HCM Configure page settings

Picklist. The email address to use as the sending address when notifying a Team Member their login password has been reset.

Select the picklist and choose the email address you want to use.

To set up the email address:

• in Salesforce Lightning Experience go to Setup > Administration > Email > Organization-Wide Addresses

• in Salesforce Classic, Setup > Administration Setup > Email Administration > Organization-Wide Addresses

For more information about the org wide email address and email deliverability settings, see Salesforce email settings.

Picklist. The Organization-Wide Email Address you have set up to use as the outbound sending address for the Actions Digest.

This must be a real address, accessible to all Profiles, and confirmed as part of the set up procedure.

To set up the email address, go to Go to Setup, and in Quick Find enter email and select Organization-Wide Addresses.

For more information about the org wide email address and email deliverability settings, see Salesforce email settings.

Picklist and Run Now button. The time of day on the 24 hour clock you want Sage People to create automatically generated actions; for example an action for a manager to start a Performance Review a given number of months after the last one.

Select the picklist and choose the hour of the day you want the actions to be created.

Actions created in this way are included in the next Actions Digest. To include automatically generated actions in the same day's digest, ensure Fairsail Action Creation Time is before Fairsail Digest Send Time.

To create Actions immediately, select Run Now.

Picklist and Run Now button. The time of day on the 24 hour clock you want the Actions Digest to be sent to receiving Team Members.

Select the picklist and choose the hour of the day you want the Digest to be sent.

To include automatically generated actions in the same day's Digest, ensure Fairsail Digest Send Time is after Fairsail Action Creation Time.

To send the DIgest immediately, select Run Now.

Picklist and Run Now button. The time of day on the 24 hour clock you want to send non-immediate Action Events. Action Events from most objects (Absence, Competency Assessment, HR Request and so on) are sent as soon as the trigger event occurs and other conditions are met. But for Passport, Visa, and Employment Record Action Events set up with Offsets, you can specify the hour of the day they are sent.

Select the picklist and choose the hour of the day you want the batch to run.

To queue the batch immediately, select Run Now.

The number of Action Email items processed per an Action Emails Send batch. Enter a value between 1 and 15. Action Emails Batch Size must not be blank.

Sage People recommends initially setting the batch size to 15 for more efficient processing, and reducing it if batch processing ever exceeds one of the Salesforce governor limits. A smaller batch size can help avoid exceeding Salesforce limits, but processing will take longer.

The complete URL for the Salesforce site set up to support Send PDF functionality in Sage People. Do not use for other supporting site URLs. Enter the URL in the form:

http://xxxx.my.salesforce-sites.com/yyyy

where:

• xxxx

  is your company identifier.

• yyyy

  is the site suffix.

See Create a Salesforce site to support PDFs.

Run Now Button. Select to run the Form Reminders Batch. The batch sends email reminders to Form responders if:

• The Form Definition includes a Form Email with:
  • When Sent set to Reminder.

  • Reminder Days set to a number of days.

    If the Close Date for the Form has not been set, Reminder Days specifies the number of days between reminders if the Form has not been modified since the last Reminder.

    If the Close Date has been set, Reminder Days sets the number of days after the Close Date to send a reminder.

  • A Template selected.
• A workflow is set up to populate the Reminder Date field on the Form.

Picklist and Run Now button. The daily time on the 24 hour clock when employment change requests (HR Requests) are finalized. Finalization runs as a batch at the time you select. Before a request can be finalized, it must:

• Have an Effective Date equal to today or in the past.
• Have a Status equal to Approved.

Select the picklist and choose the hour of the day you want the finalization batch to run.

To queue a finalization batch immediately, without waiting for the next scheduled batch run time, select Run Now.

To configure the number of requests processed per Finalize Batch – only used if you are experiencing timeout errors when processing large numbers of requests at one time - use the HR Requests Per Finalize Batch setting in the HR Requests section of the HCM Configure page.

Picklist and Run Now button. The daily time on the 24 hour clock when a Stock Option Vesting batch is run. The batch sets the Vested field on the Stock Vesting object to True for all Stock Vesting objects when the Vesting Date is today or in the past; Stock Options vesting today become available for purchase and can be exercised by Team Members.

Select the picklist and choose the hour of the day you want the batch to run.

To queue the Stock Option Vesting Time batch immediately, without waiting for the next scheduled batch run time, select Run Now.

Picklist. The level of synchronization between key fields on Team Member records and Salesforce User records. Any changes made to the Team Member record can be automatically copied to the Salesforce User record, enabling you to use Sage People as the definitive source of Team Member data.

Select the picklist and choose from:

• None
• Changes
• All

Fields you want to synchronize must be in both these Field Sets:

• Team Member: User Synchronization
• User: User Synchronization

Checkbox. If checked, future dated salaries are activated on their start dates and not before.

Use with Handle Future Salary Dating. Handle Future Salary Dating sets a daily time to run a batch to activate salaries on their start dates.

Picklist and Run Now button. Used with Use Future Dated Salary. Sets a daily time to run a batch to activate salaries on their start dates.

Select the picklist and choose the hour of the day you want the batch to run.

Select Run Now to run the batch immediately.

Checkbox. If checked, changes to fields in the Employment Record Job History Field Set are saved to the Job History record for the Team Member.

Button. Activated when Use Future Dated Job Histories is checked. If selected, adds todays date to the Processed Date field on existing Job History records with Effective Dates up to and including today, and prevents the Job History Future Date batch from executing pre-existing future dated job histories for a second time.

Select:

• Before implementing Future Dated Job History.
• After creating a Job History record with an Effective Date in the past, for example to record a recent change to Job History for a Team Member, or when bulk loading historical job history data.

Picklist and Run Now button. Used as part of the configuration for Internal Communication Surveys. Sets a daily time to run a batch to remove identifying information from each survey response.

Select the picklist and choose the hour of the day you want the batch to run.

Select Run Now to run the batch immediately.

Picklist and Run Now button. Used as part of the configuration for Internal Communication Surveys. Sets a daily time to run a batch to:

• Execute active Surveys with the Next scheduled run date equal to today.
• Schedule next Surveys as specified by Reuse detail on each Survey.
• Reset Survey Start and End Dates to show the next scheduled run of each Survey.

Select the picklist and choose the hour of the day you want the batch to run.

Select Run Now to run the batch immediately.

Picklist and Run Now button. Used as part of the configuration for Internal Communication Surveys. Sets a daily time to run a batch to assess who has completed active surveys and who has not. The batch sets the Is Confirmed field on the WX Process Confirmation object:

• TRUE when a survey has been completed.
• FALSE when a survey has not been completed.

The batch does not leave Is Confirmed null, enabling full positive reporting, analysis, and follow up action.

When run in an org with multiple active surveys sent to multiple Team Members, the batch can require several minutes to run - allow adequate time when scheduling multiple batches.

Select the picklist and choose the hour of the day you want the batch to run.

Select Run Now to run the batch immediately.

Picklist and Run Now button. Used as part of the configuration for Internal Communication. Sets a daily time to run a batch to update the Internal Communication Score Result object for active Internal Communications where scoring is used.

Select the picklist and choose the hour of the day you want the batch to run.

Select Run Now to run the batch immediately.

Picklist and Run Now button. Sets a daily time to run a batch to assess which Team Members have direct reports. The batch:

• Sets the Is Manager field on the Team Member object:

  • TRUE if the Team Member has direct reports.
  • FALSE if the Team Member has no direct reports.
• Counts the number of direct reports assigned to each manager and sets the Direct Reports field on the Team Member object to that value.

Select the picklist and choose the hour of the day you want the batch to run.

Select Run Now to run the batch immediately.

Picklist and Run Now button. Used to calculate and store Team Member absence balances for all Vacation type absence rules. Values are stored in the Absence Balances object:

• Vacation taken.
• Annual allowance.
• Annual allowance pro rata.
• Next accrual.
• Available carry over.
• Accrual.
• Carry over.
• Time off in lieu.
• Year end balance.
• Year end carry over
• Year end time off in lieu.

Absence Balances stores a single set of values - subsequent batch runs overwrite existing values and no historical data is held.

The API name of the formula field carrying the calculation returning the value of the amount available for distribution as salary awards.

The API name of the formula field carrying the calculation returning the value of the amount available for distribution as bonus awards.

The language names and codes you want to make available to Team Members though the WX language selector. All languages must be loaded to your org and enabled before they can be displayed.

Enter one language per line and use the format:

<Name of the language as you want it displayed>:<language code>

For example:

Française:fr

Checkbox. If checked, Team Members with no manager are displayed on the Organization Chart as colleagues, regardless of their position or role within the organization.

Typically unchecked so Team Members with no manager - an uncommon situation - show on the org chart as orphaned, rather than as colleagues.

Checkbox. If checked, Competency Assessment indicator responses are deleted after questionnaire scoring is complete. This is an important part of anonymity protection for assessors contributing to a Competency Assessment.

The domain used in automatically generated usernames when you use Change User to link Team Member records to User records.

Enter the domain name you want to use. For example:

mycompany.com

Checkbox. If checked, Sage People can use each User's unique Federation ID user name across multiple applications. Federation ID is a component of Single Sign-on implementations.

Checkbox. If checked, enables you to access enhanced absence features:

• Enable multiple carry-over periods.
• Control the order used when deducting absence from multiple sources such as time in lieu, carry over, and accrued entitlement.

Checkbox. If checked, the links enabling Org Chart display through WX are not displayed. If unchecked, WX displays a link to the Org Chart in the WX menu.

Hide Org Chart on the HCM Configure page overrides the Hide Org Chart setting on individual Policies; if Hide Org Chart is checked on the HCM Configure page, settings for Hide Org Chart on individual policies are ignored.

Checkbox. If checked:

• New Performance Reviews use Performance Review Templates in place of Field Sets.
• Overrides Policies with the Policy checkbox Use Performance Review Templates unchecked, enforcing use of Performance Review Templates across your organization.

If unchecked:

• New Performance Reviews use Field Sets to control Review displays.
• Does not override Policies with the Policy checkbox Use Performance Review Templates checked, enabling Policy-level selection of Performance Review Templates.

WX uses a single base color to drive the range of tints used for the display. Tints are calculated as percentages of the base color. A value entered in WX Base Color acts as a default for your organization. Individual Policies can specify overrides.

Either:

• Enter the hexadecimal code for the base color you want to use. Use the form:

  #[Red_value][Green _value][Blue_value]

  For example:

  #D46215

• Select the field to display a color picker.

The name of a Static Resource holding a default logo image you want to display at the head of the WX page. Individual Policies can specify overrides.

Checkbox. If checked, network requests are grouped when building the initial WX page for display, resulting in faster initial page load.

Keep this option checked to ensure WX navigation works correctly and WX process pages display without issues.

Checkbox. If checked, WX uses the Salesforce Platform Cache Partition to store elements of the display for re-use during the same session, accelerating page display after initial page load. You must also configure Platform Cache:

• In Salesforce Lightning Experience, go to: Setup > PLATFORM TOOLS > Custom Code > Platform Cache.
• In Salesforce Classic, go to Setup > App Setup > Develop > Platform Cache.

Text. Values recorded in the Team Member Employment Status picklist field used to indicate a Team Member is no longer employed by your organization. Team Members with Employment Status set to one of these values are identified as leavers and processed by the Handle Leavers batch.

If you change the default values in the Employment Status picklist, ensure the value for employees who have left your organization does not include all or part of the value used for active employee status.

Enter values one per line.

Text. Values recorded in the Team Member Employment Status picklist field used to indicate a Team Member is on leave. Team Members with Employment Status set to one of these values are identified as On Leave.

Enter values one per line.

Text. The value to use to set the Team Member Employment Status field when a Team Member leaves your organization, if the value has not already been set. The value is automatically applied to Team Member records when the Employment Record End Date is reached.

Checkbox.

Optional. If checked, the leavers batch sets the Team Member's Manager field blank for Team Members where Has Left is set to TRUE, and the value of the Employment Status field is not one of the values specified in the Has Left option on the Configure page.

If unchecked, the Team Member's Manager field is not changed.

Checkbox. If checked, User records associated with Team Members are deactivated when the Employment Record End Date is today.

Checkbox.

If checked, HR Managers' access to Team Members in an HR Department is controlled by Public Groups granting Edit or Read access to the HR Department. When you add HR Managers to an HR Department, remove HR Managers from a HR Department or change existing HR Managers' access levels, users are added to and removed from the Edit and Read groups automatically. When Group Based Sharing is enabled, you do not need to run the Team Member Data Sharing batch by selecting Recalculate Visibility on the HR Department page if HR Managers assigned to an HR Department change.

If unchecked, HR Managers' access to Team Members in an HR Department is based on the association of individual users with the HR Department and the Team Members assigned to the HR Department.

Enables the data privacy rules feature. This is a pilot feature for use in test environments by customers who have agreed to be part of the pilot programme.

When enabled, the Data Privacy Rules Time setting can be configured to define the time of day when the Data Privacy Rules batch job is run.

No longer used.

Checkbox, selected by default. Enables pages to display correctly in Salesforce Classic.

Checkbox, selected by default.

Not currently supported. Do not use.

Enables processing when absence records are changed via Salesforce APIs, including data loaders. Enforces strict validation checks on absence data when absences are created using any channel.

Checkbox. If checked, replaces the Absence Calculator with the more recent Time Off calculator outside WX.

To use the Time Off calculator in WX, enable the Time Off WX process.

Enabled by default following the migration from the Absences WX process to Time Off, cannot be unchecked.

Checkbox. Enables you to control the version of the Time Calculator used by Payflow. Active if the Time Off Calculator feature toggle is also selected.

If checked, Payflow uses the more recent Time Off Calculator, ensuring Time Off calculations accessible through Payflow exactly match those delivered through Time.

Enabled by default following the migration from the Absences WX process to Time Off WX process, cannot be unchecked.

Checkbox, selected by default and cannot be deselected.

Enables an enhanced version of Timesheets through WX. Timesheets are rendered as a native WX process in place of the older iFrame display of an underlying Visualforce page.