Creating a new visa record

  1. Go to the Team Member record.

  2. Select the Visas link at the top of the page, or scroll down to find the Visas related list.

  3. Select New Visa:

    Sage People displays the Visa Edit page.

  4. Complete the fields as follows:

    Field Description
    Team Member The Team Member's name. Automatically completed for you by Sage People.
    Country The country issuing the visa. Select the picklist and select the country.
    Type

    Select the picklist and select from:

    • Full

    • Limited

    • Temporary

    Issue Date The date the visa was issued, as displayed on the visa. Select in the field to display a calendar and select the date.
    Expiry Date

    When the visa expires. Select the field to display a calendar and select a date.

    The Expiry Date can trigger a reminder when a visa is about to expire.

    Passport

    The number of the passport associated with this visa. Select Passport Lookup Icon: Salesforce lookup to find and select the passport.

    You do not have to associate a visa with a passport; visas can be recorded for Team members who do not have passport details recorded.
    Visa Number As displayed on the visa.
    Status

    Select the picklist and select from:

    • Issued

    • Canceled

    • Applied

    • Rejected

  5. Select:

    • Save to save the details and display the Visa Detail page.

    • Save & New to save the details and display another Visa Edit page for the same Team Member.

    • Cancel to discard your changes.