Defining a new Policy

Your organization will have at least one Policy defined as part of initial implementation. There are three ways to define a new Policy:

• Create a completely new Policy. There are approximately 190 settings available in a Policy, so setting one up can be time consuming. Ensure all settings are as required by your organization. A new policy has some default values set—check all defaults and reset them if necessary.

• Copy an existing Policy within an organization and change it as necessary. Copying is usually the quickest and most effective way to set up a new Policy, particularly if your organization uses a core set of functionality across all teams, with some local variations.

• Export an existing Policy from another organization and import it into the organization where you want to create the new Policy.

New Policy

To define a completely new Policy:

1. Select the Policies tab.

2. Select New.

   Sage People displays the Policy Details page, with default values completed.

3. Enter a Policy Name.

   Choose a Policy Name that makes it easy for you to identify how the Policy is to be used. For example, use a country or region name if the Policy is to be used by Team Members in that country or region; use the HR Department name if the Policy is to be used by Team Members in that Department; use the name of a division or group within your company if the Policy is to be used just for that group.

4. Work through the settings, changing them as necessary.

5. Select Save.

Copy an existing Policy

To copy an existing Policy:

1. Select the Policies tab.

2. Select a view that shows the Policy you want to copy.

3. Select the Policy Name.

   Sage People displays the Policy Details page for the Policy you selected.

4. Select Clone:

   

   Sage People copies the Policy and displays the Policy Details page for the new Policy with the Policy Name highlighted for you to enter a new name.

5. Enter a Policy Name.

   Choose a Policy Name that makes it easy for you to identify how the Policy is to be used. For example, use a country or region name if the Policy is to be used by Team Members in that country or region; use a HR Department name if the Policy is to be used by Team Members in that Department; use the name of a division or group within your company if the Policy is to be used just for that group.

6. Work through the settings, changing them as necessary.

7. Select Save.