WX Services and Processes overview

Understand more about WX Services and Processes in Sage People.

Screenshot: services and processes in the WX menu

WX Service

A WX Service is a group of WX Processes. For example, a Performance and Talent Management service can include processes for Objectives, Recognition, and Performance Review. You can name WX Processes and WX Services to match the needs of your organization.

Services display to Team Members in the WX navigation menu as top-level menu items that include a sub-menu for the processes the service hosts.

A WX Service displays as a homepage or service landing page if the service includes only Internal Communications or Summary processes.

Tip You can display the internal communications carousel or summaries on a service page or homepage. Do this by including only internal communications or summary processes in the service. You can't have a standalone service landing page if the service hosts other process types. If you include internal communications or summary processes in a service with other process types, these are available as separate menu items within the service.

The system always uses the first service in order as a default homepage. Homepages display Internal Communications and Summary processes and other components, like external links. We recommend you set your first service as a homepage, and use it to host your company's communications and summaries.

Note If the first service in order doesn't contain any processes of these types, it will appear blank.

HR managers and administrators can configure services using the WX Services tab.

WX Process

A WX Process is a group of features delivering a part of Sage People WX functionality. This can be things like Objectives, Performance Review, or Skills. We group WX Processes into Services. A Process can appear in more than one Service. You can name WX Processes and WX Services to match the needs of your organization.

WX Processes display to Team Members in the WX menu. Selecting a service displays the processes it contains in a second-level menu. Select the process from the menu to go to the process page.

Internal Communications and Summary processes are special processes that display on a WX homepage or service landing page.

As an HR Manager or Administrator you can configure WX Processes within a service using the WX Services tab. If you want to reorganize your existing WX Service and Process setup, you can:

  • Remove a WX Process from a WX Service and set it up under another WX Service. When editing a WX Process details, it isn't possible to move it to a different WX Service. If you have two WX Services you want to merge into one, choose one of the Services to keep and set up the WX Processes from the second under the chosen Service. Do this before removing the second Service

  • Add new WX Processes to a WX Service

  • Remove WX Processes from a WX Service

  • Rename a WX Service and change its position in the order in which Services appear in WX

  • Rename a WX Process and change its position in the order in which it appears within the WX Service

Many WX processes have actions that appear in the WX actions menu. Sage People enables actions automatically for a process when the process is active for a policy.