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Page 1: FEBRUARY 2020 SPRING ‘20 RELEASE SUMMARY · reasons beyond vacations • Extend storage of accrual data to include further history ... on in the future, or were required to run

FEBRUARY 2020

SPRING ‘20 RELEASE SUMMARY

AS PART OF THE LATEST SAGE PEOPLE SPRING RELEASE WE’VE ENHANCED ACCRUAL BALANCES, REWARD PLANNING, UPDATED EEO REPORTING, IMPROVED THE PEOPLE WORKFLOW MANAGEMENT PILOT; WHILE ALSO UPDATING OUR EMPLOYEE API.

PEOPLE MANAGEMENT People Management Workflow - Employee changes (pilot, part 2)

The evolution of the pilot for people workflow management – employee changes, shows our commitment to improving the processes used by managers and HR so they have a better experience making inevitable employee changes in Sage People.

These new features empowers managers to effectively make team updates through guided journeys, making employee changes much easier. We’ve removed the complexity customers felt with the previous process that presented lots of fields which caused confusion and errors.

In part two of this pilot we have made the following improvements:

• The review screen shows a summary for assessing employee changes which is easier to digest

• We’ve created an audit history for better visibility of the timeline of requests

• We’ve used the WX style tab approach for the manager screen so you can quickly see pending requests, what’s been approved, and in review

Please note, this pilot will be conducted in trial orgs and only for a small number of customers. This will not be available in your Sandbox or your Production org. ATTENDANCE AND LEAVE MANAGEMENTAccrual balance enhancements

Related to the calculation of absence balances we’ve made improvements to the granularity of absence data, the processing of that data, the performance,

and the end user experience. What’s new as part of this enhancement:

• Extend storage of accrual data to include all absence accrual types/reasons beyond vacations

• Extend storage of accrual data to include further history

• Enable better reporting and performance on absence calculations

• Accrual Log (WX and HR portal) has been paginated by accrual year to enhance the user experience

The old ‘absence’ balance meant customers had to have an element of manual intervention by where they had to download data out of the system, ensuring it’s centrally stored to report on in the future, or were required to run report/batch processes for larger groups of employees to see an absences balance. Now customers can use ‘accrual’ balance instead to get better year-end figures, and to see more detailed information around all absence accrual types e.g. sick pay, mat leave etc. within Sage People. Absences in calendars (beta)

Import iCalendar files into your business calendar so you can share what time you’ve booked off in Sage People with your wider organization. You can now:

• Add absence events created in Sage People to your organization’s business calendar e.g. Outlook, Google etc.

• Manually download absences/vacations created in Sage People as iCalendar files and share these files

This new functionality reduces a manual step for customers adding absences into external calendar applications. Look out for the button

now included on absence events that will download the iCalendar file.

REWARD AND RECOGNITION

Bonus planing (Beta)

Reward and retain talent with our new reward planning capabilities, which offers an intuitive way of empowering managers to reward great work. To complement our salary planning updates we’ve made the following improvements to bonus planning:

• As part of this beta instead of just having the ability to create salary plans you can now do both salary and bonus planning together.

• Bonus planning setup is easier to configure including eligibility, bonus types/reasons, effective dating, bonus calculation formulas, and more.

• You can see reward plans for both individuals and team views

• Ability to review and recommend bonus amounts with visibility of budget parameters

• You can create several reward plans across your organization for example you could setup varying plans for different countries or departments.

Developments to reward planning are ongoing so look out for more incremental beta functionality updates in future releases.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage People Sage People enables mid-size, multilocational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

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FEBRUARY 2020

SPRING ‘20 RELEASE SUMMARY

HR AND PEOPLE ANALYTICS

EEO report update (US compliance pack)

In this release we will update the format for the Equal Employment Opportunity (EEO) report, part of the US compliance pack. Ensuring our US customers remain compliant with the latest Federal guidance that comes into effect in September. Format updates include:

• Reformatting of EEO1 report - component 2

• Output to meet new legislative/compliance needs in the US (includes salary banding)

• Provides HR report in format to be supplemented with data from customer payroll

GLOBAL CLOUD HR AND PEOPLE SYSTEM

Employee API (2.0)

This development is the cornerstone of any 3rd party integration with Sage People enabling the consumption of critical data relating to new employees, changes and leavers. As part of this release we have developed a REST API which gives the following capabilities:

• Consume data about all employees,

• Consume data about individual employees,

• Consume details about updated employees (changes and leavers),

• Push new employee details to another system,

• Push updated employee details to another system,

• Ability to include custom fields.

For more details about what’s included in the employee API visit https://developer.sage.com.

ADDITIONAL INFORMATION

Full details of the Spring ‘20 release are available in the release notes, located at sagepeople.com/support.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage People Sage People enables mid-size, multilocational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

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OCTOBER 2019

WINTER 20 RELEASE SUMMARY

THE SAGE PEOPLE WINTER RELEASE DELIVERS IMPROVEMENTS TO WORKFLOWS, TIME & ATTENDANCE, AND PERFORMANCE & TALENT MANAGEMENT; WHILE ALSO PROVIDING ENHANCEMENTS TO SUPPORT AGILE WORKING ACROSS YOUR ORGANIZATION.

PEOPLE MANAGEMENT People Management Workflow - Employee (pilot)

In this release we are introducing a new pilot that will improve how you manage your people processes. With the new, more intuitive dynamic forms, employees will be able to raise HR requests more efficiently as they are guided through the new process. They will be prompted to select a request type followed by the relevant employee or employees (as we now support bulk submissions) and then subsequently presented with the only fields relevant to the request selected. Managers will then be presented with confirmation of the changes for each employee before they submit, and they can then view a change request summary to track progress.

In response to customer feedback, we’ve also optimised the approval screen by grouping requests together rather than showing old and new data in separate columns. This makes it much easier to see and track changes. You can also quickly and easily see who the request relates to, as well as the HR request number, so those with larger teams can review this information more readily.

Please note, this pilot will be conducted in trial orgs and only for a small number of customers. This will not be available in your Sandbox or your Production org.

Groups and teams

In the Triton release we launched a pilot whereby we extended the existing Groups and Teams functionality (which was already available in the HR portal) to Workforce Experience (WX) so that all employees could use this as a self-service tool.

Having received great feedback from those who took part in the pilot, we

enhanced the capabilities further by enabling ‘public groups’, where there is now an option to set a group as public so anyone can join without a private invite. Users can now also search for groups, discover new ones and sort them based on those most important to them.

As part of this release, Groups and Teams will be made available to all customers and will support in improving how you organize, develop, recognize, reward and communicate across your business; enabling you to work in a more agile way.

TIME AND ATTENDANCE Absence Accrual Log pagination

The absence accrual log is a great way for managers and HR to respond to and investigate absence queries and vacation balances, by providing an audit trail of how absences have accrued over the year. In this release, we have improved the user experience by breaking down the volume of data in this view by displaying it in a single page, per year of accruals. Users can now navigate themselves quickly to the relevant data by selecting the correct year from a simple drop down, and now with less data loading, you may notice performance improvements as well.

Absence Calculator 2.0 now in Payflow

In the Triton release we made some great improvements to the absence calculator, including the ability to pull multiple same day absences into the relevant pay code as well as significant performance improvements; making calculatingabsences even easier. In this release we have extended this to Payflow, so those using Payflow can now start using the new calculator.

Delegated Access to Timesheets for Executive Assistants

In order to provide flexibility and to support business continuity, Executive and Personal Assistants can be delegated with the authority to view, create, edit and approve absences and HR requests for the Senior Managers they support.

In this release, we have extended this capability further by adding the ability to also approve timesheets. Like absences and HR requests, access will be managed from the HR portal and can be switched on and off as needed. This enhancement will help keep things running smoothly when managers are on leave and will reduce delays in timesheet processing.

PERFORMANCE AND TALENT MANAGEMENT

Continuous conversations (beta)

Continuous conversations support managers in continually developing, supporting and engaging their teams. With the continuous conversations feature you can have open discussions with managers and colleagues and work in real time to improve, enhance, and recognise colleagues work. In addition to improving the user experience in this release, you will also notice that continuous conversations is now independent of the annual review process, meaning any actions are triggered at the correct and specific time.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage Business Cloud People Sage enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

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OCTOBER 2019

WINTER 20 RELEASE SUMMARY

We have also built in email notifications to inform a colleague or manager that an edit has been made or a new comment has been added to a conversation, so they are always up to date and can keep the conversation flowing. In addition, attachments can now be added, and conversations can also be printed. These enhancements should make formal reviews much simpler, easier to prepare for and even more valuable for both colleagues and managers.

TALENT ACQUISTION

Update to the Hiring Manager portal

The Winter Release introduces more flexibility and control within the Hiring Manager portal. You will now be able to choose which specific fields you wish to include in a vacancy, for example whether or not to have a ‘location’ field. In addition, enhancements have been made to translations and layout of the search box.

ADDITIONAL INFORMATION

Full details of the Winter release are available in the release notes, located at sagepeople.com/support.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage Business Cloud People Sage enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

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JUNE 2019

TRITON RELEASE SUMMARYTHE TRITON RELEASE HELPS YOU MANAGE AND ENGAGE YOUR WORKFORCE MORE EFFICIENTLY AND DELIVERS IMPROVED VISIBILITY, WITH ENHANCEMENTS TO PAY, REWARD, TIME AND ATTENDANCE MANAGEMENT, AS WELL AS ENHANCEMENTS TO THE USER EXPERIENCE AND PLATFORM PERFORMANCE.

PEOPLE MANAGMENTPayflow for multiple bank accountsIn the Serenity release (March 2019) we launched the ability for users to allocate salary to one or more bank accounts via Workforce Experience. The latest update extends that capability further, enabling Payflow to receive this information and subsequently send the details to the respective payroll; including bank account details and specific pay amounts apportioned as a nominal sum or a percentage.Groups and Teams self-service (pilot)We’re committed to ensuring our customers always have the tools and capabilities they need to adopt modern ways of working and to stay ahead – that’s why we’re in the process of extending our existing Groups and Teams functionality to include self-service, initially as a pilot for selected customers.Groups and Teams will improve how you organize, develop, recognize, reward and communicate across the business; enabling you to work in a more agile and collaborative way. This functionality is already available to HR administrators and allows them to create, view, manage and delete groups. This pilot extends these capabilities to users via Workforce Experience (WX), so they too can work in a more collaborative way.ATTENDANCE AND LEAVE MANAGEMENTEnhancements to Time and AttendanceWe have made several improvements to the new absence calculator, including the ability to pull multiple

same day absences into the relevant pay code as well as significant performance improvements; making calculating absences even easier.PAYROLL, COMPENSATION AND BENEFITSReward Planning (Salary Planning - beta)Following the Salary Planning pilot, this release will progress to the beta phase. In addition to the features that were available in the pilot, the beta release also includes the following functionality:• the ability to plan in team

members’ pay period (e.g. annual, hourly etc)

• the ability to plan salaries in the team member’s local currency (supporting local currency rounding rules)

• a comprehensive audit trail of planamendments

• notifications for planners informing them when changesoccur to team members

• advanced configuration options, including the ability to refine the pool of team members eligible for planning

• the ability to easily clone and delete salary plans, improving efficiency and usability

US tax formsFurther to the functional release of our tax forms functionality (beta) earlier this year, this release will see the launch of this feature as ‘business ready’ with the formalization of both pricing and deployment details.Our tax forms solution is delivered

through a strategic partnership and integration with Symmetry Solutions (Payroll Forms) which means employees can now complete tax forms themselves via Workforce Experience. This easy to use functionality can be provided to employees as part of onboarding or on a change of life event.Payroll previewIn January, we released a preview release of integrated payroll to selective customers. The pilot release included integration with Sage People employees, earnings and benefits and payroll processing gross to net. The monthly releases have added additional functionality for bank accounts and payment disbursements. In addition, customer input on reports, notifications and required fields will be incorporated into future updates.WORKFORCE EXPERIENCEKnow Your People app (pilot)To support you with building great workforce experiences and help you further engage your people, we are piloting the introduction of some simple games with selected customers. The games will be delivered through Workforce Experience using your own designed templates as types of internal communications, such as:• a quiz for new hires, asking them

to match pictures of people to names or functions

• a set of questions with linked images to support the launch of new brand guidelines

• a ‘get to know your location’ game supporting an office move

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sage.com1

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JUNE 2019

TRITON RELEASE SUMMARYTALENT ACQUISTIONSEO improvements to the Candidate PortalWe have improved our SEO in the candidate portal so that job listings can now be found and indexed by third party sites and search engines. Where hiring managers would previously have to manually log in to recruitment sites and link it to their candidate portal in Sage People, this now happens automatically. In addition to this, we have added new ‘structured data’ to the pages so that vacancies will be understood and listed in appropriate places such as Google Jobs and Glassdoor.PLATFORM AND INTEGRATIONEmployee API (pilot)In this release we have built an employee API which allows other systems to collect data about their employees from Sage People. To find out more about what is included in the API or to join the pilot, please visit https://developer.sage.com/ and follow the links for Sage People to get started.Team member sharingFollowing customer feedback, we have improved the speed and performance of batch processing for Team member sharing; ensuring it’s much more efficient and seamless for customers with large numbers of employees.

ADDITIONAL INFORMATIONTelemetryIn order to better understand how our customers are using Sage People and to help with future product development, we introduced in-product Telemetry as part of the Serenity release. Following a successful rollout with selected customers, the Triton release will enable Telemetry to be turned on by default for all customers. We have also enhanced the capability with some additional data points.Telemetry is deployed in accordance with the Sage People MSA and does not use or transmit customer or personal data.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sage.com

About Sage Business Cloud People Sage enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

2

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FEBRUARY 2019

SERENITY RELEASE SUMMARY

THE LATEST SAGE PEOPLE RELEASE, SERENITY, INCLUDES MORE IMPROVEMENTS TO TRACKING EMPLOYEE TIME OFF, ENHANCEMENTS TO TALENT ACQUISITION FOR BETTER CANDIDATE SEARCH, MOBILE UPDATES AND MORE. 

ATTENDANCE AND LEAVE MANAGEMENTEnhancements to TimesheetsWe have made several enhancements to our new Timesheets UI based on customer feedback. You can now direct all Timesheet Actions to the new UI, and any time entered for multiple day lanes in a single session will be automatically saved. You can also now enter time in generic units as well as hours and minutes against specified pay codes, for example, employees ‘on call’ can now record time when on standby.

TALENT ACQUISITIONEnhanced candidate searchRecruiters searching for and targeting prospective candidates can now exclude criteria from candidate searches, allowing them to be more precise and providing greater flexibility. This includes updates to the Google x-ray search to find candidate matches.

PERFORMANCE AND TALENT MANAGEMENTPerformance overview enhancementsThe latest release will enable you to see all actions relating to employee performance reviews in Performance Overview, as well as view all historical reviews. This means you can now manage all performance reviews and actions from Performance Overview, improving usability for you and your employees.

PAYROLL, COMPENSATION AND BENEFITSCompensation planning (pilot only)Users involved in the compensation planning pilot will now notice developments to the salary planning functionality, including the ability to plan salaries in local currency as well as new notifications for managers and planners. In addition, we’ve made enhancements to some configuration options, such as the ability to refine the pool of team members eligible for planning, and the ability to easily clone and delete salary plans, improving efficiency and usability.US tax form integrationA strategic partnership and integration with Symmetry Solutions (Payroll Forms) means employees can complete tax forms themselves via WX. This easy to use functionality can be provided to employees as part of onboarding or employee detail changes.

ADDITIONAL INFORMATIONTelemetryIn order to better understand how our customers are using Sage People and to help with future product development, we have introduced in-product Telemetry. This will provide us with insight around general feature usage as well as key process metrics. Telemetry is deployed in accordance with the Sage People MSA and does not use or transmit customer or personal data.

Lightning ready We have been developing updates to support Lightning technical readiness which is currently being tested in pilot. Sage People has prepared some standard pages for use in Salesforce Lightning. A by-product of the change has been conversion of some single-column pages to two-column layout, the default layout for Lightning pages. Field order is unchanged when using the tab key to navigate the page, but the pages are visually different. We have also completed work on Attachments to Files in addition to Lightning page changes. Mobile appUpdates the iOS app to use V7 of the Salesforce Mobile SDK. This upgrade brings updated Authentication support which should reduce login issues. The iOS minimum version required is now iOS 11. Full details of the Serenity release are available in the release notes, located at sagepeople.com/support.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sage.com

About Sage Business Cloud People Sage enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

Page 8: FEBRUARY 2020 SPRING ‘20 RELEASE SUMMARY · reasons beyond vacations • Extend storage of accrual data to include further history ... on in the future, or were required to run

OCTOBER 2018

RESOLUTION RELEASE SUMMARY

WITH THE RESOLUTION RELEASE, SAGE PEOPLE DELIVERS IMPROVEMENTS FOR ACCRUAL CALCULATIONS, OPTIMIZED U.S. REPORTING CAPABILITIES, AND FOUNDATIONAL WORK FOR NEW COMPENSATION PLANNING FUNCTIONALITY [IN PILOT].

ATTENDANCE AND LEAVE MANAGEMENT

Absence accruals from timesheet entries

We’ve significantly optimized and improved absence accruals so they can be generated from actual hours worked as logged in timesheets, and recorded against relevant pay codes.

Vacation and leave hours which are accrued in each pay period are now calculated automatically and accurately based on the hours worked and submitted by the employee via timesheets. This is especially useful for part time staff and will allow customers to more easily comply with local regulations in some US states and Central European countries

Effective dating of FTE changes

We’ve capitalized on our new work schedule functionality to enable the automatic calculation of full-time equivalent (FTE) percentages to more accurately prorate absence accruals.

For example, when changing contractual hours from full-time to part-time, the changes that take effect will now be dictated by an effective date. Change the date to when you want the changes to take effect and Sage People will work out the accruals associated with the change.

Work schedule vacation requests

Time-off requests are auto-calculated and displayed to users based on work schedules, including non-working hours in a user friendly format. This allows employees on more complex working patterns (flexible work patterns, retail shifts, etc.) to accurately book one absence over a period of time.

HR AND PEOPLE ANALYTICS

U.S. country pack

Refreshed reporting capabilities enable users to meet U.S. compliance regulations in CSV format to file electronically. Statutory reports can be generated with the click of a button, reports include:

• Equal Employment Opportunity (EEO-1): ethnicity, gender and job category.

• Occupational Safety and Health Administration (OSHA): work-relatedinjuries and illnesses.

• Veterans Employment Training Service (VETS): employee data for military veterans.

A new landing page makes these reports easy to access and downloadable into a clean CSV for data upload directly to the relevant U.S. federal websites.

TALENT ACQUISITION

Social media visibility for vacancies

When sharing a vacancy link on social platforms, metadata fields enable social applications to generate and display a rich presentation of key details about that vacancy. The available metadata includes the job title (up to 35 characters) and a default description so your vacancies can be discovered easily, increasing your chances of finding qualified candidates faster.

PERFORMANCE AND TALENT MANAGEMENT

Payflow training integration

Sage People now supports the automated import of training data from third party applications to provide a single picture of employee development and training.

PAYROLL, COMPENSATION AND PLANNING

Compensation planning (pilot)

This release includes the pilot of a brand new compensation planning module. Working directly with customers, we’re developing several new features aimed at delivering flexibility and improved administrator experience.

The new compensation planning features enable you to configure and manage all your compensation plan templates in a new, intuitive interface. You can create multiple plans, each of which can have different data columns and salary formulas all displayed in an easy-to-read summary view. The end-user compensation planning interface has also been completely redeveloped.

With this new functionality, administrators can select from multiple formulas to determine salary rules, choose specific worksheet planners, and have a single view of worksheet progress. Compensation letters can then be automatically generated once proposed increases have been approved.

ADDITIONAL INFORMATION

Mobile app communications only

You can configure an Internal Communication so that it’s visible through the Sage People Mobile App and not through Sage People on desktop. You can do this by applying the filter to new Internal Communications or as a change to an existing Internal Communication.

Full details of the Resolution release are available in the release notes, located at sagepeople.com/support.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage Business Cloud People Sage enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

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JUNE 2018

POSEIDON RELEASE SUMMARY

THE POSEIDON RELEASE DELIVERS BIG ENHANCEMENTS TO USER EXPERIENCE, AN OVERHAUL TO THE ABSENCE CALCULATOR FOR VISIBILITY OF ABSENTEEISM, AND SECURITY ENHANCEMENTS FOR BETTER DATA PROTECTION PROCESSES.

WORKFORCE EXPERIENCE

Improved user experience

We’ve refreshed the workforce experience interface to a more modern look and feel. The people bar is hidden by default to increase screen space, so your employees can focus on the content they care about. To access the redesigned people directory, you select the directory icon in the top right corner. We’ve also made changes to the way the WX service bar works, so menu items do not move on selection. When you choose another menu item to add to the bar, it displays on the end. The WX title is now optional and can be hidden.

ATTENDANCE AND LEAVE MANAGEMENT

Flexible work schedules

Work schedules have been updated so you can now create flexible working patterns, have different hours per day, and shift schedules. Work schedules enable you to define and allocate set working times for your team members. Typically used for hourly paid workers, a work schedule defines working and non-working days and hours.

Absence calculator upgrade

Refactored for speed, reliability, and configurability, the absence calculator has been rewritten so you can see a true cost of absenteeism across your business. This further expands configuration options for absence rules in different geographies.

TALENT ACQUISITION

Security enhancements

Enhancements to talent acquisition enable you to comply with the requirements of GDPR with ease. Logging into the candidate portal is more secure with IDs extended from 10 to 20 characters. To keep things really simple, IDs are automatically updated when candidates login, with new login credentials sent to their registered email address. The recruitment agency portal links are also enhanced to add that extra level of security to ensure candidates who are being screened are protected in-line with the principles of GDPR. Resumes and CVs are sent as links not attachments to reduce the risk of data breaches and storage on local machines.

ADDITIONAL INFORMATION

Policy page clean up

For better usability, we’ve cleaned up the policy page to remove redundant fields and added handy tool tips for guidance.

Performance overview enhancements

We’ve improved the way performance functionality works so performance management and activities are easier. Available templates are no longer restricted by template format, continuous feedback have been further supported, and performance review periods can be formalized.

User creation process

We’ve introduced an enhanced user creation process, enabling easy control over the profiles that can be assigned during user creation by each level of user.

Full details of the Poseidon release are available in the release notes, located at sagepeople.com/support.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage Business Cloud People People Sage enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

Page 10: FEBRUARY 2020 SPRING ‘20 RELEASE SUMMARY · reasons beyond vacations • Extend storage of accrual data to include further history ... on in the future, or were required to run

MARCH 2018

ODYSSEY RELEASE SUMMARYTHE ODYSSEY RELEASE DELIVERS ENHANCED ONBOARDING EXPERIENCES FOR IMPROVED ENGAGEMENT WITH NEW HIRES BEFORE THEY START, AND NEW TIMESHEET COMMENTS FOR EFFECTIVE COMMUNICATION AROUND RECORDING WORK HOURS.

WORKFORCE EXPERIENCE

Enhanced Onboarding

Provide your new hires with an engaging onboarding experience between the time they accept your offer and their first day with our enhanced onboarding features. New setting options enable you to create an enhanced experience for new hires by giving them controlled access to WX.

You have the ability to identify users who are pre-boarders and introduce a new policy which controls the levels of visibility and access you’d like to grant them as hires who are yet to start with your organization.

You can include or remove things like the company org chart, Team Member contact details displayed on the people bar, and you can also send targeted communications specific to admin tasks you’d like completed, or related company content around values and culture. Your pre-boarders are visible to their line manager but can remain hidden from other Team Members across the business if you choose.

ATTENDANCE AND LEAVE MANAGEMENT

Timesheets

Status indicators have been added to Timesheets to show when they are in draft, submitted or approved. Other indicators about absences, public holidays and comments are displayed in a handy legend which shows what the indicators look like and what they represent for improved usability.

Timesheet Comments

With this release, managers and employees can add comments to timesheets which is displayed in conversation format to track extra details about work. Benefit from a digital audit trail for extra information around timesheets.

Comments can be enabled at two levels; day comments which apply to time entries made for a specific day, and summary comments which apply to a complete timesheet period.

Easy-to-use text field comments can be added to completed or in progress timesheets. Timesheet comments can be seen from WX and in the HR Manager portal through the Timesheet Comments Related List. Using this field, you can also report on Timesheet Comments in an efficient manner for more context.

PAYROLL, COMPENSATION AND BENEFITS

Enhanced SSN format validation (US ONLY)

Format validation for SSN - US only. The Social Security Number (SSN) field on the Team Member object can be validated at the point of entry in WX and the HR Manager portal. Validation is applied when the Team Member’s Work Location is set to a value with the Country set to United States. Validation checks for the correct number format.

ADDITIONAL INFORMATION

New fields have been added to HCM and Payflow enabling more detailed recording of employee data and closer compatibility with US payroll requirements.

Full details of the Odyssey release are available in the release notes, located at sagepeople.com/support

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage Business Cloud People People Sage enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

Wan, Mai-Po
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DECEMBER 2017

NAUTILUS RELEASE SUMMARYTHE NAUTILUS RELEASE DELIVERS IMPROVED VISIBILITY AND CONTROL OF YOUR ENTIRE WORKFORCE, WITH TARGETED AND TAILORED COMMUNICATIONS, CONTINUOUS FEEDBACK MECHANISMS, AND ENHANCED USER EXPERIENCE ACROSS THE SYSTEM.

WORKFORCE EXPERIENCE

Internal communications enhancements

Improve engagement by sending tailored and targeted internal communications to specific groups of people within your organization. Send communications to multiple team members, policy groups (by inclusion or exclusion), multiple cross-functional groups, and even people joining or leaving (by employment start and/or end dates). The targeted capabilities support both Pulse Surveys and employee communications.

Pulse surveys

Pulse Surveys allows you to send out surveys and capture feedback from employees whenever you need it. This gives you immediate insight into your employees, in a targeted and agile manner. Typically comprising an easy to complete set of questions, pulse surveys can generate valuable employee related data for reporting and analysis.

Pulse Surveys are displayed in WX for completion by Team Members. You can include up to open or closed questions, and make the response defined or free text. Provide assistance to respondents with defined help text, send the surveys to targeted audiences for specific feedback, and anonymize responses if you need to meet with compliance policies.

ATTENDANCE AND LEAVE MANAGEMENT

Enhanced timesheets in WX

The Nautilus release brings timesheets to the WX interface, improving the user experience. Enter timesheets from any device at any time to populate preferred schedules. Complete timesheets using start/end time, total time worked, or bill against work allocation, all in a cleaner interface. Create overtime rules to meet company policies and country regulations.

PEOPLE MANAGEMENT

Enhanced WX Org Chart

The Nautilus release significantly improves the Org Chart experience across all devices, including desktop, mobile web browsers, and iOS and Android mobile apps. View core details for each team member with a business card display, with the ability to expand the card for further information. View the org chart from the perspective of a particular team member, select the number of hierarchical levels you want to display, and print it out. These enhancements provide a more robust solution for larger organizational structures, perfect for your company as you continue to grow and expand.

Cross-department visibility for HR

HR managers can transfer employees to teams outside of their respective HR departments. They can also view information about someone who is in another HR department. This is useful if they are considering a transfer between departments, gathering insights about a cross-functional team member, or for other purposes, such as planning.

Linking job descriptions to library items:

A Job Description Library Item stores the text description of a job; a Job Library Item stores the data fields associated with defined jobs, such as the job title, grade, salary band, and job profile. You can now link these together, which means that a new job description is created automatically when a team member changes job. This is particularly useful when you have a lot of internal moves and promotions, because it saves time creating new descriptions from scratch each time. It also provides a more efficient and accurate approach to managing job descriptions.

PERFORMANCE MANAGEMENT

Performance overview

Sage People consolidates key components required for performance assessment in a single, easy-to-digest overview. Access objectives, and review and update them with all the relevant context to hand, such as continuous feedback, providing a highly informative and interactive performance review experience.

Continuous performance feedback

Replace or enhance the annual performance review process with continuous conversations. Performance Review has been extended to facilitate capture of two-way feedback on an employee’s performance throughout a review period. Managers and employees can add comments, actions and goals. Keep it informal, or add a formal check-in process.

PAYROLL, COMPENSATION AND BENEFITS

Benefits enhancements

Benefits linked to beneficiaries or dependants now requires the relevant beneficiary or dependant fields to be completed before enrolment in the benefit can be completed. This ensures compliance with local regulations where this information is mandatory.

ADDITIONAL INFORMATION

Other enhancements include the addition of Russian to the language pack, and further fixes. Full details of the Nautilus release are available in the release notes, located at sagepeople.com/support

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage People Sage People, part of Sage Business Cloud, enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better workforce experiences.

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AUGUST 2017

MIRNY RELEASE SUMMARY

WITH THE MIRNY RELEASE, SAGE PEOPLE DELIVERS IMPROVEMENTS FOR YOUR WORKFORCE, PROVIDING GREATER VISIBILITY AND SELF-SERVICE FOR EMPLOYEES AND MANAGERS.

The Mirny release gives more visibility and control to your workforce. Managers have greater control of key recruitment tasks via self-service. Performance reviews are more efficient, with the ability to define review templates, whilst users have more flexibility when managing objectives and competency reviews. There is also better visibility via WX for vacation data and social feeds for internal communications.

WORKFORCE EXPERIENCE

Internal communications templates

The Mirny release enables an easier and simpler way to incorporate social feeds into your internal communications.

You now have the ability to create specific templates for common social feeds used in internal communications, such as Twitter, YouTube and Image Click Through This makes it easier for your administrators to get key internal communications channels up and running quickly and efficiently, which is quicker than using custom HTML.

PEOPLE SCIENCE AND ANALYTICS

Improved visibility of vacation data

With the Mirny release, we’ve made it much easier for you to access and view vacation balance data for team members, via a standard WX report.

This is achieved by storing basic validation data in Sage People object fields for use by standard reports. Customers previously had to use Payflow or Async packages to fulfil reporting requirements. This information can now also be easily exposed to managers and team members on WX using WX reporting, making the monitoring of vacation balances a breeze.

PERFORMANCE MANAGEMENT

The Mirny release includes a range of improvements for performance review, objectives and competency assessments. This gives more control and visibility to both managers and team members, and a more seamless user experience throughout the process.

Performance reviews

Mirny allows you to create reusable performance review templates, complete with versioning control. This gives HR and managers a more efficient method for managing multiple performance reviews.

This gives HR more control over what fields are included in a PR template for completion in the performance review, and when a template is available for use. HR can also evolve the forms over time without impacting legacy reviews.

This expands performance review use cases to allow wider application, including probation reviews on job-specific review templates. You can also add attachments to reviews, and view these as part of the signing and approval processes.

Objectives

The Mirny release increases the range of permission settings and includes two new statuses for objectives. This provides managers and team members with more flexibility around setting objectives; team members and manager have more control on when they share newly created objectives with other parties; and control over the editing and approval of draft and also active objectives which may evolve over the review period.

Competency review

There is now an option that enables managers to view other contributing assessments before completing their own. This helps you to ensure you have a complete picture with all the insights you need before completing a competency review.

TALENT ACQUISITION

Enhancements for hiring mangers

With Sage People, you can now take more control of your vacancies with improved self-service access via WX. The Mirny release gives hiring managers the ability to share candidate resumes, invite colleagues to participate in the selection process for applications, and conduct bulk assessments to applications.

PLATFORM AND INTEGRATION

Improved inbound training data flow

With the Mirny release, Sage People now offers the inbound flow of training data via Payflow. This strengthens and improves the integration (via Payflow) with external training systems that you might using, such as Litmos.

ADDITIONAL INFORMATION

Other enhancements include setting foundations for future features being developed in the next voyage and beyond. We are also continuing to test the Salesforce Lightning experience across various packages.

Full details of the Mirny release are available in the release notes, located at sagepeople.com/support

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.sagepeople.com

About Sage People Sage People enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better experiences across the entire workforce. Customers include Aveva, Armstrong, Klarna, Mitsubishi UFG, Paddy Power Betfair, Quest Software, Redflex, Siteminder, Skyscanner, SolarWinds, Trainline, and Trustpilot.

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MAY 2017

LIEMBA RELEASE SUMMARY

WITH THE LIEMBA RELEASE, SAGE PEOPLE (FORMERLY FAIRSAIL) DELIVERS EXCITING ENHANCEMENTS THAT HELP PROVIDE GREATER EXPERIENCES FOR YOUR EMPLOYEES AND MANAGERS, AND IMPROVE THE VISIBILITY OF YOUR WORKFORCE.

The Liemba release enhances the user experience for your entire workforce. Managers can manage teams more efficiently, with improvements to actions in performance management, and the introduction of project or cross-functional team setups. Other updates deliver improvements to the user experience for all employees, including the release of the Android Mobile App, Finally, reporting for internal comms and a pilot for pulse surveys gives you increased workforce visbility and people analytics.

PEOPLE MANAGEMENT

Groups and teams

With Sage People, you can now set up and manage groups of people that don’t usually work together in the their day job. Examples include cross functional or project teams, projects. You might use this feature to manage a virtual team of employees and contingent workers (such as freelancers).

Any person set up as a team member can be included in a group. You can set up a parent and child relationship (for example, a panel group might oversee several innovation project teams) and add people to more than one group. Group members have visibility of their peers contact details through the people bar, and their availability in the team view absence calendar. What’s more, you can take advantage of Sage People reporting capabilities to get insights on groups, just like you would with a standard team. Set up and maintain groups through the HR Manager Portal. Active groups are visible on WX.

PERFORMANCE MANAGEMENT

The Liemba release delivers a number of enhancements to the overall performance management processes, improving how your managers can set up and manage team objectives.

Performance reviews

We’ve improved the way in which you can review, sign off and approve performance reviews, which makes the overall review process easier and quicker for your managers and employees, so that they can spend more time focusing on meaningful conversations instead.

Objectives

We’ve improved the navigation processes for draft objectives, and made it easier for you to manage them.. Objective descriptions and measures now appear in pop-ups for chained objectives, which gives you quick and easy access to the information you need to see. Finally, combine functionality together where you need it, such as editing and confirming, or editing and approving in one action.

A further enhancement is to enable a Managers or Team Members to take more control of objectives they have created by providing the ability to delete draft objectives that may on reflection not be valid (before they become active).

Competency review

The Liemba release gives you the ability to create bulk competency assessments based on a team member profile rather than a generic job profile. This is very useful if you have other people performing a similar role or set of tasks, but hold a different job. For example, you might want to do bulk competency assessments for every team member that is part of a development group you have set up.

In addition, Managers can now see team member competency scores before they complete their own assessment, which helps them ensure team alignment.

PEOPLE SCIENCE AND ANALYTICS

Pulse surveys (pilot)

The Liemba release includes the pilot of pulse surveys, which is designed to improve communication and give employees the opportunity to provide quick and relevant feedback. Ask questions and collect data in a quick and easy way, and use this for insightful analysis and reporting to inform business decisions. You can choose to anonymize responses, monitor completion and apply countless dimensions when analyzing the data. We have also included the ability to report on span of control through automation of the ‘Is Manager’ and ‘Span of Control’ fields.

www.fairsail.com/sage-people

PRODUCT ANNOUNCEMENT

www.fairsail.com/sage-people

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WORKFORCE EXPERIENCE

The Liemba release includes a range of enhancements to improve the overall user experience for all your people, and the way in which they view and interact with the system.

Enhanced images in internal comms

Improve employee engagement and comms with further image support in WX. It now supports the responsive use of pictures in HR Noticeboards and Internal Comms tiles, for greater visual impact and cultural branding. This means that images in tiles shrink and expand with the browser.

Track incomplete internal comms

T0 improve the efficiency of internal communications, the system now holds data on who has not viewed or scored an internal communication, or completed a survey. This means that you can get greater insights on employee interactions with internal comms, and identify patterns and actions for improving the impact of future internal communications. This is closely related to pulse surveys, which will also use this functionality to hold data on who has not completed a survey.

Change visibility of org charts in WX

The Liemba release gives you the ability to close off and hide org charts globally, where required. This feature hides the org chart links in WX, so they still exist, but aren’t visible by everyone via self-service.

Android mobile app

The Android version of the Sage People mobile app is available for general download via the Google Play Mobile App Store from June 2017. In addition to the existing functionality and configuration that gives you mobile access to the things you need, all new functionality is also available in both Android and iOS apps.

Enhanced WX user interface

Further updates enhance the user experience for all your employees, including navigation improvements, increased maximum attachment sizes, and the ability to access outstanding actions directly from the default display, giving you one-click access to the important details.

The Liemba release delivers additional enhancements, the full details of which are available in the release notes, located at fairsail.com/sage-people/support.

About Sage People Sage People, formerly Fairsail, enables mid-size, multinational companies to manage workforces through its global, cloud HR and people system, transforming how organizations acquire, engage, manage and develop their employees. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better experiences across the entire workforce. Customers include Aveva, Armstrong, Klarna, Mitsubishi UFG, Paddy Power Betfair, Quest Software, Redflex, Siteminder, Skyscanner, SolarWinds, Trainline, and Trustpilot.

Additional Resources Learn more about Sage People on the website: fairsail.com/sage-people

Follow Sage People Twitter: @fairsail News: fairsail.com/sage-people/news-hub

www.fairsail.com/sage-people

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FEBRUARY 2017

KON-TIKI RELEASE SUMMARY

FAIRSAIL’S KON-TIKI RELEASE DELIVERS A RANGE OF IMPROVEMENTS AND FEATURE ENHANCEMENTS ACROSS THE FAIRSAIL PLATFORM AND IS FOCUSED ON IMPROVING THE SELF-SERVICE EXPERIENCE FOR YOUR WORKFORCE.

The Kon-Tiki release gives your people the ability to view and manage more details themselves, all of which is accessible instantly and on demand via WX. Users will now be able to access much more via self-service, through the introduction of pre-defined analytical reports, an extension to recruiting actions, the ability to review Team Member metrics, and visibility of stock option details. The Fairsail mobile app is also now available for everyone to download from the Apple App Store on iOS devices.

PEOPLE SCIENCE & ANALYTICS

View your reports directly in WX

For some time, Fairsail HCM has enabled HR and executive teams to make more data-driven decisions and obtain stronger people insights, by leveraging the powerful reports and dashboards available within the platform.

We are excited to introduce WX reports, which puts data into the hands of your employees in a flexible way. It gives managers and employees access to view reports directly in WX (once they have been created via the HR Manager Portal).

Users can be given the access to adjust the visual layout for each report, to suit their personal reporting needs.

Access to reports is hierarchical and based on user permissions, which ensures that reports can only be accessed by those who have the appropriate permissions.

This means that managers can immediately view insights and answer questions about their team without having to ask HR, or re-create reports from scratch each time. Employees can be given access to reports about their personal employment details.

Each report is contained within its own window tile, and you can customise the name, description and labels to suit your needs.

WORKFORCE EXPERIENCE

Mobile app now available for download

We are pleased to share that Fairsail’s iOS Mobile App is now available for all our customers.

The Fairsail mobile app gives your employees instant and on-demand access to the WX self-service platform in the palm of their hands, with the freedom to view and change their key details, and manage their actions from any device, at any time.

The mobile app is now available for general download via the Apple App Store.

TALENT ACQUISITION

Enhancements to self-service recruiting

Self-service recruitment for hiring managers enables your organisation to fill vacancies more quickly and reduce the time and cost to hire.

To help hiring managers and other parties involved in the approval of a

new vacancy or new hire within your organisation, we have introduced further self-serve capabilities, specifically new actions that will appear in WX and the Actions Digest.

Approvers can now confirm vacancies and job offers directly on WX and via the mobile app, which will improve the speed at which organisations can find and hire new people. These actions will also appear in your Actions Digest.

PEOPLE MANAGEMENT

Delegate access to assistants

With WX Delegated Access for Assistants, you can now use Fairsail to allow particular individuals to view and edit WX processes, receive notifications and have the ability to complete actions and approvals on behalf of another. This feature is specifically designed with a high level of accessibility for use by those in assistant roles, such as personal or executive assistants, who are required to manage diary and administration tasks on behalf of executives or senior managers as part of their job.

The processes/tasks that are delegated to an assistant role can be specified by those with Administrator access, and the role can be assigned to a person by anybody with HR Manager access.

Delegated Access for Assistants is currently available for the Absence and HR Request processes. Further processes will be made available in future releases.

www.fairsail.com

PRODUCT ANNOUNCEMENT

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PERFORMANCE & TALENT MANAGEMENT

Metrics Review; simplified performance management

We have introduced Metrics Review to WX. This is a simplified form of a performance review process, where an employee’s performance is assessed against a set of pre-defined measurable indicators (numbers, scales or text/narrative) over a defined period. This provides the manager with confirmed levels of achievement which can be used for comparison with other employees in the same or a similar role. This form of review is typically used for helping to assess performance of repetitive tasks against a set of standardized measures.

Users can edit follow-up actions inline, customise the label name for each tab, and access review details directly from completing an action.

COMPENSATION, BENEFITS & PAYROLL

Introducing stock options to WX

Employee stock options can be granted by a company to employees as part of an overall compensation and benefits package. Fairsail enables you to set up, grant and maintain stock options for your employees.

With our latest release, all users can now view their stock option details in WX, which will help to reduce the number of queries you receive.

Administrators will be able to configure the terminology displayed in WX to suit your organisations need. In addition, by configuring a new field introduced to denote the currency of your equity scheme(s) you are no longer restricted to

displaying stock in your default organisational currency

Enhancements to Open Enrollment

Fairsail HCM integrates your organisation’s Open Enrollment process with the benefits section of your profile, providing immediate feedback on costs, access to plan comparisons, full instructions and all supporting forms and documents.

This release includes a range of enhancements to support administrators in managing the Open Enrollment process, giving them better visibility of enrolment activity, as well as the ability to manage and track enrolments more easily.

A new Benefit Enrollment object stores an employee’s benefit related information in one place, offering an alternative to the way in which data is currently located in multiple fields on the employee’s Employment Record.

Administrators will be able to set start dates for the benefit enrollment and any associated benefit costs, as well as offset both start and effective start dates by days or months. Each benefit plan has a cost table that defines the costs of the plan. The Kon-Tiki release allows you to link the cost table from a benefit plan to any other plan, enabling you to use one benefit plan to set costs for all other plans if desired. There is also more flexibility around the entry and management of beneficiary information.

The Kon-Tiki release also delivers some further improvements across the platform, the full details of which are available in the release notes, located at fairsail.com/support.

www.fairsail.com

About Fairsail Fairsail enables mid-size, multinational companies to manage modern workforces through its global cloud HRMS, transforming how organizations acquire, engage, manage and develop their people. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better experiences across the entire workforce.

Additional Resources Learn more about Fairsail on the website

Follow Fairsail Twitter: @fairsail Fairsail blog: www.fairsail.com/blog

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• SEND ACTION EVENTS MORE RELIABLY, MORE OFTEN

• VIEW AND ASSESS CANDIDATES MORE EFFICIENTLY

• STREAMLINED OBJECTIVE-SETTING AND REVIEW

Fairsail’s Ariel release focuses on platform stabilization and customer feedback. While standard major releases deliver major new features, the Ariel release instead represents a specific dedication to product quality and the “voice of the customer.” Instead of focusing on major new features, Fairsail focused on customer feedback to deliver enhancement requests and platform improvements.

Send Action Events More Reliably, More Often

As the central communication hub of Fairsail HCM, action events and the actions digest represent pivotal keystones in an organization’s HR automation. Fairsail has now simplified the process to add conditions or filters to these events with a syntax checker which checks if the condition entered is valid before an event ever errors. Even further, Fairsail has also delivered seven new action event triggers in response to customer feedback – team member birthday, hire date, and anniversary, skill expiry date, development need review date, objective review date, performance review date. The actions digest has also been enhanced to include internal communication actions

View and Assess Candidates More Efficiently

In the “active applications” view on the vacancy page, columns can now be sorted to help recruiters find and bulk assess groups of applicants in a more efficient way. This section has also been paginated to easily scroll through 50 applications at a time.

Streamlined Objective-setting and Review

Fairsail has introduced new objective weighting functionality in response to customer feedback. Previously, an objective weight could be entered by the manager or team member when the objective was set, but it was not possible to edit this mid-year. As the weighting is often used to calculate an overall objective score to determine an overall performance rating, the ability to modify objective weight is of particular importance. Managers and team members can now change objective weightings for all active objectives in one central screen. If total objective weights go over 100%, the manager receives an action to do this modification.

Additionally, when reviewing an objective, managers and team members can now view more details about the objective on the pop-up review screen, to help contextualize the review.

Training Approval Process Enhancements in WX

Team members can now submit training requests into an approval process directly, removing the manager from the workflow if required. Training request approvals or rejections can now be completed directly in WX.

Absence Rules Offset by Length of Service

As the leading HR system for global, multinational organizations, Fairsail continuously strives to introduce further vacation and absence enhancements. For companies that

grant long service leave or similar entitlements that are only applicable for a certain time in an employee’s tenure but may be accrued from their start date, new entitlement options allow you to separate accrual and availability. This is typically used to start accruing a type of absence before a team member is able to draw on it. Both start and end dates for the accrual can be offset from the employee’s start date.

Other improvements such as HR Request text/picklist field configurability, support for currency and date/time fields in WX, and more intuitive selection of absence dates are also available in Ariel. Full details are available in Fairsail’s Ariel Release Notes, located on help.fairsail.com.

DECEMBER 2016

ARIEL RELEASE SUMMARY

www.fairsail.com

PRODUCT ANNOUNCEMENT

About Fairsail Fairsail enables mid-size, multinational companies to manage modern workforces through its global cloud HRMS, transforming how organizations acquire, engage, manage and develop their people. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better experiences across the entire workforce.

Additional Resources Learn more about Fairsail on the website

Follow Fairsail Twitter: @fairsail Fairsail blog: www.fairsail.com/blog

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• ENHANCED ABSENCE FEATURES AND WIDER COUNTRY COMPLIANCE

• INTRODUCING FAIRSAIL’S 9-BOX GRID

• SIMPLE EMPLOYEE ENTRY WITH THE SINGLE PAGE NEW HIRE SCREEN

Enhanced Absence Features and Wider Country Compliance:

As the leading HR system for global, multinational organizations, Fairsail is pleased to introduce further vacation and absence configuration options to meet statutory regulations in additional countries. These options include:

• Extension of carryover expiration toa maximum of 99 months

• Optional calculation of monetaryvalue for carryover pay-out

• Toggling of the order that absencesare deducted i.e. Carry Over, Timein Lieu, and Accrual

• Color-coded accrual log forimproved display

• Introduction of additional balancefields on WX i.e. year-end carry overand total available carry over

These enhancements will enable customers to further comply with regulations for absence and vacation in Sweden, France, Romania, Poland, and others.

Introducing Fairsail’s 9-box Grid:

As organizations move away from the annual review process in favour of continuous development, constant feedback and simple performance metrics are more important than ever. Fairsail has always provided HR and managers with a view of individual team member performance, potential, flight risk, and impact of loss scores as part of the Talent Planning module. In fact, in the Trieste release, Fairsail introduced individual 9-box charts for every member of a manager’s team – a visual team health-check for each manager.

Once again expanding Talent Planning functionality, Fairsail is pleased to introduce a team-wide 9-box grid in WX. Taking scores from an employee’s most recent talent plan, the team 9-box grid categorizes employees into one of 9 customizable performance- and potential-driven groups. This then enables managers to make better-informed, data-driven decisions about succession, reward, and

development needs.

Simple Employee Entry with the Single Page New Hire Screen:

The existing new hire screen combines fields on the team member and employment records in one place, making it the easiest place to enter employee details into Fairsail. The enhanced Single Page New Hire screen now allows HR to enter team member, employment, salary, benefits, and absence data on a single page, reducing the number of clicks needed to add a new team member in Fairsail. Organizations can now also specify group-specific fields on the new hire screen, so that HR sees different entry fields for each country or department.

Fairsail Mobile App Update:

Following the beta release of the iOS mobile app as part of the Trieste release, Fairsail is happy to introduce an Android version of the mobile app in beta, available for download in the Google Play Store. The Fairsail mobile app for iOS will be moved to GA and be available in the Apple App Store shortly. Check the Customer User Group for further updates.

Vacancy Approval Enhancements:

Self-service recruiting is an essential part of business efficiency, so that companies fill vacancies more quickly and reduce time and cost to hire. With Fairsail’s hiring manager portal, hiring managers can raise new requisitions and submit them through a robust approval process, configurable per vacancy. Previously, approvers could approve via email or by clicking through to the back-end of the Recruit system. Approvers will now have actions to approve vacancies directly on WX (similar to the HR request approval process), improving efficiency and therefore the speed at which organizations can fill open positions and begin advertising new roles. Organizations can also now restrict the type of vacancies a hiring manager can copy from when raising a new requisition.

WX Reports (pilot program):

Workforce visibility has always been a core tenet of Fairsail’s value proposition, allowing businesses to “fly by instruments” and make smarter, data-driven decisions. Both HR and executive teams have harnessed the power of reports and dashboards to glean better insights about their people, but line managers have not enjoyed this advanced level of access – until now. Fairsail has developed WXReports to give line managers and otherkey/relevant parties in the organizationaccess to reports and charts directly inWX – development prioritized based onfeedback from customers.

Please note that WX Reports is a pilot program. This means that customers must contact Fairsail directly to trial the new functionality and attend a webinar to learn how to configure it. WX Reports will not be supported by Fairsail Support until it is released in full in the next release and there are also several known issues that will be resolved by that time. More information will be provided directly to pilot customers.

Other improvements such as automatic Payflow batch deletion, enhanced vacancy template configurability, and further use cases for Process Builder are also available in Victoria. Full details are available in Fairsail’s Victoria Release Notes, located on help.fairsail.com.

SEPTEMBER 2016

VICTORIA RELEASE SUMMARY

www.fairsail.com

About Fairsail Fairsail enables mid-size, multinational companies to manage modern workforces through its global cloud HRMS, transforming how organizations acquire, engage, manage and develop their people. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better experiences across the entire workforce.

Additional Resources Learn more about Fairsail on the website

Follow Fairsail Twitter: @fairsail Fairsail blog: www.fairsail.com/blog

PRODUCT ANNOUNCEMENT

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Paperless onboarding with Fairsail’s new DocuSign integration

Emailing, printing, signing, scanning, attaching, uploading, reminding – does this describe your onboarding process today?

Now you can take advantage of Fairsail’s paperless onboarding with new integration to Docusign, the world’s leading electronic signature application:

• automatically send onboarding documents to employees for e-signature, including US forms W-4 and I-9

• sync completed information directly into Fairsail Team Member records

• use in multiple scenarios other than onboarding; send probation and salary reviews. Any PDF template can be sent for completion and e-signature with DocuSign in Fairsail

Paired with Fairsail’s e-form functionality, onboarding in Fairsail is now faster and more efficient, reducing time to hire and manual processing.

Bonus planning now added to Fairsail compensation planning

Variable compensation is a fundamental part of most organizations’ compensation strategy. Fairsail’s off-cycle/spot bonus functionality has helped managers administer bonus increases throughout the year, but bonus planning has now been added to the annual compensation review process as well. Managers can now increase bonus opportunities alongside salary increases, drawing from a separate bonus budget.

Fairsail compensation planning has now been enhanced to allow you to

selectively choose who should appear on compensation planning worksheets and who should do the actual planning. This will better allow you to exclude certain populations from eligibility or retain salary planning access for top levels of management only.

Seamless payroll transfers with Payflow

Fairsail Payflow allows businesses to sync their HRIS data and transmit changes to downstream systems, such as payroll, learning, benefits, ERP and business planning solutions. New hires, terminations, or changes to records are automatically picked up and transmitted to remove the uncertainty of double data-entry and hassle of manual checks. While transfer of country is not technically a termination or new hire, it is still an important change in employee status, with more importance than a simple record change; the employee is likely ending on one payroll and joining a new one.

Fairsail Payflow has been enhanced to now allow for seamless payroll transfer, even when the employment status does not change.

Future dated job history changes

Fairsail is excited to introduce the ability to create future-dated job history changes in just a few simple steps. This functionality enables you to create changes to your employees’ team member and employment details with an effective date in the future. This is supplementary to HR Requests, which do allow future dating, but require a formal approval process and are meant for managers to perform self-services changes for their direct reports.

Note on Fairsail WX iOS Beta App

Fairsail’s iOS Mobile App has been released in beta. To get early access to the app and give your feedback, please login to the Customer User Group and express your interest. General release to the Apple App Store is scheduled for later in 2016. Fairsail is also developing an Android version as well.

Additional Capabilities

Other improvements such as absence accrual batches, change log in Payflow, new absence fields in Payflow, payslip import, and mass updates on list views are also available in Trieste. Full details are available in Fairsail’s Trieste Release Notes, located at help.fairsail.com.

JUNE 2016

TRIESTE RELEASE SUMMARY

www.fairsail.com

• INTEGRATION WITH DOCUSIGN, THE WORLD’S LEADING ELECTRONIC SIGNATURE APPLICATION

• PAPERLESS ONBOARDING, BONUS PLANNING, FAIRSAIL MOBILE APP AND MUCH MORE

About Fairsail Fairsail enables mid-size, multinational companies to manage modern workforces through its global cloud HRMS, transforming how organizations acquire, engage, manage and develop their people. Implemented quickly and simple to use, the award-winning system increases workforce visibility, HR productivity and provides better experiences across the entire workforce.

Additional Resources Learn more about Fairsail on the website

Follow Fairsail Twitter: @fairsail Fairsail blog: www.fairsail.com/blog

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