Creating a new WX Process

Sage People hosts each WX Process in a WX Service and you need to create that Service before you define its Processes. WX Processes displaying data from Sage People HCM map to proccesses you've listed on the Policy page and you need to enable a process before users see its WX Process.

Resolution

1. Select the WX Services tab.

2. Select a view showing the Service to which you want to add a Process. Select the WX Service Name.

   Sage People displays the WX Service Detail page:

   

3. Select New WX Process.

   Sage People displays the WX Process page:

   

4. Complete the fields as follows:

   Field	What to enter
   Label	Mandatory. The name you want to use for this Process. The label displays: In the WX menu On the tile that displays on WX homepages for Summary processes On the tile that displays on WX homepages for Internal Communications processes if you check Show Title in Tile Use a label easily recognizable by Team Members. Labels don't have to correspond to the generic Sage People WX Process Type. Choose a meaningful name for your organization. If you're using translations for process names, enter the name of the Custom Label you've configured for this process. For example, WX_Payslips. See WX Translations | Translating WX Service and Process names.
   Active	Checkbox. If you check this, this Process is active and you can display and use it in WX. Checked by default.
   WX Service	The name of the Service you want to host this Process. By default, Sage People inserts the name of the Service you selected at the start of this procedure. To go to the WX Service Detail page, select the Service name. To Edit the Service Name or Order, hover over the Service Name and select Edit in the popup:
   Order	Number, no decimal places. The order in which you want to display this within the Service. Lower numbered Processes display above higher numbered in the WX menu. The number determines the order in which: The system lists Processes in the service menu to which they belong Internal Communications appear in the WX homepage carousel Summary processes appear on WX homepages Carousel-type summary processes appear in the community updates section of the WX homepage Use numbers making it easy to change the order and add new Processes. For example, use 10, 20, 30 rather than 1, 2, 3.
   Start Date	The date from which you want the Process to be available. Leave blank if you want the Process to be available immediately.
   End Date	The date after which you no longer want the Process to be available. Leave blank if you want the Process to be available indefinitely.
   Preferred Number Of Columns	Not in use.
   Show in Mobile	Checkbox. If you check this, the process displays in the mobile browser version of Sage People. Or in the Sage People mobile app if natively supported by the app. While you can display most WX Processes in mobile, those with fewer options and less complex displays work best. The mobile app natively supports the Work Details, Time Off, and Payslips processes. You can access other processes using the in-app browser. We don't support the Benefits process for use with mobile. Unchecked by default.
   Show Title in Tile	Checkbox. For Internal Communications processes. This checkbox displays the Label at the bottom of the tile. in the WX homepage carousel. If you don't check this, the tile doesn't display a title.
   Show Title in Detail	Checkbox. If you check this, the Label displays at the top of the Detail page. For some process types, the system checks Show Title In Detail by default. You can't uncheck this. If you don't check this, the Detail page displays the default Custom Label you associated with the Process Type. For example, Current Objectives, Skills, Targets. The Show Title In Detail setting doesn't affect the display of the Label elsewhere in WX. Label displays by default in the Navigation Bar and Service Bar.
   Additional Information	Text. For some processes, you can enter filter information as one or more key-value pairs. This controls the display of data for each instance of that process. Each key-value pair contains a unique identifier (the key) and a data value for that item. Process Additional information Async Reporting Enter report and field information to identify the data to display. See Enabling data display for Async reporting. Employment Details You can use alternative field sets for the Team Member detail page or team view of the process. Use a selector to identify the field set. See Creating a WX Process for Employment Details. Manager Notes Enter an optional process name subtitle to control how the system adds manager notes to multiple instances of the process. See Creating a WX Process for Manager Notes. Reporting Enter the API name of the report to display. See Create a WX Process for Reporting.
   WX Process Type	Picklist. The Sage People Process you want to use. The picklist contains all the Sage People processes available to you. Select the picklist and choose the WX Process Type you want to use. The Process Type default label displays on the process detail page if you don't check Show Title in Detail. You also need to enable processes through policy settings before they're available to team members.
   WX Internal Communication	Displays when you select the Internal Communications process. If you have an existing Internal Communication you want to use for this Process, select WX Internal Communication Lookup . Find and select it. If you want to create a new Internal Communication now, select New WX Internal Communications fields at the bottom of the page.
   Survey	Displays when you select the Internal Communications process. If you've defined a Survey you want to host in this Internal Communication Process, select Survey Lookup . Find and select it.
   Hide When Read	Checkbox. Displays when you select the Internal Communications process. If you check this, the system hides Internal Communication when the Team Member confirms they've read it. If you check this, you need to also check Confirm When Read.
   Confirm When Read	Checkbox. Displays when you select the Internal Communications process. If you check this, a message displays with the Internal Communication asking the Team Member to confirm they've read it.
   Score has Action	Checkbox. Displays when you select the Internal Communications process. If you check this, the system raises an Action for Team Members receiving the Internal Communication. It prompts them to respond.
   Survey has Action	Checkbox. Displays when you select the Internal Communications process. If you check this, the system raises an Action for Team Members receiving the Internal Communication. It prompts them to respond.
   Legal Disclaimer/Confirm Agreement	Checkbox. Displays when you select the Risk Mitigation process. Check Confirm Agreement to accept the legal disclaimer for this process before saving. You can't use this process unless you select the confirmation checkbox.

5. Select Save.

   Sage People displays the WX Process page. The system adds the Process to the WX Service and displays it in the menu the next time you open or refresh WX.