People Management Workflow | Configuration options

Configure page options

Screenshot: HR Request Finalize Time setting on the HCM package Configure page

Screenshot: HR Requests section on the HCM package Configure page

Setting	Description
HR Request Finalize Time	Picklist and Run Now button. The daily time on the 24 hour clock when employment change requests (HR Requests) are finalized. Finalization runs as a batch at the time you select. Before a request can be finalized, it must: Have an Effective Date equal to today or in the past. Have a Status equal to Approved. Select the picklist and choose the hour of the day you want the finalization batch to run. To queue a finalization batch immediately, without waiting for the next scheduled batch run time, select Run Now. To configure the number of requests processed per Finalize Batch – only used if you are experiencing timeout errors when processing large numbers of requests at one time - use the HR Requests Per Finalize Batch setting in the HR Requests section of the HCM Configure page.
HR Requests Per Finalize Batch	Number, maximum value = 200, default value = 200. The number of HR Requests to process in each Finalize batch, defaults to 200. A batch size of 200 is likely to complete more quickly, but is also more likely lead to timeout errors, and can make it more complicated to identify where the issue is if the Finalize batch fails. If the batch fails, none of the requests included in it is finalized. If the batch size is 1, processing all the requests pending finalization can take longer than processing a larger batch size, but it is easier to identify an issue if the batch fails. If you need to configure the batch size enter a value from 1 to less than 200, otherwise leave blank.

Setting

Description

HR Request Finalize Time

Picklist and Run Now button. The daily time on the 24 hour clock when employment change requests (HR Requests) are finalized. Finalization runs as a batch at the time you select. Before a request can be finalized, it must:

Have an Effective Date equal to today or in the past.
Have a Status equal to Approved.

Select the picklist and choose the hour of the day you want the finalization batch to run.

To queue a finalization batch immediately, without waiting for the next scheduled batch run time, select Run Now.

To configure the number of requests processed per Finalize Batch – only used if you are experiencing timeout errors when processing large numbers of requests at one time - use the HR Requests Per Finalize Batch setting in the HR Requests section of the HCM Configure page.

HR Requests Per Finalize Batch

Number, maximum value = 200, default value = 200.

The number of HR Requests to process in each Finalize batch, defaults to 200. A batch size of 200 is likely to complete more quickly, but is also more likely lead to timeout errors, and can make it more complicated to identify where the issue is if the Finalize batch fails. If the batch fails, none of the requests included in it is finalized. If the batch size is 1, processing all the requests pending finalization can take longer than processing a larger batch size, but it is easier to identify an issue if the batch fails.

If you need to configure the batch size enter a value from 1 to less than 200, otherwise leave blank.

Policy options

Screenshot: Employment Details Changes section on the Policy page

Option	Description
Use People Management Workflow	Checkbox. If checked and an HR Requests WX Process is active, People Management Workflow is available for managers in WX in the Team section. If unchecked, managers cannot access People Management Workflow in the Team section in WX.

Option

Description

Use People Management Workflow

Checkbox. If checked and an HR Requests WX Process is active, People Management Workflow is available for managers in WX in the Team section.

If unchecked, managers cannot access People Management Workflow in the Team section in WX.

Field sets

With People Management Workflow, the fields in an employment change request are controlled by HR Request Types, Field Sets you create in the HR Request object and link to each HR Request Type, and the Additional Information Field Set in the HR Request object.

People Management Workflow does not use the HR Request or WX HR Request field sets in Team Member, Employment Record, Salary, or Bonus objects.

Field Set	Purpose
Additional Information	Fields displayed in all employment details change requests created using the legacy HR Requests WX Process and People Management Workflow. For People Management Workflow, use this field set to display the fields common to all HR Request Types, such as the Rationale.
Bonus Request (Discretionary)	In new Sage People orgs, fields for the Bonus Request (Discretionary) HR Request Type. As standard, includes the following fields: Bonus Amount Currency Bonus Reason Notes Paid Date
Combo Fields	Text fields displayed as combo boxes in People Management Workflow. Text fields can be referenced from the Bonus, Employment Record, Salary, and Team Member objects
Contract/Status Change	In new Sage People orgs, fields for the Contract/Status Change HR Request Type. As standard, includes the following fields: New Basis Hours Worked Contract End Date
Job Change/Promotion	In new Sage People orgs, fields for the Job Change/Promotion HR Request Type. As standard, includes the following fields: Job Title Job Salary Amount New Manager Work Location Division Name Business Name Team Name Function Name Cost Code Value
Probation Outcome	In new Sage People orgs, fields for the Probation Outcome HR Request Type. As standard, includes the following fields: Probation Status Probation End Date
Requires Approval Table	Additional fields displayed for each request in the Requires Approval section on the summary page in People Management Workflow. By default, the Team Member name, the items to change, the request status, and the request submission date are displayed. If you want to display other fields, such as the Effective Date, add them to this field set. The fields you are add are displayed after the default fields.
Salary Change (Discretionary)	In new Sage People orgs, fields for the Salary Change (Discretionary) HR Request Type. As standard, includes the following fields: Salary Amount Change Reason
Team Summary Table	Additional fields displayed in the My pending requests and Approved, finalized and rejected sections on the summary page in People Management Workflow. By default, the Team Member name, items to change, request status and the request submission date are always displayed. If you want to display other fields, such as Effective Date, add them to this field set. The fields you add are displayed after the default fields.
Termination/Leaver	In new Sage People orgs, fields for the Termination/Leaver HR Request Type. As standard, includes the following fields: Employment End Date Last Working Date Leaver Category Reason For Leaving Resignation Date Would Rehire

Picklists

For salary related employment change requests, on finalization a value selected from this picklist is copied to the Salary object Change Reason field if that picklist contains a matching value.

To edit these default picklist values:

Go to Setup and select the Object Manager tab.
Select object, select the picklist field, go to the Values related list.

Default picklist values for the Reason field, HR Request object:

Promotion
Job Change
Team Member Requested
Transfer
Cost of Living
Contract Change

In new Sage People orgs, the following picklist values exist to match the standard HR Request Types:

Job Change/Promotion
Salary Change (Discretionary)
Bonus Request (Discretionary)
Contract/Status Change
Termination/Leaver
Probation Outcome

Default picklist values for the Bonus Reason field, HR Request object:

Performance
Commission
Special

Default picklist values for the Reason field, HR Request Type object:

Promotion
Job Change
Team Member Requested
Transfer
Cost of Living
Contract Change

In new Sage People orgs, the following picklist values exist to match the standard HR Request Types:

Job Change/Promotion
Salary Change (Discretionary)
Bonus Request (Discretionary)
Contract/Status Change
Termination/Leaver
Probation Outcome

Default picklist values for the Allow Attachment field, HR Request Type object:

Optional
Mandatory
Not required

Object fields

HR Request object (HCM)
Default field label	Field type
Annual Multiplier	Number (12,4)
Approved Date	Date
Basis	Text (80)
Bonus %	Percent (5,2)
Bonus Amount	Currency (16,2)
Bonus Reason	Picklist
Currency	Lookup (Exchange Rate)
Department Approver	Lookup (User)
Effective Date	Date
Employment End Date	Date
Employment Record	Master-Detail (Employment Record)
Employment Status	Text (80)
Finalized Date	Date
Grade	Text (80)
Hours Worked	(3,1)
HR Department	Formula (Text)
Item To Change	Text (255)
Job	Lookup (Job Library Item)
Last Currency Recalculation	Date/Time
Location	Text (255)
Manager	Lookup (User)
New Manager	Lookup (Team Member)
New Value Name	Text (255)
One Down Manager	Lookup (User)
One Up Manager	Lookup (User)
Period	Text (80)
Rationale	Long Text Area (32000)
Reason	Picklist
Rejected Date	Date
Salary Amount	Currency (16,2)
Salary Amount Reporting	Currency (16,2)
Salary Increase	Formula (Currency)
Salary Increase %	Percent (5,2)
Salary Increase Reporting	Formula (Currency)
Status	Formula (Text)
Submitted Date	Date
Team	Text (255)
Team Member	Formula (Text)
Three Down Manager	Lookup (User)
Top Manager	Lookup (User)
Trigger Currency Recalculation	Checkbox
Two Down Manager	Lookup (User)
Two Up Manager	Lookup (User)

HR Request Type object (HCM)
Default field label	Field type
Allow Attachment	Picklist
Description	Long Text Area (32000)
Fieldset	Text (255)
Icon	Text (255)
Order	Number (18,0)
Reason	Picklist

Record types

None

Actions

One-up manager: Approve. Appears when:
- An employment change request is submitted.

Action events

The object is HR Request.

Event	When sent
Approve	When an employment change request is approved by one of the designated approvers.
Draft	When an employment change request is edited by a manager.
Finalize	When an employment change request is finalized by HR.
New	When an employment change request is created by a manager.
Recall	When an employment change request is recalled for amendment or cancelation.
Reject	When an employment change request is rejected by one of the designated approvers.
Finalize	When an employment change request is finalized by HR.