The WX Summary process is a flexible high-level reporting component. You can add it to WX homepages to display items of interest to your team members. This includes things like your organization's headcount, the number of recent hires, or upcoming birthdays and anniversaries.
You can display, for example:
- Headcount: the number of staff your organization currently employs
- Employees with birthdays in a period you select
- New hires in the period you select
- Those who have recently received recognition
The WX Summary process has five customizable templates with a carousel display option and a count option. The system displays counts as tiles on the WX homepage. The carousels display in a dedicated Community updates section at the bottom of the page.
You can also configure an opt out to let team members choose not to appear in summaries.
There are two steps to setting up a Summary Process:
- Enable Summary in the policy or policies you want to use.
- Select a WX Service and create a Summary Process.