Frequently asked questions

How can I collect information using forms?

Forms are a powerful feature of Sage People that let you capture information from team members, candidates, or external contacts. You can display Forms to users in WX or Recruit, or email them to recipients.

Form responses save to the form object and you can view them and report on them in the HR manager portal. The system can write back information to HCM or Recruit data objects to update existing records. It does this using data links that enable forms to update team member, applicant, or reference information automatically.

You'll create Forms in the HR Manager portal using the following tabs:

• HCM Form Definition: use for HCM forms

• Form Definition: use for Recruit forms

For more information about how to set up and use HCM and Recruit forms, see Sage People forms.

What are People Groups and how do I use them?

People Groups are a way to create groups of team members with shared interests, whether professional or social. Group members don’t need any formal reporting or organizational relationship. You can draw them from any part of the business. Team members and managers can search and join groups in WX using the People Groups process.

People Groups have the following functions:

• Managers can view absence details for People Groups in their absence team view. See Groups in the team Absence calendar

• You can set Internal Communications to display to specific People Groups. See Creating a new Internal Communication

• In Enhanced Objectives, you can create and track goals for your People Groups. For information about using group objectives, see View group objectives

For information about how to set up People Groups in the HR Manager portal, see Setting up groups in the HR Manager portal

For information about how to set up and use People Groups in the WX portal, see Setting up People Groups in WX and People Groups

How can I load data into Sage People?

Every new customer has a range of data to load into the Sage People system. This can include current and historical team member data, salaries, beneficiaries and dependents, and job histories. This data can be held in an existing system, in spreadsheets, or in a range of formats.

The Sage People Data Loader lets you automate much of the data loading process to format and import this existing data into your Sage People system. It enables you to repeat uploads, and provides integrated reporting on the progress of each data load. This also gives access to a full history of data loads.

You need to supply data in a standard format, and it must follow a set of rules to ensure error-free data loading.

For information about the Sage People Data Loader, see Sage People Data Loader.

How do I connect Sage People to my payroll solution using Payflow?

Sage People Payflow is a multi-purpose solution for managing data flows between Sage People and other systems, typically for data related to payroll, compensation, and benefits.

Payflow provides the link between Sage People and other systems including:

• Payroll agencies
• Benefit providers
• Other HR and ERP systems.

For information about how to set up and use Payflow, see Sage People Payflow.

How do I set up Docusign to connect to Sage People?

Sage People offers full integration with DocuSign forms, enabling:

• Fields you can map for data import:

  • From DocuSign templates into Sage People

  • From Sage People into DocuSign templates

• Use of Sage People defined email addresses for routing forms to Team Members

• DocuSign forms you want to trigger with Action Events

Typical uses include paperless onboarding starting with pdf form templates, such as I-9 and W-4. The system emails these to new hires for online completion, e-signature, and submission. You can route forms in line with requirements before final completion and data extraction. You can extract data from Sage People automatically, and use it to pre-populate fields in the DocuSign form. You can then extract data from the completed form and used it to populate the fields you require in Sage People.

For information about how to set up and use Docusign, see Paperless onboarding support through DocuSign forms.

How do I set up employment change requests?

Managers use employment change requests, or HR requests, to request changes to a team member's employment details. This can be changes to salary, bonus, hours worked, or job changes and promotions. Each request typically follows an approval process before reaching HR for finalizing. We also know an employment change request as a Personnel Action Form (PAF).

Until release Y24.2, Sage People had two options for setting up HR requests:

• People Management Workflow: an enhanced user interface for creating and managing HR requests. People Management Workflow supports HR requests for cross reporting managers, and for direct reports of direct reports

• Legacy HR requests: We deprecated this in Y24.2 release

• For information about how to set up and use People Management Workflow, see People Management Workflow

Can I make reports available in WX?

WX Reports deliver granular reporting information for team members and managers on many aspects of your organization. The reports use a set of standard Salesforce reporting features through an enhanced charting interface. WX Reports are available in Sage People WX using the Reporting process. You can make reports available by policy, or to individual team members, with or without their teams.

For information about setting up WX Reports, see WX Reports overview.

How do I set up the Sage People mobile app for my organization?

The Sage People mobile app for Android and iOS provides seamless access to your HR system wherever you are. Designed to complement the WX desktop experience, the Sage People mobile app helps deliver better and faster workforce experiences, streamline HR processes, and provides employees with the ability to work effectively on the go.

For information about setting up and deploying the Sage People mobile app for your organization, see Sage People mobile: introduction.