Introduction to WX

Role: Team Member

The WX self-service portal powered by Sage People brings the full range of your company's HR processes to your desktop or mobile. Sign in to access all the day-to-day HR-related tasks you need to do, such as booking vacation, registering an absence, or entering goals and objectives.

There's full support for the collaborative, less frequent tasks including performance review and objective setting, and with WX you also get social performance management capability through an integrated Recognition process. Snapshot views of total staff numbers, new hires and birthdays add extra value.

Finding other people and connecting with them is easy, and you can see where they fit in with clear and interactive organization charts.

If you're running a team you'll get immediate access to all team processes, and WX makes it easy to raise requests for HR to change employment details for your team members.

The WX portal has been designed to work natively on all devices including desktops, tablets, and mobiles.

WX features

Because it's highly configurable, what you see in WX depends on the parts of the system your organization uses. Your company might integrate additional in-house or third party data feeds within WX, such as a social feed, news feed, or stock price ticker. This guide covers the complete WX system using common default settings.

The full list of available WX features and processes is detailed in the following table.

Process	Description
Absence	A combined process covering all forms of voluntary and involuntary absence from work. Graphical calendar date selection and display, with clear identification of absence, past, requested, and confirmed, in a single view.
Actions	Outstanding actions you need to do, categorized by Service. Includes links to complete each action, with bulk selection for multiple actions. Notification badges against each Service and Process in the menu show where actions are due.
Async Reporting	Generate and view a regular report on vacation absence balances for your team. Presents managers with a single page view of current and forecast predictable absence for their direct reports.
Benefits	Access to your employment benefits and the benefit enrollment process.
Bonus Planning	Salary Planning and Bonus Planning are available through the Compensation Planning package. Compensation plans are completed by managers within WX. For information about using the Compensation Planning process in WX, see Completing a Plan in WX.
Competency Assessment	Assess Team Members against a list of competencies and behaviors. From simple manager assessment, through manager, Team Member, and peers to full 360 assessment including input from external assessors.
Dependants	Names, relationships, and other details for your dependants. In WX, you can create separate Dependants processes; they do not have to be part of the Personal Profile.
Development Needs	Manager and Team Member can identify and track skills and competencies that need to be developed, and objectives defined as a single item that need to be achieved. Record required skill levels, action plans, and target dates.
Education History	Your academic achievements with places, dates, qualifications and awards.
Emergency Contacts	Names, contact details, and priority to call information for your emergency contacts. In WX, you can create separate Emergency Contacts processes; they do not have to be part of the Personal Profile.
Employment Details	Summary employment information about your Team Members, typically used for salary and salary related information.
Forms	Access to e-forms for completion, submission, approval, and viewing.
Hiring Manager	View and edit vacancies in your organization for which you are the Hiring Manager. Requires Sage People Recruit and Sage People Resource Manager.
HR Noticeboard	Text and image messages that can be shown at the top or bottom of the WX homepage, service pages, and process pages. Noticeboards are set up by your HR Manager or administrator.
Internal Communications	Internal communications are displayed as tiles on WX homepages, with some linking to a detail page providing further information. Information can be provided as rich text, video, or website content embedded in Sage People WX. Internal communications can include requests for feedback, enabling simple acknowledgement, voting or scoring. Internal Communications are set up and used by your HR Manager or administrator.
Internal Portal	Access to your organization's internal vacancies, with links to enable you to apply or nominate someone else. Requires Sage People Recruit and Sage People Resource Manager.
Job Description	Record the roles and responsibilities of a job. Draw on your organization's established library of approved job descriptions, or create a new one by copying and editing or by creating from scratch.
Manager Notes	Record brief information related to a specific Service or Process for a Team Member. Typically used as an informal record of some interaction between a Manager and a Team Member, Notes can be used to contribute to any of the more formal review processes, and to add information relevant to any other process. The level of confidentiality is configurable, and Manager Notes can be set up to enable Team Members to add notes to their own profiles.
Metrics Review	Rate employee performance using the requirements of a Job Profile against a number or a scale such as frequency, expertise, or agreement. You can also record a simple text assessment. Conduct and view the review through WX.
My Applications	View the status of internal vacancies for which you have applied. Requires Sage People Recruit and Sage People Resource Manager.
Objectives	Collaborative manager-team member objective development, recording and review, with options for contributory milestones. Linked to Actions for prompting and timely review
Organization Chart	Graphically displayed organizational information with Team Member pictures, job titles and contact information. Drill down to teams and link to individual profiles. Print your org chart for offline use. A configuration option enables you to hide org chart links in WX.
Passports	Information about your current passport and associated visas.
Payslips	View pay details extracted from payroll runs.
People Management Workflow	As a manager, submit requests to change employment details for your team.
Performance Management	Access Conversations, Enhanced Objectives, and Feedback in the Performance Management app.
Performance Overview	A consolidated view of Team Member performance, bringing together Objectives, Performance Review, and Continuous Feedback. Performance Overview supports the full Performance Review process and is fully compatible with Performance Review Templates.
Performance Review	Collaborative, periodic review of team member performance. Linked to Actions.
Personal Details	Essential information about you such as your full name, residential address, home contact details, and other information required by your organization. In WX, you can create separate Personal Details processes; they do not have to be part of the Personal Profile.
Recognition	Social performance management, giving all Team Members the ability to give positive and visible feedback to others.
Reporting	Tabular and graphical reporting for managers and team members in WX. Each report starts life as an underlying Salesforce report with full access to Sage People data. Administrators can change field content and data filtering before reports are displayed to targeted groups of employees.
Risk Mitigation	Enables tracking of team members' vaccination and test status, helping you to comply with regulatory requirements around workplace risk mitigation.
Salary Planning	Salary Planning and Bonus Planning are available through the Compensation Planning package. Compensation plans are completed by managers within WX. For information about using the Compensation Planning process in WX, see Completing a Plan in WX.
Skills	Record skills with your current level of expertise, drill down to detail and to see others in your organization with the same skills.
Stock Options	Display the stock option component of employee compensation and benefits. Enable employees to view options granted, vested and exercised in graphical and tabular form.
Succession Plan	Enables managers to designate successors for key Team Members, along with readiness ratings.
Summary	A configurable, high level reporting process, initially with three options: Display total number of employees. Display birthdays in your organization in the next 7 days. Display new hires in your organization in the last 7 days.
Talent Plan	Assess current Team Member performance against potential, and risk of leaving against the business impact of loss. Represents the results on an overall 9-box grid or organization chart layout for your team.
Targets	Set financial targets or quotas for Team Members, monitor actuals in the active period, and record comments on the level of success achieved.
Timesheets	Record your time at work by date and duration, with setup options that enable recording by total time, start-end time, pay code, or work allocation - project, customer, or some other measure.
Training	Identify, record, request or assign, and track your development related training needs.
Work Details	Information about your role in the organization, typically including your function, division, contact details, and so on.
Work History/Experience	Information about your previous employments, with locations, job titles, manager names, dates, and brief descriptions.