Set up the WX homepage

The WX homepage is a service page that shows by default when users sign in to Sage People. It can display special homepage components such as a carousel, time off overview, and external links. You can configure section titles and subtitles.

The homepage can display the following elements:

• HR noticeboards

• An internal communications carousel

• Homepage components, including:

  • Time off overview

  • External links

• Count summaries that show key statistics for your organization

• Carousel summaries that display celebrations, achievements, and milestones for your staff

This page provides an overview of the WX homepage and how to configure its elements.

You need to set up a WX service as the homepage, otherwise WX services may not display correctly. The WX homepage must include at least 1 visible internal communication.

To create a WX homepage:

1. Create a homepage service

2. Configure an HR noticeboard (optional)

3. Configure the Internal Communications carousel

4. Set up your homepage components

5. Add community updates

We've outlines these steps below.

Create a homepage service

To start building your WX homepage, first create a new service. We recommend that you:

• Set the service type to Homepage. Homepage services can host components such as the Time off overview

• Set the service order to 1, so that the homepage appears before any other services. By default, the system uses the first service by order as a default homepage. If you need to, you can add other homepages later in the menu

See Creating a new WX Service.

Configure the homepage title

These fields on the New WX Service dialog control the greeting that displays to users at the top of the homepage, directly above the carousel. The default value for the greeting is Hi or the local language equivalent. The preferred name of the person viewing the page follows or precedes.

• Service Page Title: You'll use this for personalized greetings. The default value for the greeting is Hi or the local language equivalent. The preferred name of the person viewing the page follows or precedes. This field might display by default. See Set up the WX homepage

• Service Page Subtitle: a brief subtitle that appears under the page title. Leave empty for none

You can translate the title and subtitle in the same way as WX Service and Process names. See WX Translations | Translating WX Service and Process names.

These fields might not display by default. To add them, update the WX Service page layout. See How to update the WX Service page layout.

Configure the community section title

These fields on the New WX Service dialog provide a title and subtitle that appear above the community summaries section:

• Community Section Title: a heading for the community updates section that displays summary processes. If empty, the system uses the default label "Community updates"

• Community Section Subtitle: a brief subtitle that appears under the community updates section title. Leave empty for none

You can translate the title and subtitle in the same way as WX Service and Process names. See WX Translations | Translating WX Service and Process names.

These fields might not display by default. To add them, update the WX Service page layout.

Configure an HR noticeboard

An optional HR noticeboard can function as a banner at the head or foot of the homepage.

Noticeboards are always the first or last item on a homepage, appearing either above the page title and carousel, or directly before the page footer. You can set noticeboards to appear on homepages, My Profile services, process pages, or any service page that contains only Internal Communications or Summary processes. You can include images, plain text, rich text, or an image and plain text.

Using a noticeboard/banner is optional, but can add character to your page.

See HR Noticeboards

Configure the Internal Communications carousel

The homepage carousel can host up to 20 internal communications as interactive tiles that the user can scroll. Typically these include links to articles or announcements of interest to your staff. This can include leadership messages, employee surveys, or videos.

To avoid any issues in displaying the homepage, make sure you always have at least 1 visible internal communication.

Use engaging images that work well when you crop them to a square aspect ratio. Don't include text embedded in your images. Use the Show Title in Tile option to display a text title beneath the image.

The system orders tiles in the carousel according to the relative values of the Order setting for the process. Lower numbered processes display first.

See Internal Communications | Set up Internal Communications.

Set up homepage components

Immediately beneath the internal communications carousel, dedicated homepage components display.

Configure the time off overview

The Time off overview component displays automatically on any services that you set as a Homepage service. This component displays a summary of the logged-in user's upcoming time off, their current vacation balance, and the next public holiday. The component also includes a link to your time off process.

The Time off overview component shows the following cards:

• Upcoming time off: always displays in the component. If the team member has no booked holidays, the default label "Nothing booked yet" shows

• Vacation balance: shows the remaining balance for the team member's default holiday rule. The card displays as long as the team member's absence accrual rule has at least one of the following settings selected: Show Year End Balance, Show Accrued Total, or Show Accrued Balance. The balance amount that the system uses is decided as follows:

  • The system uses the Show Year End Balance figure if you select this option

  • The system displays the Show Accrued Total figure if you select it and you don't select Show Year End Balance

  • The system displays the Show Accrued Balance figure if you select it and you don't select either of the other two balance types

• Next public holiday: displays if the team member has an upcoming holiday in their Work Days Pattern A definition of the working week with days marked as worked or not worked. Typically used by organizations operating in more than one country to define the working week for each country, or by organizations with different working week arrangements for groups of employees in a single country. Each pattern enables you to define recurring holidays throughout the year, such as public, bank, or national holidays. For each recurring holiday you can specify how personal vacation days are treated when they fall on those days. Work Days Patterns integrate with Overtime Rules to define overtime entitlements for Team Members using Sage People Time. Work Days Patterns can be assigned to individual Team Members and to policies to help in the management of timesheets, vacation/PTO and absence. Work Days Patterns can be exported and imported to enable copying between organizations.

Add community updates

Count and carousel summaries are summary processes that show at the bottom of the homepage.

You can configure the title and subtitle that appears for this section. Otherwise the default text "Community updates" displays as the section heading. See Configure the community section title.

For information about configuring summary processes, see Set up Summary processes.

Count summaries

You'll use count summaries to display key facts and statistics about your organization. This can include things like your company's current headcount, or the number of new hires this month. Count summary processes show beneath your homepage components and above any carousel summaries.

Carousel summaries

You'll use carousel summaries to display celebrations, achievements, and milestones for your staff. This can include things like anniversaries, birthdays, or new hires. Carousel summaries display in a dedicated section at the bottom of the homepage.