HR Department and Policy | Business context

How customers use HR Department and Policy

An HR Department is an organizational unit for team members and managers with the same Policy settings. HR Departments and their associated Policy assign system access and functionality:

• Grants HR teams access permissions to team members through HR Departments which are linked to Policies.
• Controls the functionality team members and managers see in WX through Policies which also contain the rules for how functionality is used.

Each HR Department can be managed by a different HR Manager or HR Administrator, or multiple HR Departments can be managed by the same person.

An HR Department can be the same as a standard organizational department, but it is typically used for a cross or multi-departmental group, or a single country in a multi-national organization, often depending on the size and organization of an HR team.

Multiple HR Departments can share the same Policy, but an HR Department can have only one policy. The most common groupings are geographical (often one per country) and departmental (where a department has different functionality active or a different absence pattern).

Although you can use the same Policy for multiple HR Departments, Sage People does not recommend doing so in case customers want to switch on functionality for one HR department in the future but not for another.

Instead try to have a one-to-one relationship between each Policy and HR Department, even if it means cloning policies.

Example

An organization has employees in three countries – UK, France and United States. The organization considered the following points when creating their HR Departments and Policies:

• Data visibility: The organization created 2 HR Departments and 2 Policies in the UK because they wanted to have different HR managers per HR Department.
• Country: The organization created one HR Department that comprises a group of employees in France with French absence reasons and other policy details.
• Policy differences: They created 2 HR Departments and 2 Policies in the United States because they have two sets of absence rules there—one for senior employees who get 25 vacation days per year, and one for junior employees who get 22 vacation days per year.

The following diagram illustrates the resulting HR Departments and Policies for the organization: 

Reports and dashboards for HR Department and Policy

The following sample reports are configured by default:

• HR Departments and Policy

  

• HR Departments and Managers

  

• Team Members with Overrides