Mini guide summaries

Each mini guide provides focused information on a Sage People topic of common interest to customers. They bring together a range of information that is sometimes available elsewhere. Mini guides also contain unique hints and tips to help you get more out of Sage People, more easily.

Written by experienced customer support professionals, this mini guide information supplements the help center. We plan to incorporate these into the help center itself over time.

Select the link in each summary to display the full guide. We've published most mini guides on the Sage People Community, and you don't need to be a Community member to access them.

We've listed key search terms for each guide. When you search the help center using these terms, the results include this page. This makes it easier for you to find the associated mini guide.

Absence reporting

This mini guide contains examples of absence reports you'll commonly use and gives guidance on how to build them. The mini guide covers:

• How to report on org-wide absence

• How to identify absence trends

• How to report on the number of sickness days taken in any given month

Last updated: 20 October 2025

Link: Absence reporting handout

Actions after sandbox creation and refresh

A sandbox is a copy of your production org. You can use it for developing new functionality, testing, and training, without compromising 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:

• Unwanted emails

• Continued use of Salesforce sites intended for production

• Unwanted updates to the US Benefits PlanSource single sign-on settings

• 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 the system sent an email? Want to check what recipient address the system used?

An email log lets you monitor emails Salesforce sends and includes information about each email. This includes sender and recipient, and when it sent the email

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? Want to 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, license type, license information

Create a user record

To let employees access Sage People, you need to link each Team Member to a user record. You'll usually complete user records as part of a new hire process, after Team Member and Employment records. You'll also update them when you've defined a job, salary, and other related records.

This mini guide tells you how to create a user record and link it to a Team Member.

Last updated: 20 October 2025

Lightning App Builder

Do you want to enhance your 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. You can ensure that 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 pages you can dedicate for each app. This includes HCM Lightning, Recruit Lightning, and so on, or for different user profiles.

Last updated: 20 October 2025

Link: Lightning app builder - homepage

Key search terms: Lightning, Lightning Pages, Page Layout, Homepage Layout

Record pages

Sage People record pages give you access to detailed information that focuses on employee-related records. Through Lightning App Builder, you can control several aspects of the user interface. This includes the fields you want to display, how you want to group them, and where you want to position them on the page. You can also control the related lists and quick links available.

Last updated: 20 October 2025

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 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: 20 October 2025

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 color scheme, new logo, change WX

Pay gap analysis

Analyzing employee remuneration to identify differences between groups is a standard requirement in many countries and organizations. You can configure Sage People with the fields, reports, and dashboards you require to give you easy access to this information for analysis. You can then work with your payroll provider to ensure they make the full data 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. This includes URLs for your Experience Cloud sites, Salesforce Sites, Visualforce pages, and content files. The feature changes 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 to remember and don’t change when your org moves to another Salesforce instance. Because enhanced domains meet the latest browser requirements, Salesforce enforced this feature in their Winter ’24 release.

This guide brings you up to date with the impact of enhanced domains on your Sage People org. It provides steps to help you implement them to the best effect.

Last updated: 11 July 2023

Link: Enhanced Domains explained: next steps

Data loading guide

Updating individual records is day-to-day work for most HR teams. But what do you do if you have large quantities of data to update in Sage People? You may know about a range of applications to load bulk data, but be unsure of the one to use. This guide takes you through the processes to follow when uploading:

• Enhanced Objectives, and future dated HR Requests with the Salesforce Data Import Wizard

• Salary and bonus, absence adjustments, and accruals with the Sage People Data Loader

• PDFs to Manager Notes with the Salesforce dataloader.io

Last 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

Data loading work days holidays

You can add new Work Days Holidays by doing a data load using a spreadsheet containing the appropriate information. This is similar to loading team member data.

This technique works for variable date holidays such as shut-down days for the Christmas period.

To data load Work Days Holiday:

• Complete the Work Days Holidays Data Load Template with the following information. All three fields are mandatory and you can't leave them blank

• When the data is ready, prepare the file for loading to the system:

  • Review the file for potential errors

  • Remove any column titles and leave only the API names

  • Ensure there's no columns without an API name

  • Remove any example data

  • Save as a .csv file

  • Open the .csv file in an application such as Sublime Text or Notepad++

  • Remove any empty rows at the end of the file

  • Save with encoding and choose UTF-8

• Within Sage People, go to Home > + >

• Select Individual Object and complete the fields
• The Data Load Detail screen displays the Status as Checking
• Once Status changes to Completed, go to Home > + > Work Days Patterns > Go!

• Either scroll to the Work Days Pattern you want to check, or filter the list view by A-Z. Check that the new Data Loaded Holidays appear in the associated Work Days Pattern

Can't view or select an Absence Reason in WX

• Make sure you've added the reason as a picklist value to the Reason picklist field on Absence object

• Make sure the Reason is available as a value in the appropriate Record Type, for example Vacation or Absence

• The Reason name needs to be identical to the name given in the Absence rule, and is case-sensitive

Employee can't access Sandbox

• Log in to Sandbox

• Go to the Employee User Record and check email address

• Amend the email address if it's incorrect

• Salesforce sends a verification email to the user

• The system updates the User Record once verification is complete

• Select the Reset button on the User Record

• Salesforce sends the user an email requesting a new password