Edit a Summary process

To edit a Summary process:

  1. In the HR Manager Portal. select the WX Services tab.
  2. Select the WX Service hosting the Summary process you want to edit.
  3. On the WX Service Detail page, in the WX Processes Related List, select the Summary process you want to edit.

    Sage People displays the WX Process Instance page for the selected Summary.

  4. You can:

    Select Edit to change the name of the Summary process, the order it appears in WX, inactive it or activate it, or change its display dates.

    Select Setup to edit the Summary Process configuration, using the same options as when creating the Summary.