Creating a WX Process for Employment Details

  1. In the HR Manager Portal, select the WX Services tab.
  2. Select the WX service that you want to host the summary. This must be a WX homepage service, or a service that hosts only Internal Communications and/or summaries.

  3. On the WX Service page, under WX Processes, select New WX Process.

    Screenshot: New WX Process button

  4. On the WX Process page, give the process a descriptive Label. The label is used in the WX summary tile.

    5. Screenshot: creating a WX process for emplyment details

  1. Give the process an Order, a numerical value with no decimal places. This defines the order in which the process is displayed in its service menu, relative to other processes.

  2. Select Show In Mobile if you want the process to be available in the mobile browser version of WX.

  3. Leave Show Title in Detail checked to display the process label as the Employment Details page title. If unchecked, the Employment Details page displays the default label Employment Details.

  4. If you want to use alternative field sets for the employee's or team's employment details, use the Additional Information field to select the field set.

    View What to enter
    Detail page

    Use the selector:

    Copy 
    teamMemberDetailsFieldSet=[API_field_set_name]

    For example:

    Copy 
    teamMemberDetailsFieldSet=fHCM2__TeamMemberTableFullDetails
    Team view

    Use the selector:

    Copy 
    teamDetailsFieldSet=[API_field_set_name]

    For example:

    Copy 
    teamDetailsFieldSet=fHCM2__TeamMemberTableDetails

    Use standard Sage People Field Sets or your own, mapped with Field Set mapping, drawing on fields from the Team Member, Employment Record, and Performance Review objects.

  5. Select the WX Process Type.

    Leave the other fields blank or set at their defaults unless you have a requirement to adjust other settings for the process.

  6. Select Save.