process ensuring a change is validated or signed off (by an approver) before it is implemented. The Salesforce approval process is used by Sage People HCM for the Performance Review and HR Request processes, and by Sage People Recruit for the Vacancy and Hiring authorization processes. Also known as approvals process.
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A date associated with the birth or adoption of a child. Sage People enables you to enter arrival dates as part of defining a period of Parental Leave. The Expected Arrival Date is a forecast date, entered before the birth or adoption. The Actual Arrival Date is entered after the birth or adoption.
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A file uploaded and attached to a specific record. Attachments cannot be shared with other records, or added to libraries. Attachments are listed in the Notes & Attachments Related List available for inclusion on the detail page layout for many records, including Team Member and Employment Record. With effect from the Salesforce Winter '18 release, attachments can no longer be uploaded or attached - they are replaced by File objects, offering much greater flexibility including sharing across objects. Files are listed in the Files Related List.
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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.
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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.
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The national code used to identify an account holding bank and branch. Bank codes are assigned by a central bank, a bank supervisory body, or a bankers association in a country to all licensed member institutions. Countries using IBANs typically include the bank code in the IBAN. Known by different names in different countries, including routing code (Germany), routing transit number (United States), sort code (Ireland and United Kingdom). Not all countries use separate bank codes - some use extended account numbers to include a unique identifier for the holding bank. You can record Bank Codes and IBANs as part of the Sage People functionality supporting multiple bank accounts for Team Members.
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The Sage People object storing information about employee's bank accounts including Account Type, Account Holder, Account Number, Bank Code, and IBAN. Bank Detail also records the allocation method used when distributing funds to the account, and the priority order used in allocation. Bank Detail is part of the Sage People functionality supporting multiple bank accounts for Team Members.
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A person named as deriving benefit from something, typically an insurance policy or a trust fund. Sage People enables you to record the names of beneficiaries for various types of benefit. A beneficiary may be the holder of a benefit, or someone else named by the holder, and they may or may not be a dependant of the holder. You can extract Beneficiary data through Sage People Payflow, and use it as a parameter to control the content of downloads.
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Any of a range of non-wage compensations provided to employees in addition to their regular wage or salary compensation, such as life and health insurance, pension contributions, savings plan contributions, and stock options. Sage People supports benefit assignment through benefit enrollment, automated and direct assignment. Benefit related objects in the Sage People Payflow package include Benefit Supplier, Benefit Plan, Benefit Set, and Benefit Option.
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A simple value or a formula yielding a value for a Benefit Plan. Calculations can provide the cost of a benefit, the value of cover available, or an eligibility assessment. Benefit Calculations are stored separately and not embedded in a Benefit Plan so that they can be used by more than one Plan.
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Alternatives within a Benefit Plan, displayed for Team Member information or selection. Typically used to present different cost options such as those provided by Benefit Suppliers for in-network and out-of-network providers.
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Benefit Options represent the benefits available to Team Members through WX. Benefit Options are classified by Benefit Type, and each Benefit Type has one or more Benefit Options. Each Benefit Option links a Benefit Type to a Benefit Plan from a Benefit Supplier. When a Team Member selects a Benefit Option, a Benefit Record is created for that Team Member.
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A Benefit Plan contains the details of the benefits made available to Team Members through Benefit Options. Benefit Plans are provided by Benefit Suppliers, and much of the detail is typically provided by the suppliers following discussion and agreement with your organization.
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A record of an employee benefit for one Team Member, typically over a defined time period. Benefit records can be historical or current. Sage People Benefit records can be generated manually by an administrator, or automatically by the system in response to Team Member input, for example during the Open Enrollment process.
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One of a number of pre-defined record types available for the Benefit custom object. Benefit Record Types include child care, life insurance, medical insurance, pension, and stock option.
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A group of employment benefits defined for a specific use in your organization. For example, you may have a benefit set available for new hires, one for open enrollment, and one for senior management.
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An organization providing benefits to your Team Members through Benefit Plans. Also known as: Benefit Provider, Benefit Carrier.
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A high level classification of employment benefits, such as Medical, Short Term Disability, or 401K Pension.
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A software release of a new or significantly enhanced feature which includes core functionality but may not meet all needs for ensuring broader customer migration or adoption. The feature is available to all customers in both production and sandbox environments. The purpose is to solicit feedback on the scope and priority of additional enhancements prior to general availability.
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Every two weeks, typically on the same day of the week - for example, every other Friday. Compare with semimonth, twice a month.
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A record of a variable payment made to an employee in addition to their regular wage or salary, typically linked to employee and company performance. Also known as variable compensation. Each Bonus Record is linked to a single Team Member's Employment Record.
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A means of measuring absence giving more weight to short, frequent absences than to longer, less frequent absences. Short and frequent absences are assumed to be more disruptive. The score is calculated as: Bradford Score = (Number of instances of absence) squared x (Total days absence throughout the period) The period used is typically a rolling 52 week window. Also known as Bradford Factor and Bradford Formula. Named after a connection with research undertaken by the Bradford University School of Management, UK.
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Legislation in the US state of California setting out rights of consumers over their personal data collected and processed by businesses. Key CCPA principles are the right to know about information collected, the right to delete the information, the right to opt out of sale of the information, and the right to non-discrimination for exercising CCPA rights.
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In the US State of California the law dictates that nonexempt employees working more than 8 hours in any one day or more than 40 hours in any workweek, or more than 6 consecutive days, must be paid at not less than prescribed overtime rates for all hours over those totals. For detail on the rules applying to overtime payment in California, see the State of California Department of Industrial Relations web pages.
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A person who has applied for one or more vacancies. Sage People Candidate records include personal details, current employment information, and their resume; information that is common across all applications they may have made.
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The Sage People Talent Acquisition feature that enables you to advertise vacancies through your organization's websites. You can define multiple Candidate Portals enabling you to group vacancies by type, location or other classification. Each Candidate Portal has its own locale settings and can be displayed in local language. Also known as Applicant Portal.
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Time-off earned in a previous period, not taken in that period, and retained for use in the current period. Local employment law or company rules typically specify maximum values and for how long carry over must be or can be retained. Any available Carry Over time-off is drawn down after Time in Lieu and before accrued entitlement.
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The process of recording work start and end times for a Team Member. Check In/Check Out forms the basis of Time, enabling time reporting and calculation of pay due. Also known as clocking in/clocking out.
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The process of recording work start and end times for a Team Member. Check In/Check Out forms the basis of Time, enabling time reporting and calculation of pay due. Also known as clocking in/clocking out.
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The process of recording work start and end times for a Team Member. Check In/Check Out forms the basis of Time, enabling time reporting and calculation of pay due. Also known as clocking in/clocking out.
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A Compensation Plan with a higher level, Parent Plan. A Parent Plan can have multiple Child Plans. All Child Plans must be submitted for approval before the Parent Plan can be submitted.
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The process of recording work start and end times for a Team Member. Check In/Check Out forms the basis of Time, enabling time reporting and calculation of pay due. Also known as clocking in/clocking out.
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The process of recording work start and end times for a Team Member. Check In/Check Out forms the basis of Time, enabling time reporting and calculation of pay due. Also known as clocking in/clocking out.
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The process of recording work start and end times for a Team Member. Check In/Check Out forms the basis of Time, enabling time reporting and calculation of pay due. Also known as clocking in/clocking out.
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The Consolidated Omnibus Budget Reconciliation Act of 1985. A wide ranging piece of U.S. legislation including provision for the continuation of health care coverage for some employees after leaving employment. The act creates the need for HR systems to be able to manage the provision of post employment benefits.
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Before Sage People WX, Collaboration Portal was the employee's self service view of the range of Sage People services and processes to which your company subscribed.
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In Sage People, Team Members who report to the same manager are colleagues. Team Members can view some of their colleagues' data, such as skills.
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A text field with extra functionality. As text is entered in the field, text previously entered in the field containing matching characters is displayed and can be selected to enable rapid and consistent field completion. Sage People enables you to designate which text fields behave as combo fields in the HR Manager's Portal for the Team Member and Employment Record objects. Selected text fields can be added to the Combo Fields Field Sets in these objects.
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A set of compensation related fields - such as Current Salary, Suggested Amount, Effective Date, and so on - for use by Planners as part of your organization's periodic employee reward review. The key component of the Sage People Compensation Planning package. A Plan includes: Links to formulas defined for projections, eligibility, and exclusions. A list of contributing Planners. Plans can be part of a hierarchy running from a Root Plan through multiple layers of Parent and Child Plans.
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The periodic activity undertaken by organizations to plan reward reviews for employees. The Sage People Compensation Planning package works with data supplied by Human Capital Management (HCM) to enable administrators to build one or more plans for completion by designated planners.
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A means of assessing a team member's job-relevant knowledge and skills, as demonstrated through the work they do. Each item to be assessed - knowledge, skill, behavior, or indicator - is stored as a competency in a competency library. Stored competencies are used to build a job profile, and team members can then be assessed against a relevant profile. Results can contribute to employee development and succession planning.
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Compulsory leave usually refers to time off, either paid or unpaid leave, that an employer requires the employees to take at a specific time. For example, if a company closes down for the working days between Christmas and New Year, it can require employees to use their annual leave entitlement to cover the days. In Sage People, the HR team can data load the absence records for the leave days so they are visible in the WX absence calendar and accounted for in the remaining leave balance. In the UK, compulsory leave is also a term used in the maternity leave legislation for the required minimum period of leave.
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Compulsory leave usually refers to time off, either paid or unpaid leave, that an employer requires the employees to take at a specific time. For example, if a company closes down for the working days between Christmas and New Year, it can require employees to use their annual leave entitlement to cover the days. In Sage People, the HR team can data load the absence records for the leave days so they are visible in the WX absence calendar and accounted for in the remaining leave balance. In the UK, compulsory leave is also a term used in the maternity leave legislation for the required minimum period of leave.
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An application that can connect to salesforce.com using Identity and Data APIs. Connected Apps use the OAuth 2.0 protocol for authentication, Single Sign-On, and access token acquisition, while enabling administrators to control who uses the application.
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One or more conditions you can apply to a template to control when the template can be used. For example, a constraint for a Probation review template may define a start date 30 days after the employee's start date, enabling the review to be conducted from that date. All conditions specified in a single constraint must be satisfied for the constraint to apply. If a template has multiple constraints, if any constraint is satisfied the template can be used.
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A named person, typically in a life insurance contract, who will receive the benefits if the primary beneficiary cannot receive them at the time the benefit is to be paid. Sage People enables you to nominate multiple contingent beneficiaries during benefit enrollment.
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The date used as the starting point for Team Member Service Months and Service Years calculations, including calculating Seniority for absence entitlements. The day of the month specified is taken into account when performing length of service calculations. The Continuous Service Date may differ from the Hire Date and Start Date for contractual or legislative reasons, and the way it is determined may differ from country to country.
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Conversations enables Team Members and Managers to record feedback and discussions related to objectives and performance. Conversations is part of the Performance Management app with Enhanced Objectives and Feedback.
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Text fields on the Employment Record, Benefit object, and Bonus object enabling you to assign costs to specific cost centers. Cost Codes are typically set and maintained by your Finance team and sent to your payroll with their associated costs.
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An employee who is an indirect member of your team and who is managed by someone else. Typically someone who works on secondment, or for part of their time, for you while another manager is responsible for their organizational management. Compare Direct report.
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Cascading Style Sheet. A style sheet language used to define the appearance of a document written in a markup language such as HTML, XHTML, or XML.
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The three character alphabetic code defined by the ISO 4217 standard to represent currencies. For example: USD for US Dollar, JPY for Japanese Yen, GBP for UK Pound. Currency codes are used in Sage People to provide unique and unambiguous identifiers for currency values. For more information, including links to downloadable tables of all currency codes, see the ISO site at www.iso.org
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Data field values representing the present state for a Team Member. Many current data records also have earlier versions that carry history data for the Team Member, such as salary history and job history.
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A My Domain URL, or custom domain, is an organization-specific identifier that is used as a subdomain for your organization's login page, and used as the subdomain for any Salesforce sites in your organization. With an org-specific URL, you can set up a custom login page, set a custom login policy, and offer single sign-on. A My Domain URL also allows you to work in multiple Salesforce orgs in the same browser at the same time.
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A custom field is a data field used to capture or store information that can be used in your Sage People organization. Custom fields are stored as part of Salesforce Objects. Sage People comes with a number of custom fields used to capture information for use in your org, such as information about your team members and their employment. You can customize Sage People by creating new custom fields to store any additional information you want.
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A custom label is used to store labels such as the names of Sage People interface features or options. Sage People comes with a number of default custom labels, which you can change or translate as required, enabling you to customize Sage People to the terminology and languages used in your organization.
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Salesforce Objects are databases of information that hold fields, field sets, page layouts, and other settings and data items used to store information and configuration options for Sage People features.
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A group of related information, typically displayed as a set of graphics in your browser. A dashboard is based on one or more custom reports and supports up to 20 components. Access to dashboards can be shared through dashboard folders. To view a complete dashboard, a user must have access to the report folders containing the custom reports holding the source data for the components.
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A separately supplied add-in package, designed to simplify and automate the process of loading bulk current and history data into Sage People. Data Loader includes Template Generator for creating template files for data loading.
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Delegated access provides a means to enable you to designate an assistant to view WX and complete Actions on behalf of someone else. For example, you can enable an assistant to approve time off requests. Delegate access is 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.
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A person who relies on another for some degree of financial support, for example, the children of a benefit holder. Sage People enables you to record the names of dependants in WX through the dedicated Dependants process. You can extract Dependant data through Sage People Payflow, and use it as a parameter to control the content of downloads.
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A component, such as a Sage People field, no longer available for current software releases, but retained because it cannot be deleted from a Managed package. Components may be deprecated because the functionality they provide has been superseded, but they need to be retained for compatibility with earlier releases.
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In Sage People WX, Detail View displays detailed information for a Process and enables you to edit the information, subject to the permissions applying 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.
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A group of development needs for a Team Member, comprising some combination of skills, competencies and objectives. Each development need has an action plan and a target date.
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An automatically generated email sent to all users of Sage People HCM, listing actions raised for them to complete as well as actions they have raised for others to complete. A new Digest is sent to you when a new action is raised for you, or a reminder for an existing action is due. Also known as: Email Digest, Actions Digest.
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An employee who is one organizational level below you and who is managed by you. A member of your immediate team. Compare Cross report.
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A procedure of responding to problems with an employee's performance or behavior. You can record disciplinary actions in the HR Manager portal.
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An optional field on the Team Member record typically used to store the name of an organizational unit to which the Team Member belongs.
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DomainKeys Identified Mail (DKIM) is an email authentication method to verify if an email was sent from the domain the email sender address claims it was sent from. This is achieved by affixing a digital signature linked to the domain name to outgoing email.
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A third party application available as an integration with Sage People. Docusign enables documents to be electronically signed and returned.
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A container for the DocuSign form(s) you are sending. The envelope contains information about the sender, recipients, status, and date and time information. If you use DocuSign forms through Sage People, use the DocuSign Envelopes tab to view and edit envelopes created for your org.
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Also known as D&B Number and D-U-N-S (Data Universal Numbering System) number. A unique nine digit identifier for each registered location occupied by a company. Required information for U.S. EEOC compliance reporting, and supplied as an additional data field with the Sage People Country Pack: U.S.A.
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A software release of a new or significantly enhanced feature, which includes core functionality, but may not meet all needs for ensuring broader customer migration or adoption. The feature is available to a small number of selected customers in both production and sandbox environments. The purpose is to solicit feedback on the scope and priority of additional enhancements prior to general availability.
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The United States Equal Employment Opportunity Commission. The federal agency responsible for enforcing laws against discrimination in the workplace. The EEOC requires organizations to report aspects of the gender, ethnic make-up, and compensation bands of their workforces on a regular basis, using survey forms EEO-1 and EEO-4 amongst others. Many other countries have similar enforcement agencies and legislation intended to ensure equal opportunities are available for all at work. Sage People provides pre-formatted Equal Employment Opportunities (EEO) Reports returning team member details including gender, ethnicity, and compensation band.
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The date a compensation award takes effect. Sage People Compensation Planning enables you to set an Effective Date for all Team Members in a Plan entitled to an award with a single setting, and to enable Planners to amend the date for individual Team Members if required.
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Einstein Search is a Salesforce global search bar in the Sage People HR Manager portal, available in the Salesforce Lightning Experience. Einstein Search automatically personalizes search results based on the user's profile and the records they have recently interacted with. It can also handle natural language search queries and provide actionable items in the search results.
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A formula defined to filter Team Members who are eligible for a compensation award from all Team Members in an organization. The formula is set up as a checkbox formula field on the Employment Record and returns either a TRUE or FALSE value. Compensation Planning uses a single eligibility formula. If you do not define an eligibility formula no filtering is applied and all Team Members are treated as eligible for the award.
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Used widely in Sage People, an email template defines the outline content of an email you want to send more than once. The template typically includes merge fields that are replaced with real values taken from a record when an email based on the template is sent.
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WX process to enable Team Members to record names, addresses, and contact details of the people they want the organization to contact in an emergency.
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Employee self-service (ESS) is a general description for technologies enabling employees to perform tasks such as updating their personal information, request time off, or access company information and employee handbooks in an online portal, without the intervention of their HR team or a need to complete paper-based forms. In Sage People, the WX portal and the mobile app provide employee self-service functionality.
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WX (Workforce eXperience), the greatly enhanced replacement for the Sage People Collaboration Portal. Using responsive design to enable use on the full range of screen sizes from desktop to mobile, giving access to existing processes, and introducing Internal Communication, Recognition, and Summary processes. Also known as employee self-service (ESS).
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A unique nine digit number assigned by the U.S. Internal Revenue Service (IRS) to identify businesses operating in the United States, and used solely for tax administration. Also known as the Federal Employer Identification Number (FEIN) and the Federal Tax Identification Number. Required information for U.S. EEOC compliance reporting, and supplied as an additional data field with the Sage People Country Pack: U.S.A.
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A request from a manager to Human Resources to change the employment details of one of the manager's direct reports. Each request typically follows an approval process before reaching HR for finalizing. Also known as an employment change request or Personnel Action Form (PAF).
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A request from a manager to Human Resources to change the employment details of one of the manager's direct reports. Each request typically follows an approval process before reaching HR for finalizing. Also known as an employment change request or Personnel Action Form (PAF).
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A field on the Employment Record used to store the date an employee's contract of employment was terminated. Also known as termination date. May differ from the Last Working Date.
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A Team Member picklist field showing the nature of a Team Member's employment. For example, full time, contract, temporary. Edit values to meet your organization's needs, and set a default value. You can also include values for pre-boarders and leavers.
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Enhanced Objectives are objectives in the Performance Management app, which also contains Conversations and Feedback. An objective is an activity or task that a Team Member strives to accomplish. Enhanced Objectives can be aligned to another Team Member's objective, and contain tasks. Enhanced Objectives can be used in an Objective and Key Results (OKR) goal-setting framework. Enhanced Objectives are not linked to objectives in the Objectives process.
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Employee Retirement Income Security Act, 1974. A piece of US legislation governing private sector employee benefit plans.
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WX (Workforce eXperience), the greatly enhanced replacement for the Sage People Collaboration Portal. Using responsive design to enable use on the full range of screen sizes from desktop to mobile, giving access to existing processes, and introducing Internal Communication, Recognition, and Summary processes. Also known as employee self-service (ESS).
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End User License Agreement. A legal contract between a software supplier and a custome, defining the rights and restrictions applying to the use of the software.
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The date an employee purchases some or all of the stock option they have been granted. Options can be purchased when they have vested, and there may be several vesting dates associated with an option, each releasing an additional portion of the total option for purchase. Vested options can also be exercised in more than one transaction, so there may be several exercise dates associated with a single option grant.
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The pre-determined price at which an employee can buy stock, typically ordinary shares, in the company for which they work as the result of a stock option they have been granted as part of their compensation and benefits package. The exercise price can be the current stock price of the company on the day the option is granted, the stock price less a discount, or it can be determined by a formula. The option sets a future date or range of dates when it can be exercised, enabling holders of the option to benefit from any increase in the company's stock price between the grant date and the exercise date.
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The date after which an employee can no longer purchase vested stock options they have been granted. The expiration date may be set when a stock option scheme is set up, defining an option term, or it may be entered by HR for a specific Team Member as a result of that employee leaving the company. See also Lapsed Option.
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A message generated by the Salesforce platform on which Sage People is built and occasionally displayed to Sage People administrators.Typically associated with single sign-on, connected apps, or an identity provider. For resolution instructions go to the Sage People Community (https://sagepeoplecommunity.sage.com) and search for SFDC Expired Certificate Notification.
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An employee benefit providing time off work for general, family oriented reasons, such as recovery from a serious illness, or caring for a sick or infirm relative. Sage People Absence Accrual Patterns enable you to define and manage the Family Leave requirements of your organization. Family Leave can be paid or unpaid. Sage People offers additional options for the more specific Parental Leave, focused on leave entitlements associated with the birth or adoption of a child.
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Each record contains a number of fields, with each field describing an attribute of the record. Each field contains data of a particular kind, such as text, numeric, a picklist, a checkbox.
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A text name for a field. Field labels are used on the user interface and in most cases can be changed as part of a localization project, or to conform to an organization's internal or industry specific terminology. Field labels map on to underlying API Names, which cannot be changed.
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A group of fields from which individual fields can be selected, typically for display in one part of Sage People WX or HR Manager Portal. Each Field Set is contained by an object, and field sets from one or more objects can be combined to build a page or part page.
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The date after which an employee can no longer purchase vested stock options they have been granted. The expiration date may be set when a stock option scheme is set up, defining an option term, or it may be entered by HR for a specific Team Member as a result of that employee leaving the company. See also Lapsed Option.
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Flow Builder is a Salesforce visual programming tool used to create automated processes. Flow Builder replaces Workflow Rules and Process Builder.
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Family and Medical Leave Act. A piece of US legislation passed in 1993. FMLA requires qualifying employers to provide qualifying employees job-protected and unpaid leave of up to 12 weeks in any 12 month period for qualifying medical and family reasons.
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Form W-2 is a United States Internal Revenue Service (IRS) form. It details the income tax, social security tax, or Medicare tax withheld from the remuneration paid to an employee. Form W-2 is filed with IRS by the employer. Sage People Payroll powered by ADP can generate Form W-2.
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Form W-4 is a United States Internal Revenue Service form, the Employee's Withholding Allowance Certificate, to be completed by employees so that employers can withhold the correct federal income tax from pay. [%=SagePeople.CompanyName% ]supports completion of Form W-4 through integration with DocuSign.
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A Sage People field for which the value is calculated by a formula. The formula can use the values of other fields, mathematical expressions, fixed values and so on to calculate a value. Formula fields can be used to make the value of a field on one object visible on another object. Competency Average and Rating Score are examples of formula fields.
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Full Time Equivalent. A unit indicating the proportion of full time employment a Team Member contributes to a role or project. For example, a part time employee working 4 days out of a 5 day work week has an FTE of 0.8 (= 4/5); an employee working 1 day out of every 5 day work week on a project has an FTE of 0.2 (= 1/5) for that project. Entitlements to benefits and rates of accrual are typically calculated using FTE units to calculate pro rata entitlements.
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An employee's full name built using a formula: ((Preferred Name if recorded) OR (First Name)) + ((Middle Name if recorded) OR space) + Surname.
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field or set of fields for completion once by a team member and then closed to prevent subsequent edits. Gated fields which have been completed can typically be edited by an HR Administrator, not by an HR Manager or Team Member.
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European and UK legislation determining how data relating to individuals is to be collected, processed, and maintained. Key principles of GDPR include fair and transparent processing of data, collecting data only for specified and legitimate purposes, not collecting more data than required for the specified purpose, keeping data accurate and up to date, removing links to identifiable data subjects if keeping data elements longer than required for the purpose, and processing data securely.
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The date on which a stock option is awarded to an employee.
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The unit price at which an employee can buy shares represented by a stock option. Different jurisdictions regulate the relationship between the Stock Price and the Grant Price differently, with some allowing the Grant Price to be discounted and others not.
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A problem or complaint raised by an employee to the employer. Procedures vary from company to company and to align with local legislative requirements. Sage People provides a Grievance action process for HR managers, accessible through a related list on the team member's employment record.
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A Sage People process for HR to record the actions taken in response to a grievance raised by a Team Member.
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A number of Team Members in your organization you want to treat as a unit, for example, a project team, a special interest group. Group members do not need any formal reporting or organizational relationship; anyone visible in the People Bar can be added to a Group. Groups are visible in the People Bar and the Absence Calendar. Groups can stand alone or be defined as parent or child groups. Related Groups can be assigned a common Group Type. Set up Groups through the HR Manager Portal Groups tab.
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Defines if the Group is public or private. Public Groups are visible to all Team Members in your organization and any Team Member can join a public Group. Private Groups are only visible to their members.
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A member of a Group with Administrator status who can modify Group details, add and remove Group members, and add and remove Group Administrators in WX. The Group creator automatically becomes an Administrator.
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A label you can assign to a number of associated Groups. You can use Group Types in Reports. Set up Group Types through the HR Manager Portal Group Types tab.
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Human Capital Management. Sage People HCM includes Sage People WX for the end user, Team Member audience, and the HR Manager Portal for the HR Administrator.
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Forms are a powerful feature of Sage People that enable you to capture information from team members, candidates, or external contacts. Forms can be displayed to users in WX or Recruit, or emailed to recipients.
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The U.S. Health Insurance Portability and Accountability Act, 1996. Amongst other provisions, the Act seeks to protect health insurance coverage for workers and their families when they change or lose their jobs, and to establish national standards for electronic information exchange for health care transactions. Resultant standards include the EDI (Electronic Data Interchange) Health Care Claim Transaction set (837) and the EDI Benefit Enrollment and Maintenance Set (834).
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The HIPAA EDI Benefit Enrollment and Maintenance Set (834) is a standard defining the requirements for electronic data transfer between employers, unions, agencies or associations and healthcare organizations that pay claims or administer insurance. The healthcare organizations are known as payers. The Set covers member enrollment information such as benefits, subscription details, and demographics, and is typically used for health plan enrollment, changes, and termination of membership. Sage People provides a generic HIPAA 834 file configuration based on the standard that can be used to build data feeds to carriers.
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A field on the Team Member record used to store the date an employee completes your organization's new hire paperwork. May differ from the Start Date stored on the Employment Record.
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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.
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Data field values that are earlier than current values. For example, a Team Member has a current salary, and over time as a result of salary awards will build a history of previous salary values. All values that predate the current salary are part of the Team member's salary history data.
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An optional field on the Team Member record used to store a personal or residential phone number for the Team Member.
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One of the security profiles used by Sage People HCM. Each security profile can give a different level of access to Sage People data. The HR Administrator can perform all administration functions, including creating new users, policies and departments, and updating libraries used for Sage People WX.
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An organizational unit or division for team members and managers using the same policy. Each HR Department can be managed by a different HR Manager or HR Administrator, or multiple HR Departments can be managed by the same person. An HR Department can be the same as a standard organizational department, but it is typically used for a cross or multi-departmental group, or a single country in a multi-national, often depending on the size and organization of your HR team.
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One of the security profiles used by Sage People HCM. Each security profile can give a different level of access to Sage People data. The HR Manager can modify information held about team members in the department(s) to which they are assigned. An HR Manager can be assigned to more than one department.
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The view of Sage People HCM that provides access to Team Member employment details including salary, salary related, and benefits information, as well as induction and termination workflows, reports and dashboards, and consolidated cross-team, multi-location information. Users of the HR Manager Portal typically have administrative access to the employment details for the team members of one or more HR Departments.
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A message held on the Sage People HR Noticeboard for display on a specific Sage People WX page. HR Notices have a range of configuration options including start and end dates, policy and locale selection, and team member or manager visibility. HR Notices can include text, images, and links. HR notice boards can appear in fixed locations on the target page.
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A request from a manager to Human Resources to change the employment details of one of the manager's direct reports. Each request typically follows an approval process before reaching HR for finalizing. Also known as an employment change request or Personnel Action Form (PAF).
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The short form of the name for the HR-XML Consortium, the original name for the HR Open Standards Consortium, Inc. A non-profit organization dedicated to the development of data exchange standards for the HR community. Standards include a Resume specification which defines a resume in XML, easng exchange and machine processing.
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Human Resource Information System or Human Resources Management System. That part of the Sage People HCM application that is maintained by HR to support team members. Compare HCM.
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Human Resource Information System or Human Resources Management System. That part of the Sage People HCM application that is maintained by HR to support team members. Compare HCM.
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Form I-9 is a United States Citizenship and Immigration Services form used by employers to verify an employee's identity and their eligibility to accept employment in the United States. Sage People supports completion of Form I-9 through integration with DocuSign.
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International Bank Account Number. An internationally agreed standard (ISO 13616: 1997) for identifying bank accounts across national borders. You can record IBANs as part of the Sage People functionality supporting multiple bank accounts for Team Members.
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A Payflow object acting as an intermediary between an inbound data file and HCM. Each Staging Line maps a field in the imported data file to a field in an HCM object. Must be used for Training object data, and recommended for all other, non-payslip data. For payslip data use the Payflow Line object.
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A single aspect of behavior or personal value that contributes to a competency. When conducting a competency assessment, each question in the online form seeks to measure an indicator. For example, in measuring the competency problem solving an assessment could seek responses to the indicators "I deal rationally with problems", "I deal with problems as soon as they arise", "I am decisive in making decisions" and so on.
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A type of WX Process enabling you to create and display a range of non-sensitive 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.
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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.
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A group of related roles or Job Profiles, typically with similar competencies, indicators, skills, or metrics. Job Profiles within a Job Family can be assigned different Job Levels. Job Family modeling can be used as the basis for many Human Resource processes. Sage People enables you to add Job Family names and Job Levels to Job Profiles.
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Job history is a table linked to the employment record, tracking changes to key job details. Job history records are automatically created with a change is made to the Job Effective Date field in the employment record.
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A means of classifying Job Profiles within a Job Family. A Job Family can contain a number of related roles or Job Profiles with different levels. Typically, the factors differentiating levels are defined using competencies, indicators, skills, and metrics. Sage People enables you to add Job Family names and Job Levels to Job Profiles.
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Defines a job using standard fields including Job Title, Grade, and Salary Band. The Item acts as a template to supply the data contained in those fields for use in multiple parts of Sage People. Each Job Library Item can also be linked to a Job Profile. Job Library Items are stored in the Job Library.
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A measure used to define the requirements of a job. Job Needs can be competencies, indicators, metrics, or skills, and a number of them in combination define what is needed for a particular job. Job Needs can be used to define Job Profiles.
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Defines a job through a list of Job Needs, such as the skills and competencies a person needs to perform the job. Job Profiles are stored in the Job Profile Library and used in Sage People when conducting a Metrics Review or Competency Assessment, and for career and succession planning.
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A joined report is a report containing data from multiple report types to enable you to see the data side by side, or perform calculations. Joined reports are based on multiple report blocks providing different views of your data. Each block of reports can have its own fields, columns, sorting and filtering. Use a joined report to combine information from different report types.
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A type of Internal Communication enabling delivery of quiz based games to employees through WX.
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Recognition is 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. Sometimes known as kudos. Also known as Shout Outs, Badging, Crowdsourced Performance Review.
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In WX, the drop down at the foot of the page enabling you to select the language to use for your WX pages. Languages must be set up for your organization, and the Language Selector switched on before you can use it.
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A stock option that has an Expiration Date, after which it is no longer possible for an employee to purchase the stock granted by the option. Stock options may be set up to lapse: For all participants after a defined period For individual Team Members: On their leaving date. A fixed number of days after they have left.
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A Learning Management System (LMS) is a software application or an online platform designed as a central place for delivering employee training and managing employee training records. Examples of LMS software include TalentLMS, Adobe Learning Manager, and Docebo Learn, and others. Sage People supports integration with LMS solutions through Payflow.
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One of a number of groupings of related information, such as those used by Sage People HCM for skills, competencies, metrics, scales, job profiles, job descriptions, or training, and that used by Sage People Talent Acquisition for selection criteria. The items in each library can be used and reused by multiple parts of Sage People.
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A hyperlink providing a jump to more information such as another record, a report, or a website.
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Litmos is a SAAS/ Cloud Learning management system. Founded in 2007, it iwas acquired by SAP America (formerly CallidusCloud) in 2011
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A Learning Management System (LMS) is a software application or an online platform designed as a central place for delivering employee training and managing employee training records. Examples of LMS software include TalentLMS, Adobe Learning Manager, and Docebo Learn, and others. Sage People supports integration with LMS solutions through Payflow.
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A container that can be distributed to other SFDC users and organizations. Managed packages include upgradeable components, an associated namespace, and an associated license management organization. Some components are locked, enabling smoother upgrades; a managed package preserves configuration changes made during implementation.
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An informal record of an interaction between a manager and a team member, not covered or required by any of the more formal HR processes. A manager note can be used to contribute to a formal HR process such as a performance or metrics review, a competency assessment, or a development plan. Manager notes include records of notable achievements, coaching sessions, or counseling sessions.
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In the UK, the maternity certificate issued by healthcare professionals to verify a pregnancy and confirm the expected week of confinement. MATB1 certificates can be issued up to 20 weeks before the expected week of confinement. The form is commonly requested from employees by HR teams to enable a pregnant woman to claim Statutory Maternity Pay from her employer.
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An employee benefit providing time off work for reasons associated with the birth or adoption of a child. In Sage People, Parental Leave applies to maternity, paternity, and adoption leave. In many countries entitlements to Parental Leave are defined in law, and can be paid or unpaid. Sage People Absence Accrual Patterns provide the flexibility to define and manage almost all forms of legal entitlement to Parental Leave. Leave that can be taken for more general, family oriented reasons is classed as Family Leave in Sage People.
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One of the report formats supported by Sage People enabling data to be summarized in a grid. Typically used for summarizing large amounts of data and ideal when comparing values by two different categories of information.
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A field you can add to an email template or formula (for example) to incorporate values from a record. The merge field is replaced with a real value when the email template is used to generate an email, or the formula is evaluated. An example Sage People merge field is the field for Two-up Manager on the Team Member record: {!fHCM2__Team_Member__c.fHCM2__Managers_Manager__c}
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The record from which data is drawn by a merge field.
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A specific type of Job Need used to define a Job Profile and to assess a Team Member through a Metrics Review.
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A simplified form of a performance review in which a Team Member's performance is assessed against a number of measurable indicators. A Metrics Review produces a set of scores and levels of achievement which can be used for comparison with other Team Members. Typically used for helping to assess Team Member performance of repetitive tasks against a set of standardized measures.
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Multi-factor authentication (MFA) is a secure authentication method. It requires the user to prove their identity by supplying two or more pieces of evidence, the factors, when logging in. Sometimes known as two-factor authentication (2FA).
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Multi-factor authentication (MFA) is a secure authentication method. It requires the user to prove their identity by supplying two or more pieces of evidence, the factors, when logging in. Sometimes known as two-factor authentication (2FA).
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Multi-factor authentication (MFA) is a secure authentication method. It requires the user to prove their identity by supplying two or more pieces of evidence, the factors, when logging in. Sometimes known as two-factor authentication (2FA).
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Multi-factor authentication (MFA) is a secure authentication method. It requires the user to prove their identity by supplying two or more pieces of evidence, the factors, when logging in. Sometimes known as two-factor authentication (2FA).
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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.
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A My Domain URL, or custom domain, is an organization-specific identifier that is used as a subdomain for your organization's login page, and used as the subdomain for any Salesforce sites in your organization. With an org-specific URL, you can set up a custom login page, set a custom login policy, and offer single sign-on. A My Domain URL also allows you to work in multiple Salesforce orgs in the same browser at the same time.
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The North American Industry Classification System is used by U.S. Federal statistical agencies to classify businesses. It replaced the earlier Standard Industrial Classification (SIC) system in 1997. The classification enables a numerical code - the NAICS Code - to be assigned to each business, accurately defining the economic sector, subsector, industry group, and industry in which each business operates. Required information for U.S. EEOC compliance reporting, and supplied as an additional data field with the Sage People Country Pack: U.S.A.
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In Salesforce, a unique identifier used to distinguish a package and its contents from other packages. Developer orgs use namespaces to provide unique prefixes for components. For example, the namespace for the HCM package is fHCM2. The namespace is extended by a double underscore to provide a prefix for all HCM components, including the API names for objects and fields, such as fHCM2__Employment__c.
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In Sage People 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.
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In WX, used to link to the Navigation Bar when the screen is not wide enough to display the full Navigation Bar.
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A sea route through the Arctic Ocean, sought by explorers for centuries to provide a trade route between Europe and China, and eventually navigated successfully by Roald Amundsen between1903 and 1906 in the Gjøa. Arctic pack ice prevented the regular exploitation of the route throughout most of the year until 2008/2009 when the effects of climate change made the waterways more navigable.
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A container used by Sage People for storing information of a particular type, such as Team Member, Employment Record, Salary, or Absence. Each object is stored as a table, with columns for fields and rows for records. For example, each Team Member record (Steve Pendleton, John Sheridan, Demi Price) forms a row in the Team Member object with fields for name, job title, location, manager, and so on. Objects can be linked to other objects, so building a composite set of information about the people in your organization.
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A goal, activity, or task that a Team Member strives to accomplish. Objectives can be set a time span and can have one or more milestones. Objectives for a Team Member can be recorded and reviewed in the Objectives Process.
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Enables a manager and a Team Member to agree, record and review Objectives.
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Objectives and Key Results (OKR) is a goal-setting framework where individual, teams, or organizations set objectives with 3-5 key results. Key results are measurable success criteria for tracking the completion of the objective.
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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.
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The process through which employees select the elements of their benefits package, widely used in the U.S. Typically an annual event. Also known as: Annual enrollment.
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The base date used to calculate a vesting schedule. Vesting dates are calculated from the Option Vesting Start Date. One of the key dates associated with employee stock options; the others are: Scheme start date Grant date Vesting date(s) Exercise date(s)
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Commonly used abbreviation for Salesforce Organization. An org is a Salesforce deployment with a set of user licenses and all of your data and applications. It is separate from all other orgs. Your Sage People org includes all the Sage People applications to which you have subscribed and all of your Sage People data.
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Organization Chart. A visual representation of the people in an organizational structure. In WX, centered on a person you select through the People Bar and showing a configurable number of organizational levels. Displayed by default, the WX Org Chart can be hidden using a configuration setting.
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The unique Salesforce.com Organization ID assigned to your organization by Salesforce. To find your Org ID go to Setup > Administration Setup > Company Profile > Company Information. Also known as OID.
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The United States Occupational Safety & Health Administration, an agency of the United States Department of Labor responsible for ensuring safe and healthy working conditions in the workplace. The OSHA issues regulations and has a number of reporting requirements covering accidents in the workplace. Many other countries have similar enforcement agencies and legislation intended to ensure safe and healthy conditions at work. The Sage People Country pack: U.S.A. provides additional data fields and pre-formatted OSHA reporting drawing on available data and intended to contribute to OSHA reporting requirements.
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Defines the conditions under which a given Pay Code applies. An Overtime Rule can comprise one or more Overtime Conditions. For example, within one Overtime Rule you can set up separate Overtime Conditions that apply when Team Members work: Up to 8 hours on a weekday. More than 8 hours on a weekday. Any hours on a Sunday. Any hours on a Public Holiday. An Overtime Condition can have one or more Sub-Conditions.
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A collection of one or more Overtime Conditions applying to a specific timespan, such as a day, a week, or that defined by a Timesheet. Overtime Rules are allocated to one or more Timesheet Patterns.
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In the United Kingdom, a P45 is a document issued to an employee by their employer when the employee's employment ends. A P45 contains information about the employee's tax code, their pre-tax salary or wages, the amount of tax deducted, and the details of the employer. The P45 is passed to the employee's next employer so they can assign a tax code, calculate tax deductions and National Insurance contributions correctly. It is the employer's responsbility to issue a P45. Check with your HR or payroll team if you are unsure how to get your P45 when you need it.
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In the United Kingdom, the P60 form shows an employee the tax paid on their salary. For people with multiple jobs with different employers, each employer issues a separate P60. Employers must issue a P60 for workers employed at the end of a tax year (5 April) by 31 May. Organizations who use WX to distribute payslips typically use it for P60s too. Organizations whose payslips are distributed outside WX typically use the same method for P60s.
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A container for SFDC applications and components, from which they are installed.
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A request from a manager to Human Resources to change the employment details of one of the manager's direct reports. Each request typically follows an approval process before reaching HR for finalizing. Also known as an employment change request or Personnel Action Form (PAF).
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A Compensation Plan with one or more subsidiary Plans. Subsidiary Plans are Child Plans. The Parent Plan at the top of a hierarchy of Plans is the Root Plan. Parent Plans can only be submitted for approval when all subsidiary Child Plans have been submitted.
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An employee benefit providing time off work for reasons associated with the birth or adoption of a child. In Sage People, Parental Leave applies to maternity, paternity, and adoption leave. In many countries entitlements to Parental Leave are defined in law, and can be paid or unpaid. Sage People Absence Accrual Patterns provide the flexibility to define and manage almost all forms of legal entitlement to Parental Leave. Leave that can be taken for more general, family oriented reasons is classed as Family Leave in Sage People.
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An employee benefit providing time off work for reasons associated with the birth or adoption of a child. In Sage People, Parental Leave applies to maternity, paternity, and adoption leave. In many countries entitlements to Parental Leave are defined in law, and can be paid or unpaid. Sage People Absence Accrual Patterns provide the flexibility to define and manage almost all forms of legal entitlement to Parental Leave. Leave that can be taken for more general, family oriented reasons is classed as Family Leave in Sage People.
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A code allocated to a specific pay rate, such as standard time or double time. Each Pay Code has a name, which is used on Timesheets, and a code, which is used within the system.
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The rate of remuneration associated with a Pay Code. Pay Rate is a decimal value used as a multiplier for a Team Member's basic rate of pay. For example, an overtime pay rate of 1.5 results in pay of 1.5 times basic pay for all time worked as overtime.
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A Payflow object acting as an intermediary between an inbound data file and HCM. Each Payflow Line maps a field in the imported data file to a field in a Payflow Batch or to a field in an HCM object. Must be used with payslip data. For all other Payflow inbound batch data use the Inbound Staging Line object.
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A page displaying key information about a Payflow™ Service, including the Payroll Period, Batch Run Mode, Next Run Date/Time for automatically scheduled batches, and the list of batches associated with the Service. From the Console you can configure the Service, upload or download files, and drill down into the detail of the batches. Also known as the Payflow Console.
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Payroll refers to the process of calculating, processing, and distributing wage and salary payments and other compensation for a company's employees for their work within a period of time. Payroll functionality is typically provided by dedicated payroll software, such as ADP Workforce Now. Sage People can integrate with payroll applications to use the same employee data for both HR and payroll purposes.
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functionality enabling you to create and send Adobe Portable Document Format (PDF) files from within Sage People packages. PDF files in Sage People are typically used for employment contracts, amendments to terms and conditions, other formal letters to Team Members, branded company-wide announcements and so on. PDF templates can use formulas for conditional and tailored content.
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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.
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In WX, used to link to the People Bar when the screen is not wide enough to display the full People Bar.
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People Management Workflow (PMW) is a WX process for managers in the Teams section of WX for managing employment change requests. People Management Workflow uses HR Request Types but shares the HR Request object and the WX Process definition with the legacy HR Request process.
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Provides a consolidated view of a Team Member's performance by bringing together Objectives, Performance Overview and Continuous Feedback information in a single screen.
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Enables managers to review a Team Member's performance during the organization's performance review cycle and team members to comment on their performance and fill in a self performance review. Performance Reviews can include Continuous Feedback.
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A collection of permissions and access settings that specifies the parts of the Sage People system that can be seen and edited by a user. Multiple Permission Sets can be assigned to multiple users. Typically used to refine the permissions granted by a Security Profile. Default Permission Sets are supplied with Sage People; you can use these as a starting point for creating your own, tailored to the requirements of your users.
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WX process where Team Members can add or update information about themselves, such as their address details, personal contact details. Fields available for entry are controlled by field sets in the Team Member and Employment Record objects.
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A request from a manager to Human Resources to change the employment details of one of the manager's direct reports. Each request typically follows an approval process before reaching HR for finalizing. Also known as an employment change request or Personnel Action Form (PAF).
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An employment benefit that is subject to the HIPAA Privacy Rule for Protected Health Information (PHI). The HIPAA Privacy Rule is more formally the Standards for Privacy of Individually Identifiable Health Information, and covers the use and disclosure of personal health information by organizations such as health care providers, health plans, and health care clearing houses. Sage People enables you to flag any benefit record as including PHI by using a checkbox on the Benefit Detail page.
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An optional field on the Team Member record typically used to store a direct dial work phone number for the Team Member.
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A unit of measurement for defining text font sizes and related typographic objects such as table cells and line widths. In digital typography and desktop publishing a pica is standardized at 1/6 inches. A pica can be subdivided into 12 points (pt). A valid unit to use in CSS.
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One way of presenting a browser user with a number of selectable options. Some Sage People picklists can be edited or added to as part of the implementation process; this is one of the ways in which the application can be configured. Also known as: pull-down menu, drop-down menu.
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A software release in the early stages of the delivery lifecycle, typically with new or significantly enhanced functionality. The scope of pilot functionality is limited and intended for a selected group of users to solicit feedback on feature functionality and future development priorities. Consequently, a pilot release is usually deployed in a non-production environment such as a sandbox or a trial org and is not made generally available.
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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.
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An employee tasked with completing and submitting a salary or bonus plan in WX for other Team Members. Plan completion includes entering requested remuneration details. Planners are typically managers with responsibility for team remuneration.
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People Management Workflow (PMW) is a WX process for managers in the Teams section of WX for managing employment change requests. People Management Workflow uses HR Request Types but shares the HR Request object and the WX Process definition with the legacy HR Request process.
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A commonly used unit of measurement for defining text font sizes and related typographic objects such as table cells and line widths. In digital typography and desktop publishing a point is standardized at 1/72 inches. There are 12 points in a pica. A valid unit to use in CSS.
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A policy defines the functionality available to the Sage People user through Sage People WX. Each policy comprises a set of options and settings linked to a team member through an HR Department. An organization can have several policies for different parts of the business, such as per country or per management level. Policies can be exported and imported to enable copying between organizations.
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An optional text label you can apply to one or more Policies so that they can be treated as a group by using the label value in workflows.
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Employee benefits payable after the completion of employment, excluding termination benefits. Typically includes pension, other retirement benefits, post-employment life insurance, and post-employment medical care. Legislation may include a requirement to provide some level of post employment benefit. For example United States COBRA requires group health care plans to offer continuation coverage to covered employees and their families upon loss of coverage under a group health care plan. Sage People enables management of post employment benefits through its Benefits and Open Enrollment processes, including dedicated post employment benefit fields in the Employment Record.
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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.
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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.
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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.
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The personal name by which an employee prefers to be known. An optional value, recorded in the Preferred Name 80 character text field on the Team Member object.
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A named person, typically in a life insurance contract, who will receive the benefit when it is to be paid. Sage People enables you to nominate multiple primary beneficiaries during benefit enrollment, with each beneficiary designated to receive a percentage of the benefit. The sum of the benefit percentages must be 100. You can also nominate one or more contingent beneficiaries.
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A category of absence that has limited visibility. Sage People Absence Accrual enables you to classify any type of absence as Private. Private absence is not visible to colleagues or the downward reporting chain in a Team View calendar, but remains visible to the Team Member's manager and the upward reporting chain.
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In Sage People, a process is a group of features that make up one of the constituents of a WX Service in Sage People WX, such as Objectives, Vacation/Paid Time Off, Performance Review, or Training. Each process has a set of options in a Policy that enable the process to be configured.
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A highly flexible Salesforce tool for evaluating records and then taking actions dependent on criteria you specify. Used to define custom Action Events for your Sage People implementation.
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See Security Profile.
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Processing of personal data in a way to break the link between the data and data subject so the data subject can no longer be identified from the data element, without using additional data held separately for the identification. Pseudonymized data can fall into the scope of GDPR.
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A commonly used unit of measurement for defining text font sizes and related typographic objects such as table cells and line widths. In digital typography and desktop publishing a point is standardized at 1/72 inches. There are 12 points in a pica. A valid unit to use in CSS.
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Paid Time Off. Also known as paid vacation, holiday, leave, and paid leave. Typically, permanent employees have an entitlement to an amount of paid time off written in to their contracts of employment. Part time permanent employees typically have their paid time off entitlements scaled in proportion to the number of days they work. Paid time off is typically approved in advance.
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Pulse surveys are commonly used to give an indication of some aspect of the health of a company. Typically comprising an easy to complete set of questions, repeated frequently to a defined, regular schedule, pulse surveys can generate valuable employee related data for reporting and analysis. Sage People Pulse Surveys are set up by your administrator and displayed in WX for completion by Team Members. Pulse survey functionality is delivered as part of Sage People HCM and forms part of the Analytics service.
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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.
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Recognition is 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. Sometimes known as kudos. Also known as Shout Outs, Badging, Crowdsourced Performance Review.
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When you select a tab, the page displays information in rows. The information for each row is held in a record. For example, the Team Members tab groups all team member records together, with each record displayed on a separate row.
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A package of complementary functionality for Sage People Talent Acquisition - formerly Recruit - enabling more complex object sharing models to be implemented.
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A package of complementary functionality for Sage People Talent Acquisition - formerly Recruit - enabling more complex object sharing models to be implemented.
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Forms are a powerful feature of Sage People that enable you to capture information from team members, candidates, or external contacts. Forms can be displayed to users in WX or Recruit, or emailed to recipients.
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Information that is not part of the selected record, but that is related to it. For example: The employment, objectives, and targets records for a Team Member. These are accessible from the Team Member page, with links displayed below the Team Member Detail. The employment record detail page has related lists for salary history, benefits, bonuses, absences, and so on.
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A user linked to the current record through a standard or custom field included in the record.
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A generated set of information drawing on one or more objects. Reports can be shared through Report folders and exported to Excel as a set of data values or in formatted form. Sage People supports multiple report formats including tabular, summary, and matrix.
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A visual editor to help you build Sage People reports.
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The currency in which amounts are displayed in a company's financial statements such as the annual financial report and accounts. Many organizations use the reporting currency for their internal financial reporting, often to provide a standard currency for operations in more than one country. Sage People offers the reporting currency as an option for most currency amounts held on the system. Fields displaying the reporting currency have the word Reporting in their names; for example Annual Amount Reporting, Employee Deduction Reporting.
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When applied to Compensation Planning the percentage change in an amount, such as a salary or bonus, represented by the Requested value. Requested percentage is: ((Requested value - Current value)/Current value) x 100
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When applied to Compensation Planning, a currency value entered by a Planner.
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Defines a position in your organization that forms part of a Resource Plan. The position can already exist and be filled by a Team Member or be the subject of current recruitment activity, or it can be planned as part of a future structure. Resource Needs can be mapped to existing Team Members, to Job Library Items, or to Vacancies, or they can be self contained.
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A collection of Resource Needs that together define an existing or planned deployment of employees for all or part of an organization. A Resource Plan can be built from scratch, or, more usually, built from a current organization by the bulk import of existing Team Member and vacancy information. After building the plan, a resource planner can be copy the plan and manipulate it to construct one of a range of what-if projections.
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An extension to Sage People Talent Acquisition enabling details to be extracted from a resume or CV and added to a candidate's Sage People record. Resume Parsing uses the Sovren Resume Parsing engine.
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In Sage People, revealing refers to making an item visible to somebody else. Processes where revealing is part of the flow are performance reviews, objectives, and enhanced objectives. A performance review with the Revealed status has been created by a manager and made visible to the team member it relates to. In the Objectives process, revealing makes an objective visible the manager or team member with a Draft status, and requires separate confirmation or activation to become active. Enhanced objectives, when activated and revealed, become active and visible to the other party in the performance management context (manager or team member).
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In Sage People, revealing refers to making an item visible to somebody else. Processes where revealing is part of the flow are performance reviews, objectives, and enhanced objectives. A performance review with the Revealed status has been created by a manager and made visible to the team member it relates to. In the Objectives process, revealing makes an objective visible the manager or team member with a Draft status, and requires separate confirmation or activation to become active. Enhanced objectives, when activated and revealed, become active and visible to the other party in the performance management context (manager or team member).
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In Sage People, revealing refers to making an item visible to somebody else. Processes where revealing is part of the flow are performance reviews, objectives, and enhanced objectives. A performance review with the Revealed status has been created by a manager and made visible to the team member it relates to. In the Objectives process, revealing makes an objective visible the manager or team member with a Draft status, and requires separate confirmation or activation to become active. Enhanced objectives, when activated and revealed, become active and visible to the other party in the performance management context (manager or team member).
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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.
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A Sage People field automatically providing an aggregate value of child records. For example, Competency Assessment Competency Count is a roll-up summary field providing the number of competencies against which a Team Member has been assessed.
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A number of months at the end of each financial year; if Objectives or Targets are set during this period they default to the following year. For example, with a December year end and a two month Rollover Period, any Objectives or Targets set between 1 November and 31 December apply by default to the following year. Use the Months to New Year Rollover option on Policy to set the Rollover Period value.
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In Compensation Plan, Root Plan is at the top of a hierarchy of related Plans. The Root Plan has no Parent Plan and can have one or more subsidiary layers of Parent and Child Plans.
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The recurring time period defining Team Member working time and pay frequency. For example, year, month, week, day, hour. A Team Member with an annual Salary Period typically has a salary defined as an amount per year, and is paid monthly or bi-weekly. A Team Member with an hourly Salary Period typically has a salary defined as an amount per hour and is paid weekly.
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A record of the regular pay awarded to one Team Member over a defined period such as a year or a month. Each record includes a start date, currency, amount, and an annual multiplier to convert the amount into an annualized value. Salary Records can be current or historical. There can only be one current Salary Record. Each Salary Record is linked to a single Team Member's Employment Record.
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A tax efficient method offered by some taxation authorities enabling employees to exchange part of their salaries for a non-cash benefit, such as additional employer pension contributions or childcare vouchers. The non-cash benefit is typically un-taxed, or taxed at a lower rate than the salary that has been given up. The lower basic salary incurs less tax. Calculation of the overall benefit to the employee can be complex if there are other, salary-related benefits involved; a lower salary will typically reduce the level of these benefits.
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A measure used in assessing an indicator for a competency or skill, or to provide response options for survey questions. For example, a frequency scale used to assess how often a Team Member exhibits a particular behavior.
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The date an employee stock option scheme is first made available to employees. Companies may start a new scheme at the beginning of each fiscal period, each calendar year, or each taxation year, over time resulting in multiple schemes running in parallel. Each scheme can be set up with its own Stock Option Pattern, or multiple schemes can run off a single Pattern.
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A collection of permissions and access settings specifying the parts of the system that can be seen and edited by a user. A user can be assigned to a single Security Profile. Typically used to provide a basic level of access control, refined by one or more Permission Sets. HCM is supplied with three Security Profiles: HR Administrator, HR Manager, and Platform Team Member. Also known as: Profile.
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When defining a vacancy in Sage People Talent Acquisition, the criteria you want candidates to have. Criteria can be competencies, skills, experience, knowledge, qualifications, or some other measure that helps you to choose between candidates. You can use the degree to which candidates meet selection criteria as a measure of candidate suitability for a role.
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Twice a month, typically on the first or last day of the month and on the 15th of the month. Compare with biweek, every two weeks.
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Length of service used as a determining factor in allocating employment benefits. For example, many organizations increase vacation entitlement for employees as their length of service increases. Sage People enables you to define entitlements changing in this way through the seniority settings for Absence Accrual Rules. By default, length of service is calculated using the Continuous Service Date.
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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.
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The calculated number of months service for a Team Member, starting from their Continuous Service Date and taking into account the date within the month. Displayed on the Employment Record Detail page. For currently employed Team Members with no End Date, Service Months = the number of completed months from the Continuous Service Date to today. For Team Members with an End Date, Service Months = the number of completed months from the Continuous Service Date to the End Date.
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The calculated number of years service for a Team Member, starting from their Continuous Service Date and taking into account the date within the month, rounded to the nearest year. Displayed on the Employment Record Detail page. Service Years = Service Months / 12 rounded to the nearest whole number.
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Salesforce.com. Sage People is built on the Salesforce platform.
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A message generated by the Salesforce platform on which Sage People is built and occasionally displayed to Sage People administrators.Typically associated with single sign-on, connected apps, or an identity provider. For resolution instructions go to the Sage People Community (https://sagepeoplecommunity.sage.com) and search for SFDC Expired Certificate Notification.
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Salesforce Developer Experience
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A means of controlling access to data at the record level. If sharing is set Private for an object, only the users who create records for that object have access to those records; the records are private to the users who create them. Sharing Settings are typically implemented through Sharing Rules that extend default settings; Sharing Settings =can also be applied manually.
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A technical ability or knowledge required to perform a job. The Skills process enables Team Members' skills to be recorded for use in career planning and succession planning. Skills are defined in the Skill Library by the HR Manager. Team Members and managers set the level of ability of team members against skills selected from the Skill Library.
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Enables Team Members' skills (technical abilities or knowledge required to perform a job) to be recorded for use in career planning and succession planning. Skills are defined in the Skill Library by the HR Manager. Team Members and managers set the level of ability of team members against skills selected from the Skill Library.
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A nine digit unique number issued to individual United States citizens, permanent residents, and temporary working residents. Primarily used for tracking individuals for social security purposes and also used as a general means of identification. Many countries have similar national identification number systems, such as China (Identity Card number), Poland (PESEL number), and the United Kingdom (National Insurance number). Used in Sage People as the default label for a field in the Team Member object, the label can be changed to reflect an organization's requirements.
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The date from which an employer must offer an auto enrolment scheme to their employees for the first time. Staging dates are set by The Pensions Regulator; the date set for your organisation depends on the number of employees in your largest PAYE scheme as recorded by HMRC at 1 April 2012. The larger the number of employees, the earlier the staging date. Staging dates run from October 2012 to April 2017 for existing employers, and follow on for new employers setting up business between April 2012 and September 2017.
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A group of parameters defining how a Stock Option based on the Pattern will behave. The Pattern includes: The units used to measure time periods. The stock price to be used to calculate the value of options granted. The Stock Option Periods defining the vesting schedule. ods defining the vesting schedule.
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A period of time that must elapse between a Stock Option Grant Date and the date a portion of a stock option vests. Defined to support a Stock Option Pattern, one or more Stock Option Periods define the vesting schedule for stock options based on the Pattern.
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The price used by the Stock Option process to calculate the values associated with granted stock options including grant value, vested value, and exercised value. You can maintain the Stock Price over the life of a stock option, or leave it at the value set when creating the Stock Option Pattern.
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An Overtime Sub-Condition linked to an Overtime Condition. Each Condition can have one or more Sub-Conditions. All Sub-Conditions must be TRUE for the parent Condition to be TRUE. Sub-Conditions are automatically assigned the same Pay Code as the parent Condition.
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Identifying potential successors within your organization for a Team Member, along with an indication of the readiness of each potential successor. A succession plan is good business practice for all key roles, enabling you to develop individuals to take on larger or different roles in the future and providing a measure of security if a key team member should leave. Succession Plans are typically entered by a manager or HR and not disclosed to the Team Members.
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When applied to Compensation Planning the percentage change in an amount, such as a salary or bonus, derived from a Projection Formula used to distribute a budgeted amount between eligible employees. Suggested percentage is: ((Suggested value - Current value)/Current value) x 100
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When applied to Compensation Planning, a currency value derived from a Projection Formula used to distribute a budgeted amount between eligible employees.
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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.
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One of the report formats supported by Sage People. Similar to a tabular report with the additional capacity to group rows of data, view subtotals, and create charts. Typically used for grouping tasks by week or by team member.
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Superannuation refers to payments made to a fund by an employer or an employee towards a pension for the employee's retirement.
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Used to organize information stored in Sage People into groups. By selecting a tab towards the top of the Sage People page, you get access to all the data related to that tab.
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One of the report formats supported by Sage People. The simplest and fastest way to view data, comprising fields in columns and records in rows.
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Sage People Talent Acquisition enables you to define and manage the recruitment process within your organization. Talent Acquisition can handle the complete process from specifying the initial vacancy requirement right up to the final offer stage.
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A Learning Management System (LMS) is a software application or an online platform designed as a central place for delivering employee training and managing employee training records. Examples of LMS software include TalentLMS, Adobe Learning Manager, and Docebo Learn, and others. Sage People supports integration with LMS solutions through Payflow.
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An assessment of a Team Member comprising their current performance, potential, risk of leaving, and the impact on your organization if they leave. Typically entered by a manager and not disclosed to the Team Member.
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A Learning Management System (LMS) is a software application or an online platform designed as a central place for delivering employee training and managing employee training records. Examples of LMS software include TalentLMS, Adobe Learning Manager, and Docebo Learn, and others. Sage People supports integration with LMS solutions through Payflow.
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Financial targets for a Team Member to achieve in a given time period. Typically used to set revenue generation targets for sales staff and aligned with an organization's financial year, targets are broken down into quarterly amounts. Actuals can be recorded against each quarter, and managers can record status and comments as the year progresses.
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Generally: any Sage People HCM user with access to Sage People WX. Specifically: one of the security profiles used by Sage People HCM. Each security profile gives a different level of access to data; a user with a Team Member security profile can view and edit permitted information. Managers and their direct reports typically share the same profile, but they have permission to see different information so managers can edit selected details of their direct reports' pages.
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Part of the Sage People Data Loader add-in, enabling you to create template files in the correct format for loading data into Sage People.
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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.
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A work scheduling arrangement enabling or requiring employees to take time off instead of, or in addition to receiving payment for time worked in excess of contractual hours. Time in lieu is typically awarded at the discretion of the employee's manager, and is added to the employee's paid vacation entitlement. Also known as Time Off in Lieu, TOIL, Compensatory Time, Comp Time.
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A work scheduling arrangement enabling or requiring employees to take time off instead of, or in addition to receiving payment for time worked in excess of contractual hours. Time in lieu is typically awarded at the discretion of the employee's manager, and is added to the employee's paid vacation entitlement. Also known as Time Off in Lieu, TOIL, Compensatory Time, Comp Time.
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A record of work time on a specific date for one Team Member. The Time Report also includes pay rate and unit amount, and enables calculation of pay amounts due. One or more Time Reports contribute to a Timesheet for a defined time period.
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A component of a Working Day. Individual Time Segments can be working time or non-working time. Each Working Day comprises one or more Time Segments that together completely define the Working Day from start to end. Working Days are used to define Work Schedules.
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A record of work time over a defined period for one Team Member. A Sage People Time timesheet has defined start and end dates and comprises one or more Time Reports. Typically completed through WX by Team Members, Timesheets can also be created and edited through the HR Manager Portal. When complete, the timesheet enables calculation of total work duration and amount of pay due.
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A definition of timesheet periods and the time reporting timespan. Timesheet Patterns have an associated Overtime Rule which defines the conditions under which overtime is payable to Team Members working under the Pattern. Timesheet Patterns can be assigned to Policies and to individual Team Members.
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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.
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A work scheduling arrangement enabling or requiring employees to take time off instead of, or in addition to receiving payment for time worked in excess of contractual hours. Time in lieu is typically awarded at the discretion of the employee's manager, and is added to the employee's paid vacation entitlement. Also known as Time Off in Lieu, TOIL, Compensatory Time, Comp Time.
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As displayed in the WX Absence Calendar: Total Balance = Current accrual + Carry over + Time off in lieu Total Balance does not include future or pending requests.
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The Training process enables activities associated with answering development needs to be identified, tracked, recorded, assigned to Team Members and tracked. Training options can be populated from the Training Library or requested manually.
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A setup and configuration tool to help manage and implement natural language translation of customizations, such as picklist values and custom field labels, and to override existing labels and translations. The override function is used during implementation to change labels and prompts on screen.
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A pre-configured salesforce org set up with sample data to enable you to use and test Sage People applications.
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The Employee Turnover Report is a graphical headcount and turnover rate analysis that can be accessed from the HR manager portal. The turnover report is used to analyse rates of employee attrition or churn in your organization.
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Multi-factor authentication (MFA) is a secure authentication method. It requires the user to prove their identity by supplying two or more pieces of evidence, the factors, when logging in. Sometimes known as two-factor authentication (2FA).
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Multi-factor authentication (MFA) is a secure authentication method. It requires the user to prove their identity by supplying two or more pieces of evidence, the factors, when logging in. Sometimes known as two-factor authentication (2FA).
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User Acceptance Testing. That part of the implementation process when the configured and implemented Sage People application is tested by, or on behalf of, a customer organization. UAT is designed to ensure the implemented system meets the customer's requirements.
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Unicode is an information technology standard for the consisted encoding, representation, and handling of text expressed in most of the world's writing systems. Unicode can be stored using a number of different encodings. The most common Unicode encodings include UTF-8 and UTF-16. UTF-8 is compatible with ASCII encoding standard, UTF-16 is not.
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Unicode is an information technology standard for the consisted encoding, representation, and handling of text expressed in most of the world's writing systems. Unicode can be stored using a number of different encodings. The most common Unicode encodings include UTF-8 and UTF-16. UTF-8 is compatible with ASCII encoding standard, UTF-16 is not.
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Unicode is an information technology standard for the consisted encoding, representation, and handling of text expressed in most of the world's writing systems. Unicode can be stored using a number of different encodings. The most common Unicode encodings include UTF-8 and UTF-16. UTF-8 is compatible with ASCII encoding standard, UTF-16 is not.
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Unicode is an information technology standard for the consisted encoding, representation, and handling of text expressed in most of the world's writing systems. Unicode can be stored using a number of different encodings. The most common Unicode encodings include UTF-8 and UTF-16. UTF-8 is compatible with ASCII encoding standard, UTF-16 is not.
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The top level of the uniform resource identifier (URI) naming structure, providing the scheme name at the start of every URI.
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UCS (Universal Character Set) Transformation Format-8 bit. A standardized format for character encoding that can represent every character in the Unicode character set. UTF-8 is the required character format for the Sage People Data Loader.
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A measure of the percentage of a Team Member's employed time taken up by a position. For Team Members with a single role, this is typically 100%. Team Members performing more than one role can have partial utilization scores for each role, with the total adding up to 100%. For example, a project manager with responsibility for four projects may have separate utilization percentages for each: 25%, 25%, 40% and 10%. Sage People Resource Manager enables you to indicate utilization percentages for Team Members as part of a Resource Need definition. Utilization scores are applied to the Team Member's FTE value; a Team Member with an FTE of 0.6 who spends all 3 of their work week days on a single role has a 100% utilization score.
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An opening for one or more people within your company. The Sage People Talent Acquisition process starts with defining a Vacancy. Vacancy definition includes a role definition and the candidate evaluation procedure.
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Store the classifications used by Job Boards to categorize vacancies. Code types include industry, job sector, experience level, country, region, and employment type. When loaded, Sage People uses Vacancy Codes to classify vacancies in line with Job Board attributes, ensuring that vacancies are correctly posted.
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Commonly used interchangeably with Paid Time Off (PTO). In Sage People, used to represent both paid and unpaid time off, characterized by: An allowance per year or per period worked. The allowance can increase with seniority. Typically applied for and approved in advance. Contrast with Absence.
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The transfer of a granted option to one that can be exercised. For example, an employee stock option for 1000 ordinary shares may be granted to an employee on their hire date, but they are not permitted to exercise the option until it vests. Vesting is typically phased in line with a vesting schedule, so of the granted 1000 shares, 250 may vest when the employee has completed one year's employment, a further 250 after the second year and so on. Vesting can also be dependent on employee performance. An employee can exercise only the vested part of an option, enabling them to buy the permitted quantity of stock at the exercise price.
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The date when a stock option, or part of an option, becomes available for the employee to purchase. Employee stock options typically follow a vesting schedule comprising a number of vesting dates at defined intervals; another part of the option is made available at each date. Vesting dates are calculated using the Stock Option periods defined as part of a Stock Option Pattern.
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A period of time which must elapse before an employee can exercise their right to purchase the stock they have been granted. The vesting period starts on the Option Vesting Start Date, after the Scheme Start Date, and typically some time after an option has been granted. The period may continue while portions of the right vest. Vesting dates can be specified throughout the vesting period, with a portion of the option vesting on each date until the final vesting date when the full balance of the option becomes available to exercise. The vesting period ends when all portions of the option have vested.
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The Veterans' Employment and Training Service, an agency of the United States Department of Labor provides assistance to military veterans. Employers contracting with the federal government are required to report specified information on covered veterans in their workforce. Supported by additional data fields supplied with the Sage People Country Pack: U.S.A.
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A set of criteria enabling a subset of records to be displayed. Sage People enables you to create your own views in the HR Manager Portal for Sage People HCM, and in Sage People Talent Acquisition. A view can be used with a single tab, such as Team Members, HR Requests, or Candidates. A view can also be cloned and printed to PDF, but cannot be transformed into a report.
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The framework on which many Sage People application interfaces are built. In some instances, customers need to check and assign permissions to specific Visualforce pages as part of feature configuration.
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Form W-2 is a United States Internal Revenue Service (IRS) form. It details the income tax, social security tax, or Medicare tax withheld from the remuneration paid to an employee. Form W-2 is filed with IRS by the employer. Sage People Payroll powered by ADP can generate Form W-2.
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Form W-4 is a United States Internal Revenue Service form, the Employee's Withholding Allowance Certificate, to be completed by employees so that employers can withhold the correct federal income tax from pay. [%=SagePeople.CompanyName% ]supports completion of Form W-4 through integration with DocuSign.
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Form W-2 is a United States Internal Revenue Service (IRS) form. It details the income tax, social security tax, or Medicare tax withheld from the remuneration paid to an employee. Form W-2 is filed with IRS by the employer. Sage People Payroll powered by ADP can generate Form W-2.
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A task, project, customer or other entity against which you want employees to book their time. Sage People enables you to define Work Allocations as a hierarchy, for example from a geographical region, through customers in that region, to projects and sub-projects within customers.
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The process of assigning defined Work Allocations to Team Members. Work Allocation Assignments are defined for a Timesheet Pattern and applied to all Team Members using the Pattern.
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A definition of the working week with days marked as worked or not worked. Typically used by organizations operating in more than one country to define the working week for each country, or by organizations with different working week arrangements for groups of employees in a single country. Each pattern enables you to define recurring holidays throughout the year, such as public, bank, or national holidays. For each recurring holiday you can specify how personal vacation days are treated when they fall on those days. Work Days Patterns integrate with Overtime Rules to define overtime entitlements for Team Members using Sage People Time. Work Days Patterns can be assigned to individual Team Members and to policies to help in the management of timesheets, vacation/PTO and absence. Work Days Patterns can be exported and imported to enable copying between organizations.
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WX process where Team Members can view, or in some cases update, information about their employment such as their job title, location, email or phone number. Fields available in the process are controlled by field sets in the Team Member and Employment Record objects.
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A physical location used by your organization, typically the name of a place, a street address, or an internal reference name applied to a place of work. Each Work Location acts as a template or central store of data you want to associate with a location, typically including a name, an address, and an associated work location manager. You can then link the Work Location to a Team Member's Employment Record. Any changes made to the Work Location are automatically applied to all Team members linked to that Location.
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A definition of working times you can apply to groups of Team Members. Each Work Schedule comprises Working Days and a number of Time Segments. You can assign Work Schedules to Policies or to individual Team Members.
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Generally: a series of connected steps used to complete or contribute to a task. The series of steps flows from one to the next. Specifically: in Sage People, an automated or semi-automated process using rules triggered by specific criteria, and resulting in one or more defined actions.
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WX (Workforce eXperience), the greatly enhanced replacement for the Sage People Collaboration Portal. Using responsive design to enable use on the full range of screen sizes from desktop to mobile, giving access to existing processes, and introducing Internal Communication, Recognition, and Summary processes. Also known as employee self-service (ESS).
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Workforce Insights is a reporting solution to provide line managers and the C suite with standard dashboards and reports of employee data for their teams so they can make informed decisions. The data in the dashboards can be regularly refreshed. Workforce Insights is delivered with the Salesforce CRM Analytics technology.
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A day defined by a number of Time Segments. Each Working Day can be used by one or more Work Schedules.
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WX (Workforce eXperience), the greatly enhanced replacement for the Sage People Collaboration Portal. Using responsive design to enable use on the full range of screen sizes from desktop to mobile, giving access to existing processes, and introducing Internal Communication, Recognition, and Summary processes. Also known as employee self-service (ESS).
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A group of features delivering 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 enabling the Process to be configured.
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A set of standard Salesforce reporting features delivered through an enhanced charting interface and available through the WX interface. WX Reports have their own WX Process - Reporting - and access can be controlled by Policy.
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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.
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As displayed in the WX Absence Calendar: Year End Balance = (Accrual to year end) + (Carry over) + (Time off in lieu) - (time taken and requested to year end)
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