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Actions
Many WX processes have actions, which display on the WX Actions page when the conditions for the action are met, and are listed in the Sage People Actions Digest.
Bank Accounts
None
Compensation Planning
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Manager: Start. Appears when:
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The Compensation Planning process is active.
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A salary or bonus plan or a combined salary and bonus plan is in progress.
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The manager is identified as a Planner in the plan.
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Competency Assessment
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Manager: Add New. Appears when:
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The Competency Assessment process is active.
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There are no assessments in progress for this competency assessment.
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The Next Competency Assessment date is set for today or in the past.
After a competency assessment is complete the Next Competency Assessment is set to occur in the number of months defined in the policy Competency Assessment Repeat field. If the Next Competency Assessment Date field on the Team Member record is blank then it is set to the number of Repeat Months beyond the date the just completed assessment was originally started.
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- Manager and Team Member: Start. Appears when:
The competency assessment has status Draft
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Manager: Manager assessment. Appears when:
- The competency assessment has status Active
- There is a manager assessment still to be completed
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Team Member: Self assessment. Appears when:
- The competency assessment has status Active
- There is a self assessment still to be completed
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Manager and Team Member: Close. Appears when:
- The competency assessment has status Active
- Either: all assessments are completed, or the End Date is in the past
Dependants
None
Development Needs
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Manager and Team Member: Add New or Confirm. Appears when:
- The Development Plan process is active.
- The Next Development Needs date is not blank and is today or in the past.
- The Team Member has skills, OR the Team Member has a completed Competency Assessment.
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Manager: Approve Development Need. Appears when:
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The Manager Confirms Development Needs policy option is selected.
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After a Development Plan is created or edited Next Development Need date is advanced by the number of Repeat Months set in the Policy field Development Need Repeat. If Next Development Need is blank it is set to the number of Repeat Months beyond the creation date or the last editing date of the Development Plan, whichever is later.
Education History
None
Emergency Contacts
None
Employment Details
None
Forms
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Manager: Approve Form. Appears when:
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The Forms process has been set up to require manager approval for team member forms. The manager receives an action to approve each form submitted by a team member.
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Team member: Edit. Appears when:
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The team member has a form assigned that has not been submitted.
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Team member: Delete. Appears when:
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The team member has a form assigned that has not been submitted.
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Hiring Manager
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Manager: Approve. Appears when:
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A vacancy requires approval. The vacancy details are displayed in the Details column.
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A job offer requires approval. The job offer details are displayed in the Details column.
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Manager or interviewer: Assess. Appears when:
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A vacancy where the recipient of the action is assigned as an Interviewer becomes ready for interviews. The Details column identifies the action as an Interview and details the vacancy. The Subject column displays the candidate name.
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A vacancy where the recipient of the action is assigned as a stage assessor reaches the stage where assessment is required. The details column identifies the action as a Stage, and details the stage name, such as and vacancy. The Subject column displays the candidate name.
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Internal Communication
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Team member and manager: Confirm Internal Communication. Appears when:
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The Confirm When Read option is selected in the WX process settings for the internal communication.
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The internal communication is active and the team member can view it.
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Team member and manager: Score Internal Communication. Appears when:
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The Score has Action option is selected in the WX process settings for the internal communication.
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The internal communication is active and the team member can view it.
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Team member and manager: Complete Survey. Appears when:
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The Survey has Action option is selected in the WX process settings for the internal communication which includes the survey.
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The internal communication is active and the team member can view it.
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Internal Portal
None
Job Description
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Manager: Add New. Appears when:
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Job description process is active.
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No draft job description exists.
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Next Job Description date is not blank and is today or in the past.
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Manager: Approve or Edit. Appears when:
Job description status is Team Member Draft: the job description has been edited by the Team Member.
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Team member: Confirm or Edit. Appears when: Job description status is Manager Draft: the job description has been edited by the manager.
When a job description is agreed, Next Job Description date is advanced by the number of Repeat Months set in the Policy field Job Description Repeat. If Next Job Description is blank it is set to the number of Repeat Months beyond the creation date of the job description.
Manager Notes
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Manager: Submit. Appears when:
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The Approve Manager Notes policy option is selected.
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A team member has added a new manager note.
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Metrics Review
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Manager: Add New. Appears when:
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The team member has no current metrics review.
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The Signed Date of a completed metrics review is in the past by the value of the policy option Metrics Review Repeat.
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Manager: Follow Up. Appears when:
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The Follow Up Date of a completed metrics review is in the past.
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Team member and manager: Sign. Appears when:
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Manager has saved a metrics review.
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For team member, the policy option Team Member Signs Metrics Review is selected, and the manager has signed the metrics review.
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My Applications
None
Objectives
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Manager and team member: Add New. Appears when:
- Objectives process is active.
- No Objectives exist with today between the start date and end date.
- Manager: Approve or Edit. Appears when:
Objective status is Team Member Draft (has been edited by team member)
- Team Member: Confirm or Edit. Appears when:
Objective status is Manager Draft (has been edited by manager)
- Team member: Reveal. Appears when:
- A team member has added an objective and the objective is in the Team Member Prepare status.
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Team Member and Manager: Review. Appears when:
- Objective status is Active.
- Objective Next Review Date is on or before today.
Passports
None
Payslips
None
People Groups
None
People Management Workflow (HR Request)
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One-up manager or other approver: Approve. Appears when:
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An employment change request is submitted.
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Performance Management
Enhanced Objectives
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Team member and manager: Review. Appears when:
- Objective status is Active.
- Objective Next Review Date is on or before today.
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Team member: Confirm. Appears when:
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Manager has revealed an objective, and confirmations are required.
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The objective is in Manager Draft status.
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Manager: Approve. Appears when:
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Team member has revealed an objective, and confirmations are required.
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The objective is in Team Member Draft status.
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Feedback
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Team member and manager: Feedback Request. Appears when:
- Feedback request status is In progress.
- Feedback request Final response date is on or before today.
Performance Overview
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Manager: Add New Performance Review. Appears when:
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A performance review is due, and has not been automatically created.
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Team member and manager: Edit Performance Review. Appears when:
- The performance review has been created by the manager, HR, or automatically when due.
- The team member's self review or the manager review is in Draft status but not all mandatory fields have been completed.
- Manager: Submit Performance Review. Appears when:
- The performance review is in the Draft status and all required fields are completed.
- The policy option Require Approval For Performance Review is selected.
- HR or senior manager: Approve Performance Review. Appears when:
- The policy option Require Approval For Performance Review is selected.
- Manager has submitted a performance review.
- Team member and manager: Reveal Performance Review. Appears when:
- For team members: The performance review is in the Draft status and all required fields are completed.
- For managers:
- When the policy option Require Approval For Performance Review is not selected, and the performance review is in the Draft status and all required fields are completed.
- When the policy option Require Approval For Performance Review is selected, and the manager review is approved by HR or senior manager.
- Team member and manager: Sign Performance Review. Appears when:
- For team members: When the manager has revealed their review.
- For managers: When the team member has signed their review.
Performance Review
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Manager: New Due. Appears when:
- Performance review process is active.
- Has no active performance review.
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The Next Performance Review date is not blank and is today or in the past.
After a performance review is complete the Next Performance Review is advanced by the number of Performance Review Repeat months. If the Next Performance Review is blank then it is set to the number of Performance Review Repeat months beyond the date when the just completed performance review was originally started.
- Manager: Submit or Edit. Appears when Performance review status is Draft and has not been submitted for approval.
- Manager: Reveal. Appears when Performance review status is Approved.
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Manager: Sign. Appears when:
- Performance review status is Revealed.
- Either: there is no self performance review, or the self performance review has been signed.
- Team Member: Reveal or Edit. Appears when Self performance review status is Draft.
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Team Member: Sign. Appears when:
- Self performance review status is Revealed.
- Performance review status is Revealed.
Recognition
None
Reporting
None
Risk Mitigation
None
Skills
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Manager and Team Member: Add New or Confirm. Appears when:
- Skills process is active
- The Next Skills date is not blank and is today or in the past
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Manager: Renew. Appears when:
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A confirmed skill has its Expiration Date in the past.
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Manager: Confirm. Appears when:
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A team member has added a skill to themselves and the policy option Manager Confirms Skills is enabled.
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After a skill is created or edited Next Skills date is advanced by the number of Repeat Months set in the Policy field Skills Repeat. If Next Skills is blank it is set to the number of Repeat Months beyond the creation date or last editing date of the skill, whichever is later.
Stock Options
None
Succession Plan
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Manager: Add New or Confirm. Appears when:
- Succession plan process is active.
- The Next Successors date is not blank and is today or in the past
- Manager: Confirm or Edit. Appears when:
- A team member has one or more identified successors.
- The Next Successors date is not blank and is today or in the past.
When a succession plan is created or edited the Next Succession Plan date is advanced by the number of Repeat Months set in the Policy field Succession Repeat. If Next Succession Plan is blank it is set to the number of Repeat Months beyond the creation date or last editing date of the Succession Plan, whichever is later.
Summary
None
Talent Plan
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Manager: Add New. Appears when:
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A team member who has a talent plan with the Created Date in the past by at least the number of months defined in the policy option Talent Plan Repeat.
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Targets
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Manager: Add New. Appears when:
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The Targets process is enabled in the policy and the Require Targets policy option is selected.
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The team member does not have any targets, or the team member only has targets with Start Dates in the future.
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Team member: Confirm. Appears when:
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The manager has added a target for the team member.
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Tax Forms
None
Time Off (Absence and Vacation)
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Manager: Approve.
Appears when: There is an absence or vacation without an approval date set.
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Manager: Confirm.
Appears when: There is an absence or vacation with the end date provisional set.
The action labels in WX use the TimeOff_Process_Name custom label for the name of the Time Off process.
Timesheets
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Manager: Approve. Appears when:
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Team member has submitted a timesheet.
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Training
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Manager: Approve. Appears when:
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Team member submits a training request for approval, Require Approval For Training is selected in the policy, and an approval process is in place for training records.
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Manager: Confirm. Appears when:
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Team member adds a training record for themselves, and Manager Confirms Training is selected in the policy.
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Manager: Create. Appears when:
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A new development need is added to a team member and Require Training On Development Needs is selected in the policy.
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Team member: Submit. Appears when:
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Team member adds a training record and saves it but does not submit for approval yet, and Require Approval For Training is selected in the policy.
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U.S. Benefits
None
Work Details
None
Work History Experience
None
Workforce Insights
None