Upgrading Sage People packages

Sage People releases new versions of its managed packages periodically, and we deploy them automatically. You can find details of the new features and enhancements in each release in the release notes.

Customers who opt for the sandbox program get early access to release packages to test them in a sandbox org. We detail releases currently in sandbox release in the sandbox release notes.

Note

In most cases, the Sage People support team installs release packages for you. If you're unsure which package version you have, see Check your version of a Sage People package. If you need assistance with upgrading your org, contact customer success or support.

Upgrade a package

Use the link to the new package Sage People supplies and log in to the org you want to upgrade.

Screenshot: Salesforce email with a package installation link

To install the package in an org with a custom domain, first sign in to your Salesforce org. Then paste the second part of the package installation URL (beginning with /packaging) immediately after the force.com domain. As shown below:

Screenshot: the Salesforce package installation URL

Select the name of the package you're upgrading, and follow the instructions.

Which package are you upgrading?

Upgrade the HCM package

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.

In the list of profiles, select the menu in the Access Level column and choose the following mapping.

Profile	Access Level	Description
Fairsail HR Administrator	HR Administrator	Gives full access to HCM to the Fairsail HR Administrator profile in your org.
Fairsail HR Manager	HR Manager	Gives Read, Create, Edit, and Delete access to most HCM objects. This excludes HR Departments, HR Managers, and Policies that stay at Read access. Applies these settings in the HR Manager profile that Sage People supplies with HCM. It applies them to the Fairsail HR Manager profile in your org.
Fairsail Platform Team Member	Team Member	Gives at least Read access to most HCM objects. Gives Read, Create, and Edit access to those objects Team Members need to edit. For example, Recognition, Objectives, and Performance Reviews. Adds Delete access for objects including Absences, Manager Notes, and Skills. Applies these settings in the Team Member profile Sage People supplies with HCM. It applies them to the Fairsail Platform Team Member profile in your org.

Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Upgrade the Time package

Note

This package has a dependency on the HCM package. Ensure you upgrade to the latest version of HCM before upgrading.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.

In the list of profiles, select the menu in the Access Level column and choose the following mapping.

Profile	Access Level	Description
Fairsail Administrator	Fairsail Administrator	Gives full access to Time to the Fairsail Administrator profile in your org.
Fairsail HR Manager	Fairsail HR Manager	Gives no access to Time objects, but retains Read access to the Time-related HCM objects. this includes Time Reports and Timesheets. Applies these settings to the Fairsail HR Manager profile in your org.
Fairsail Team Member	Fairsail Team Member	Gives no access to Time objects, but retains access to Time-related HCM objects. This includes Read access to Time Reports and full access to Timesheets. Applies these settings to the Fairsail Team Member profile in your org.

Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Upgrade the Payflow package

Note

This package has a dependency on the HCM package. Ensure you upgrade to the latest version of HCM before upgrading.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.

In the list of profiles, select the menu in the Access Level column and choose the following mapping.

Profile	Access Level	Description
Fairsail Administrator	Fairsail Administrator	Gives full access to Payflow to the Fairsail Administrator profile in your org.
Fairsail HR Manager	Fairsail HR Manager	Gives full access to Payflow to the Facility HR Manager profile in your org. Only set this if HR Managers require access to Payflow, otherwise set No Access.

Profile

Access Level

Description

Fairsail Administrator

Gives full access to Payflow to the Fairsail Administrator profile in your org.

Fairsail HR Manager

Gives full access to Payflow to the Facility HR Manager profile in your org.

Only set this if HR Managers require access to Payflow, otherwise set No Access.

Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Upgrade the Resource Manager package

Note

This package has a dependency on the HCM and Recruit packages. Ensure you upgrade to the latest versions before upgrading.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.

In the list of profiles, select the menu in the Access Level column and choose the following mapping.

Profile	Access Level	Description
Fairsail Administrator	Fairsail Administrator	Gives full access to Resource Manager to the Fairsail Administrator profile in your org.
Fairsail HR Manager	Fairsail HR Manager	Gives Read and Edit access to Resource Needs, and Read access to Resource Plans. Applies these settings to the Fairsail HR Manager profile in your org.
Fairsail Team Member	Fairsail Team Member	Gives Read access to Resource Needs and Resource Plans. Applies these settings to the Fairsail Team Member profile in your org.

Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Upgrade the Recruit package

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.

In the list of profiles, select the menu in the Access Level column and choose the following mapping.

Profile	Access Level	Description
Fairsail Administrator	Recruit Administrator	Gives full access to Recruit to the Fairsail Administrator profile in your org.
Fairsail HR Manager	Recruit User	Gives Read, Create, Edit, and Delete access to most Recruit objects. Applies these settings in the Recruit User profile Sage People supplies with Recruit. It applies to the Fairsail HR Manager profile in your org.
Fairsail Team Member	Recruit Team Member	Gives Read access to most Recruit objects and extended access to some objects. For example, Candidate Search, Interviewer Criteria Assessments, Qualification Responses, and References. Applies these settings in the Recruit Team Member profile Sage People supplies with Recruit. It applies to the Fairsail Platform Team Member profile in your org.

Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Upgrade the Recruit Enterprise package

Note

This package has a dependency on the Recruit package. Ensure you upgrade to the latest version of Recruit before upgrading.

Select Install for All Users.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.
Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Upgrade the Data Loader package

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.

In the list of profiles, select the menu in the Access Level column and choose the following mapping.

Profile	Access Level	Description
Fairsail Administrator	Full Access	Gives full access to the Data Loader package.

Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Upgrade the Performance Management package

Note

This package has a dependency on the HCM package. Ensure you upgrade to the latest version of HCM before upgrading.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.
Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Assign permission sets

Permission sets control user permissions for this package. See the following page for details about assigning permission sets for this package:

Performance Management package Permission Set assignment

Upgrade the Compensation Planning package

Note

This package has a dependency on the HCM package. Ensure you upgrade to the latest version of HCM before upgrading.

Before installing Compensation Planning:

Make sure you set the sharing settings for the Audit Trail and Plan objects to Private:
- Go to Setup, select Security ,then Sharing Settings
- In the Organization-Wide Defaults Related List, select Edit
- For the Audit Trail and Plan objects, select Private. Do this in both the Default Internal Access and Default External Access picklists
- Select Save
The system sends you an email to confirm you've changed the sharing settings.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.
Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Assign permission sets

Permission sets control user permissions for this package. See the following page for details about assigning permission sets for this package:

Performance Management package Permission Set assignment

Compensation Planning permission set overview

Upgrade the US Benefits package

Note

This package has a dependency on the HCM package. Ensure you upgrade to the latest version of HCM before upgrading.

Before installing Benefits(US):

Ensure you have the latest versions of the following packages installed in your org:
- Human Capital Management (HCM)
- Any other dependencies
Check that your org has capacity for five other custom tabs. The total number of custom tabs available depends on your Sage People product version:
- Enterprise: 1225
- Professional: 1210
Custom tabs that Sage People supplies as part of managed packages don't count towards the limit.

Benefits(US) attempts to create new tabs as part of the installation process. The installation fails if your org doesn't have sufficient capacity.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.
Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Assign permission sets

Permission sets control user permissions for this package. See the following page for details about assigning permission sets for this package:

US Benefits: assigning permission set access

Upgrade the Workforce Insights package

Note This package has a dependency on the HCM, Performance Management, and Time packages. Ensure you upgrade to the latest versions before upgrading.

The Sage People Workforce Insights Managed package delivers the SP Workforce Insights Embedded app. This contains the templates and recipes for the dashboards, and other permission sets for granting access to the dashboards.

The Workforce Insights package has dependencies on the HCM, Performance Management, and Time packages. Make sure your org has the package versions we listed on the Release Notes checklist as a minimum package, otherwise the installation fails.

Note

Before you can install the package successfully, the user running the installation needs the Analytics View Only Embedded App license. Without the license, the SP Workforce Insights Embedded app fails to install.

Sage People assigns the licenses to customers who want to use Workforce Insights before the release.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.
Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

The package installation creates Integration User and Security User to your org if they don't already exist.

After you install the package, the system installs the SP Workforce Insights Embedded app automatically. The app installation takes some time to complete. You can monitor the progress of the app installation:

Go to Setup. In Quick Find, enter apps, and select Auto-Installed Apps from the search results.
Select the SP Workforce Insights Embedded to view the app installation progress on its app page. When the status displays Success, the system has installed the app.

If you do n't see any apps on the Apps tab, select the Requests tab. If a request to install an app fails, it displays there:

If you have a failure, check and update the permission set assignment for the Integration User. Select Try Again for the request that failed.

Assign permission sets

Permission sets control user permissions for this package. See the following page for details about assigning permission sets for this package:

Workforce Insights | Setup

Upgrade the Sage People API package

Note

This package has a dependency on the HCM and Time packages. Ensure you upgrade to the latest versions before upgrading.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.
Select Upgrade.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Assign permission sets

Permission sets control user permissions for this package. See the following page for details about assigning permission sets for this package:

Sage People API permission set mapping (developer.sage.com)

Upgrade the US Tax Forms package

Note

This package has a dependency on the HCM package. Ensure you upgrade to the latest version of HCM before upgrading.

Ensure you've installed Sage People Human Capital Management version 23.26 or later in your org. Earlier versions don't support the U.S Tax Forms package.

Select Install for Specific Profiles.

Note
In some cases, packages awaiting Salesforce security review can trigger a warning as below. Select I acknowledge... and continue with installation.

Sage People displays a list of available profiles.
Select the Set access level for all profiles to menu and choose No Access.
Select Set.
Select Upgrade.

Sage People prompts you to approve access to third-party websites. This is necessary to enable the exchange of data between Sage People and Symmetry Software (Payroll Forms). It's so the system can prepare and return tax forms for your team members.

Ensure the dialog lists the two Symmetry sites shown:
- spf-staging.symmetry.com
- spf.symmetry.com
The system creates these sites automatically as Salesforce Remote Sites when you install the package.
Select Yes, grant access....
Select Continue.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Assign permission sets

Permission sets control user permissions for this package. See the following page for details about assigning permission sets for this package:

Configuring access to US Tax Forms

Upgrade the Calendar Integration package

Note

This package has a dependency on the HCM and Time packages for time-off integration. And the Recruit package for interview scheduler integration. Ensure you upgrade to the latest versions as applicable before upgrading.

Select Install for Admins Only.
Read and accept the acknowledgment and select Install.
You must grant permission for the package to access third-party websites associated with Microsoft Azure:

Select Yes, grant access and select Continue.

Access to these Microsoft sites is necessary for the app to send and receive information to Microsoft Azure. The information relates to absence requests and approvals and lets the system add absences to the Outlook calendar.
- graph.microsoft.com: enables access to the Outlook calendar
- login.microsoftonline.com: use this to authorize valid users within your Azure AD account
Sometimes a message displays to say that package installation can take some time to complete. Select Done.

Some packages can take a long time to install. You can navigate away from the confirmation screen while the upgrade completes. You'll receive an email notification when the upgrade completes.

If you're upgrading more than one package, ensure you've completed the first package installation successfully before starting the next.

Assign permission sets

Permission sets control user permissions for this package. See the following page for details about assigning permission sets for this package:

Calendar integration: assign permission sets