Available tabs

The landing page when you open the HR Manager Portal. The Home page includes a dashboard, which you can select, the My Tasks list, Items to Approve, and your Calendar.

Your own view of information about yourself and your team, with options for updating.

Sets of rules defining how absence and vacation accrues. Rules can cover each absence type and multiple Patterns can be defined, enabling you to use different models for different groups of employees such as by country or by seniority. Patterns can be assigned to policies or to Employment Records.

Not displayed with the Fairsail HR Manager Profile.

Action Events are sent to HCM users at various points in a process in response to specific events, and the Action Events are grouped into sets known as Action Event Patterns. Action Event Patterns are linked to policies and you can link one Pattern to multiple policies, or to a single policy. Action Event Patterns can be exported and imported to enable copying between organizations.

Not displayed with the Fairsail HR Manager Profile.

The qualities used to assess how well an individual performs a job for a specific job profile. The Competency Library stores a record for each competency used in defining a job profile. For example, flexibility, initiative, or personal organization.

Conditions that can be applied to other items, such as Templates, to restrict availability of those items. For example, Start and End Dates set as Constraints mean that the item using the Constraint is only available between the Start and End Date.

DocuSign Envelopes are created when you use DocuSign Templates to send forms to Team Members for completion.

Not displayed by default.

Templates available to use as DocuSign forms for sending to Team Members for completion. Data can be extracted automatically from completed forms and added to Team Member records.

Not displayed by default

All HCM Form templates set up for your organization, such as exit interview or Equal Employment Opportunity Reporting forms. Every HCM form that you use is based on an HCM Form Definition.

Not displayed with the Fairsail HR Manager Profile.

All HCM Forms set up for use in your organization. Each HCM Form is based on an HCM Form Definition and defines who is to receive the request to complete the form, and the dates applied to start, remind, and close the form.

Not displayed with the Fairsail HR Manager Profile.

The Internal Communications available in your organization. Internal Communications are WX Processes delivered in text, video, or website form. Each Internal Communication can be associated with one or more WX Services and have localized versions for locale-specific display throughout your organization.

Not displayed with the Fairsail HR Manager Profile.

The roles and responsibilities for each job. Job Descriptions are typically prepared in advance and provided as templates to Team Members and Managers.

Not displayed with the Fairsail HR Manager Profile.

Standard information about jobs such as title, grade, and salary ranges.

Profiles for each job, defined using the competences, skills, and indicators needed to perform a job. For example, the job profile for a Sales Director typically includes flexibility, personal impact, pace setting, initiative, and so on. Competency assessments are performed against job profiles.

Items that are measured for a Metrics Review. Metrics can be Number, Scale or Text.

Access to all Team Members in your organization, with options to filter the view on a range of fields and to transfer selected Team Members between HR Departments and managers.

Supplied with the Sage People Time package.

Collections of one or more Overtime Conditions applying to a specific timespan, such as a day, a week, or that defined by a Timesheet. Overtime Rules are allocated to one or more Timesheet Patterns and used to support the Timesheets process.

Supplied with the Sage People Time package.

Codes allocated to specific pay rate, such as standard time or double time. Each Pay Code has a name, which is used on Timesheets, and a code, which is used within the system.

Replaces Templates Library tab.

Reusable pages for Performance Review. Templates can be versioned. Templates can share a version number to form Template Version Streams; updating a Template Version updates all templates in the same stream.

The sets of Sage People HCM processes defined for your organization. Separate Policies can be defined for each location, HR Department, or other grouping of Team Members. Settings control the visibility of processes in Sage People WX.

Not displayed with the Fairsail HR Manager Profile.

Top, bottom and quartile currency amounts used to define the salaries paid in your organization. Bands can be allocated to salary families.

Not displayed with the Fairsail HR Manager Profile.

The scales used in measuring indicators of competency and skill. For example, the scale used in measuring the frequency of an activity might use the terms Never, Occasionally, Often, Usually, and have the respective scores 1, 2, 3, 4.

Not displayed with the Fairsail HR Manager Profile.

The knowledge needed for a job profile. The Skills Library stores a record for each skill used in defining a job profile. Skills can be grouped into areas: a Management area might include mentoring, delegation, coaching, appraising performance.

Not displayed with the Fairsail HR Manager Profile.

Groups of parameters that define how a Stock Option based on the Pattern will behave. Stock Option Patterns support Sage People Stock Options functionality.

Not displayed with the Fairsail HR Manager Profile.

Replaced by the Performance Review Templates tab.

If you have an existing Template Library tab in your org, you can manually remove it, go to Setup > App Setup > Create > Tabs and select Del next to the tab name.

Supplied with the Sage People Time package.

Definitions of timesheet periods and the time reporting timespan, supporting the Timesheets process. Timesheet Patterns have an associated Overtime Rule which defines the conditions under which overtime is payable to Team Members working under the Pattern. Timesheet Patterns can be assigned to Policies and to individual Team Members.

All training courses and types of intervention that may be helpful when addressing skill or competency gaps.

Not displayed with the Fairsail HR Manager Profile.

Tasks, projects, customers or other entities against which Team Members book their time, supporting the Timesheets process. Sage People enables you to define Work Allocations as a hierarchy, for example from a geographical region, through customers in that region, to projects and sub-projects within customers.

Definitions of the working week as used in different parts of your organization, including recurring holidays, such as bank or public holidays, and how vacation days are treated when they fall on public holidays. Typically used to define practices in different countries or regions.

Standard information about your organization's locations, such as address, zip or postal code, and country.

Schedules of Working Days with constituent Time Segments. Schedules can be allocated to Policies or to individual Team Member Employment Records, and form an integral part of your organization's time and attendance management.

Days defined by overall duration and constituent Time Segment. Working Days are used to define Work Schedules. Each Working Day can be used in multiple Work Schedules.

Tabular and graphical reports set up for displaying data through WX. WX Reports are based on underlying Salesforce reports using Sage People data, with field content and filters tailored to your requirements.