WX Summary processes: options to include data based on policy

Sage People Y25.1 introduces the ability to select, which team members are included in the data displayed to a team member. The options are based on the policy or policy group assignment.

When adding a new Summary process, the Data Definition page displays new options: 

Screenshot: Data Definition page when creating a Summary process with Include Team Members option

You can choose to display Summary processes: 

  • To All team members. This option matches the default setup prior to release Y25.1

  • To team members In Same Policy

  • To team members In Same Policy Group

When In Same Policy or In Same Policy Group is selected, a team member in WX viewing a summary process sees data, such as work anniversaries, for other team members in the same policy or policy group.

For more information about setting up summary processes, see Set up Summary processes.