Adding the HR Portal link to WX

To enable access from Sage People WX directly to the HR Manager Portal you can add a link to the Team Member interface:

To add the link:

1. Open the Team Member record for the person you want to grant access.
2. Select Change User.

   Sage People displays the Team Member User page.

   To add the Administration link, the Team Member must be linked to an existing User, or you must create a new user using an existing User Profile and an available license.

3. Select:

   • In Salesforce Lightning Experience, the HR Portal Access checkbox:

     

   • In Salesforce Classic interface, the Salesforce Access checkbox:

     

4. Select Save.

Next time the Team Member views or refreshes WX, the HR Portal link is displayed.