Each mini guide provides focused information on a topic of common interest to customers. Typically bringing together in one place a range of information that may be available elsewhere, mini guides also contain unique hints and tips enabling you to get more out of Sage People, more easily.
Written by experienced customer support professionals, mini guide information supplements the help center and will, over time, be incorporated into the help center itself.
Select the link in each summary to display the full guide. Most mini guides are published on the Sage People Community, and you do not need to be a Community member to access mini guides.
Key search terms are listed for each guide; when you search the help center using these terms this page is included in search results, making it easier for you to find the associated mini guide.
Actions after sandbox creation and refresh
A sandbox is a copy of your production org, typically used for developing new functionality, testing, and training, without compromising data and processes in your production org. This guide covers a range of configuration options you can take to ensure your sandbox operates in isolation. Follow the steps to prevent:
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Unwanted emails.
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Continued use of Salesforce sites intended for production.
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Unwanted updates to the US Benefits PlanSource single sign on settings.
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Payflow exports from the sandbox.
Last updated: 29 February 2024
Link: Sandbox creation and use | Actions after sandbox creation and refresh
How to run and check email logs
Do you want to find out if and when an email has been sent and the recipient address used?
An email log enables you monitor emails sent through Salesforce and includes information about each email, such as sender and recipient, and when the email was sent.
Last updated: 18 February 2019
Link: How to run and check email logs
Key search terms: email log, sent emails, outbound emails, system emails
Licenses and profiles
Do you want more information about the different license types, know how many licenses you have available in your organization, or the relationship between licenses and profiles? This mini guide has the answers.
Last updated: 3 August 2022
Link: Licenses and profiles
Key search terms: license availability, license amount, ordering licenses, profiles, licence type, license information
Create a user record
To enable employees to access Sage People each Team Member must be linked to a user record. Typically completed as part of a new hire process, user records are created after Team Member and Employment records, and when job, salary and other related records have been defined.
This mini guide tells you how to create a user record and link it to a Team Member.
Last updated: 12 September 2022
Link: Create a user record
How to manage part timers in Sage People
Sage People can be configured to adapt to match your needs for managing part time employees, but because requirements vary from country to country and across different organizations in the same country, this guide focuses on best practice considerations and common situations.
Last updated: 27 November 2023
Link: Managing part-time employees
Key search terms: part-time employees, managing part-timers
Lightning App Builder
Do you want to enhance you Sage People pages to display dynamically maintained data relevant to your organization? Move or hide default components and replace them with key charts or record information? Moving from Salesforce Classic to Lightning simplifies updating your home page and record page layouts, so you can ensure key information is immediately available.
These two mini guides take you through the process so you can make your page layouts fully fit for purpose.
Home page
Create the home page layouts you want, with dedicated pages for each app, such as HCM Lightning, Recruit Lightning, and so on, or for different user profiles.
Last updated: 31 January 2023
Link: Lightning App Builder: Home page
Key search terms: Lightning, Lightning Pages, Page Layout, Homepage Layout
Record pages
Sage People record pages give you access to detailed information focused on employee related records. Through Lightning App Builder you can control several aspects of the user interface including the fields displayed, how they are grouped and their positions on the page, and the related lists and quick links available.
Last updated: 14 December 2023
Link: Lightning App Builder: record pages
Key search terms: Lightning, Lightning Pages, Page Layout, Team Member Page Layout, Employment Page Layout, Homepage Layout
Checks when a system administrator leaves
What do you need to do when the person responsible for maintaining your Sage People system leaves? Details vary depending on your setup, but this guide highlights many of the key areas for attention.
Last updated: 27 June 2023
Link: Checks to carry out when a system administrator leaves
Key search terms: report not running, apex job failing, flow not running, running user
Rebranding your Sage People site
Do you want to change the Sage logo to your own company logo? Apply custom branding including colorways to forms, letterheads, and self-service pages? This guide brings together all you need to know.
Last updated: 24 May 2023
Link: Rebranding your Sage People site
Key search terms: rebranding, update logo, update colour scheme, new logo, change WX
Pay gap analysis
Analysing employee remuneration to identify differences between groups is a standard requirement in many countries and organizations. Sage People can be configured with the required fields, reports, and dashboards to give you easy access to this information for initial analysis. You can then work with your payroll provider to ensure the full data is made available to meet legislative requirements.
Last updated: 13 February 2023
Link: Worked example: pay gap analysis
Enhanced domains
Enhanced domains update the Salesforce My Domain feature to meet the latest browser requirements. With enhanced domains, all URLs across your org contain your company specific My Domain name, including URLs for your Experience Cloud sites, Salesforce Sites, Visualforce pages, and content files. This feature changed domain suffixes - the part after the My Domain name - to meet the latest security standards. With no instance names, enhanced My Domain URLs are easier for users to remember and don’t change when your org is moved to another Salesforce instance. Because enhanced domains meet the latest browser requirements, this feature was enforced in Salesforce release Winter ’24.
This guide brings you up to date with the impact of enhanced domains on your Sage People org and provides steps to help you implement them to best effect.
Last updated: 11 July 2023
Link: Enhanced Domains explained: next steps
Data loading guide
While updating individual records is part of the day to day workload for most HR teams, what do you do if you have large quantities of data to update your Sage People system? You may be aware of a range of applications enabling you to load bulk data, but be unsure of the one to use. This guide takes you through the processes to follow when uploading:
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Enhanced Objectives, and future dated HR Requests with the Salesforce Data Import Wizard.
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Salary and bonus, absence adjustments and accruals with the Sage People Data Loader.
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PDFs to Manager Notes with the Salesforce dataloader.io.
Lat updated: 23 August 2023
Link: Data Loading Guide
Key search terms: Data Load, Data Loader, Sage People Data Loader, Salesforce Data Import Wizard, Data Loading