Sage People roadmap overview

Slide 1: Sage People - FY25 Product Roadmap Overview

• Workforce Insights (Early adopters)

• WX2.0 Employee Documents, Payslips

• WX2.0 Objectives, Feedback, Conversations

• Admin and Comp Planning enhancements

• Sage Copilot for HR (Early adopters)

• Workforce Insights (General availability)

• In-app Content; Recruit enhancements

• WX2.0 Time Off, Org Chart, Hiring Manager, Timesheets

• Sage Copilot for HR (General availability)

Slide 2: Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Sage’s products remains at the sole discretion of Sage.

Slide 3: Workforce Experience 2.0

Workforce Experience (WX) is Sage People's employee self-service portal. It is going through a transformation that brings the following:

• Best-in-class, accessible UI, increasing employee engagement

• Mobile-first page designs, leading to more intuitive user experience

• Powerful new capabilities, enhancing your employees’ productivity

• Increased system performance, scaling seamlessly as your business grows

Slide 4: Workforce Insights

Workforce Insights is a brand-new, AI-powered analytics tool available on WX to managers of all levels. It empowers them to:

• Receive actionable insights about their direct and wider teams

• Make data-driven decisions, increasing the likelihood of successful outcomes

• Uncover hidden risks and take proactive measures to mitigate them

• Anticipate future trends and capitalise on emerging opportunities

Slide 5: Voice of the Customer

With our Voice of the Customer initiative, we dedicate 40% of our resources to delivering key enhancements based on customer feedback we collect via our Customer Ideas Portal. It ensures we:

• Build trust and strong relationships by actively listening to our customers

• Shape the roadmap together via continuous conversations with our customers

• Deliver customer-centric solutions based on deep understanding of your needs

• Grow your usage of key features, continuously increasing the return on your investment

Slide 6: In-app Content

We will start sharing updates, communications, and documentation directly through Sage People’s HR Portal, so that HR users:

• Never lose important updates, maximising the value they get from the system

• Receive timely communications, staying ahead of new releases & features

• Can self-serve contextual help, reducing time spent searching through guides

• Remain engaged, informed, and confident, increasing their efficiency

Slide 7: Sage Copilot for HR & Payroll

After announcing Sage Copilot for Finance & Accounting in February 2024, we are excited to say it is also coming to HR & Payroll. For Sage People, the Copilot is a digital assistant that will enable you to:

• Receive guidance to perform activities faster

• Delegate simple but time-consuming tasks

• Automate repetitive, frequent workflows

• Create time & space to focus on your people

Slide 8: Enhancements as part of WX2.0 Performance

Key themes: 

• Simplified navigation

• User Engagement

• Efficiency & time save

WX2.0 Performance features

• Deep links within emails. These enhanced hyperlinks send users directly to the specific product page from an email, saving time and improving experience by reducing navigation steps.

• Field set overrides, allowing customers to have different objective templates for different groups of employees (policies).

• Dedicated area for watched objectives, increasing transparency and improving alignment among colleagues.

• Auto-save Enhanced Objectives and Feedback forms, so that users don’t lose your work if they are log out from the system. Makes usage faster and easier

• Ability to mark tasks as in progress, rather than just “complete”, allowing employees to demonstrate progress.

• Improved loading speed, reducing the time of first load of Enhanced Objectives or Feedback pages. We will continue through all WX areas to reduce load times

WX2.0 Foundations

• Best-in-class, accessible UI, increasing employee engagement

• Mobile-first page designs, leading to more intuitive user experience

• Powerful new capabilities, enhancing your employees’ productivity

• Increased system performance, scaling seamlessly as your business grows

Slide 9: Enhancements as part of WX2.0 general improvements

Key themes: 

• Simplified navigation

• User Engagement

• Efficiency & time save

WX2.0 - General benefits

• Homepage personalised greeting, making New WX feels more familiar and related to your company , creating a connected positive impression each time a user logs in.

• Display all IComms on a single page, allowing users to easily view multiple comms, saving time scrolling the carousel.

• Improve mobile login experience to WX, by removing the need to login again when you access WX from within the mobile app.

• Improved loading speed, reducing the time of first load of Enhanced Objectives or Feedback pages. We will continue through all WX areas to reduce load times

WX2.0 Foundations

• Best-in-class, accessible UI, increasing employee engagement

• Mobile-first page designs, leading to more intuitive user experience

• Powerful new capabilities, enhancing your employees’ productivity

• Increased system performance, scaling seamlessly as your business grows

Slide 10: Enhancements as part of WX2.0 Time Off

Key themes: 

• Simplified navigation

• User Engagement

• Efficiency & time save

WX2.0 Time Off

• Ability to select Work From Home, allowing employees from customers with a hybrid model to indicate where they’re working from.

• Prevent Vacation/Absence overlap, ensuring users do not accidentally book 2 types of absence on the same day.

• Additional colour-coding for the calendar, making it easier to digest what type of absence is booked for when.

• Ability to edit pending requests, saving time from employees by removing need to delete and request the absence again.

• Ability to attach > 1 file on requests, allowing employees to attach multiple files in-system , essential in such absences as sick pay , maternity etc.

• Ability to self-serve role approver, making it simpler to assign someone to cover and sign off in your absence , no need for Admin users to setup each time.

• Deep links within emails, saving time and improving experience by reducing navigation steps.

WX2.0 Foundations

• Best-in-class, accessible UI, increasing employee engagement

• Mobile-first page designs, leading to more intuitive user experience

• Powerful new capabilities, enhancing your employees’ productivity

• Increased system performance, scaling seamlessly as your business grows

Slide 11: Enhancements as part of WX2.0 Org chart

Key themes: 

• Simplified navigation

• User Engagement

• Efficiency & time save

WX2.0 Org chart

• Redesigned layout to allow for easier and more intuitive navigation around the entire Organisation , or just the parts you need to see

• Filtering and Views giving you control around what employment types appear in the org chart and what different levels of employees can view

• Additional configuration options, simplifying the views, reducing the clicks and making it easy to see the direct information you need for the task at hand

• Putting you in the centre - User based views to easily see where you fit, but also who to contact within your department, role or business

• Improved printing, for increased visual clarity and ease of use in various collateral.

WX2.0 Foundations

• Best-in-class, accessible UI, increasing employee engagement

• Mobile-first page designs, leading to more intuitive user experience

• Powerful new capabilities, enhancing your employees’ productivity

• Increased system performance, scaling seamlessly as your business grows

Slide 12: Release schedule

High confidence in Y25.1 release; Y25.2 release is an estimation.

Y25.1 - Spring 2025

• Workforce Insights (Early adopters)

• WX2.0 Employee Documents, Payslips

• WX2.0 Objectives, Feedback, Conversations

• Admin and Comp Planning enhancements

Y25.2 - Autumn 2025

• Workforce Insights (General availability)

• WX2.0 Time Off, Org Chart, Hiring Manager

• Sage Copilot for HR & Payroll (Pilot)

• In-app Content; Recruit and Admin enhancements

So far we have updated the following to WX 2.0:

• Navigation

• Homepage

• People Management Workflow

• Personal Details

• Work Details

• Dependents

• Emergency Contacts

• Visas & Passports

• Work History

• Education History

• Performance Overview (Enhanced Performance Review)

Throughout 2025 we aim to update:

• Enhanced Objectives

• Enhanced Feedback

• Org Chart

• Time Off

• Timesheets

• Hiring Manager

• Job Description

• Payslips

• Manager Notes

WX 2.0 estimated release and toggle timescales:

• Enhanced Objectives (toggled off by default): Y25.1

• Enhanced Fedback (toggled off by default): Y25.1

• Manager Notes: Y25.1

• Payslips: Y25.1

• Job Description: Y25.3

• Time Off (toggled off by default): Y25.3

• Org Chart (toggled off by default): Y25.3

• Timesheets (toggled off by default): Y25.3

• Enhanced Performance Reviews, Enhanced Objectives, Enhanced Feedback (toggle removal): Y26.1

To simplify user management for customers, Salesforce has announced that permissions through profiles are moving towards end of life. This means Sage People will be moving away from profiles completely, and will only be managing user access through permission sets and permission set groups. To enable this transition, we will make it easy for permission sets to be assigned to new users, and add the ability to automatically migrate existing users from a profile to the equivalent permission sets. This migration will happen over the course of FY25 for most customers.

To keep up with the demands of an increasingly digitized world and a higher volume of larger, more complex data sets, we will be migrating customers from our current SFTP server to a new, enhanced SFTP server with increased availability and better scalability. This migration will happen over the course of FY25 for most customers.