HR Departments and Policies

A Policy defines the functionality available to Sage People users through the WX self service portal. Each policy includes a set of options and settings. An organization can have several policies for different parts of the business, such as per country or per management level.

An HR Department enables you to link groups of team members to a Policy and define who has access to the team member data. Use an HR Department to provide:

• Security, by limiting access to team member data.

• An approver for associated processes.

• An associated Policy or Policies.

• Action Event emails.

Typically, organizations work with a one to one relationship between HR Department and Policy. Occasionally multiple HR Departments share a single Policy, for example to give an HR team and C-level employees access to the same set of self service features while keeping access to team member data exclusive to the HR team.

• Do you use the Policy override field on the Team Member to provide access to a separate set of self service functionality in specific circumstances, for example to pre-boarders?

• Aim to keep the number of Policy overrides to a minimum. You can run a report to see how many Team Members you currently have on a Policy Override. If the number seems excessive, consider setting up a dedicated HR Department to link to the Policy override.