HCM Configuration Guide FAQs

Transcription

1 HCM Configuration Guide FAQs Version 21 SP-HCM-FAQ-UG R021.00

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3 Contents Contents Frequently Asked Questions 4 How do I find an API field name? 5 How do I add a new country-specific field? 6 How do I change a page layout to show the fields in the documentation? 7 Page Layout 7 How do I change the page layout for new hire fields? 13 How do I track a change through Job History? 19 How do I change Sage People to show a different language? 21 How do I enable Team Members to change their own photos? 22 How do I delete an Action Role? 23 How do I create a new Absence Accrual Pattern? 24 How do I create Work Day Patterns? 27 How do I Configure rule Settings and Criteria of Workflows? 30 Configure Workflow Actions 32 How do I set or check the reporting currency for my org? 33 How many batch jobs can run at the same time? 36 How many values can I have in a picklist? 37 How many external s can I send in a day? 38 How do I get a view of the relationships between database objects? 39 How do I upgrade an existing HCM package? 41 Why don't fields I've dropped on a page layout show on the Edit page? 42 How do I give Sage People Support access to my data? 48 How do I find out which Salesforce Release my org is running? 49 Sage

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5 How do I find an API field name? How do I find an API field name? 1. Go to Setup > App Setup > Create > Objects Objects are listed in alphabetical order. 2. Select the Label for the object hosting the field you want Sage People displays the object detail page. 3. Go to the Custom Fields & Relationships section. Fields are listed in alphabetical order by Field Label, with the API Name displayed in the next column. Sage

6 How do I add a new country-specific field? How do I add a new country-specific field? To tailor Sage People for an organization, you can add custom fields for each of the tabs and objects. In most cases you can use the fields delivered with the application, renaming them with the Translation Workbench if necessary. However, for some situations an organization needs to add custom fields. To add a custom field to an object: 1. Go to Setup > Create > Objects, and select the Label of the custom object you want. 2. Go to the Custom Fields & Relationships section of the page and select New. 3. Choose the type of field to create, and select Next. 4. For relationship fields, choose the object that you want to associate with it. 5. Enter a field label. The field name is automatically constructed using the field label you enter. The field name can contain underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Use the field name for merge fields in custom links, custom s-controls, and to reference the field from the API. Ensure that both the custom field name and label are unique within the object, across both standard and custom fields. Identical values may result in unexpected behavior when you reference that name in a merge field. If a standard field and custom field match names or labels, merge fields display the value of the custom field. If two custom fields have matching names or labels, the merge field may display the value of the wrong field. For example, creating a field label with the automatically populated field name c. If there is a standard field , the merge field may not distinguish between the standard and custom fields. Make the custom field name and label unique by adding a character to each, such as 2 and 2 c, respectively. 6. Enter any field attributes 7. For relationship fields optionally create a lookup filter to limit the valid values and lookup dialog results. 8. Select Next. 9. Specify the field's access settings for each profile, and select Next. Access Level Users can read and edit the field Users can read but not edit the field Users can't read or edit the field Enabled Settings Visible Visible and Read-Only None 10. Choose the page layouts you want to display the field as an editable field. The field is added as the last field in the first two column section on the page layout. For long text area fields, the field is added to the end of the first one column section on the page layout. For user custom fields, the field is automatically added to the bottom of the user detail page. 11. For relationship fields, choose whether to create a related list that displays information about the associated records. You can choose to put the related list on any page layouts for that object. To change the label of the custom related list as it will appear on the page layouts of the associated object, edit the Related List Label. To add the new related list to page layouts that users have already customized, check Append related list to users existing personal customizations. 12. Select Save to finish or Save & New to create more custom fields. Sage

7 How do I change a page layout to show the fields in the documentation? How do I change a page layout to show the fields in the documentation? Fields displayed in Sage People are controlled by: Page Layouts For the visibility, layout and organization of fields, buttons, related lists, custom links and Visualforce pages in the HR Manager Portal. Page Layout Page layouts control the layout and organization of fields, buttons, related lists, custom links, and Visualforce pages. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls and Visualforce pages rendered within a field section when the page displays. You can control the size of the s-controls and Visualforce pages, and determine if a label and scroll bars display. Search Layouts control the layout of a particular kind of page - those containing the results returned by different kinds of searches, including: Search results. Search Filter fields. Lookup dialogs. Recent records lists displayed on tab Home pages. You can control Search Layouts using the Search Layout editor for each search results page. The Page Layouts of particular interest to Sage People HR Administrators are: Team Member Employment Benefit There are two ways to get to the Page Layout editor: For Detail pages that include an Edit Layout link at the top of the page, select Edit Layout: This is the quickest way to access page layout controls. For other editable pages where there is no Edit Layout link displayed: o Go to Setup > App Setup > Create > Objects, select the object label, and scroll to the Page Layouts section or select the Page Layouts link at the top of the page. o Select Edit next to the page layout you want to change. Sage

8 How do I change a page layout to show the fields in the documentation? In the Page Layout editor: To add or remove... Fields Buttons Custom Links Related Lists Visualforce Pages To add: Drag and drop from the display of available components onto the sample page layout. o Use CTRL+select to select multiple items individually. o Use SHIFT+select to select multiple items as a group. To remove: Drag and drop from the sample page layout onto the display of available components to remove Selected components are grayed in the display of available components. Sage

9 How do I change a page layout to show the fields in the documentation? Sections To add: Select Fields or Visualforce Pages then drag and drop the Section marker to create the new section on the sample page: Sage People displays the Section Properties dialog: You can set: o The section name, as displayed on the page. o Where the section name is displayed - on Detail or Edit pages, or both. o The number of columns used to display the section - one or two. o Where the section includes two columns, the tab-key order to use. Set the values you want to use and select OK. To remove: Go to the section you want to remove and select Remove: To move within the page... Fields Buttons Custom Links Related Lists Visualforce Pages In the sample layout, drag and drop to the position you want. Sage

10 How do I change a page layout to show the fields in the documentation? To change the properties of a... Field In the sample layout, select the field and choose Properties : Sage People displays the Field Properties dialog: You can also select multiple fields using CTRL+ select. Selecting Properties then displays a combined Field Properties dialog for all selected fields. The field properties of some standard fields cannot be changed. Custom fields can only be changed if they are not universally required fields. Fields that cannot be changed are marked with a closed padlock icon. Fields marked as read only are editable by administrators and users with Edit Read Only Fields permission. If you make a picklist field read only, all new records will contain the default value for that picklist. Auto-number fields are always read only. Read-only fields are displayed on the associated Detail page layout, not the Edit page layout. In Enterprise, Unlimited, and Developer Editions, field level security settings override any field properties you set here if the field level security is more restrictive than the page layout setting. Sage

11 How do I change a page layout to show the fields in the documentation? Section In the sample layout, go to the section you want to change and select Properties : Sage People displays the Section Properties dialog: You can change: The section name, as displayed on the page. Where the section name is displayed - on Detail or Edit pages, or both. The number of columns used to display the section - one or two. Where the section includes two columns, the dialog includes a tab-key order selector: Select the order you want to use on this page. Sage

12 How do I change a page layout to show the fields in the documentation? Related List Double click the related list in the Related List Section, or select the Properties icon. Sage People displays the Related List Properties dialog: To select or deselect fields displayed as columns in the related list, in Columns: o Select one or more fields and select Add or Remove. You can include up to 10 fields in a related list. o Sort fields by selecting them and choosing Up to move a column right. o Use CTRL+select to select multiple fields individually. o Use SHIFT+select to select multiple fields as a group. to move a column left or Down o Select a field from Sort By to sort the items in the related list. Sort items in Ascending or Descending order using the radio buttons. The default sort order varies per record. Sort By is not available for activities and opportunity products. o If necessary, select additional page layouts to host related list customizations. To select or deselect which buttons display in the related list, in Buttons: o Select the checkbox next to any Standard button name to customize which standard buttons display in the related list. o Select any Custom button listed and choose Add or Remove. o Sort custom buttons by selecting them and choosing Up or Down. Some related lists are not customizable because they link to data rather than store it. Move your cursor over any related list section to see if it is customizable. Also, lookup fields are not available for display on their corresponding lookup related list. Select the Overwrite users personal related list customization to apply the related lists in the page layout to all users, even if they have already customized their display. Select Preview As... to review the page layout. Select a profile to see how the pages will look for users with different profiles. Note that most related lists columns preview without data. Select Save to finish. Alternatively, select Quick Save to save and continue editing the page layout. Sage

13 How do I change the page layout for new hire fields? How do I change the page layout for new hire fields? 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 Team Member event (Team Member and Employment Record objects) 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: Sage

14 How do I change the page layout for new hire fields? Field set Team Member event (Team Member and Employment Record objects) Details Editing a team member. On the Team Member Detail page select Edit: Sage People displays the Team Member Details edit page: Sage

15 How do I change the page layout for new hire fields? Field set Team Member event (Team Member and Employment Record objects) 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: Sage

16 How do I change the page layout for new hire fields? Field set Team Member event (Team Member and Employment Record objects) Terminate Terminating a team member. On the Team Member Detail page select Terminate: Sage People displays the Team Member Terminate page: Sage

17 How do I change the page layout for new hire fields? 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 set Team Member event (Team Member and Employment Record objects) Personal Details and Personal Details Gated Team Member edits personal details. On the Personal Details detail view select Edit to display the Edit view: Sage

18 How do I change the page layout for new hire fields? 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 an employment details change (HR Request): Field set Team Member event (Team Member and Employment Record objects) 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. Sage

19 How do I track a change through Job History? How do I track a change through Job History? Job History is a table linked to the Employment Record. Job History stores the history of key job details for a Team Member. Job History records are automatically generated when a change is made to Job Effective Date in the Employment Record. Selected fields held in the Team Member and Employment records are then used to supply values for the Job History. When implementing Sage People, existing employment history can be used to populate Job History. You can also create a new Job History record manually and give the record an Effective Date in the future - the related change is processed on the Effective Date. By default, Job History tracks changes to these fields: Manager Job Job Title Job Profile Function Grade Salary Band You can extend this list with more fields if you need to track them too. Job Effective Date is set by: Creating a new Team Member. The Start Date value is mandatory and is copied to the Job Effective Date for both the Team Member and Employment Records. Entering a Job Change. Job Effective Date is a mandatory field and is copied to both the Team Member and Employment Records. Finalizing an HR Request. The HR Request effective date is copied to the Job Effective Date for both the Team Member and Employment Records. Creating a New Job History record directly, with an explicit Job Effective Date which can be in the future. Each of these actions creates a new Job History record. To configure Job History: 1. From your User Menu select Setup. 2. In the left panel go to App Setup > Installed Packages. 3. In the main window, against Sage People Human Capital Management, select Configure. Sage People displays the Configure page with the Job History options: Sage

20 How do I track a change through Job History? 4. Set the Job History options as follows: Use Job History Use Future Dated Job Histories Set processed date on old Job Histories Checkbox. If checked, changes to fields in the Employment Record Job History Field Set are saved to the Job History record for the Team Member. Checkbox. If checked, new Job History records created with Effective Dates in the future are processed on the Effective Date. Use with Handle Future Job History Dating. Handle Future Job History Dating sets a daily time to run a batch to process Job History records with Effective Dates of today. Button. If selected, adds todays date to the Processed Date field on the Job History record and prevents the Future Dated Job History batch from executing pre-existing future dated job histories for a second time. Select: Before implementing Future Dated Job History. After creating a Job History record with an Effective Date in the past, for example to record a recent change to Job History for a Team Member. Handle Future Job History Dating Picklist and Run Now button. Used with Use Future Dated Job Histories. Sets a daily time to run a batch to process Job History records with Effective Dates of today. The batch runs at the time you select every day. Job History changes are processed if the effective date is: Today. After the Team Member's Start Date. Before the Team Member's End Date. Select the picklist and choose the hour of the day you want the batch to run. Select Run Now to run the batch immediately. 5. The Employment Record field set Job History controls the fields that are tracked. Ensure the Job History field set contains the fields you want to track. If you add any fields to the Job History field set, you must create matching (same name, same type) fields in the Job History object. Job History View and Edit use visualforce pages using the field set and field types from the Employment and Team Member records. Any fields added to the field set automatically display on the Job History View and Edit pages. 6. Add the Job History related list to the page layout for the Employment Record. Sage

21 How do I change Sage People to show a different language? How do I change Sage People to show a different language? 1. Go to Setup > Administration Setup > Company Profile > Language Settings Sage People displays the Language Preferences page. 2. Check: o Enable end-user Languages to make the listed end-user languages available for selection. End-user languages display Salesforce generic translations, excluding Help and Setup. o Enable platform-only languages to make the listed platform-only languages available for selection. Platform-only languages do not include any generic Salesforce translations. 3. In the Add or remove languages from the Available Language list section check that the languages you require are in the list of Displayed Languages. If languages you want are not in the list of Displayed Languages, select them from the list of Available Languages and select Add to move them into the list of Displayed Languages. 4. Select Save. You now need to make the available languages visible to users. You can choose to: Add the language to the Language Selector in WX, enabling Team Members to select their own language. Define a language for each user in the user's locale settings without giving Team Members access to select language. Sage

22 How do I enable Team Members to change their own photos? How do I enable Team Members to change their own photos?. Option Modify Photo Description Checkbox. If checked, the Team Member can upload their own photo for display on WX. Sage

23 How do I delete an Action Role? How do I delete an Action Role? Make sure that the Action Role is not linked to an HR Department or Work Location, then remove the Role from both the Role picklist on the Action Role object AND the Send To Action Roles picklist on the Action Event object (see below). The Action Event Details page includes a list of Action Roles you can set as recipients: To change the names of the Action Roles, remove Roles, or extend the list with your own Roles, modify the two picklists: The Role picklist on the Action Role object. The Send To Action Roles pickist on the Action Event object. Ensure the two picklists have identical entries; spelling must be identical for each role to enable the Action Events to be sent. 1. Go to Setup > App Setup > Create > Objects. 2. Select the Label for Action Role. Sage People displays the Custom Object Definition Detail page for Action Role. 3. Scroll down to the Custom Fields & Relationships section and select the Field Label for Role. Sage People displays the Custom Field Detail Page for Role. 4. Scroll down to the Picklist Values section. 5. Select: o Edit to change the name of an exiting value and to set one value as the default for the picklist o Del to delete a value. You are asked to confirm. o New to add one or more values to the picklist. Sage People displays the Add Picklist Values page. Add the value(s) you want, one per line, and select Save. 6. Return to the list of Custom Objects and select the Label for Action Event. Sage People displays the Custom Object Definition Detail page for Action Event. 7. Scroll down to the Custom Fields & Relationships section and select the Field Label for Send To Action Roles. Sage People displays the Custom Field Detail Page for Send To Action Roles. 8. Scroll down to the Picklist Values section. 9. Select: o Edit to change the name of an exiting value and to set one value as the default for the picklist o Del to delete a value. You are asked to confirm. o New to add one or more values to the picklist. Sage People displays the Add Picklist Values page. Add the value(s) you want, one per line, and select Save. Sage

24 How do I create a new Absence Accrual Pattern? How do I create a new Absence Accrual Pattern? An Absence Accrual Pattern is a group of settings covering accruals and limits for each type of absence and vacation/pto recorded in your organization. Each Pattern: Has a unique name. Specifies the units used for accrual. Has a set of Absence Accrual Rules, each defining one category of absence or vacation. Each Rule has one or more Absence Accrual Seniorities, defining rates or limits depending on the seniority of the Team Member. Can be shared between multiple Policies. Can inherit properties from another Absence Accrual Pattern. For example, you could define Absence Accrual Patterns for each of the following requirements: Annual accrual, as used widely for Vacation/PTO. Continuous accrual, as used widely in Australia for Vacation/PTO. Accrual from the previous year, commonly used in Belgium for Vacation/PTO. Limited over a rolling period, used for FMLA leave. Limited over a year, used for some types of sickness absence. Limited number of occurrences, used for some types of sickness absence. Parental leave. Sage

25 How do I create a new Absence Accrual Pattern? To create an Absence Accrual Pattern: 1. Select the Absence Accrual Patterns tab. Sage People displays the Absence Accrual Patterns Home page. 2. Select New: Sage People displays the New Absence Accrual Pattern Edit page: Sage

26 How do I create a new Absence Accrual Pattern? 3. Complete the fields as follows: Field Absence Accrual Pattern Name Rate Units Hours to Days Conversion Factor Inherits From Description A name for the pattern. If you are linking the pattern to a single policy, consider using a name easily identified with the policy. Picklist. The units used for the rate at which the accrued amounts increase for each period: days or hours. For example, vacation entitlement may accrue at the rate of one day per completed month of service for each vacation year. In this case, select Day. Select the picklist and select from: Day Hour Number, up to two integers and three decimals: nn.mmm. Used exclusively in WX and available when the Async Reporting package is installed in your org. Not displayed by default. When generating a year end vacation balance report for a team including members reporting vacation in hours and others reporting in days, the conversion factor enables Team Total, Maximum, and Average values to be displayed in both days and hours. Team Members reporting in different units can also be accurately sorted for display in descending value order. Values for individual team members are displayed in their reporting units - hours or days. For example: For combined teams working an 8 hour day, enter Hourly values are converted to daily equivalents by multiplying hours by For combined teams working a 7 hour day, enter Hourly values are converted to daily equivalents by multiplying hours by If left blank, the Hours to Days Conversion Factor defaults to for an 8 hour day. An Absence Accrual Pattern you want to act as a parent for this Pattern. All Absence Accrual Rules used by the parent are inherited for the new pattern. Changes made to the parent Pattern in the future are then inherited by the child pattern you are creating now. An Absence Accrual Pattern can have multiple child patterns. Only one level of inheritance is supported. Individual Absence Accrual Rules defined for the child Pattern add to the Rules inherited from the parent. Select Inherits From Lookup parent. to find and select an Absence Accrual Pattern to act as a 4. Select: o Save to save the pattern and display the Absence Accrual Pattern Detail page so you can define the Absence Accrual Rules for this pattern. Save & New to save the pattern and display another Absence Accrual Pattern Edit page. Sage

27 How do I create Work Day Patterns? How do I create Work Day Patterns? Work Days Patterns enable you to configure Sage People to work with your organization's weekly regional working days and approach to public holidays. Work Days Patterns can be set up: Country by country, then assigned to the policies used by each country. For groups of Team Members following a defined pattern of working days within a country, or at sites in multiple countries, then assigned to the policies used by each group. For individual Team Members, then assigned to the Team Member through their Employment Record. Work Days Patterns have multiple uses including: How to treat public holidays which fall when an employee is on vacation. The absence calendar draws on an associated Work Days Pattern to include public holidays for current and future years. Which days should be considered for overtime pay when a Team Member works those days Each Work Days Pattern defines the working week for one or more Team Members. Sage People HCM uses Work Days Patterns for Absence management, Sage People Time uses Work Days Patterns in conjunction with Overtime Conditions to establish when overtime is due on a Timesheet. Work Days Patterns can be assigned to: o A Policy to apply to all Team Members using that Policy. o Individual Team Members. 1. Select the Work Days Patterns tab. Sage People displays the Work Days Patterns Home page. 2. Select New. Sage People displays the Work Days Pattern Edit page: Sage

28 How do I create Work Day Patterns? 3. In Work Days Pattern enter a name for the Pattern. 4. In the Days Worked section check the boxes for the days to be worked by Team Members using this Pattern. 5. Select: o Save to save the Pattern and display the Work Days Pattern detail page. o Save & New to save the pattern and re-display the Work Days Pattern Edit page for you to enter another Pattern. o Cancel to discard your changes. 6. At the bottom of the Work Days Pattern detail page Sage People displays the Work Days Holidays related list: Work Days Holidays enables you to define days within the Work Days Pattern to be treated as holidays. These can be single, non-recurring days, or days recurring on a regular basis. 7. Select New Work Days Holiday. Sage People displays the Work Days Holiday Edit page: Sage

29 How do I create Work Day Patterns? 8. Complete the fields as follows: Field Work Days Pattern Holiday Name Date Recurring Basis Day Weekday Month Non Workday Action Description The name of the Work Days Pattern hosting this holiday. Automatically completed by Sage People with the name of the Pattern you selected earlier. To change to another Pattern select Work Days Pattern Lookup Pattern you want. The name given to the day you want to set up as a holiday for this Pattern. The date of the Holiday., find and select the For a recurring holiday, enter the date of the next occurrence and use the following fields to define the pattern of recurrence. Checkbox. If checked, this holiday recurs on a regular pattern. For recurring holidays, the basis on which the holiday recurs, such as the day of the week, or the day of the month. Select the picklist and choose the appropriate basis. For recurring holidays recurring on: The same day of the working week. Select the picklist and choose the 1st through 5th, penultimate, or last. The same day in the month. Select the picklist and choose from 1 through 31. For recurring holidays recurring on the same weekday. Select the picklist and choose from Sunday to Saturday. For recurring holidays recurring on the same day of the month. Select the picklist and choose the month. The action to take to move this holiday if it falls on a day already designated as a non workday, such as a weekend. Select the picklist and choose from: None The holiday is not reassigned. Previous Workday The holiday is reassigned to the nearest preceding workday. Nearest Workday The holiday is reassigned to the nearest workday. Next Workday The holiday is reassigned to the nearest following workday. 1. Select: o Save to return to the Work Days Pattern Detail page o Save & New to save this holiday and define another. Cancel to discard your changes. Sage

30 How do I Configure rule Settings and Criteria for Workflows? How do I Configure rule Settings and Criteria for Workflows? 1. In Step 2 of the Workflow Rule wizard complete the fields as follows: Edit Rule section Rule Name Description Your name for the rule. Optional. Your description of the rule. Evaluation Criteria section Created Created, and every time it's edited Radio button. If selected, the rule triggers when a record for the object type you selected is created and at no other time. Use this option to ignore changes to existing records. Radio button. If selected, the rule triggers when: A new record for the object type you selected is created. An existing record for the object type you selected is edited. The rule triggers every time an existing record is edited as long as the record still meets the rule criteria. This results in repeated triggering of the rule when multiple edits are made to the record within the rule criteria. You cannot add time dependent actions to the rule if you select this option. Created, and any time it's edited to subsequently meet criteria Radio button. If selected, the rule triggers when: A new record for the object type you selected is created. An existing record for the object type you selected is edited and the edit changes the record from not meeting the rule criteria to meeting the rule criteria. Edits to the record that do not change it to newly meet rule criteria do not trigger the rule. Sage

31 How do I Configure rule Settings and Criteria for Workflows? Rule Criteria section Run this rule if the following Picklist. Select from: Criteria are met. Sage People displays picklists to select an object field to evaluate and the operator to apply. Select Field and Operator, then enter the Value. Fields with constrained values, such as true/false fields, display lookup to help you find the value. Repeat to specify all the criteria that must be met for the rule to trigger. You can add up to 25 criteria and up to 255 characters. Formula evaluates to true. Enter a formula that evaluates to True or False. The rule triggers when the formula evaluates True. Sage People displays a text box and tools for you to build the formula: o Insert Field displays the field picklist. Select a field and select Insert. o Insert Operator displays the operator picklist. Select an operator to apply to the field. o Functions displays a category picklist, narrowing the range of functions displayed: Select the category then the function you want, then select Insert Selected Function. Not all functions are available for Workflow Rule formulas. o Build the formula and select Check Syntax to validate the formula structure. Workflow rules respect the user's locale and do not trigger when user and organization have different language settings. 2. Select Save & Next. Sage People displays Step 3 of the Workflow Rule wizard for you to configure workflow actions. Sage

32 How do I Configure rule Settings and Criteria for Workflows? Configure Workflow Actions Step 3 of the Workflow Rule wizard displays sections for Immediate Workflow Actions and Time-Dependent Workflow Actions: Immediate actions trigger when evaluation criteria are met. Time dependent actions specify when Sage People executes the workflow action. For example, Sage People can automatically send an reminder to the Payroll team if a Team Member is terminated. 1. Add a workflow action: To add an immediate workflow action, select Add Workflow Action in the Immediate Workflow Actions section and select: New Task to create a task to associate with the rule. New Alert to create an alert to associate with the rule. New Field Update to define a field update to associate with the rule. New Outbound Message to define an outbound message to associate with the rule. Select Existing Action to select an existing action to associate with the rule. To add a time dependent workflow action: a. Select Add Time Trigger in the Time Dependent Workflow Actions section. b. Specify a number of days or hours before or after a date relevant to the record, such as the date the record was created or modified. If the workflow rule is active when this time occurs, the time trigger fires the workflow action. c. Select Save. The Add Time Trigger button is unavailable if: o The rule criteria is set to Created, and every time it's edited. o The rule is activated o The rule is deactivated but has pending actions in the workflow queue 2. Repeat to configure any additional immediate or time dependent actions. 3. Select Done. Sage People saves the Workflow Rule and displays the Workflow Rule detail page For standard objects, workflow rules can only perform field updates on the object related to the rule. The exceptions are that both Case Comments and Messages can perform cross-object field updates on Cases. For all custom objects, you can create workflow actions where a change to a detail record updates a field on the related master record. Cross-object field updates only work for custom-to-custom master-detail relationships. For example, create a workflow rule that sets the status of an Application (the master object) to Closed when a Candidate (the detail object) accepts the job. Sage

33 How do I set or check the reporting currency for my org? How do I set or check the reporting currency for my org? If your org uses multiple currencies supported by Sage People exchange rates, find the exchange rate with a value of 1. Sage People uses an Exchange Rate table to support multiple currencies. The rates convert the local currencies to an org-wide reporting currency. The Exchange Rate table must also include a rate for your organization's reporting currency, always set to a rate of 1. To add a new Exchange Rate: 1. Select the Exchange Rates tab. Sage People displays the Exchange Rates Home page: 2. Select New. Sage People displays the New Exchange Rate Edit page: Sage

34 How do I set or check the reporting currency for my org? 3. Complete the fields as follows: Field Currency Name Currency Code Rate Description The name you want to use for the currency in your organization. This is a free text field. The ISO code for the currency. Select the picklist and select the code. The value used to convert the currency you have entered to your company's reporting currency. The Rate is the number used to multiply the source currency value to get the reporting currency. When entering the reporting currency, set Rate to 1. For example: Your reporting currency is US Dollars (currency code USD) You are entering a rate to convert the Polish Zloty (currency code PLN) to US Dollars The Rate is the number of US Dollars to one Zloty; the number by which you multiply a Zloty amount to convert it to US Dollars, say 0.26, so that: USD = PLN x In Rate enter Select Save to apply the rate immediately. To change existing exchange rate data: The rate for the reporting currency is always On the Exchange Rate Home page select the currency name to display the Exchange Rate Detail page. 2. On the Exchange Rate Detail page select Edit. Sage People displays the Exchange Rate Edit page. 3. You can change the Currency Name, Currency Code, and Rate. 4. Select Save. Rates are effective immediately you select Save. Sage People records the value of all currency related items such as salary and bonus in both local and reporting currencies. Values are set at the exchange rate in use on the day the currency related item values were entered. All reports using the reporting currency will use that historical conversion value, enabling you to compare salaries and bonuses at the rate in use on the day they were set. You can generate equivalent reports using current exchange rates by using additional formula fields. All currency related objects have a Trigger Currency Calculation field. Setting that field to True forces a currency calculation using the current rates. Trigger Currency Calculation can be set by a bulk change, using Sage People Data Loader or Excel connector for example, or by a workflow. This gives fine grain control over the exchange rate you use. If your org uses a single currency, check the Currency Locale setting on the Company Information page. Sage

35 How do I set or check the reporting currency for my org? To support multi-currency operations in Sage People, check Company Information settings: 1. Go to Setup > Administration Setup > Company Profile > Company Information Sage People displays the Organization Detail page. 2. Select Edit. 3. In the Currency Settings section: o For Currency Locale select Montenegrin (Montenegro) - USD This setting imposes a neutral currency symbol on Team Member records when viewed through the HR Manager Portal: Any other setting results in the use of the symbol for that currency across all Team Member records, conflicting visually with other Salary Currencies used in Sage People. The Currency Locale setting has a purely cosmetic value and does not affect the underlying currency values. o Ensure Allow Support to Activate Multiple Currencies is unchecked. Sage People does not use Salesforce Multiple Currencies. 4. Select Save. Sage

36 How many batch jobs can run at the same time? How many batch jobs can run at the same time? Salesforce imposes a limit of 5 on the number of concurrent Apex batch jobs. This includes: Daily batches controlled with HCM Configure settings: o Sage People Digest o Action s Send Batch o HR Request o Future Dates Recruit daily batch for Approval Reminders, controlled with the Recruit Configuration Reminder Sent Time. Batches triggered by edits, for example for sharing and Action Events. Scheduled reports and dashboards. Optimize performance by: Staggering start times for configurable batches, wherever possible ensuring there is time for each batch to run to completion before the next one starts. Agreeing the order and timing of execution with administrators and HR Managers, ensuring batches run so the results are ready when needed. Sage

37 How many values can I have in a picklist? How many values can I have in a picklist? A picklist is limited to 15,000 characters - for example 1000 values of no more than 15 characters each. Character count includes the return and line feed (2 characters) at the end of each line. There is also a limit of 255 characters for each picklist value; if you use the maximum character count for each value you can have 58 values. Sage

38 How many external s can I send in a day? How many external s can I send in a day? Salesforce imposes a limit of 5000 (five thousand) on the number of s that can be sent to external addresses per day, per org. You can send an unlimited number of s to your organization's internal users, including portal users. Sage

39 How do I get a view of the relationships between database objects? How do I get a view of the relationships between database objects? Use the Schema Builder to explore the Sage People database, showing the objects and relationships between them. Go to Setup > App Setup > Schema Builder. For each object, the Schema Builder shows: Sage

40 How do I get a view of the relationships between database objects? Use the Object Selector to choose the objects you want to display. The Object Selector lists all objects in all packages you have installed in your org. By default all objects are selected. To display a subset of objects, use the picklist: To center the display on a specific object: Enter the object name in the Search field: When the object name is displayed, select Find Object: At the bottom right of the Schema Builder canvas is a small representation of the complete canvas. Use the highlight to scroll the main window over the canvas: Sage

41 How do I upgrade an existing HCM package? How do I upgrade an existing HCM package? 1. Use the link to the new package supplied by Sage People and login to the org you want to upgrade. 2. Select Install for Specific Profiles. Sage People displays a list of available Profiles. 3. Select the picklist for Set access level for all profiles to and choose No Access. 4. Select Set. 5. In the list of Profiles select the picklists in the Access Level column and choose the following mapping: Profile Fairsail Administrator Fairsail HR Manager Fairsail Platform Team Member All other Profiles including custom profiles Access Level HR Administrator Gives full access to HCM. Applies the settings in the HR Administrator profile supplied with HCM, to the Fairsail Administrator profile. HR Manager Gives Read, Create, Edit, and Delete access to most HCM objects, excluding HR Departments, HR Managers, and Policies which are held at Read access. Applies the settings in the HR Manager profile supplied with HCM, to the Fairsail HR Manager profile. Team Member Gives at least Read access to most HCM objects. Gives Read, Create, and Edit access to those objects Team Members need to edit, such as Recognition, Objectives, and Performance Reviews, and adds Delete access for objects including Absences, Manager Notes, and Skills. Applies the settings in the Team Member profile supplied with HCM, to the Fairsail Platform Team Member profile. No Access Access levels set for existing custom profiles are preserved with no changes. 6. Select Install. The package is installed in your org. The installation may take several minutes to complete - if a progress page is displayed, select Done. When installation is complete, you are sent an confirming successful installation in your org. Sage

42 Why don't fields I've dropped on a page layout show on the Edit page? Why don't fields I've dropped on a page layout show on the Edit page? The fields may be set as Read Only - if so, they are visible on the Detail page but not on the Edit Page. Please see below for more info on Page edit: Page layouts control the layout and organization of fields, buttons, related lists, custom links, and Visualforce pages. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls and Visualforce pages rendered within a field section when the page displays. You can control the size of the s-controls and Visualforce pages, and determine if a label and scroll bars display. Search Layouts control the layout of a particular kind of page - those containing the results returned by different kinds of searches, including: Search results. Search Filter fields. Lookup dialogs. Recent records lists displayed on tab Home pages. You can control Search Layouts using the Search Layout editor for each search results page. The Page Layouts of particular interest to Sage People HR Administrators are: Team Member Employment Benefit There are two ways to get to the Page Layout editor: For Detail pages that include an Edit Layout link at the top of the page, select Edit Layout: This is the quickest way to access page layout controls. For other editable pages where there is no Edit Layout link displayed: o Go to Setup > App Setup > Create > Objects, select the object label, and scroll to the Page Layouts section or select the Page Layouts link at the top of the page. o Select Edit next to the page layout you want to change. Sage

43 Why don't fields I've dropped on a page layout show on the Edit page? In the Page Layout editor: To add or remove... Fields Buttons Custom Links Related Lists Visualforce Pages To add: Drag and drop from the display of available components onto the sample page layout. o Use CTRL+select to select multiple items individually. o Use SHIFT+select to select multiple items as a group. To remove: Drag and drop from the sample page layout onto the display of available components to remove Selected components are grayed in the display of available components. Sage

44 Why don't fields I've dropped on a page layout show on the Edit page? Sections To add: Select Fields or Visualforce Pages then drag and drop the Section marker to create the new section on the sample page: Sage People displays the Section Properties dialog: You can set: o The section name, as displayed on the page. o Where the section name is displayed - on Detail or Edit pages, or both. o The number of columns used to display the section - one or two. o Where the section includes two columns, the tab-key order to use. Set the values you want to use and select OK. To remove: Go to the section you want to remove and select Remove: To move within the page... Fields Buttons Custom Links Related Lists Visualforce Pages In the sample layout, drag and drop to the position you want. Sage

45 Why don't fields I've dropped on a page layout show on the Edit page? To change the properties of a... Field In the sample layout, select the field and choose Properties : Sage People displays the Field Properties dialog: You can also select multiple fields using CTRL+ select. Selecting Properties then displays a combined Field Properties dialog for all selected fields. The field properties of some standard fields cannot be changed. Custom fields can only be changed if they are not universally required fields. Fields that cannot be changed are marked with a closed padlock icon. Fields marked as read only are editable by administrators and users with Edit Read Only Fields permission. If you make a picklist field read only, all new records will contain the default value for that picklist. Auto-number fields are always read only. Read-only fields are displayed on the associated Detail page layout, not the Edit page layout. In Enterprise, Unlimited, and Developer Editions, field level security settings override any field properties you set here if the field level security is more restrictive than the page layout setting. Sage

46 Why don't fields I've dropped on a page layout show on the Edit page? Section In the sample layout, go to the section you want to change and select Properties : Sage People displays the Section Properties dialog: You can change: The section name, as displayed on the page. Where the section name is displayed - on Detail or Edit pages, or both. The number of columns used to display the section - one or two. Where the section includes two columns, the dialog includes a tab-key order selector: Select the order you want to use on this page. Sage