Field sets: Employment Record

Employment Record object
Field Set Purpose
Benefit Enrollment Request Fields requested from team member when requesting Benefit Enrollment because of a life event.
Copy Fields from Recruit

Fields copied to HCM from Sage People Recruit when an Application reaches Hired or Onboarding.

For the copy to work, fields included in this field set must have matching fields in the Recruit Application object HCM Copy field set. "Matching" means fields of the same type, presented one for one in the same order in both field sets.

You can copy:

  • An unlimited number of fields from the Application object to the Employment Record object.
  • A maximum of 25 fields from any of the other objects accessible from the HCM Copy Field Set. For example, a total of up to 25 fields from a combination of the Candidate, Referer, and Vacancy objects.
Edit Details

Fields displayed in the HR Manager's Portal on the Team Member Edit Details page, Employment Details section.

Displayed from the Team Members tab: select Team Member, select Edit.

Exclude Search Fields For use under direction from Sage People Support.
Job Change

Fields displayed in the HR Manager's Portal on the Team Member Job Change page in the Employment Details Section.

From the Team Members tab: select Team Member, select Change Position.

Job History

Fields copied to the Job History whenever any of them change in the employment or team member record.

If you add any fields to the Job History field set you must create matching (same name, same type) fields in the Job History object.

Job Library

Fields linked to the Job Library. The employment record has values for these fields set as defined for the linked job from the library.

If you add any fields to the Job Library field set you must create matching fields in the Job Library Item object. "Matching" means of the same name and same type, except for picklist fields, such as Basis, which must be mapped to fields of the same name but of type Text.

New Hire

Fields displayed in the HR Manager's Portal on the Team Member New Hire page, Employment Details section.

Displayed from the Team Members tab: select New.

New Hire Process Benefits Tab Fields available for editing to an HR Manager in the New Hire process, on the Benefits tab.
New Hire Process Salary Tab Fields available on the New Hire Process page, Salary and Bonus tab.
Personal Details Action Email When Changed

Fields from the Employment Record: Personal Details field set used to trigger an Action Event if they are changed by the Team Member.

The Action Event template must be based on the Team Member object.

Displayed in WX only if they are also in the Employment Record: Personal Details field set.

Terminate Details

Fields displayed in the HR Manager's Portal on the Team Member Terminate page, Employment Details section.

Displayed from the Team Members tab: select Team Member, select Terminate.

Text Fields To Combo Box

Text fields displayed in the HR Manager's Portal with combo box functionality: as text is entered in a field, text previously entered in that field containing matching characters is displayed and can be selected to enable rapid and consistent field completion.

To control which users can have text they enter added to the combo field database for the use of other users, use the Closed ComboBox checkbox on the User record.

To force Combo Fields to display as simple picklists for users with Closed ComboBox functionality, add the fields to the Text Fields To Picklists Field Set.

Text Fields To Picklists Text fields displayed in the HR Manager's Portal with picklist functionality. Picklist Fields also in the Text Fields To Combo Box Field Set behave as Combo Fields (not as picklists) unless the User has the Closed ComboBox checkbox checked in the User record.
Work Location Library

Fields linked to the Work Location Library. Employment Record values for these fields are drawn from the linked work location in the library.

If you add any fields to the Work Location Library field set you must create matching (same name, same type) fields in the Work Location object.

WX HR Request

Fields displayed to a manager in WX on the legacy Employment Details Change Detail View, beneath the fields in the Team Member: WX HR Request Field Set.

Not used in People Management Workflow.

WX Personal Details Edit Fields displayed in the WX Personal Details Edit Detail View, beneath the fields in the Team Member: Personal Details Field Set.
WX Personal Details Gated

Additional fields displayed in WX for the Team Member at the bottom of the Personal Details Edit Detail View. These fields can be entered once, if blank, by the team member. Once entered, the fields are viewable but cannot be edited; they are "gated".

Gating is controlled by policy option Gate Primary Team Member Fields. To use gating, check the Policy option, then add the fields you want to gate to the WX Personal Details Gated Field Set.

WX Personal Details Read Only Fields displayed as read only in the WX Personal Details Detail View.