Field sets are used in Sage People to control the fields displayed in many parts of WX and the HR Manager's Portal. Field sets are contained within an object, and field sets for one or more objects can be combined to build a page displayed for key events.
For example, the Team Member and Employment Record objects contain field sets that combine to build the field content of the pages displayed in the HR Manager Portal when key employee events occur:
-
Field Set: New Hire
Creating a new team member.
On the Team Members tab select New Team Member:
Sage People displays the Team Member New Hire page:
-
Field Set: Edit Details
Editing a team member.
On the Team Member Detail page select Edit:
Sage People displays the Team Member Details edit page:
-
Field Set: Job Change
Changing a team member's job.
On the Team Member Detail page select Change Position:
Sage People displays the Team Member Job Change page:
-
Field Set: Terminate Details
Terminating a team member.
On the Team Member Detail page select Terminate:
Sage People displays the Team Member Terminate page:
Field sets on the Team Member and Employment Record objects combine to build the field content of the pages displayed in WX for changes to personal details:
-
Field Sets: WX Personal Details and WX Personal Details Gated
Team Member edits personal details.
On the Personal Details detail view select Edit to display the Edit view:
Field sets on five objects (Team Member, Employment Record, Salary, Bonus, and HR Request) combine to build the field content of the view displayed in WX for the legacy employment details change (HR Request) process:
-
Field Set: WX HR Request or HR Request
Manager requests employment details change.
On the HR Request detail view for the team member, select New to display the New Employment Details Change view:
These field sets are pre-populated with fields carrying a basic set of information for a team member. Typically, you need to tailor the field set content to match the requirements of your organization.
You can make a field required by setting the Required setting for the field in the field set. See Required fields.