People Management Workflow enhancements

Sage People Y23.3 brings a number of enhancements to People Management Workflow for employment details changes: 

• a new look and feel using the same technologies and design principles as other parts of WX self service portal

• the tabbed interface for requests in different states replaced with expandable sections for requests in different states

• a simplified process flow with 3 process steps instead of the previous 4

• requests now display full approval history, including the current approver and when the request was assigned to them

• text fields can be displayed as closed combo boxes, where the user can search to filter the previously entered values and select one they want

• full access for cross reporting managers without direct reports of their own. For more information, see Cross reporting manager access

Because of the technology and design changes, icons associated with the HR Request Types are no longer displayed in WX.

Before and after

Permission set changes

As part of the Y23.3 release, the Sage People Platform Team Member fHCM permission set has been updated. If you use profiles or have previously cloned this permission set to manage user access, you need to review your profiles and permission sets.

For more information, see Changes to Profile access

Feature parity with the legacy HR Request process

One of the main aims of the People Management Workflow redesign project is to achieve feature parity with the legacy HR Requests process alongside other enhancements to make the process easier and more intuitive to use. The following feature parity changes are due to be delivered in a future release: 

• requesting a change to a salary or bonus as a percentage

• enable one-up managers to view requests for their wider team, including their direct reports' direct and cross reports

• ability to override the field set for an HR Request Type in a policy

• displaying the relevant fields from the HR Request Type in the approval dialog when a manager is approving from WX Actions rather than within People Management Workflow

Help content updates

The redesign and redevelopment of People Management Workflow has resulted in minor changes to how it is set up and used, and as a result, the following topics in the help center have been updated:

• Setup:

  • Changes to Profile and Permission Set access

  • Cross reporting manager access

  • Creating a Field Set for an HR Request Type

  • Creating a new field in the HR Request object

  • Selecting the fields to display for approvers in WX

  • Field Sets: People Management Workflow

  • Combo box support for People Management Workflow

• Use

  • Creating a new employment details change request

  • Viewing existing employment change requests

  • Approving employment change requests

  • Employment change request status