Fairsail WX Configuration Guide. Version 17.01

Transcription

1 Fairsail WX Configuration Guide Version 17.01

2 Fairsail All rights reserved. This document contains information proprietary to Fairsail and may not be reproduced, disclosed, or used in whole or in part without the written permission of Fairsail. Software, including but not limited to the code, user interface, structure, sequence, and organization, and documentation are protected by national copyright laws and international treaty provisions. This document is subject to U.S. and other national export regulations. Fairsail takes care to ensure that the information in this document is accurate, but Fairsail does not guarantee the accuracy of the information or that use of the information will ensure correct and faultless operation of the service to which it relates. Fairsail, its agents and employees, shall not be held liable to or through any user for any loss or damage whatsoever resulting from reliance on the information contained in this document. Nothing in this document alters the legal obligations, responsibilities or relationship between you and Fairsail as set out in the contract existing between us. This document may contain screenshots captured from a standard Fairsail system populated with fictional characters and using licensed personal images. Any resemblance to real people is coincidental and unintended. All trademarks and service marks mentioned in this document belong to their corresponding owners. FS-WX-XXX-CG R Fairsail WX Configuration Guide Fairsail

3 Contents Contents About this Guide 7 Related Guides 7 Fairsail HCM Configuration Guide 7 Fairsail HCM: Guide for HR Managers 7 Fairsail WX: Guide for Users 8 Moving from Fairsail Collaboration Portal to WX 8 Feedback 8 Introduction 9 Fairsail Processes in this WX Release 12 Browser Compatibility 14 Moving End Users From Collaboration Portal To WX 15 Upgrading to the Latest WX Release 16 Modify Page Layout: Existing WX Services 17 Modify Page Layout: No Existing WX Services 19 Modify Existing Internal Communications 20 Modify Profile Settings 21 Field Level Security 22 HR Manager Portal Tabs for WX 23 Policy Options for Fairsail WX 24 How to Set Up and Use WX Services 25 Creating a New WX Service 26 Creating a New WX Process 28 How to Ensure Service and Process Names can be Translated 32 Maintaining Translations in WX 36 Translation Workbench: WX Process 37 Translation Workbench: WX Service 37 How to Use HR Noticeboard with WX 38 Adding WX Fields to HR Noticeboard Page Layout 39 Adding the HR Noticeboard Related List 41 Adding HR Notices to WX Pages 42 Fairsail WX Configuration Guide Fairsail

4 Contents How to Set Up and Use Internal Communications 44 Policy Options: Internal Communications 45 Creating a New Internal Communication 46 Adding Local Language Versions 50 Creating a New Internal Communication from a WX Process 53 Using Scoring for WX Internal Communications 57 Using Confirmation for WX Internal Communications 60 Embedding Social Feeds in WX 61 Picklists: Internal Communication 62 Translation Workbench: Internal Communication 63 How to Set Up Recognition 65 Policy Options: Recognition 66 Translation Workbench: Recognition 67 Field Sets: Recognition 67 How to Set Up a Summary Process 68 Policy Options: Summary 70 Translation Workbench: Summary Process 70 How to Set Up Year End Vacation Balance Reporting 71 Setting up a Batch to Update Report Data 73 Running a Batch Immediately 74 Policy Options: Async Reporting 75 Enabling Data Display and Configuring Tile Content 76 Translation Workbench: Async Reporting 77 How to Set Up Payslips 78 Policy Options: Payslips 79 Field Sets: Payslips 79 Viewing and Editing Payslip Data through the HR Manager Portal 80 How to Set Up Compensation Planning 82 Fairsail WX Configuration Guide Fairsail

5 Contents How to Set Up Existing Processes 83 Team Member 84 Policy Options: Team Member 84 Field Sets for WX: Team Member 89 Field Sets for WX: Employment Record 97 People Search 98 Field Sets: People Search 98 Employment Details 99 Emergency Contacts 100 Field Sets: Emergency Contacts 100 Dependants 101 Field Sets: Dependants 101 Work History/Experience 102 Policy Options: Experience 102 Field Sets: Experience 103 Education History 104 Policy Options: Education History 104 Field Sets: Education History 105 Skills 106 Manager Notes 107 Policy Options: Manager Notes 109 Field Sets: Manager Notes 110 Performance Review 111 Policy Options: Performance Review 111 Field Sets: Performance Review 113 Competency Assessment 115 Field Sets: Competency Assessment 115 Development Plan 116 Policy Options: Development Plan 116 Training 118 Policy Options: Training 118 Field Sets: Training 120 HR Request 121 Field Sets for WX: HR Request 121 Job Description 122 Field Sets: Job Description 122 Talent Plan Configuration 123 Policy Options: Talent Plan 124 Field Sets: Talent Plan 124 Custom Labels: Talent Plan 9 Box Grid View 125 Succession Plan 127 Field Sets: Succession Plan 127 Fairsail WX Configuration Guide Fairsail

6 Contents Salary Plan 128 Field Sets: Team Member subset for Compensation Planning 128 Internal Recruitment 129 Relevant Field Sets 129 Hiring Manager 131 Relevant Field Sets 132 WX Options on the HCM Configure Page 137 How to Optimize WX Performance 138 Speeding Up WX Initial Page Loading 139 Speeding Up WX After Initial Page Loading 140 Changing the Appearance of Your WX 143 How to Change the Fairsail WX Title 144 How to Change the Fairsail Logo 145 How to Change the Base Color 147 Translation Workbench: Wx Base Colour Setup 149 Guidelines for Team Member Pictures 150 How to Add a Supported Language 151 Checking and Adding Available Languages 152 Adding a Language to Your Org 154 Adding and Amending the Language Selector Picklist 156 Changing the Default Language 157 Locale Codes 158 Glossary of Terms 163 Index 166 Fairsail WX Configuration Guide Fairsail

7 About this Guide This Fairsail WX Configuration Guide provides supporting information for setting up and maintaining the extra functionality delivered with Fairsail WX. It complements the Fairsail HCM Configuration Guide. Setting up existing functionality for use through Fairsail WX is unchanged except where indicated in Changes to Existing Process Configuration (see page 83). Enhancements in this release are shown: indicates a completely new feature. Highlighted text indicates a significant enhancement. Screenshots show default settings captured from a standard Fairsail system. Your own implementation may vary. Related Guides Fairsail HCM Configuration Guide Coverage summary How to set up, manage, and maintain the Fairsail HCM system. Includes detailed configuration information. Typical target audience You have overall responsibility for the content of the Fairsail system within your organization and provide first line support for HR Managers. Fairsail HCM: Guide for HR Managers Coverage summary How to use the Fairsail HR Manager's Portal to enter and maintain employment details, including salary, salary related, and benefits information. How to use reports and dashboards to extract and view information held in the Fairsail system. Typical target audience You have responsibility for the HR records of a number of employees and provide first line support on the HR system for them. Fairsail WX Configuration Guide Fairsail

8 About this Guide Feedback Fairsail WX: Guide for Users Coverage summary How to use Fairsail WX for all day to day HR processes, such as booking vacation and recording absence, setting and checking objectives, and recording changes to your personal circumstances. Typical target audience You are an employee with no special HR duties, though you may run a team and have operational responsibility for them. You want quick and easy self service access to the information your organization asks you to maintain about yourself and your direct reports. Moving from Fairsail Collaboration Portal to WX Coverage summary A largely visual guide to making the move from using the Fairsail Collaboration Portal to Fairsail WX. From initial orientation through display and editing, the guide covers the essentials, and the essential differences between the two ways of using your Fairsail system. Typical target audience You are an employee with no special HR duties, though you may run a team and have operational responsibility for them. You have been using Fairsail Collaboration Portal and want to move to Fairsail WX. Feedback Feedback from you on our products and on our documentation is important to us. We seek to incorporate your ideas in future enhancements to our products, and only by understanding your requirements can we hope to meet or exceed your expectations. To provide comments and suggestions on any aspect of Fairsail please us: feedback@support.fairsail.com To provide specific feedback on our documentation please our documentation team: documentation@fairsail.com Thank you! Fairsail WX Configuration Guide Fairsail

9 Introduction Fairsail WX Configuration Guide Fairsail

10 Introduction Feedback Fairsail WX adds new features to the Fairsail system: WX Service The top level grouping comprising one or more WX Processes. For example, a Performance Management Service with component Processes for Objectives, Recognition, and Performance Review. You have complete flexibility when naming WX Services - choose names and groupings of Processes that make sense within your organization (see page 25). WX Services are displayed to Team Members through the WX Navigation Bar and Service Bar. WX Process Individual processes mapping to specific Fairsail processes and grouped into WX Services. As with WX Services, you can name a WX Process to suit the requirements of your organization. Each WX Process has a summary Tile view, and most also have a Detail view. You can include the same Process in one or more WX Services, making a Process easier to find. For example, include a Skills Process in: o A Skills & Competencies Service o A Performance Management Service o A Career Planning Service WX Processes are displayed nested within WX Services in the Navigation Bar and Service Bar, with summaries displayed in Tiles and Detail in the main page view. Internal Communication A powerful and adaptable type of WX Process, enabling you to create broadcast, or more tightly targeted communications in a range of formats including: o Rich Text. o External website, providing easy access to external resources and feeds from third party systems, subject to your organization's security policies. o Video, useful for high impact messaging. Build a library of Internal Communications and assign them to WX Services as you would any other WX Process (see page 44). Create local language versions of Internal Communications and associate each with a locale setting; Team Members with matching locale settings then see the localized version of the Internal Communication (see page 50). Use Internal Communications for surveys seeking feedback, storing responses for analysis (see page 57). Recognition A WX Process type enabling your Team Members to award visible and immediate positive feedback to others. Typically aligned with core competencies or values defined for your organization, Recognition integrates social performance management with the rest of the Fairsail system (see page 65). Fairsail WX Configuration Guide Fairsail

11 Introduction Feedback Summary High level WX reporting processes, initially available to display: o A total employees counter o Birthdays in the next 7 days o New hires in the last 7 days. You can display birthday greeting or welcome messages in WX for those Team Members with birthdays today or who are new hires (see page 68). Year End Vacation Balance Reporting A WX Process type enabling you to present a configurable report on team vacation absence balances (see page 71). Configuring the new features follows standard Fairsail practice; you need access to the Administration settings available through the HR Manager Portal where you can find new tabs for WX Services and Internal Communications. If you are upgrading an existing HCM org to the latest WX release, you may have to change some configuration settings (see page 16). Fairsail WX Configuration Guide Fairsail

12 Introduction Fairsail Processes in this WX Release Fairsail Processes in this WX Release This release of Fairsail WX delivers the following processes, listed in alphabetical order: Absence Actions Async Reporting Auto Enrolment Benefits Bonus Planning Competency Assessment Dependants Development Needs Education History A combined process covering all forms of voluntary and involuntary absence from work. Graphical calendar date selection and display, with clear identification of absence, past, requested, and confirmed, in a single view. Outstanding actions you need to do, categorized by Service. Includes links to complete each action, with bulk selection for multiple actions. Badging against each Service and Process in the Navigation Bar shows where actions are due. Generate and view a regular report on vacation absence balances for your team. Presents managers with a single page view of current and forecast predictable absence for their direct reports. Information and options specific to the United Kingdom's legally required and regulated workplace pension programme. Access to your employment benefits and the benefit enrollment process. Access for managers to bonus award planning for their teams. Bonus Planning and Salary Planning together comprise Compensation Planning. Assess Team Members against a list of competencies and behaviors. From simple manager assessment, through manager, Team Member, and peers to full 360 assessment including input from external assessors. Names, relationships, and other details for your dependants. In WX, you can create separate Dependants processes; they do not have to be part of the Personal Profile. Manager and Team Member can identify and track skills and competencies that need to be developed, and objectives defined as a single item that need to be achieved. Record required skill levels, action plans, and target dates. Your academic achievements with places, dates, qualifications and awards. Emergency Contacts Employment Details Forms Names, contact details, and priority to call information for your emergency contacts. In WX, you can create separate Emergency Contacts processes; they do not have to be part of the Personal Profile. Summary employment information about your Team Members, typically used for salary and salary related information. Access to e-forms for completion, submission, approval, and viewing. Hiring Manager HR Noticeboard HR Requests View and edit vacancies in your organization for which you are the Hiring Manager. Requires Fairsail Recruit and Fairsail Resource Manager. Text and image messages at the top and bottom of WX Service and WX Process views. HR Noticeboard is set up by your HR Manager or Administrator. Request changes to employment details for your direct reports. Fairsail WX Configuration Guide Fairsail

13 Introduction Fairsail Processes in this WX Release Internal Communications Internal Portal Job Description Manager Notes My Applications Objectives Organization Chart Passports Payslips Performance Review Personal Details Recognition Salary Planning Skills Succession Plan Summary A vehicle for providing a huge range of information direct to the Team Members who need to see it, when they need it. Information can be supplied as rich text, video, or website and effectively embedded in Fairsail WX. Internal Communications can include requests for feedback. enabling simple acknowledgement, voting or scoring. Internal Communications are set up and used by your HR Manager or Administrator; as a Team Member all you have to do is consume the information. Access to your organization's internal vacancies, with links to enable you to apply or nominate someone else. Requires Fairsail Recruit and Fairsail Resource Manager. Record the roles and responsibilities of a job. Draw on your organization's established library of approved job descriptions, or create a new one by copying and editing or by creating from scratch. Record brief information related to a specific Service or Process for a Team Member. Typically used as an informal record of some interaction between a Manager and a Team Member, Notes can be used to contribute to any of the more formal review processes, and to add information relevant to any other process. The level of confidentiality is configurable, and Manager Notes can be set up to enable Team Members to add notes to their own profiles. View the status of internal vacancies for which you have applied. Requires Fairsail Recruit and Fairsail Resource Manager. Collaborative manager-team member objective development, recording and review, with options for contributory milestones. Linked to Actions for prompting and timely review Graphically displayed organizational information with Team Member pictures, job titles and contact information. Drill down to teams and link to individual profiles. Print your org chart for offline use. Information about your current passport and associated visas. View pay details extracted from payroll runs. Collaborative, periodic review of team member performance. Linked to Actions. Essential information about you such as your full name, residential address, home contact details, and other information required by your organization. In WX, you can create separate Personal Details processes; they do not have to be part of the Personal Profile. Social performance management, giving all Team Members the ability to give positive and visible feedback to others. Access for managers to salary award planning for their teams. Salary Planning and Bonus Planning together comprise Compensation Planning. Record skills with your current level of expertise, drill down to detail and to see others in your organization with the same skills. Enables managers to designate successors for key Team Members, along with readiness ratings. A configurable, high level reporting process, initially with three options: Display total number of employees. Display birthdays in your organization in the next 7 days. Display new hires in your organization in the last 7 days. Fairsail WX Configuration Guide Fairsail

14 Introduction Browser Compatibility Talent Plan Targets Timesheets Training Work Details Work History/Experience Assess current Team Member performance against potential, and risk of leaving against the business impact of loss. Represents the results on an overall 9-box grid or organization chart layout for your team. Set financial targets or quotas for Team Members, monitor actuals in the active period, and record comments on the level of success achieved. Record your time at work by date and duration, with setup options that enable recording by total time, start-end time, pay code, or work allocation - project, customer, or some other measure. Identify, record, request or assign, and track your development related training needs. Information about your role in the organization, typically including your function, division, contact details, and so on. Information about your previous employments, with locations, job titles, manager names, dates, and brief descriptions. Browser Compatibility Fairsail WX supports the following browsers: Apple Safari version 5 or later Google Chrome Microsoft Internet Explorer version 10 or later o Salesforce applies some limitations to support for Internet Explorer. Refer to Salesforce help topics for Supported Browsers for more information. Mozilla Firefox version 4 or later Opera version 11 or later Fairsail tests all software releases against the latest commercially available and stable versions of all listed browsers, as well as a range of earlier versions including those known to be used by our customers. Where testing reveals non-critical anomalies in feature support that cannot be resolved before release, we add a note describing the issue next to the description of the feature. To optimize security and ensure the best possible level of technical support from your browser supplier, always run the latest available, fully supported version. Fairsail WX Configuration Guide Fairsail

15 Introduction Moving End Users From Collaboration Portal To WX Moving End Users From Collaboration Portal To WX If your organization uses some or all of the available processes (see page 12) and no others, you can switch all your users from the Collaboration Portal to WX as soon as you are ready. If you use Fairsail processes that are not yet available in WX you can: Delay switching from the Collaboration Portal to WX until all the processes you use are available. Divide your users into groups and allocate those groups to different Policies. Because WX is enabled through Policy settings, you can then choose which groups of users you want to migrate, and when. Fairsail WX Configuration Guide Fairsail

16 Upgrading to the Latest WX Release If you are upgrading an existing Fairsail HCM org to the latest version of Fairsail WX, check the following settings and change as described if necessary. Do you have... Go to.. Fairsail HCM with one or more existing WX Services? Fairsail HCM with no existing WX Services? Fairsail HCM with one or more Internal Communications? Modify Page Layout: Existing WX Services (see page 17) Modify Page Layout: No Existing WX Services (see page 19) Modify Existing Internal Communications (see page 20) Profile settings correctly configured? Modify Profile Settings (see page 21) Fairsail WX Configuration Guide Fairsail

17 Upgrading to the Latest WX Release Modify Page Layout: Existing WX Services Modify Page Layout: Existing WX Services If you have one or more existing WX Services, go to the WX Services Home page and select any WX Service to display the WX Service Detail page. In the WX Processes Related List, look at the New... button: If the button is New Internal Communication, change it to New WX Process as follows: 1. In the links at the top right of the page, select Edit Layout. Fairsail displays the Page Layout for the WX Service Detail page. 2. Scroll down to the Related Lists. 3. For the WX Processes Related List, select Properties 4. In the Properties dialog, expand the Buttons section. 5. Move New Internal Communications from Selected Buttons to Available Buttons. 6. Move New WX Process from Available Buttons to Selected Buttons. 7. Select OK to close the Properties dialog. Fairsail WX Configuration Guide Fairsail

18 Upgrading to the Latest WX Release Modify Page Layout: Existing WX Services 8. Select Save to save your changes to the Page Layout. Now display or refresh a WX Service Detail page and ensure that the WX Processes Related List displays the New WX Process button: Fairsail WX Configuration Guide Fairsail

19 Upgrading to the Latest WX Release Modify Page Layout: No Existing WX Services Modify Page Layout: No Existing WX Services 1. Go to Setup > App Setup > Create > Objects 2. In the list of Custom Objects, scroll down to WX Service and select the Label. Fairsail displays the Custom Object Definition Detail page for WX Service. 3. Go to the Page Layouts section and select Edit. Fairsail displays the Page Layout for the WX Service Detail page. 4. Scroll down to the Related Lists. 5. For the WX Processes Related List, select Properties 6. In the Properties dialog, expand the Buttons section. 7. Move New Internal Communications from Selected Buttons to Available Buttons. 8. Move New WX Process from Available Buttons to Selected Buttons. 9. Select OK to close the Properties dialog. 10. Select Save to save your changes to the Page Layout. Fairsail WX Configuration Guide Fairsail

20 Upgrading to the Latest WX Release Modify Existing Internal Communications Modify Existing Internal Communications If you have one or more existing Internal Communications, make sure they are set to Show to Team Member: 1. Select the Internal Communications tab. 2. Select an Internal Communication. Fairsail displays the Internal Communication Detail page. 3. Select Edit. Fairsail displays the Internal Communication page. 4. Select the Advanced Options tab. 5. Make sure the Show to Team Member checkbox is checked: 6. Select Save. 7. Repeat for all existing Internal Communications. Fairsail WX Configuration Guide Fairsail

21 Upgrading to the Latest WX Release Modify Profile Settings Modify Profile Settings All Profiles need access to the following Visualforce pages: fhcm2.collaborationportalcss fhcm2.collaborationportalindex fhcm2.customlabeltranslations In addition, Team Member Profiles need the following Custom Object permissions: Object Permission Read Create Edit Delete View All Modify All Internal Communications Internal Communication Instances Internal Communication Languages Internal Communication Score Results Profiles control access to data - they are one of the mechanisms used by Fairsail to help ensure the security of your data. If you need guidance on modifying Profiles, contact Fairsail. Fairsail WX Configuration Guide Fairsail

22 Upgrading to the Latest WX Release Field Level Security Field Level Security Do not modify field-level security settings for any aspect of Fairsail WX. As with the Fairsail Collaboration Portal, changing field-level security settings can cause conflicts between the HCM security model and the security model supported by Salesforce. Fairsail WX Configuration Guide Fairsail

23 HR Manager Portal Tabs for WX Tab WX Services Internal Communications Displays The Fairsail WX Services available in your organization. WX Services host the WX Processes used by your Team Members, and can be named to suit the needs of your organization (see page 25). The Internal Communications available in your organization. Internal Communications are WX Processes delivered in text, video, or website form. Each Internal Communication can be associated with one or more WX Services and have localized versions for locale-specific display throughout your organization. Fairsail WX Configuration Guide Fairsail

24 Policy Options for Fairsail WX Option WX is Active WX Title WX Colour WX Logo Description Checkbox. If checked, WX is active and replaces Collaboration Portal for all Team Members allocated to this Policy. Text. The name you want to display in the title bar for the version of WX controlled by this Policy. A hexadecimal color code, preceded by hash (#), for example: #BF3DA1 The color used as the base to drive the range of tints used for the version of WX controlled by this Policy. Overrides the generic base color defined in the HCM Configure page (see page 147). The Static Resource name of the logo file used for the version of WX controlled by this Policy. The logo replaces the default Fairsail logo displayed in the title bar. There are also Policy options for: Internal Communications (see page 45). Recognition (see page 66). Summary (see page 70) Payslips (see page 79)...and changes to Policy Options for: Async Reporting (see page 75). Team Member (see page 84). o Emergency Contacts o Dependants o Passports Employment Details (see page 99). Experience (see page 102). Education History (see page 104). Manager Notes (see page 109). Performance Review (see page 111). Development Plan (see page 116). Training (see page 118). HR Request (see page 121). Talent Plan (see page 124) Pre-existing Policy options do not change on migrating to WX. Fairsail WX Configuration Guide Fairsail

25 How to Set Up and Use WX Services Fairsail WX Configuration Guide Fairsail

26 How to Set Up and Use WX Services Creating a New WX Service Creating a New WX Service You can create as many WX Services as you need for your organization, with each Service containing all necessary Processes. Usability - particularly on devices with smaller screens - is likely to put a practical limit on the number of Services and Processes you want to display. 1. Select the WX Services tab. 2. On the WX Services Home page, select New. Fairsail displays the New WX Service Edit page: 3. Complete the fields as follows: WX Service Name Order The name you want to display in WX for this service. Use a name that summarizes the processes you are planning to group within it - Team Members use the Service names to navigate WX and effective naming helps them find what they're looking for as quickly as possible. Number, no decimal places. The order in which you want this service displayed in the Navigation Bar and the Service Bar. Lower numbered Services are displayed above higher numbered in the Navigation Bar, and to the left of higher numbered in the Service Bar. Use numbers that make it easy to change the order and add new Services, for example use 10, 20, 30 rather than 1, 2, Select: o Save to save the Service and display the WX Service Detail page. o Save & New to save this Service and create another. o Cancel to discard this Service without saving and return to the WX Services Home page. Fairsail WX Configuration Guide Fairsail

27 How to Set Up and Use WX Services Creating a New WX Service The WX Service Detail page for a newly created Service looks like this: You are now ready to add Processes to the Service - a Service with no Processes is not displayed in WX. Fairsail WX Configuration Guide Fairsail

28 How to Set Up and Use WX Services Creating a New WX Process Creating a New WX Process 1. Select the WX Services tab. 2. On the WX Services Home page, select a View that shows the Service to which you want to add a Process, and select the WX Service Name. Fairsail displays the WX Service Detail page: 3. In the WX Processes related list, select New WX Process. Fairsail displays the WX Process page: Fairsail WX Configuration Guide Fairsail

29 How to Set Up and Use WX Services Creating a New WX Process 4. Complete the fields as follows: Field Label Description The name you want to use for this Process. The label is displayed: In the Navigation Bar. On the Tile for the Process. Active WX Service On the Detail page for the Process. Use a Label that will be easily recognized by Team Members. Labels do not have to correspond to the generic Fairsail WX Process Type - choose a name that is meaningful for your organization. Checkbox. If checked, this Process is active and can be displayed and used in WX. Checked by default. The name of the Service you want to host this Process. By default, Fairsail inserts the name of the Service you selected at the start of this procedure. To go to the WX Service Detail page, select the Service name. To Edit the Service Name or Order, hover over the Service Name and select Edit in the popup: Order Number, no decimal places. The order in which you want this Process displayed within the Service. Lower numbered Processes are displayed above higher numbered in the Navigation Bar. Process Tiles are displayed left to right, low number to high, and then in rows from top to bottom: Use numbers that make it easy to change the order and add new Processes, for example use 10, 20, 30 rather than 1, 2, 3. Start Date End Date The date from which you want the Process to be available. Leave blank if you want the Process to be available immediately. The date after which you no longer want the Process to be available. Leave blank if you want the Process to be available indefinitely. Fairsail WX Configuration Guide Fairsail

30 How to Set Up and Use WX Services Creating a New WX Process Field Preferred Number Of Columns Description Number, no decimal places. The number of columns you want Fairsail to use when displaying the tile for this Process with other Processes in the same Service. Currently supports 1 or 2. Indicative for desktop screen sizes; the actual number of columns reduces responsively for smaller screens. On mobiles, tiles are displayed in a single column regardless of the value in this field. When calculating actual number of columns WX optimizes the display, taking into account: Preferred Number Of Columns Available space WX Process Type Form factor Picklist. The Fairsail Process you want to use. The picklist contains all the Fairsail processes available to you, for example: Performance Review Objectives Absences Internal Communications Recognition Select the picklist and select the WX Process Type you want to use. WX Internal Communication Show In Mobile Show Title In Tile Show Title In Detail Additional Information Displayed when you select the Internal Communications Process Type. If you have an existing Internal Communication you want to use for this Process, select WX Internal Communication Lookup, find and select it. If you want to create a new Internal Communication now, select New to display the WX Internal Communications fields at the bottom of the page (see page 53). Checkbox. If checked, this Process instance is displayed by the Fairsail Mobile app. Unchecked by default. While all WX Processes can be displayed by Mobile, those with fewer options and less complex displays work best. Show In Mobile does not affect the availability of processes through a browser on a mobile device; it is used solely to switch a process on or off in the Fairsail Mobile app. Checkbox. If checked, the Label is displayed at the top of the Process Tile. Checkbox. If checked, the Label is displayed at the top of the Detail page. If unchecked, the Detail page displays the default Custom Label associated with the Process, for example, Current Objectives, Skills, Targets. Text. For many processes you can enter filter information as one or more key-value pairs to control the display of data for each instance of that process. Each key-value pair contains a unique identifier - the key - and a data value for that item. For example, for a New Hires Summary Process, Additional Information can contain two key-value pairs, one to specify the content type and one to specify a message: contenttype=new hires messagetoself=welcome! Permitted content is given in the configuration information for each Process. Fairsail WX Configuration Guide Fairsail

31 How to Set Up and Use WX Services Creating a New WX Process Field Hide When Read Confirm When Read Score has Action Description Checkbox. Displayed when you select the Internal Communications Process Type. If checked, the Internal Communication is hidden when the Team Member confirms that they have read it. If checked, Confirm When Read must also be checked. Checkbox. Displayed when you select the Internal Communications Process Type. If checked, a message is displayed with the Internal Communication asking the Team Member to confirm they have read it. Checkbox. Displayed when you select the Internal Communications Process Type. If checked, an Action is raised for Team Members receiving the Internal Communication, prompting them to respond. 5. Select Save. Fairsail displays the WX Process page. The Process is added to the WX Service and displayed in the Navigation Bar next time you open or refresh WX. Fairsail WX Configuration Guide Fairsail

32 How to Set Up and Use WX Services How to Ensure Service and Process Names can be Translated How to Ensure Service and Process Names can be Translated When creating WX Services and Processes you must specify a Name for each Service and a Label for each Process. The default procedure is to enter these as text strings; they are then displayed exactly as entered regardless of the language setting chosen for WX. To ensure that WX Service Names and Process Labels can be translated into local languages: Create a Custom Label for each Service Name and Process Label you want to display in local languages. Use the Custom Labels to host the translations you want to display. Create a text file to hold the Custom Label names. Maintain the text file if you add more custom labels and translations. Load the text file as a Static Resource for WX to use. Create an Apex Class and add code to enable WX to access the static resource. This is a once-only operation for each org. Ensure that the languages you want to use are activated in the Translation Workbench. Follow these steps: 1. Go to Setup > App Setup > Create > Custom Labels and select New Custom Label. Create a new Custom Label for each WX Service Name and Process Label you want to display in local languages. 2. Complete the fields as follows: Short Description Categories Value Name A brief description of the label. By default, Name is created from the Short Description and the two are typically left with the same text content. If you are using default Name creation to create the Name directly from the Short Description, start Short Description with WX_ (that is, WX immediately followed by an underscore) to ensure WX hides the label name for the short interval while translations are loaded. If Name is not self explanatory, use Short Description to help define the purpose of the label. Optional. Enter one or more text categories for this label separated by commas. You can use Categories to sort and filter labels. The default text string to display when this label is selected. If you do not load translations for this label, Value is always displayed when the label is selected. The API key for this label. Automatically created from the Short Description, you can change the Name if you wish. To ensure WX hides the label name for the short interval while translations are loaded, start Name with the characters WX_ Must begin with a letter and contain only alphanumeric characters and underscores. Cannot end with an underscore or contain two consecutive underscores. Protected Component Checkbox. Set unchecked. 3. Select Save. Fairsail displays the Custom Label Detail page. Fairsail WX Configuration Guide Fairsail

33 How to Set Up and Use WX Services How to Ensure Service and Process Names can be Translated 4. In the Translations Related List, select New. Fairsail displays the New Translation page. 5. In the Translation Information section: o Select the Language you want to add for this Custom Label. o Enter the Translation Text you want to appear when the Language is selected to display this label. 6. Select Save. Fairsail displays the Translation Detail page. To add another translation, select the Master Label: Repeat steps 5 and 6 to add as many translations as you need. You can add a value for the default language (typically English) if you do not want the WX Service Name or Process Label to display the default Value for the Custom Label when the default language is displayed. 7. In the WX Service or Process that will use the translations you have loaded, enter the Custom Label Name exactly as specified for the Custom Label. 8. Use a text editor to create a plain text file holding all the Master Label Names, one per line. Make sure that each Name is exactly as specified on the Custom Label Detail page; this is the key used by WX to map the translations for display. Use a single text file for all the Custom Labels you are creating for translatable WX Service Names and Process Labels. 9. Save the file with a meaningful name, for example: MyCompanyName_WX_Labels.txt 10. Go to Setup > App Setup > Develop > Static Resources 11. Select New. Fairsail displays the Static Resource Edit page. 12. Complete the fields as follows: Name Description File Cache Control A name for the Static Resource. Choose a name that helps you identify the file easily, such as: Custom_Label_Translation_Keys. You cannot use spaces in the Name field. Optional. A brief description of the purpose of the Static Resource, such as: Text file with Custom Label API keys for WX Service and Process name translations. Select Choose File, find and select the text file you created earlier. Picklist. Select Private. 13. Select Save. Fairsail adds the new Static Resource to those available to your org. Fairsail WX Configuration Guide Fairsail

34 14. Go to Setup > App Setup > Develop > Apex Classes 15. Select New. How to Set Up and Use WX Services How to Ensure Service and Process Names can be Translated You can create new Apex Classes in Sandbox and Development orgs, not in Production orgs. To insert the Apex Class in a Production org, you would typically create it in the associated Sandbox and then deploy to the Production org. Follow the instructions given below, following creation of the Apex Class. Fairsail displays the Apex Class Edit page. 16. On the Apex Class tab, copy and paste this text: global class ApexClassName implements fhcm2.wxpackage { global List<String> gettranslationkeys() { String staticresourcename = 'Custom_Label_Translation_Keys'; List<String> labelnames = new List<String>(); try { StaticResource sr = [SELECT body, name, NamespacePrefix FROM StaticRe source WHERE Name =: staticresourcename LIMIT 1]; fhcm2.translationhelper.addlabels(labelnames, sr); } catch (Exception ex) { } System.debug('Failed to get translations for '+ staticresourcename +' : ' + ex); return labelnames; } } Where: o ApexClassName is a meaningful name for the Apex Class of up to 40 characters, with no spaces. For example: MyCompanyName_WXPackage o Custom_Label_Translation_Keys is the name of the static resource you created. 17. Select Save. Fairsail displays the Apex Class Detail page for the new Apex Class. Fairsail WX Configuration Guide Fairsail

35 How to Set Up and Use WX Services How to Ensure Service and Process Names can be Translated You typically complete the procedure and test that translations are working in the Sandbox before deploying to Production. The Production org must have the Sandbox defined as a Connected org to enable it to receive the Change Set containing the Apex Class. When you are ready to deploy the Apex Class into a Production org, in the associated Sandbox: a. Go to Setup > App Setup > Deploy > Outbound Change Sets b. If a splash page is displayed, select Continue c. On the Outbound Change Sets page, in the Change Sets list, select New Fairsail displays the New Change Set page. d. Enter a Name for the change set, for example WXPackage Apex Class, and an optional Description. e. Select Save. Fairsail displays the Change Set page for your new Change Set. f. In the Change Set Components section, select Add. g. In Component Type select the picklist and choose Apex Class h. In the displayed list select the ApexClassName you created earlier. i. Select Add To Change Set. Fairsail adds the Apex Class to the Change Set Components section of the Change Set page. j. In the Change Set Detail section, select Upload. k. Select the target Production org and select Upload. l. When upload completes, login to the Production org. m. Go to Setup > App Setup > Deploy > Inbound Change Sets n. If a splash page is displayed, select Continue o. In the change sets awaiting deployment list, select the Change Set you created earlier. p. Select Deploy. Now repeat the following steps in the Production org to register the Apex Class. 18. Open the Developer Console and go to Debug > Open Execute Anonymous Window. 19. In an empty window enter: fhcm2.wxpackages.register('apexclassname', 'org_namespace', true); fhcm2.wxpackages.saveregistered(); Where: o ApexClassName is as entered when creating the Apex Class. o org_namespace is the namespace of your org. If the org does not have a namespace, enter null with no enclosing quote marks. Namespaces can be registered for Developer orgs and not for Production or Sandbox orgs; if you are working with a Production or Sandbox org, set org_namespace to null. o true is: true to overwrite existing settings. false to add these settings to an existing setup. Fairsail WX Configuration Guide Fairsail

36 How to Set Up and Use WX Services How to Ensure Service and Process Names can be Translated 20. Select Execute, and close the Developer Console. 21. Go to Setup > Administration Setup > Translation Workbench > Translation Settings 22. Check that all languages you want to use are marked as Active. To activate a language: a. in the Action column for the language, select Edit. b. On the Language Translation Edit page check Active. c. Select Save. 23. Test that your translations are working by selecting a WX Service or Process that has a translation loaded and use the Language Selector to select an appropriate language. When WX loads it now seeks out any existing translations for the WX Service Names and Process Labels for display. Maintaining Translations in WX Once set up as described (see page 32), maintaining translations in a working Production environment involves: Creating Custom Labels for each newly added Service Name and Process Label you want to display in a local language. Commissioning the local language translations. Adding the translated terms to the Custom Labels. Modifying the text file holding the Custom Label names to include the new labels, and reloading it as the Static Resource file. You do not need to recreate, re-register, or modify the Apex Class. Fairsail WX Configuration Guide Fairsail

37 How to Set Up and Use WX Services Translation Workbench: WX Process Translation Workbench: WX Process WX Process Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Active Checkbox Additional Information Long Text Area (32768) End Date Date Label Text (255) Order Number (8,0) Preferred Number Of Columns Number (2,0) Process Text (128) Show In Mobile Checkbox Show Title In Detail Checkbox Show Title In Tile Checkbox Start Date Date Team Member Or Team Picklist WX Service Lookup (WX Service) WX Process Confirmation Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Confirmation Date Is Confirmed Process Instance Team Member Date Formula (Checkbox) Master-Detail (WX Process) Lookup (Team Member) Translation Workbench: WX Service WX Service Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Order Number (8,0) (Unique) Fairsail WX Configuration Guide Fairsail

38 How to Use HR Noticeboard with WX You can use the HR Noticeboard to display notices in the header and footer areas of WX pages: To use the HR Noticeboard with WX: 1. Add the WX Service, WX Process, and Show to Other fields to the HR Noticeboard page layout (see page 39). 2. Add the HR Noticeboard Related List to the WX Service Page Layout (see page 41). 3. On the HR Notice Edit page: o Specify the WX Service or Process you want to display the notice, and who is able to view it (see page 42). o Choose the location you want the notice to appear (see page 42). Fairsail WX Configuration Guide Fairsail

39 How to Use HR Noticeboard with WX Adding WX Fields to HR Noticeboard Page Layout Adding WX Fields to HR Noticeboard Page Layout 1. Go to Setup > App Setup > Create > Objects 2. Scroll down to find the HR Notice object and select the Label. Fairsail displays the Custom Object Detail page. 3. Go to the Page Layout section and select Edit for HR Notice Layout. 4. Select Fields in the left panel of the HR Notice Layout selector. 5. Drag and drop the three fields WX Service, WX Process and Show To Other on to the HR Notice Sample layout. Suggested locations: o WX Service and WX Process immediately below HR Notice Name. o Show To Other below Show To Manager in the Filter notices... section. Fairsail WX Configuration Guide Fairsail

40 How to Use HR Noticeboard with WX Adding WX Fields to HR Noticeboard Page Layout 6. Select Save. Next time you display or refresh HR Notice Detail or HR Notice Edit pages, the new fields are included in the display: Fairsail WX Configuration Guide Fairsail

41 How to Use HR Noticeboard with WX Adding the HR Noticeboard Related List Adding the HR Noticeboard Related List By default, the WX Service Page Layout does not display the HR Noticeboard Related List. The Related List enables you to add Notices to Services and Processes from the WX Service Detail page. To add the HR Noticeboard Related List to the WX Service Page Layout: 1. Open any existing WX Service to display the WX Service Detail page. 2. Select Edit Layout. 3. On the page layout select Related Lists from the left panel. 4. Drag and drop the HR Noticeboard Related List into the Related List section of the page. Suggested location: below the WX Processes Related List. 5. Select Save. Next time you display or refresh a WX Service Detail page the HR Noticeboard Related List is displayed. Fairsail WX Configuration Guide Fairsail

42 How to Use HR Noticeboard with WX Adding HR Notices to WX Pages Adding HR Notices to WX Pages You can add HR Notices independently to WX Services and WX Processes - there is no link between them for HR Notices. You can also reuse existing, pre-wx HR Notices in Fairsail WX. When you have added the WX Service and WX Process fields to the HR Notice page layout (see page 39) and added the HR Noticeboard Related List to the WX Service Detail page (see page 41): 1. Select the WX Services tab. o To add an HR Notice to a specific WX Service, select that Service. o To add an HR Notice to a WX Process, select any Service. Fairsail displays the WX Service Detail page with the HR Noticeboard Related List. 2. On the WX Service Detail page, go to the HR Noticeboard Related List and select New HR Notice. Fairsail displays the HR Notice Edit page. 3. Complete the fields as you would for any HR Notice (see the Fairsail HCM: Guide for HR Managers for more information) with these differences for Fairsail WX: Field WX Service WX Process Fairsail Page Location Description The name of the WX Service you want to host the HR Notice. Automatically completed for you with the name of the Service you selected at the start of this procedure. To choose a different WX Service, select WX Service Lookup Service you want., find and select the To add a Notice to a WX Process rather than a WX Service, leave this field blank and complete WX Process. If you specify a WX Service and leave WX Process blank, the Notice is displayed on the Service page and not on the pages for the underlying Processes. If you leave WX Service blank and specify a WX Process, the Notice is displayed on the Process page and not on the Service page. The WX Process you want to host the HR Notice. Select WX Process Lookup, find and select the Process you want. To add a Notice to a WX Service rather than a WX Process, leave this field blank and complete WX Service. If you specify a WX Process and leave WX Service blank, the Notice is displayed on the Process page and not on the Service page. If you leave WX Process blank and specify a WX Service, the Notice is displayed on the Service page and not on the Process page. Not used. Picklist. For WX choose one of: Header (see page 38) Footer (see page 38) SubHeader and SubFooter are not used. Fairsail WX Configuration Guide Fairsail

43 How to Use HR Noticeboard with WX Adding HR Notices to WX Pages Field Description Filter notices that appear section Show To Other Checkbox. If checked the notice is visible to anyone who is not the Team Member and not in the Team Member's management hierarchy when they view the Team Member's page in WX. 4. Select Save. Saved HR Notices are: Added to the HR Noticeboard Related List for the hosting WX Service. Displayed on the WX Service and Process pages you have chosen, subject to any filters you have specified on the HR Notice Edit page. Fairsail WX Configuration Guide Fairsail

44 How to Set Up and Use Internal Communications The Internal Communications process enables you to create and display a very wide range of communications including: Rich text notices Videos External websites, including links to social feeds (see page 61) Html (available to System Administrators only) Internal Communications can be: Broadcast to all employees. Targeted at those assigned to a Policy or Policy Group. Visible to a defined group of Team Members. Localized with versions for all the locales you need to support. Actions generated by Internal Communications are added to the Actions Digest and appear in the list of Actions for all Team Members who need to take action as a result of the communication. Each Internal Communication must be assigned to one or more WX services - you can create: A dedicated service to carry all Internal Communication. Internal Communications for specific services, for example: o A supporting video for upcoming performance reviews, targeted at managers, and assigned to a Performance Management service. o A bulleted list for best practice skill logging for a Skills & Competencies service. There are three steps to setting up and using Internal Communications: 1. Switch Internal Communications on in the Policy or Policies you want to use (see page 45). 2. Create the Internal Communication, complete with any localized versions you need (see page 46). 3. Assign the Internal Communication to a WX Service so that it can be displayed on WX (see page 28), selecting Internal Communications as the WX Process Type, and specifying the Internal Communication you want to assign. Fairsail WX Configuration Guide Fairsail

45 How to Set Up and Use Internal Communications Policy Options: Internal Communications Policy Options: Internal Communications Option Internal Communications Description Checkbox. If checked, the Internal Communications process is active and Internal Communications can be displayed through WX. Fairsail WX Configuration Guide Fairsail

46 How to Set Up and Use Internal Communications Creating a New Internal Communication Creating a New Internal Communication 1. Select the Internal Communications tab. Fairsail displays the Internal Communications Home page. 2. Select New. Fairsail displays the Internal Communication page: You can complete: o Just the Basic Options and save - the Internal Communication is displayed by default to everyone who has access to the hosting WX Service. o The Basic Options and the Advanced Options to define a more restricted target audience. Fairsail WX Configuration Guide Fairsail

47 How to Set Up and Use Internal Communications Creating a New Internal Communication 3. Complete the fields as follows: Field Description Basic Options tab Define the content Internal Communication Name Tile Type The name you want to use for this Internal Communication. Used for searches. Not displayed to end users through WX. The type of Tile you want to create for this Internal Communication. Select the picklist and choose from: Rich Text External Website Video Tile Content HTML Displayed if you select Rich Text as the Tile Type. A text input field with standard formatting buttons: Enter the summary text you want to appear on the Tile. You can also embed links and pictures: The optimum size for pictures depends on the size of the Tile, and that varies in response to the size of the browser window. As a starting point for desktop display of a single column Tile, try a picture size of 250px high by 250px wide. The Firefox browser enables you to resize images in the Internal Communications Detail Edit view; most other browsers require you to edit the source image file in an image editor and reload it. External Website Url Video Url HTML Displayed if you select External Website as the Tile Type. Enter the full url of the website you want to display in the Tile in the form: The website must use the Hypertext Transfer Protocol Secure (https) communication protocol. Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use. Displayed if you select Video as the Tile Type. Enter the full url of the video you want to display in the Tile in the form: The video must use the Hypertext Transfer Protocol Secure (https) communication protocol. Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use. Displayed if you select HTML as the Tile Type. Enter the html you want to be rendered in the Tile. Fairsail WX Configuration Guide Fairsail

48 How to Set Up and Use Internal Communications Creating a New Internal Communication Field Detail Type Description The type of Detail you want to create for this Internal Communication. Detail content is displayed when users select the summary information displayed in the Tile. Select the picklist and choose from: Rich Text External Website Video Detail Content HTML If your Tile contains the full message and you do not want to display a Detail panel, leave Detail Type at its default value and leave the content fields empty. Displayed if you select Rich Text as the Detail Type. A text input field with standard formatting buttons: Enter the text you want to appear in the Detail. You can also embed links and pictures: External Website Url Video Url HTML Displayed if you select External Website as the Detail Type. Enter the full url of the website you want to display in the Detail in the form: The website must use the Hypertext Transfer Protocol Secure (https) secure communication protocol. Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use. Displayed if you select Video as the Detail Type. Enter the full url of the video you want to display in the Detail in the form: The video must use the Hypertext Transfer Protocol Secure (https) secure communication protocol. Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use. Displayed if you select HTML as the Detail Type. Enter the html you want to be rendered in the Tile. Fairsail WX Configuration Guide Fairsail

49 How to Set Up and Use Internal Communications Creating a New Internal Communication Field Description Advanced Options tab Define the target if you want to restrict visibility Policy Policy Group Show To Manager Show To Other Show To Team Member Team Member Level Down The name of the Policy assigned to the Team Members you want to view this Internal Communication. Select Policy Lookup, find and select the Policy you want. Leave blank if you don't want to define the target audience by their Policy. The name of the Policy Group assigned to the Team Members you want to view this Internal Communication. Leave blank if you don't want to define the target audience by their Policy Group. Checkbox. If checked, when a Manager views a Team Member's pages, the Internal Communication is visible to the Team Member's manager, manager's manager, and so on up the organization hierarchy. Checkbox. If checked, when someone who is not the Team Member and not a member of the Team Member's management hierarchy views a Team Member's pages, the Internal Communication is visible to them. Checkbox. If checked, the Internal Communication is visible to Team Members viewing their own WX pages, and not on the pages of a manager's team when viewed through the manager's WX. The name of the Team Member you want to receive this Internal Communication. Use in conjunction with Level Down Select Team Member Lookup, find and select the Team Member. The number of levels of the company hierarchy below Team Member you want to show this Internal Communication. For example: Team Member is the CEO Scale Level Down is 1 The Internal Communication is visible to the CEO and C level employees - the CEO's direct reports. The Scale you want recipients of this Internal Communication to use when providing scored feedback (see page 57). Required if you want to display the Score button on the Internal Communications Detail view; selecting Score on the Internal Communication then displays the Review Internal Communication view with a picklist giving access to the values of the Scale. If used, you must specify a scale that exists in the Scale Library for your organization. Scales typically include those used to measure: Proficiency Expertise Frequency Agreement To generate an Action for the Team Member to respond to this Internal Communication, use the Score Has Action checkbox on the WX Process Instance page. Fairsail WX Configuration Guide Fairsail

50 How to Set Up and Use Internal Communications Creating a New Internal Communication 4. Select Save. Fairsail displays the Internal Communication Detail page, with Related Lists for: o Internal Communication Languages (see page 50) o Internal Communication Score Results (see page 57) Adding Local Language Versions You can increase the effectiveness of your organization's Internal Communications by creating local language versions. Fairsail then displays the version matching the Team Member's locale, defaulting to the parent version if a locale is not specified or no matching version exists. To create a local language version of an Internal Communication: 1. On the Internal Communication Detail page, scroll down to the Internal Communication Languages Related List and select New Internal Communication Language: Fairsail displays the Internal Communication Language Details page: Fairsail WX Configuration Guide Fairsail

51 How to Set Up and Use Internal Communications Creating a New Internal Communication This page is a simplified version of the Internal Communication page, Basic Options (see page 46). Local language versions do not have to use the same Tile and Detail types as the original Internal Communication - you can tailor these along with the content to meet the needs of each locale. 2. Complete the fields as follows: Field Internal Communication Locale Tile Type Tile Content Description The name of the Internal Communication you selected at the start of this procedure. Automatically completed for you by Fairsail. You can select to view the Internal Communication Detail page. Picklist. Select to display the locale codes (see page 158) for the locales available to you. Select the locale used by the Team Members you want to view this version of the Internal Communication. The locale is applied to this version of the Internal Communication and matched to Team Members with the same locale. The type of Tile you want to create for this Internal Communication. Select the picklist and choose from: Rich Text External Website Video Displayed if you select Rich Text as the Tile Type. A text input field with standard formatting buttons: Enter the summary text you want to appear on the Tile. You can also pictures: embed links and External Website Url Video Url Detail Type Displayed if you select External Website as the Tile Type. Enter the url of the website you want to display in the Tile in the form: Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use. Displayed if you select Video as the Tile Type. Enter the url of the video you want to display in the Tile in the form: Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use. The type of Detail you want to create for this Internal Communication. Detail content is displayed when users select the summary information displayed in the Tile. Select the picklist and choose from: Rich Text External Website Video If your Tile contains the full message and you do not want to display a Detail panel, leave Detail Type at its default value and leave the content fields empty. Fairsail WX Configuration Guide Fairsail

52 How to Set Up and Use Internal Communications Creating a New Internal Communication Field Detail Content Description Displayed if you select Rich Text as the Detail Type. A text input field with standard formatting buttons: Enter the text you want to appear in the Detail. You can also embed links and pictures: External Website Url Video Url Displayed if you select External Website as the Detail Type. Enter the url of the website you want to display in the Detail in the form: Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use. Displayed if you select Video as the Detail Type. Enter the url of the video you want to display in the Detail in the form: Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use. 3. Select Save. Fairsail creates the Internal Communication Language, allocates it a unique CNL-nnnn name, and displays the Internal Communication Language Detail page. The Internal Communication Language Name is added to the Internal Communication Languages Related List: Fairsail WX Configuration Guide Fairsail

53 How to Set Up and Use Internal Communications Creating a New Internal Communication from a WX Process Creating a New Internal Communication from a WX Process When creating a WX Process (see page 28), if you choose to create a new WX Internal Communication, the page displays the WX Internal Communications section: Fairsail WX Configuration Guide Fairsail

54 How to Set Up and Use Internal Communications Creating a New Internal Communication from a WX Process 1. Complete the fields as follows: Field Policy Policy Group Show To Manager Show To Other Show To Team Member Team Member Level Down Description The name of the Policy assigned to the Team Members you want to view this Internal Communication. Select Policy Lookup, find and select the Policy you want. Leave blank if you don't want to define the target audience by their Policy. The name of the Policy Group assigned to the Team Members you want to view this Internal Communication. Leave blank if you don't want to define the target audience by their Policy Group. Checkbox. If checked, when a Manager views a Team Member's pages, the Internal Communication is visible to the Team Member's manager, manager's manager, and so on up the organization hierarchy. Checkbox. If checked, when someone who is not the Team Member and not a member of the Team Member's management hierarchy views a Team Member's pages, the Internal Communication is visible to them. Checkbox. If checked, the Internal Communication is visible to Team Members viewing their own WX pages, and not on the pages of a manager's team when viewed through the manager's WX. The name of the Team Member you want to receive this Internal Communication. Use in conjunction with Level Down Select Team Member Lookup, find and select the Team Member. The number of levels of the company hierarchy below Team Member you want to show this Internal Communication. For example: Team Member is the CEO Internal Communication Name Tile Type Level Down is 1 The Internal Communication is visible to the CEO and C level employees - the CEO's direct reports. The name you want to use for this Internal Communication. Used for searches. Not displayed to end users through WX. The type of Tile you want to create for this Internal Communication. Select the picklist and choose from: Rich Text External Website Video HTML Fairsail WX Configuration Guide Fairsail

55 How to Set Up and Use Internal Communications Creating a New Internal Communication from a WX Process Field Tile Content Description Displayed if you select Rich Text as the Tile Type. A text input field with standard formatting buttons: Enter the summary text you want to appear on the Tile. You can also pictures: embed links and External Website Url Video Url HTML Detail Type Detail Content Displayed if you select External Website as the Tile Type. Enter the url of the website you want to display in the Tile in the form: Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use. Displayed if you select Video as the Tile Type. Enter the url of the video you want to display in the Tile in the form: Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use. Displayed if you select HTML as the Tile Type. Enter the html you want to be rendered in the Tile. The type of Detail you want to create for this Internal Communication. Detail content is displayed when users select the summary information displayed in the Tile. Select the picklist and choose from: Rich Text External Website Video HTML If your Tile contains the full message and you do not want to display a Detail panel, leave Detail Type at its default value and leave the content fields empty. Displayed if you select Rich Text as the Detail Type. A text input field with standard formatting buttons: Enter the text you want to appear in the Detail. You can also embed links and pictures: Fairsail WX Configuration Guide Fairsail

56 How to Set Up and Use Internal Communications Creating a New Internal Communication from a WX Process Field External Website Url Video Url HTML Description Displayed if you select External Website as the Detail Type. Enter the url of the website you want to display in the Detail in the form: Website urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the site you want to use. Displayed if you select Video as the Detail Type. Enter the url of the video you want to display in the Detail in the form: Video urls are subject to your organization's access policy - make sure that your intended target audience is authorized to access the video you want to use. Displayed if you select HTML as the Detail Type. Enter the html you want to be rendered in the Tile. 2. Select Save. Fairsail WX Configuration Guide Fairsail

57 How to Set Up and Use Internal Communications Using Scoring for WX Internal Communications Using Scoring for WX Internal Communications Scoring enables your Team Members to respond to an Internal Communication with a rating and comments. Using the Scales held in your org's Scale Library, you can choose a scale that is appropriate to the Internal Communication - for example: For a catering survey asking if the recent change of supplier has been positively received, use an Agreement scale, with possible responses ranging from definitely to definitely not. For a survey seeking an indication of the level of knowledge within the organization of an area that's been proposed for commercial development, use an Expertise scale, with possible responses ranging from Expert to None. All scale responses have numerical values, enabling wide ranging statistical analysis. Responses are stored for each Internal Communication. To use scoring: 1. Set up an Internal Communication with a Scale (see page 46). Scale must be specified so that when displayed to Team Members, the Internal Communication includes a Score button. 2. Create a WX Process (see page 28) to host the Internal Communication. To generate Actions for Team Members receiving the Internal Communication, on the WX Process Detail page ensure that Score has Action is checked: 3. Team Members select Score to display the Review dialog: Fairsail WX Configuration Guide Fairsail

58 How to Set Up and Use Internal Communications Using Scoring for WX Internal Communications 4. Select the picklist to display the scale values you can select: 5. Select the value you want. 6. Enter any comments in the box below. 7. Select Save 8. The score button is removed from the Internal Communication for the Team Member to prevent them from scoring twice. The score result is added to the Internal Communication Score Results Related List on the Internal Communication Detail page: Select the Internal Communication Name to display the Internal Communication Score Result Detail page: Fairsail WX Configuration Guide Fairsail

59 How to Set Up and Use Internal Communications Using Scoring for WX Internal Communications Hover over the Scale Response to view the detail: Fairsail WX Configuration Guide Fairsail

60 How to Set Up and Use Internal Communications Using Confirmation for WX Internal Communications Using Confirmation for WX Internal Communications Confirmation enables your Team Members to confirm when they have read an Internal Communication. The Internal Communication can be hidden when read - that is, when the Team Member has confirmed that they have read it - or continue to display until the End Date you have specified. Confirmations are stored in the WX Process Confirmations object, and can be viewed for each Team Member through the WX Process Confirmations Related List, which you can add to the Team Member page layout. You can use the fields in the WX Process Confirmation object in your reports: o Confirmation Date o Is Confirmed o Process Instance o Team Member To use confirmation: 1. Create the WX Process (see page 28). o In WX Process Type, select Internal Communications. o Check Confirm When Read. o If you want the Internal Communication to be hidden when the Team Member has confirmed that they have read it, check Hide When Read. 2. Edit the page layout for the Team Member object to add the WX Process Confirmations Related List to the page. Fairsail WX Configuration Guide Fairsail

61 How to Set Up and Use Internal Communications Embedding Social Feeds in WX Embedding Social Feeds in WX Use the following links for more information about embedding commonly used social feeds: Fairsail WX Configuration Guide Fairsail

62 How to Set Up and Use Internal Communications Picklists: Internal Communication Picklists: Internal Communication Internal Communication Object: Default Picklist values Detail Type field Location field Tile Type field Rich Text Header Rich Text External Website Footer External Website Video SubHeader Video SubFooter Internal Communication Language Object: Default Picklist values Detail Type field Locale field Tile Type field Rich Text da Rich Text External Website de External Website Video en_us Video es fi fr it ja ko nl_nl pt_br ru sv th zh_cn zh_tw Fairsail WX Configuration Guide Fairsail

63 How to Set Up and Use Internal Communications Translation Workbench: Internal Communication Translation Workbench: Internal Communication Internal Communication Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Content Raw Long Text Area (32768) Detail Content External Website Text Area (255) Detail Content Video Text Area (255) Detail Rich Text Rich Text Area (32768) Detail Type Picklist Level Down Number (1,0) Location Picklist Policy Lookup (Policy) Policy Group Text (80) Scale Lookup (Scale) Show To Manager Checkbox Show To Other Checkbox Show To Team Member Checkbox Summary Raw Long Text Area (32768) Team Member Lookup (Team Member) Tile Content External Website Text Area (255) Tile Content Video Text Area (255) Tile Rich Text Rich Text Area (32768) Tile Type Picklist Internal Communication Instance Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Confirm When Read Hide When Read Internal Communication Process Instance Score has Action Show Tile In Detail Checkbox Checkbox Master-Detail (Internal Communication) Master-Detail (Process Instance) Checkbox Checkbox Fairsail WX Configuration Guide Fairsail

64 How to Set Up and Use Internal Communications Translation Workbench: Internal Communication Internal Communication Language Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Content Rich Text Area (32768) Content Raw Long Text Area (32768) Corporate Notice Internal Communication Master-Detail (Internal Communication) Detail Content External Website Text Area (255) Detail Content Video Text Area (255) Detail Type Locale Picklist Picklist Summary Rich Text Area (32768) Summary Raw Rich Text Area (32768) Tile Content External Website Text Area (255) Tile Content Video Text Area (255) Tile Type Picklist Internal Communication Score Result Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Comments Long Text Area (32768) Internal Communication Scale Response Team Member Master-Detail (Internal Communication) Lookup (Scale Response) Lookup (Team Member) Fairsail WX Configuration Guide Fairsail

65 How to Set Up Recognition Recognition - also known as Shout Outs, Badging, Crowdsourced Performance Review - enables you to use social performance management across your organization, giving all Team Members the ability to award visible and immediate positive feedback to others. You decide the things you want to be awardable - typically values or competencies. Recognition is enabled by Policy and linked to a Job Profile. The Job Profile provides the list of values or competencies you want to use for Recognition and must be provided for Recognition to work: In an org with more than one Policy you can roll out the process group by group. You can use an existing Job Profile or you can set up a Job Profile just for use with Recognition. A dedicated Profile can have all the competencies you need, which might not be practical with an existing Job Profile. There are two steps to setting up and using Recognition: 1. Switch Recognition on in the Policy or Policies you want to use (see page 66). The Policy also has settings for: o The Job Profile you want to use. A Job Profile must be specified. o Maximum numbers per Team Member per month for giving and receiving Recognition. 2. Select a WX Service and create a Recognition Process (see page 28), selecting Recognition as the WX Process Type. Fairsail WX Configuration Guide Fairsail

66 How to Set Up Recognition Policy Options: Recognition Policy Options: Recognition Option Recognition Recognition Job Profile Maximum Recognition Given Per Month Maximum Recognition Received Per Month Require Approval For Recognition Description Checkbox. If checked, the Recognition process is active and available for WX users. The Job Profile hosting the Job Needs you want to use for Recognition. A Job Profile must be specified. You can use an existing Job Profile for Team Members assigned to this Policy or you can create a dedicated Job Profile hosting all the Job Needs for which you want Recognition to be available. Select Recognition Job Profile Lookup want., find and select the Job Profile you Number, optional. To restrict the number of Recognition awards that can be made within a calendar month by each Team Member assigned to this Policy. Number, optional. To restrict the number of Recognition awards that can be received within a calendar month by each Team Member assigned to this Policy. Checkbox. If checked, Recognition initiated by a Team Member must be approved by HR before it is awarded. Fairsail WX Configuration Guide Fairsail

67 How to Set Up Recognition Translation Workbench: Recognition Translation Workbench: Recognition Recognition Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Competency Library Item Giver Lookup (Competency Library Item) Lookup (Team Member) Reason Long Text Area (32768) Recognition Date Show Team Member Team Member Date Checkbox Lookup (Team Member) Field Sets: Recognition Recognition Object Field Set Details Purpose Fields displayed in the WX Recognition panel when giving recognition. Fairsail WX Configuration Guide Fairsail

68 How to Set Up a Summary Process The WX Summary process is a highly flexible and extensible high level reporting process. In this release, you can set up the Summary process to display Team Member information for your organization: The total number currently employed Those with birthdays in the next seven days Those who were new hires in the last seven days There are two steps to setting up a Summary Process: 1. Switch Summary on in the Policy or Policies you want to use (see page 70). 2. Select a WX Service and create a Summary Process (see page 28): o Select Summary as the WX Process Type. o In Additional Information enter: For Employee Counter For Birthdays... For New Hires... contenttype=employee counter contenttype=birthdays messagetoself=happy Birthday! The contenttype lines must be exactly as given. contenttype=new hires messagetoself=welcome! The text following messagetoself= forms a message displayed to Team Members included in the report: For a Birthdays Summary Process the message is displayed to Team Members with a birthday today. For a New Hires Summary Process the message is displayed to all Team Members who have started in the last seven days. The text following messagetoself= can contain any text string of up to 255 characters. Summary Process tiles display: The total number of employees with Start Dates before today, and where Has Left is False: There is no Detail View for the Employee Counter. Fairsail WX Configuration Guide Fairsail

69 How to Set Up a Summary Process Field Sets: Recognition The number of Team Members with birthdays in the next 7 days: The number of New Hires who joined the organization in the last 7 days: Select View Details to display for each Team Member: Preferred Name (if available) Last Name Picture Next birthday date A link to the Team Member's WX page Select View Details to display for each New Hire: Preferred Name (if available) Last Name Picture Job Title Country Hire Date A link to the Team Member's WX page Contact Fairsail if you wish to implement a Summary process that is not currently available. Fairsail WX Configuration Guide Fairsail

70 How to Set Up a Summary Process Policy Options: Summary Policy Options: Summary Option Summary Description Checkbox. If checked, the Summary process is active and can be configured for WX users. Translation Workbench: Summary Process Summary Process Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Content Type Text (32) Fields Text (255) SObject Text (255) View Text (32) Where Text (255) Fairsail WX Configuration Guide Fairsail

71 How to Set Up Year End Vacation Balance Reporting The WX Async Reporting Process enables team managers to generate and view a regular report on vacation absence balances for their teams. The report presents managers with a single page view of current and forecast predictable absence for their direct reports, with drill down into the data for sub-teams. Data is displayed in tabbed view, with one tab for each Vacation type defined in the Absence Accrual Pattern: Fairsail WX Configuration Guide Fairsail

72 How to Set Up Year End Vacation Balance Reporting Translation Workbench: Summary Process There are five steps to setting up Async Reporting: 1. Ensure that all balance types you want to include are selected in the Absence Accrual Rule for the Vacation type. Use the checkboxes: o Show Accrued Balance o Show Carry Over o Show Time in Lieu o Show Accrued Total o Show Year End Balance 2. Create a batch process to extract the data for the report (see page 73). The report displays the data generated by the last batch and does not change the content of the report until another batch runs. 3. Add the Async Reporting is Active checkbox to the Policy page layout, and switch on Async Reporting in each Policy you want to use (see page 75). 4. If your team includes some members reporting vacation in hours and others reporting in days, add the Hours to Days Conversion Factor field to the Absence Accrual Pattern page layout. 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 - days or hours. Enter a value in the field to act as a multiplier when converting hourly values to daily equivalents; if left blank Hours to Days Conversion Factor defaults to for an 8 hour day. 5. Select a WX Service and create the Process instance (see page 28). Use the Additional Information field to enable data display and select the content of the Tile (see page 76). The Process does not display any data if Additional Information is left blank. Async Reporting requires the separate Fairsail Async Reporting package in addition to Fairsail Human Capital Management. Fairsail WX Configuration Guide Fairsail

73 How to Set Up Year End Vacation Balance Reporting Setting up a Batch to Update Report Data Setting up a Batch to Update Report Data The Async Reporting process uses a regular batch process to extract vacation absence data from your org. The reporting process does not display any data - Tile and Detail views are empty - until the batch has run for the first time. Fairsail also recommends that you run the batch to update data after installing an updated Async Reporting package. To set up the batch: 1. Go to Setup > App Setup > Develop > Apex Classes 2. Select Schedule Apex: 3. On the Schedule Apex page, complete the fields as follows: Job Name A meaningful name for the batch process, such as Absence Reporting. Apex Class The Apex Class that runs the batch job. Select Apex Class Lookup and select the AsyncReportingAbsenceSchedule Apex Class. Frequency When the batch is to run. Select from: Weekly Select the day of the week. To run on more than one day every week, select the days you want the batch to run. To run more than one batch on a given day, set up separate batches with your desired combinations of day of the week and Preferred Start Time; for example, one batch on Monday at 8:00 AM, one batch on Monday at 9:00 AM. Start End Preferred Start Time Monthly Select from: o The day of the month - 1, 2, 3... o The nth occurrence of a particular day; for example, the third Monday of every month. The date you want the first batch to run. If you set Start to today's date and you want the batch to run today, make sure Preferred Start Time is later than the current time. The date you want the batch to stop running. Picklist. Select the picklist and choose the time of day you want the batch to run. Batches may run after the Preferred Start Time if the job queue is busy at the time. 4. Select Save. Fairsail WX Configuration Guide Fairsail

74 5. Check that the batch is scheduled to run when you expect it: a. Go to Setup > Administration Setup > Monitoring > Scheduled Jobs b. Check the Next Scheduled Run value for the new batch job. How to Set Up Year End Vacation Balance Reporting Setting up a Batch to Update Report Data You cannot amend batch details after you have saved - you must delete and recreate to make changes. Each time the batch runs, data is written to an Async Report Run record with data for each Team Member held in an Async Report Row object. You can inspect the data in JSON (JavaScript Object Notation) format for a Team Member by going to the Team Member Detail page and scrolling down to the Async Report Rows Related List. The Async Report Rows Related List is not displayed by default and must be added to the page layout. Running a Batch Immediately If you need to run a batch to produce or update reporting data immediately - during initial set up and testing, or after adding or correcting Team Member data for example - you can follow these steps: 1. Open the Developer Console. 2. Select Debug > Open Execute Anonymous Window. 3. In the Enter Apex Code window enter: new fasync.asyncreportingabsenceschedule().execute(null); 4. Select Execute. The batch runs immediately and generates the data for year end vacation reporting. Fairsail WX Configuration Guide Fairsail

75 How to Set Up Year End Vacation Balance Reporting Policy Options: Async Reporting Policy Options: Async Reporting Option Async Reporting is Active Description Checkbox. If checked, the Async Reporting process is active and visible to WX users. This option is not displayed on the Policy page by default. To add the option to the page: 1. Go to Setup > App Setup > Create > Objects 2. Scroll down to the Policy object and select the Label. 3. Scroll down to Field Sets and select Edit for the Additional Policies Field Set. 4. Drag and drop Async Reporting is Active into the Field Set. 5. Select Save. Fairsail WX Configuration Guide Fairsail

76 How to Set Up Year End Vacation Balance Reporting Enabling Data Display and Configuring Tile Content Enabling Data Display and Configuring Tile Content Before the Async Reporting process can display data in the Tile or Detail views you must add valid content to the Additional Information field for the Process Instance, and check the relevant boxes in the Absence Accrual Rule. Valid Additional Information content: Enables data display in Tile and Detail views. Any valid content displays data for all selected balances in the Detail View. Selects the summary data to display on the Tile: Choose from the values in the table: To display in the Tile... Total Amount Taken Year End Balance Absence Accrued Current Balance Time in Lieu Vacation Carry Over Total Accrued Balance + Carry Over + Time in Lieu In Additional Information enter... report=absence Reporting summaryfield=fhcm2 Process_Absences report=absence Reporting summaryfield=fhcm2 Process_Absence_Year_End_Balance report=absence Reporting summaryfield= fhcm2 Process_Absence_Accrued_Balance report=absence Reporting summaryfield= fhcm2 Process_Absence_Time_In_Lieu report=absence Reporting summaryfield= fhcm2 Process_Absence_Carry_Over report=absence Reporting summaryfield=fhcm2 Global_Total In Absence Accrual Rule check... Show Accrued Total Show Year End Balance Show Accrued Balance Show Time In Lieu Show Carry Over Show Accrued Balance Show Carry Over Show Time In Lieu Fairsail WX Configuration Guide Fairsail

77 How to Set Up Year End Vacation Balance Reporting Translation Workbench: Async Reporting Translation Workbench: Async Reporting Absence Accrual Pattern Object (HCM) Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Hours to Days Conversion Factor Number (2,3) Async Report Row Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Async Report Run Dimension Text (10) Group Text (255) Master-Detail (Async Report Run) JSON Data Long Text Area (32768) Team Member Lookup (Team Member) Async Report Run Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Async Report Complete Master-Detail (Async Report) Checkbox Policy Object (Async Reporting) Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Async Reporting is Active Checkbox Fairsail WX Configuration Guide Fairsail

78 How to Set Up Payslips The WX Payslips Process enables you to display payslip information to Team Members. The process draws on data written to the Payflow Line object and requires a configured Payflow Service to write that data, typically by interfacing with a payroll service. The information displayed to Team Members is controlled by a set of three Payflow Line Field Sets, for Tile, Detail Summary, and Detail views. Fields selected for display must be included in the mappings to and from the Payroll Lines defined in the Payflow Service. There are four steps to setting up Payslips: 1. Set up the Payflow Service to generate the data. Refer to the Payflow Implementer's Guide for more information. Use the File Upload Configure options. 2. Configure the Payflow Line Field Sets to define the information displayed to Team Members (see page 79). 3. Select a WX Service to host the Payslips Process and create the Process instance (see page 28). Select Payslips as the WX Process Type. 4. Switch on Payslips in each Policy you want to use (see page 79). The WX Process displays blank Tile and Detail views until the Payflow Service has run its first successful upload batch. As an HR Manager or Administrator with access the Employment Records for your Team Members you can view and edit the data loaded by each Payflow Batch - go to the Payflow Lines Related List on the Team Member's Employment Record (see page 80). Fairsail WX Configuration Guide Fairsail

79 How to Set Up Payslips Policy Options: Payslips Policy Options: Payslips If the Payslips checkbox is not displayed: 1. Go to Setup > App Setup > Create > Objects 2. Select the Label for the Policy object. 3. Select Field Sets. 4. Select Edit for the Additional Policies Field Set. 5. Drag and drop the Payslips field into the Field Set. 6. Select Save. Option Payslips Description Checkbox. If checked, the Payslips process is active and visible to WX users. Field Sets: Payslips Payflow Line Object Field Set Payroll Line Details Payroll Line Summary Payroll Line Tile Purpose WX only. Fields displayed in the Payslips Detail View, individual Payslip detail. WX only. Fields displayed in the Payslips Detail view, summary table. WX only. Fields displayed in the Payslips Tile. Fairsail WX Configuration Guide Fairsail

80 How to Set Up Payslips Viewing and Editing Payslip Data through the HR Manager Portal Viewing and Editing Payslip Data through the HR Manager Portal Payslip data generated for a Team Member by a Payflow Service is stored in the Payflow Lines Related List on the Team Member's Employment Record. 1. Go to the Team Members tab and select the Employment Record for the Team Member. 2. In the Employment Record select the Payflow Lines Related List. If the Payflow Lines Related List is not visible: a. Select Edit Layout. b. In the left panel select Related Lists. c. Drag and drop the Payflow Lines Related List into position on the page layout. d. Select Save. Fairsail displays the Payflow LInes for the Team Member: To change the column content: 1. On the Employment Record select Edit Layout. 2. In the left panel select Related Lists. 3. On the Payflow Lines Related List select Properties. 4. In the Related List Properties - Payflow Lines dialog use Add and Remove to customize the fields displayed as columns. 5. Select OK to close the dialog. 6. Select Save to save the changes you have made and redisplay the Employment Record. Fairsail WX Configuration Guide Fairsail

81 How to Set Up Payslips Viewing and Editing Payslip Data through the HR Manager Portal To edit a Payflow Line: 1. Select Edit for the Payflow Line. Fairsail displays the Payflow Line Edit page: 2. Make the changes and select Save. Fairsail WX Configuration Guide Fairsail

82 Fairsail Compensation Planning comprises: Salary Planning Bonus Planning How to Set Up Compensation Planning Compensation Planning is activated through: Policy options Configuring fields as the Salary Pot field and Bonus Pot field. These fields each contain a formula that calculates the amounts to be recommended. Field Sets (see page 128) The Team Member object includes field sets controlling the fields displayed for managers when compensation planning: o Bonus Planning holds the fields displayed on the manager's bonus planning page. o Salary Planning holds the fields on the manager salary plan page. o Salary Planning Team holds the fields displayed on the team salary planning table. When setting up a WX Compensation Plan process follow the standard procedure (see page 28) and select Salary Plan as the WX Process Type. Use the Salary Plan Process Type for all compensation planning - bonus plan and salary plan. Use Policy settings to control compensation plan coverage - bonus plan or salary plan, or both - and manager access. Use the Configure page fields Salary Pot Field and Bonus Pot Field to reference the formula fields that return the amounts to be recommended. Fairsail WX Configuration Guide Fairsail

83 How to Set Up Existing Processes Existing Processes continue to work as implemented through the Fairsail Collaboration Portal, and WX mimics the functionality available in the Collaboration Portal. To take advantage of the changes to the user interface, such as the introduction of the Tile view, and to extend functionality some processes have new Policy options and Field Sets: Async Reporting. New Policy Option (see page 75) and options to define Tile content (see page 76). Team Member. New Policy Options (see page 84), new Field Sets, and existing Collaboration Portal Field Sets used to control parts of WX (see page 89). Employment Details. Use existing Team Member Field Sets for Tile and Detail views, or specify alternatives (see page 99). Emergency Contacts. New Field Sets for Tile and Details views (see page 100). Dependants. New Field Sets (see page 101). Work History/Experience. New Field Set for Tile content (see page 103). Education History. New Field Set for Tile content (see page 105). Manager Notes. You can now create multiple instances of Manager Notes (see page 107) as well as take advantage of new Policy Options (see page 109) and Field Sets for Tile and Details views (see page 110). Performance Review. Some Policy Options (see page 111) replaced with Field Sets (see page 113). Competency Assessment. New Field Set for Tile content (see page 115). Development Plan. New Policy options (see page 116). Training. New Policy Options (see page 118) and Field Sets (see page 120). HR Request. Existing Field Sets used to control parts of WX (see page 121). Job Description. New Field Set for Tile content (see page 122). Talent Plan. New Policy Option (see page 124) and Field Set (see page 124) for 9 Box Grid, Succession Plan. Changes to Field Sets for WX users (see page 127). Fairsail WX Configuration Guide Fairsail

84 How to Set Up Existing Processes Team Member Team Member Policy Options: Team Member Option Modify Photo Employment Details Modify Personal Details Description Checkbox. If checked, the Team Member can upload their own photo for display on WX and the Collaboration Portal. Checkbox. If checked, Employment Details are displayed. Checkbox. If checked, the Team Member can view their personal details such as home address, contact details, and birth date. To enable Team Member editing for their own Personal Details, check Modify Home Address as well. Fairsail WX Configuration Guide Fairsail

85 How to Set Up Existing Processes Team Member Option Emergency Contacts Modify Emergency Contacts Emergency Contacts Manager Access Description Checkbox. If checked, Emergency Contact details are displayed. In WX, if checked and an Emergency Contacts Process is set up, the Emergency Contacts Process is displayed with the levels of access defined by Emergency Contacts Manager Access and Emergency Contacts Team Member Access. Checkbox. If checked, the Team Member and their manager can edit the Team Member's Emergency Contact details. In WX, overridden by the settings chosen in Emergency Contacts Manager Access and Emergency Contacts Team Member Access. WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Emergency Contact details. Select the picklist and choose from: None Managers have no access to Emergency Contact details for their Team Members. Read Managers can view but not edit Emergency Contact details for their Team Members. Edit Managers can view and edit but not delete Emergency Contact details for their Team Members. Emergency Contacts Team Member Access Edit and Delete Managers can view, edit, and delete Emergency Contact details for their Team Members. WX only. Picklist. The level of access granted to Team Members through WX for their own Emergency Contact details. Select the picklist and choose from: None Team Members have no access to their own Emergency Contact details. Read Team Members can view but not edit their own Emergency Contact details. Edit Team Members can view and edit but not delete their own Emergency Contact details. Edit and Delete Team Members can view, edit, and delete their own Emergency Contact details. Modify Home Address Checkbox. If checked, and Modify Personal Details is also checked, the Team Member can edit their Personal Details. If unchecked, and Modify Personal Details is checked, the Team Member can view but not edit their Personal Details. Fairsail WX Configuration Guide Fairsail

86 How to Set Up Existing Processes Team Member Option Dependants Dependants Manager Access Description Checkbox. If checked, the Team Member can view and edit details of their dependants through WX and the Collaboration Portal. In WX, if checked and a Dependants Process is set up, the Dependants Process is displayed with the levels of access defined by Dependants Manager Access and Dependants Team Member Access. WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Dependants details. Select the picklist and choose from: None Managers have no access to Dependant details for their Team Members. Read Managers can view but not edit Dependant details for their Team Members. Edit Managers can view and edit but not delete Dependant details for their Team Members. Dependants Team Member Access Edit and Delete Managers can view, edit, and delete Dependant details for their Team Members. WX only. Picklist. The level of access granted to Team Members through WX for their own Dependant details. Select the picklist and choose from: None Team Members have no access to their own Dependant details. Read Team Members can view but not edit their own Dependant details. Edit Team Members can view and edit but not delete their own Dependant details. Passports Edit and Delete Team Members can view, edit, and delete their own Dependant details. Checkbox. If checked, the Team Member can view and edit passport details, and view visa details. In WX, if checked and a Passports Process is set up, the Passports Process is displayed with the levels of access defined by Passports Manager Access and Passports Team Member Access. Fairsail WX Configuration Guide Fairsail

87 How to Set Up Existing Processes Team Member Option Passports Manager Access Description WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Passport details. Select the picklist and choose from: None Managers have no access to Passport details for their Team Members. Read Managers can view but not edit Passport details for their Team Members. Edit Managers can view and edit but not delete Passport details for their Team Members. Passports Team Member Access Edit and Delete Managers can view, edit, and delete Passport details for their Team Members. WX only. Picklist. The level of access granted to Team Members through WX for their own Passport details. Select the picklist and choose from: None Team Members have no access to their own Passport details. Read Team Members can view but not edit their own Passport details. Edit Team Members can view and edit but not delete their own Passport details. Benefits Stock Options Manager View Personal Details Edit and Delete Team Members can view, edit, and delete their own Passport details. Checkbox. If checked, current and future benefits are visible to the Team Member through the Collaboration Portal and WX. If Benefit Enrollment is active, the Team Member can also modify their benefits. Checkbox. If checked, Stock Options granted to the Team Member are visible in the Team Member's Personal Profile. If unchecked, Stock Options can still be granted to the Team Member but they are not visible through the Team Member's Personal Profile. Checkbox. If checked, the Team Member's manager is able to view the Team Member's personal details. If unchecked, Personal Details for direct reports, and the links to managers, colleagues, and direct reports in the left navigation panel on the Team Member's Personal Profile page are hidden. Fairsail WX Configuration Guide Fairsail

88 How to Set Up Existing Processes Team Member Option Gate Primary Team Member Fields Description Checkbox. If checked, the Team Member can enter details for key fields such as date of birth, social security number, marital status and gender once. Once entered and saved, these details cannot be edited by the Team Member and all changes must be made by HR. The gated fields are defined in the Field Sets: Team Member: Personal Details Gated Hours Per Week Employment Record: Personal Details Gated Number. The default full time equivalent number of hours per week for an employee on this policy. This value can be overridden for individual Team Members. Fairsail WX Configuration Guide Fairsail

89 How to Set Up Existing Processes Team Member Field Sets for WX: Team Member Team Member Object Field Set Contact Details Purpose Contact information fields displayed in the Fairsail WX People Bar. HR Request Fields displayed to a manager in the WX Employment Details Changes (HR Request) Detail view: Fairsail WX Configuration Guide Fairsail

90 How to Set Up Existing Processes Team Member Team Member Object Field Set Org Chart Contact Details Purpose Fields displayed for each Team Member's contact details in the WX Organization Chart. Applies to WX only. Personal Details Fields displayed in the WX Personal Details Edit Detail View. Fairsail WX Configuration Guide Fairsail

91 How to Set Up Existing Processes Team Member Team Member Object Field Set Personal Details Gated Purpose Additional fields displayed in the WX Personal Details Edit Detail View. These fields can be entered once, if blank, by the team member. Once entered, the fields are viewable but cannot be edited; they are "gated". Gating is controlled by policy option Gate Primary Team Member Fields Fairsail WX Configuration Guide Fairsail

92 How to Set Up Existing Processes Team Member Team Member Object Field Set Personal Details Tile Purpose Fields displayed in the WX Personal Details Tile. Applies to WX only. Personal Details View Fields displayed as read only in the WX Personal Details Detail View. Printable OrgChart Details Fields displayed on the printed version of the WX Organization Chart. Fairsail WX Configuration Guide Fairsail

93 How to Set Up Existing Processes Team Member Team Member Object Field Set Summary Birthdays Purpose Fields displayed in the WX Summary Process Detail view for Birthdays. Summary New Hires Fields displayed in the WX Summary Process Detail view for New Hires. Team Member Find Fields searched by People Search in WX. Fairsail WX Configuration Guide Fairsail

94 How to Set Up Existing Processes Team Member Team Member Object Field Set Team Member Table Details Purpose Fields displayed in the manager's WX Team View of Employment Details, Detail View: The first fields in the Field Set are also displayed on the manager's WX Employment Details Tile for an individual Team Member: The number of fields displayed depends on the height of the Tile. Fairsail WX Configuration Guide Fairsail

95 How to Set Up Existing Processes Team Member Team Member Object Field Set Team Member Table Full Details Purpose Fields displayed in the manager's WX Employment Details, Detail view for an individual Team Member: Work Details Tile Fields displayed on the WX Work Details Tile. Applies to WX only. Fairsail WX Configuration Guide Fairsail

96 How to Set Up Existing Processes Team Member Team Member Object Field Set Work Details View Purpose Fields displayed in the WX Work Details Detail View: Fairsail WX Configuration Guide Fairsail

97 How to Set Up Existing Processes Team Member Field Sets for WX: Employment Record Employment Record Object Field Set HR Request Personal Details Personal Details Gated Personal Details View Purpose Fields displayed to a manager in WX on the Employment Details Change Detail View, beneath the fields in the Team Member: HR Request Field Set. Fields displayed in the WX Personal Details Edit Detail View, beneath the fields in the Team Member: Personal Details Field Set. Additional fields displayed in WX for the Team Member at the bottom of the Personal Details Edit Detail View. These fields can be entered once, if blank, by the team member. Once entered, the fields are viewable but cannot be edited; they are "gated". Gating is controlled by policy option Gate Primary Team Member Fields. To use gating, check the Policy option, then add the fields you want to gate to the Personal Details Gated Field Set. Fields displayed as read only in the WX Personal Details Detail View. Fairsail WX Configuration Guide Fairsail

98 How to Set Up Existing Processes People Search People Search People Search can be used to search across an organization, using fields held in the Team Member Find Field Set. For People Search to work effectively, follow these guidelines: In the Field Set include text fields from the Team Member object only. o If you are creating new text fields as part of your configuration and can choose to create them on the Team Member or Employment Record objects, select the Team Member object if you want to use the fields as search targets. Do not attempt to use picklist fields as search targets. o If you replicate an existing Team Member text field, such as Job Title, as a picklist, you are effectively disabling it as a search target field - copy the contents to a text field to make it searchable. Do not attempt to use formula fields as search targets. Field Sets: People Search Team Member Object Field Set Team Member Find Purpose Fields searched by People Search in WX. Fairsail WX Configuration Guide Fairsail

99 How to Set Up Existing Processes Employment Details Employment Details By default, the Employment Details process uses the following Team Member Field Sets to populate the WX Tile, Detail, and Team views: Tile Team Member Table Employment Details Because space is limited on the Tile view, WX displays the first three fields from the Field Set. Detail Team Member Table Full Details Team Team Member Table Details To use alternative Field Sets, use the Additional Information field on the WX Process page: For the Tile view enter: teammembertilefieldset=[api_field_set_name] For example: teammembertilefieldset=fhcm2 TeamMemberTableEmploymentDetails For the Detail view enter: teammemberdetailsfieldset=[api_field_set_name] For example: teammemberdetailsfieldset=fhcm2 TeamMemberTableFullDetails For the Team view enter: teamdetailsfieldset=[api_field_set_name] For example: teamdetailsfieldset=fhcm2 TeamMemberTableDetails You can use standard Fairsail Field Sets or your own, mapped with Field Set Mapping, and draw on fields from the Team Member, Employment Record, and Performance Review objects. Fairsail WX Configuration Guide Fairsail

100 How to Set Up Existing Processes Emergency Contacts Emergency Contacts Field Sets: Emergency Contacts Emergency Contact Object Field Set Emergency Contact Details Emergency Contact Tile Purpose Fields displayed in the WX Emergency Contacts Detail view. Applies to WX only. Fields displayed in the WX Emergency Contacts Tile. Applies to WX only. Fairsail WX Configuration Guide Fairsail

101 How to Set Up Existing Processes Dependants Dependants Field Sets: Dependants Dependants Object Field Set Dependants Contact Details Dependants Details Dependants Details Gated Purpose Dependant address related fields displayed in the WX Dependants Detail Edit view and available for editing. Applies to WX only. Dependant name fields displayed in the the WX Dependants Detail Edit view and available for editing. Applies to WX only. Dependant details displayed in the WX Dependants Detail view and as non-editable fields (for information) in the Detail Edit view. Applies to WX only. Gated fields can be completed when the record is first created and are then locked for Team Members. These fields contain information that is unlikely to change such as date of birth, relationship to the Team Member, and Social Security Number. Gated fields can be edited through the HR Manager's Portal. Fairsail WX Configuration Guide Fairsail

102 How to Set Up Existing Processes Work History/Experience Work History/Experience Policy Options: Experience Option Description Experience Require Experience Checkbox. If checked, the Experience process is active and the Work History section is visible to Collaboration Portal users. Checkbox. If checked, the Team Member is prompted to enter their work history if they have none entered. Edit Experience Picklist. The lowest level able to create or edit Work History. Select from: Team Member Can be created or edited by all. Manager Can be created or edited by manager or HR Manager Confirms Experience Experience Manager Access HR Can be created or edited by HR only. Checkbox. If checked, the Team Member's manager is prompted to approve work history entered by the Team Member. WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Experience. Select the picklist and choose from: None Managers have no access to Experience for their Team Members. Read Managers can view but not edit Experience for their Team Members. Edit Managers can view and edit but not delete Experience for their Team Members. Edit and Delete Managers can view, edit, and delete Experience for their Team Members. Fairsail WX Configuration Guide Fairsail

103 How to Set Up Existing Processes Work History/Experience Option Experience Team Member Access Description WX only. Picklist. The level of access granted to Team Members through WX to Experience. Select the picklist and choose from: None Team Members have no access to their own Experience. Read Team Members can view but not edit Experience for themselves. Edit Team Members can view and edit but not delete Experience for themselves. Edit and Delete Team Members can view, edit, and delete Experience for themselves. Field Sets: Experience Experience Object Field Set Experience Details Experience Tile Purpose Fields displayed in the Collaboration Portal on the Experience, New Position page, and in the WX Work History/Experience Detail view. Displayed from Work History: select New. Fields displayed in the WX Work History/Experience Tile. Applies to WX only. Fairsail WX Configuration Guide Fairsail

104 How to Set Up Existing Processes Education History Education History Policy Options: Education History Option Description Education Require Education Checkbox. If checked, the Education History process is active and visible to Collaboration Portal and WX users. Checkbox. If checked, the Team Member is prompted to enter their education history if they have none entered. Edit Education Picklist. The lowest level able to create or edit Education History. Select from: Team Member Can be created or edited by all. Manager Can be created or edited by manager or HR Education Manager Access HR Can be created or edited by HR only. WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Education History. Select from: None Managers have no access to Education History for their Team Members. Read Managers can view but not edit Education History for their Team Members. Edit Managers can view and edit but not delete Education History for their Team Members. Edit and Delete Managers can view, edit, and delete Education History for their Team Members. Fairsail WX Configuration Guide Fairsail

105 How to Set Up Existing Processes Education History Option Description Education Team Member Access WX only. Picklist. The level of access granted to Team Members through WX to Education History. Select from: None Team Members have no access to their Education History. Read Team Members can view but not edit Education History for themselves. Edit Team Members can view and edit but not delete Education History for themselves. Edit and Delete Team Members can view, edit, and delete Education History for themselves. Field Sets: Education History Education Object Field Set Education Details Education Tile Purpose Fields displayed in the Collaboration Portal Education History, New Education page, and in the WX Education Detail view. Fields displayed in the WX Education Tile. Applies to WX only. Fairsail WX Configuration Guide Fairsail

106 How to Set Up Existing Processes Skills Skills Skill Search in WX returns a list of holders of a skill or combination of skills. By default the displayed list of skill holders is restricted to those in your downward reporting chain - Team Members who report to you directly or indirectly, and classified under the Manager and All Below tab. To expand the list to include: Colleagues - Team Members who report directly to your manager. Cross-Company - all Team Members in your organization. 1. Go to Setup App Setup > Installed Packages. 2. Select Configure next to Fairsail Human Capital Management. Fairsail displays the Fairsail HCM Configure page. 3. Scroll down to the table of processes and for the Skills process select the Others checkbox: Fairsail WX Configuration Guide Fairsail

107 How to Set Up Existing Processes Manager Notes Manager Notes Manager Notes has been extended in WX. You can now: Set up multiple Manager Notes instances, each with a unique name, and display each one next to a different process. For example: o Manager Notes for Skills displayed next to the Skills process and recording notes relevant to a Team Member's Skills. o Manager Notes for Objectives displayed next to the Objectives process and recording notes relevant to a Team Member's Objectives. Display the same Manager Note content in more than one place on WX. Control the level of access to Manager Notes for both managers and team members through Policy settings. You can enable Team Members to add Notes to their own profiles. Control the fields displayed on Tile and Details Views through Field Sets (see page 110). Each Manager Note can be supported by a single file attachment of up to 1MB. Maximum total size of all Manager Note attachments is subject only to the total storage allocation for the org. There are two steps to setting up Manager Notes: 1. In the Policy or Policies you want to use switch on Manager Notes and set the level of access for managers and Team Members (see page 109). 2. Select a WX Service and create a Manager Notes process (see page 28): o Select Manager Notes as the WX Process Type. In Additional Information you can: o Leave blank The Manager Notes process is displayed using the Label you gave it, in the hosting service. Any Manager Notes added through the HR Manager Portal for the Team member are added to this instance of Manager Notes. o Enter: process=[unique name] For example: process=skills Fairsail WX Configuration Guide Fairsail

108 How to Set Up Existing Processes Manager Notes The Manager Notes process is displayed using the label you gave it and the unique name as a sub title on the Detail view: o process=[shared name] For example, more than one Manager Notes process with: process=background All notes added to each instance of the Manager Notes are displayed in every instance. Use Order to control the position of the Manager Notes process in the list of processes hosted by the WX Service. For example, in a WX Performance Service you have processes for: o Skills (Order 10) o Objectives (Order 20) o Performance Review (Order 30) Create Manager Notes for Skills and Performance Review, adding them as follows: Label Order Additional Information Skills 10 Manager Notes 15 process=skills Objectives 20 Performance Review 30 Manager Notes 35 process=performance Review Fairsail WX Configuration Guide Fairsail

109 How to Set Up Existing Processes Manager Notes You can access all Manager Notes for a Team Member through the Manager Notes Related List attached to the Team Member's Employment Record. As an Administrator you can use the HR Manager Portal to edit and delete Manager Notes created through WX. Any new notes you add through the HR Manager's Portal are displayed in Manager Notes instances that have no process=[name] entry in the Additional Information field. Policy Options: Manager Notes Option Description Manager Notes Checkbox. If checked, the Manager Notes process is active and visible to Collaboration Portal users. Edit Manager Notes Picklist. The lowest level able to create or edit a Manager Note. Select from: Team Member Can be created or edited by all. Manager Can be created or edited by manager or HR Manager Notes Team Member Access HR Can be created or edited by HR only. WX only. Picklist. The level of access granted to Team Members through WX to Manager Notes. Select the picklist and choose from: None Team Members have no access to Manager Notes. Read Team Members can view but not edit Manager Notes about themselves. Edit Team Members can view and edit but not delete Manager Notes about themselves. Edit and Delete Team Members can view, edit, and delete Manager Notes about themselves. Fairsail WX Configuration Guide Fairsail

110 How to Set Up Existing Processes Manager Notes Option Description Manager Notes Manager Access WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Manager Notes. Select the picklist and choose from: None Managers have no access to Manager Notes for their Team Members. Read Managers can view but not edit Manager Notes for their Team Members. Edit Managers can view and edit but not delete Manager Notes for their Team Members. Approve Manager Notes Edit and Delete Managers can view, edit, and delete Manager Notes for their Team Members. Checkbox. If checked, HR are asked to approve all new Manager Notes and attached files. In WX: If checked, Notes can be edited until submitted, subject to access levels set in Manager Notes Team Member Access and Manager Notes Manager Access. If unchecked, Notes cannot be edited after saving, regardless of the access level set in Manager Notes Team Member Access and Manager Notes Manager Access. Field Sets: Manager Notes Manager Notes Object Field Set Manager Notes Details Manager Notes Tile Purpose Fields displayed in the WX Manager Notes Detail View. Fields displayed in the WX Manager Notes Tile. Fairsail WX Configuration Guide Fairsail

111 How to Set Up Existing Processes Performance Review Performance Review Policy Options: Performance Review Option Performance Reviews Performance Review Repeat New Performance Review Description Checkbox. If checked, the Performance Review process is active and visible to Collaboration Portal users. Number. Number of months between performance reviews. The manager receives an action prompt to do another review when due. Note: Action prompts are generated when the Fairsail Action Creation Time is active - check the HCM Configure page (Setup > App Setup > Installed Packages > Fairsail Human Capital Management > Configure). Picklist. The lowest level able to start a performance Review. Select from: Team Member: can be started by all. Manager: can be started by manager or HR HR: can be started by HR only. Fairsail WX Configuration Guide Fairsail

112 How to Set Up Existing Processes Performance Review Option Description Create Performance Review When Due Checkbox. If checked, and Fairsail Action Creation Time is active, a new Performance Review for the Team Member is automatically created on the due date. Self Review First Require Competency Assessment On Reveal Require Objective Review On Reveal Fairsail Action Creation Time is set on the HCM Configure page (Setup > App Setup > Installed Packages > Fairsail Human Capital Management > Configure). Checkbox. If checked, the self performance review must be revealed first, before the manager is prompted to do their review Checkbox. If checked, a recent competency assessment is required before a performance review is revealed. Checkbox. If checked, all objectives that need to be reviewed are reviewed before a performance review is revealed. Permit Team Member Edit After Reveal Checkbox. If checked, the Performance Review can be edited by the Team Member after it has been revealed to the manager. Permit Manager Edit After Reveal Require Approval For Performance Review Checkbox. If checked, the Performance Review can be edited by the manager after it has been revealed to the Team Member. Checkbox. If checked, and an approval process is configured, a submitted performance review is sent to HR for approval or rejection before it can be revealed to the team member. This option does not operate if the approval process is not active. Performance Review One Up Approves Checkbox. If checked, and an approval process is configured, a submitted performance review is sent to a one up (or more senior) manager for approval or rejection. Review Rating Review Strengths Review Development Needs Review Action Plan Review Training Review Career Aspirations Disable Self Final Comments Require Objectives On Sign This option does not operate if the approval process is not active. Not used in Fairsail WX. Use the Performance Review and Performance Review Mid Year Field Sets to display the Rating field on the Review. Not used in Fairsail WX. Use the Performance Review and Performance Review Mid Year Field Sets to display the Strengths field on the Review. Not used in Fairsail WX. Use the Performance Review and Performance Review Mid Year Field Sets to display the Development Needs field on the Review. Not used in Fairsail WX. Use the Performance Review and Performance Review Mid Year Field Sets to display the Action Plan field on the Review. Not used in Fairsail WX. Use the Performance Review and Performance Review Mid Year Field Sets to display the Training field on the Review. Not used in Fairsail WX. Use the Performance Review and Performance Review Mid Year Field Sets to display the Career Aspirations field on the Review. Checkbox. If checked, the team member is not able to add comments when signing a performance review. Checkbox. If checked, current objectives are required before signing a performance review. Fairsail WX Configuration Guide Fairsail

113 How to Set Up Existing Processes Performance Review Under Fairsail WX, you can no longer use a number of Policy Options - they are replaced by Field Set alternatives: Policy Option Performance Review Field Set (Performance Review object) Self Performance Review Field Set (Self Performance Review object) Action Plan Career Aspirations Development Needs Rating Strengths Training Field Sets provide more flexibility than Policy Options: Policy Options apply to both the manager's review and the team member's self review. If you want to give managers a different, typically more extensive, set of fields, use Field Sets. Field Sets enable you to add custom fields that are not available through Policy Options. Field Sets: Performance Review Performance Review Object Completed by Manager Field Set Additional Details Additional Details Mid Year Purpose Fields displayed as read only fields in the WX Performance Review Detail view, Additional Details section for both Manager and Team Member. The fields are displayed for information purposes during a review. Fields displayed as read only fields in the WX Performance Review Detail view, Additional Details section for both Manager and Team Member, for the mid year performance review. The fields are displayed for information purposes during a review. Fairsail WX Configuration Guide Fairsail

114 How to Set Up Existing Processes Performance Review Performance Review Fields displayed in the WX Performance Review Detail view in the Manager Comments and Rating section. Typically used to add additional entry fields. You may be able to meet requirements by renaming existing text boxes using the Translation Workbench. With Fairsail WX, the following fields in this Field Set are used in place of Policy Options: Action Plan Career Aspirations Development Needs Rating Strengths Performance Review Mid Year Training The corresponding Policy Options have no effect. Field sets used with field set mapping provide a more powerful range of options than Policy settings. Fields displayed in the WX Performance Review Detail view in the Manager Comments and Rating section for mid year reviews. Typically used to add additional text boxes. The mid year equivalent of the Performance Review field set. Self Performance Review Object Completed by Team Member Field Set Self Performance Review Purpose Fields displayed in the WX Performance Review Detail view for the Team Member's Self Review. Typically used to add additional text boxes. In most cases text boxes should correspond with those in the Manager's view of the Performance Review. Fairsail WX Configuration Guide Fairsail

115 How to Set Up Existing Processes Competency Assessment Competency Assessment Field Sets: Competency Assessment Competency Assessment Object Field Set Assessment Tile New Assessment Purpose Fields displayed on the WX Competency Assessment Tile. Fields displayed in the Collaboration Portal and WX when creating a new competency assessment. Displayed in the Assessed Job Profile and Key Dates section of the initial Competency Assessment page. Fairsail WX Configuration Guide Fairsail

116 How to Set Up Existing Processes Development Plan Development Plan Policy Options: Development Plan Option Description Development Plans Development Need Repeat Checkbox. If checked, the Development Plan process is active and visible to Collaboration Portal users. Number. The default number of months between Development Need reviews. An action is created for the manager when a review is due. Manager Confirms Development Needs Checkbox. If checked, Development Needs must be confirmed by the Team Member's manager. Development Objectives New Development Objectives Checkbox. If checked, Development Objectives are added to the Competency and Skill Development Needs in the Development Plan. Each Development Objective has a target date and an agreed action. Picklist. The lowest level able to create a new Development Objective.Select from: Team Member: can be created by all. Manager: can be created by manager or HR Training Require Training On Development Needs HR: can be created by HR only. Checkbox. If checked, the Training process is active. Checkbox. If checked, creating a new development need raises an action on the Actions list to add new training for the development need. Fairsail WX Configuration Guide Fairsail

117 How to Set Up Existing Processes Development Plan Option Manager Confirms Training Require Approval For Training Training View Only Edit Training Description Checkbox. If checked, training requirements must be confirmed by the Team Member's manager. Check EITHER Manager Confirms Training OR Require Approval For Training. Checkbox. If checked, training requirements must be approved. Check EITHER Require Approval For Training OR Manager Confirms Training. Checkbox. If checked, Training requirements can be viewed but not created or edited. Picklist. The lowest level able to edit a training requirement. Select from: Team Member: can be edited by all. Manager: can be edited by manager or HR. Training Manager Access HR: can be edited by HR only. WX only. Picklist. The level of access granted to managers through WX to Training Needs in a Development Plan for their Team Members. Select from: None Managers have no access to Training Needs through their Team Members' Development Plans. Read Managers can view but not edit Training Needs through their Team Members' Development Plans. Edit Managers can view and edit but not delete Training Needs through their Team Members' Development Plans. Edit and Delete Managers can view, edit, and delete Training Needs through their Team Members' Development Plans. Training Team Member Access WX only. Picklist. The level of access granted to Team Members through WX to Training Needs in their Development Plans. Select from: None Team Members have no access to Training Needs through their Development Plans. Read Team Members can view but not edit Training Needs through their Development Plans. Edit Team Members can view and edit but not delete Training Needs through their Development Plans. Edit and Delete Team Members can view, edit, and delete Training Needs through their Development Plans. Fairsail WX Configuration Guide Fairsail

118 How to Set Up Existing Processes Training Training The Fairsail Training Process has been extended in WX with new Policy Options (see page 118) and Field Sets (see page 120): Control the level of access to Training for both managers and team members through Policy settings. Use Field Sets to control the fields displayed: o On the Training Tile - add two fields in addition to the two defaults. o In the Training Detail view for each training activity. o When booking a new training activity not held in the Training Library. o When booking a new training activity held in the Training Library. Policy Options: Training By default, Training policy options are displayed in the Development Plan section of the policy. Option Training Require Training On Development Needs Description Checkbox. If checked, the Training process is active and visible to Collaboration Portal users. Checkbox. If checked, creating a new development need raises an action on the Actions list to add new training for the development need. Fairsail WX Configuration Guide Fairsail

119 How to Set Up Existing Processes Training Option Manager Confirms Training Require Approval For Training Training View Only Edit Training Description Checkbox. If checked, training requirements must be confirmed by the Team Member's manager. Check EITHER Manager Confirms Training OR Require Approval For Training. Checkbox. If checked, training requirements must be approved. Check EITHER Require Approval For Training OR Manager Confirms Training. Checkbox. If checked, Training requirements can be viewed but not created or edited. Picklist. The lowest level able to edit a training requirement. Select from: Team Member: can be edited by all. Manager: can be edited by manager or HR. Training Manager Access HR: can be edited by HR only. WX only. Picklist. The level of access granted to Managers through WX for their Team Members' Training. Select the picklist and choose from: None Managers have no access to Training for their Team Members. Read Managers can view but not edit Training for their Team Members. Edit Managers can view and edit but not delete Training for their Team Members. Training Team Member Access Edit and Delete Managers can view, edit, and delete Training for their Team Members. WX only. Picklist. The level of access granted to Team Members through WX to Training. Select the picklist and choose from: None Team Members have no access to Training. Read Team Members can view but not edit Training for themselves. Edit Team Members can view and edit but not delete Training for themselves. Edit and Delete Team Members can view, edit, and delete Training for themselves. Fairsail WX Configuration Guide Fairsail

120 How to Set Up Existing Processes Training Field Sets: Training Training Field Set Training Details Training Edit Purpose Fields displayed in the WX Training Detail view for each training activity. Fields displayed in the WX Training Edit view for training activities in Draft status, accessible from the Training Detail view, Draft tab. Training New Fields displayed in the Collaboration Portal when a Team Member or manager enters a new training requirement. Displayed on the New Training page, Attendance Details section, above the fields held in the Training Outcome Field Set. In WX, fields displayed on the New Training view, accessible from the Training Detail view. Training New From Library Fields displayed in the WX New Training From Library view beneath the Area and Training Name picklists. Training Outcome Training Tile New Training From Library is accessible from the Training Detail view. Fields displayed in the Collaboration Portal when reviewing an existing training requirement. Displayed on the Training page for the requirement, Attendance Details section, below the fields held in the Training New Field Set. In WX, fields displayed on the Edit Training view for training activities in Active or Completed status, accessible from the Training Detail view, Active or Completed tabs. Fields displayed on the WX Training Tile in addition to: The number of training activities in Draft status The name of the most recently added training activity Because of the limited space available on the tile, display is limited to the first two fields of the Field Set. Fairsail WX Configuration Guide Fairsail

121 How to Set Up Existing Processes HR Request HR Request Field Sets for WX: HR Request Fields displayed on the Employment Details Change Detail View are controlled by field sets on five objects: Fairsail WX Configuration Guide Fairsail

122 How to Set Up Existing Processes Job Description Job Description Field Sets: Job Description Job Description Object Field Set Job Description Job Description Edit Job Description Tile Purpose Fields displayed in the Collaboration Portal for the Team Member and the manager in the Job Description View. In WX, fields displayed in the Detail View. Fields displayed in the Job Description Edit dialog. Fields displayed in the WX Job Description Tile. Fairsail WX Configuration Guide Fairsail

123 How to Set Up Existing Processes Talent Plan Configuration Talent Plan Configuration To set up Talent Plan for your users: Set the Policy options to give access to the views you want (see page 124). Talent Plan 9 Box Grid view is available in WX, not Collaboration Portal. All labels on the Talent Plan 9 Box Grid view are Custom Labels, enabling full customization and translation (see page 125). If you select the Talent Plan 9 Box Grid view, ensure Team Member visibility is defined to enable display in Grid view. You can see Team Members in the Talent Plan 9 Box Grid if: Talent Plan 9 Box Grid is checked in your Policy. The Team Member's manager can view the Team Member's Talent Plan. o If the manager is a cross reporting manager for the Team Member, make sure that Talent Plan is checked for that type of cross reporting manager on the Configure page. o If the Team Member s manager cannot view the Team Member s Talent Plan, the Team Member is displayed in the Unclassified box. The Team Member has a Talent Plan. If the Team Member does not have a Talent Plan, the Team Member is displayed in the Unclassified box. Fairsail WX Configuration Guide Fairsail

124 How to Set Up Existing Processes Talent Plan Configuration Policy Options: Talent Plan Option Talent Plans Talent Plan 9 Box Grid Talent Plan Repeat Talent Assessments Talent Assessment Range Description Checkbox. If checked, the Talent Plan process is active and visible to Collaboration Portal and WX users. If checked and Talent Plan 9 Box Grid is not checked, Talent Plans display in org chart view. Checkbox. If checked, Talent Plan 9 Box Grid is available for WX users as a display option in addition to the org chart view. Talent Plans must also be checked. Number. Number of months between Talent Plan reviews. The manager is prompted to review the Talent Plan when due. Not used. Not used. Field Sets: Talent Plan Team Member Object Field Set Talent Plan 9 Box Grid Details Purpose Fields displayed on hover over Team Member image on Talent Plan 9 Box Grid view. Use touch on mobile to display the fields: Fairsail WX Configuration Guide Fairsail

125 How to Set Up Existing Processes Talent Plan Configuration Custom Labels: Talent Plan 9 Box Grid View Fairsail WX Configuration Guide Fairsail

126 How to Set Up Existing Processes Talent Plan Configuration To edit Custom Labels: 1. Go to Setup > App Setup > Create > Custom Labels. 2. Sort the listing by selecting the column header. For example, to sort by Name, select the Name column header. 3. Use the letter and Next Page selectors to find the Label you want. 4. Select the Custom Label Name to display the Custom Label Detail page. 5. On the Detail page, in the Local Translations / Overrides Related List, select New Local Translations / Overrides. Fairsail displays the New Translation page. To use your own value for the English label: o In the Language picklist select English. o In Translation Text, enter the value you want to use for the Label. To provide a translation into another language: o In the Language picklist, select the language. The picklist lists all languages available in your org. o In Translation Text, enter the translation you want to use for the Label. 6. Select Save. Next time you refresh the view using the Custom Label or select the language of the translation your new value is displayed. Fairsail WX Configuration Guide Fairsail

127 How to Set Up Existing Processes Succession Plan Succession Plan Field Sets: Succession Plan Successor Field Set Successor Create Successor Details Purpose Not used. Fields displayed in the WX Succession Plan Team Member view: Fairsail WX Configuration Guide Fairsail

128 How to Set Up Existing Processes Salary Plan Salary Plan Field Sets: Team Member subset for Compensation Planning Team Member Object (selected Field Sets) Bonus Planning Fields displayed in the Collaboration Portal and WX Bonus Plan view for direct reports. In WX displayed on the Compensation Plan detail view. Fields are in addition to those displayed by default: Months Since Last Paid Bonus Last Paid Bonus (value) Suggested (amount and percentage) Proposed (amount and percentage) Effective Date Salary Planning Salary Planning Team Rationale Fields displayed in Collaboration Portal and WX Salary Plan view for Direct Reports. In Collaboration Portal displayed from the Team Members picklist > Salary Plan. In WX displayed on the Compensation Plan detail view. Fields displayed on the team salary planing table. Fairsail WX Configuration Guide Fairsail

129 How to Set Up Existing Processes Internal Recruitment Internal Recruitment Internal Recruitment functionality is delivered through two dedicated WX Processes: Internal Portal Enables Team Members to: o View a list of internal vacancies, supplied by Fairsail Recruit. o Apply for displayed vacancies. o Nominate someone else for displayed vacancies My Applications Displays a list of the Team Member's applications for internal vacancies, including: o A summary of the current status of each. o Links to enable completion of outstanding forms and tests, to accept or decline invitations to interviews or other events, and to supply requested references. o A button to withdraw an application. Configuration is the same in WX as it is for the Internal Recruitment process in the Collaboration Portal with the exceptions given in this section. Relevant Field Sets Fairsail WX Configuration Guide Fairsail

130 How to Set Up Existing Processes Internal Recruitment Fairsail WX Configuration Guide Fairsail

131 How to Set Up Existing Processes Hiring Manager Hiring Manager 1. Enable the appropriate level of access for Hiring Managers in the Recruit Configure page: a. Go to Setup > App Setup > Installed Packages and select Configure for the Fairsail Recruit package. b. Choose the appropriate settings for the three Hiring Manager options: Hiring Manager Show All Applications Hiring Manager Assess All Stages Hiring Manager Assessment Has Outcome Checkbox. If checked, the Hiring Manager sees all Applications for all Vacancies where they are the Hiring Manager. If unchecked, you can use the Show To Hiring Manager setting when defining a Selection Stage for a Vacancy, to show all Applications reaching that stage and all following stages. Checkbox. If checked the Hiring Manager can act as an assessor for all selection stages for all Vacancies where they are the Hiring Manager. If unchecked, you can use the Is Hiring Manager Stage setting when defining a Selection Stage for a Vacancy, to specify that the stage must be assessed by the Hiring Manager. Checkbox. If checked the Hiring Manager assessment form has picklists for Outcome and Next Stage, enabling the Hiring Manager to control the course of Applications. 2. Ensure the Hiring Manager field is included in the Vacancy object, Vacancy Details Field Set: 3. Define a Hiring Manager for each Recruit Vacancy as required. 4. Ensure that the relevant Field Sets (see page 132) are correctly defined for Hiring Manager visibility. Fairsail WX Configuration Guide Fairsail

132 How to Set Up Existing Processes Hiring Manager 5. Enable the Hiring Manager process for Team Members by selecting the Policy option in the Recruitment section: Hiring Manager Is Active Checkbox. If checked, Hiring Managers can see a list of their open Vacancies from Fairsail Recruit in the Collaboration Portal or WX. In Collaboration Portal the list displays the fields in the Vacancy object, Hiring Manager List Field Set. In WX select View Details for a Vacancy to display the fields in the Vacancy object, Hiring Manager List Field Set. Selecting to view a Vacancy displays the fields in the Vacancy object, Hiring Manager Details Field Set. 6. Create a WX Hiring Manager process for the WX Service(s) as required. The WX Hiring Manager process displays just those vacancies to each Hiring Manager where they are defined as the Hiring Manager. Relevant Field Sets Fairsail WX Configuration Guide Fairsail

133 How to Set Up Existing Processes Hiring Manager Fairsail WX Configuration Guide Fairsail

134 How to Set Up Existing Processes Hiring Manager Fairsail WX Configuration Guide Fairsail

135 How to Set Up Existing Processes Hiring Manager Fairsail WX Configuration Guide Fairsail

136 How to Set Up Existing Processes Hiring Manager Fairsail WX Configuration Guide Fairsail

137 WX Options on the HCM Configure Page Hiring Manager WX Options on the HCM Configure Page The Fairsail HCM Configure page includes a WX Setup section: Complete the fields as follows: WX Base Color The base color used to derive the range of tints used for the WX display. You can: Enter the hexadecimal value of the RGB color code you want to use, in the form: #[Red_value][Green _value][blue_value] For example: #D46215 Select the field to display a color picker, then select the color you want to use. More information (see page 147) Company Logo Minimize Network Traffic Use Cache ios Push App The name of the Static Resource holding the logo image you want to use at the head of the WX page. More information (see page 145) Checkbox. If checked, Fairsail groups network requests when building the initial WX page for display, resulting in faster initial page load. More information (see page 139) Checkbox. If checked, WX uses the Salesforce Platform Cache Partition to store elements of the display for re-use during the same session. You must also configure Platform Cache (Setup > App Setup > Develop > Platform Cache). More information (see page 140) Do not use. Fairsail WX Configuration Guide Fairsail

138 How to Optimize WX Performance Fairsail aims to build WX so that pages load as quickly as possible, and our policy of continuous improvement means that performance enhancements can form a part of each and every release. To take advantage of the best available performance, make sure you have the latest available version installed. There are two additional steps you can take to further optimize the performance of WX in your org: Switch on the Minimize Network Traffic option (see page 139). Accelerate initial page loading by grouping data requests to the server. Switch on platform caching (see page 140). Accelerate subsequent page loading by temporarily storing content already loaded. Fairsail WX Configuration Guide Fairsail

139 How to Optimize WX Performance Speeding Up WX Initial Page Loading Speeding Up WX Initial Page Loading By default, Fairsail sends multiple requests across the network when building the initial WX page for display. You can change this behavior by selecting a configuration option to group requests, resulting in faster initial page load: 1. Go to Setup > App Setup > Installed Packages. 2. Select Configure next to Fairsail Human Capital Management. 3. On the Fairsail HCM Configure page, scroll down to the WX Setup section and check Minimize Network Traffic: 4. Select Save. Fairsail WX Configuration Guide Fairsail

140 How to Optimize WX Performance Speeding Up WX After Initial Page Loading Speeding Up WX After Initial Page Loading Caching offers a customizable option to improve page loading times after initial display. Fairsail enables you to use Salesforce Platform Cache Partition functionality to store elements of the WX display for re-use during the same session: 1. Go to Setup > App Setup > Installed Packages. 2. Select Configure next to Fairsail Human Capital Management. 3. On the Fairsail HCM Configure page, scroll down to the WX Setup section and check Use Cache: 4. Go to Setup > App Setup > Develop > Platform Cache. Fairsail displays the Platform Cache Partition page: By default, each org has available cache space of 10MB which you can allocate to one or more partitions. Total allocated cache cannot exceed 10MB. The Viewports partition is assigned to WX and is used to cache elements of the displayed page. To start with, Viewports is set to 0MB. Fairsail WX Configuration Guide Fairsail

141 How to Optimize WX Performance Speeding Up WX After Initial Page Loading 5. In the Action column, select Edit for the Viewports partition: Fairsail displays the Platform Cache Partition Edit page for Viewports: Fairsail WX Configuration Guide Fairsail

142 How to Optimize WX Performance Speeding Up WX After Initial Page Loading 6. In the Session Cache Allocation section, Organization field, use the arrow buttons to select the size of partition you want to allocate. Minimum is 5MB, maximum is 10MB: Fairsail recommends setting Session Cache to the maximum available size, 10MB. Totals display for Org Cache and Total Allocations as you select the size of partition. 7. Select Save. Fairsail displays the Platform Cache Partition detail page. The session cache you created is available immediately. Fairsail WX Configuration Guide Fairsail

143 Changing the Appearance of Your WX Fairsail WX Configuration Guide Fairsail

144 Changing the Appearance of Your WX How to Change the Fairsail WX Title How to Change the Fairsail WX Title You can use your own title for Fairsail WX. You can apply your title by user language or by Policy, or use the Policy setting to further customize a language setting. The default title supplied by Fairsail is Fairsail WX. To change the title for a user language, so that all users with that language assigned see the new title: 1. Go to Setup > App Setup > Create > Custom Labels. 2. Select the label name Collaboration Portal Title. 3. In the Local Translations / Overrides Related List, select New Local Translations / Overrides. Fairsail displays the New Translation page. 4. In the Translation Information section: a. Select the Language. If your organization uses a single language and you want to change the title for all users, choose the default language. Fairsail typically defaults to US English - listed in the picklist as English. UK English is listed as English (UK). b. In Translation Text enter the new title exactly as you want it to appear. 5. Select Save. Your new title is saved and appears in the Local Translations / Overrides Related List for the Custom Label. To display a different title for each of a range of languages, repeat the steps for each language. The next time a user with the language assigned logs in or refreshes WX, the new title is displayed. You can also specify a different title for Team Members assigned to a Policy. A Policy setting overrides the language setting. To change the title for a Policy: 1. Select the Policies tab. 2. Select Edit for the Policy controlling the version of WX you want to rename. 3. Scroll down to the WX section at the bottom of the Policy. 4. In WX Title, enter the text label you want to use for WX. 5. Select Save. Next time you login or refresh WX, the new title is displayed: Fairsail WX Configuration Guide Fairsail

145 Changing the Appearance of Your WX How to Change the Fairsail Logo How to Change the Fairsail Logo You can load your own logo to replace the default Fairsail logo. Logo display is controlled on two levels: By Configure page setting, enabling you to use an organization-wide logo as a default. By Policy setting, enabling you to use different logos for different Policies used by your organization. A logo set at the Policy level overrides the default logo set on the Configure page. Logos are loaded as Static Resources for your org - each logo must have a unique name within your org. Use an image file in.gif,.jpeg., or.png format. Oversized logos are resized maintaining the aspect ratio, but to optimize image quality use an image of no more than 80px high. The banner strip holding the logo is 100px high and is not resized. Check your logo for compatibility with all screen sizes you plan to use - long logos can be compressed and become unreadable at smaller screen sizes. 1. Go to Setup > App Setup > Develop > Static Resources. 2. Select New. Fairsail displays the Static Resource Edit page. 3. Complete the fields as follows: Name Description File Enter the name you want to use for this logo. A brief description for the file as you want it displayed in the list of Static Resources. Select Browse, find and select the image file you want to use. 4. Select Save. Fairsail loads the file and adds it to the list of Static Resources for your organization. Fairsail WX Configuration Guide Fairsail

146 Changing the Appearance of Your WX How to Change the Fairsail Logo 5. Repeat the procedure to add as many logo files as you need. 6. Go to Setup > App Setup > Installed Packages and select Configure for the Fairsail Human Capital Management package. 7. On the Configure page scroll down to the WX Setup section and in Company Logo enter the name of the Static Resource holding the default logo for your organization. 8. Select Save. 9. To add a logo to display to Team Members assigned to a specific Policy: a. Select the Policies tab. b. Select Edit for the Policy controlling the version of WX you want to rebrand. c. Scroll down to the WX section at the bottom of the Policy. d. In WX Logo, enter the name of the Static Resource holding the logo. e. Select Save. Next time you login or refresh WX, the new logo is displayed: Fairsail WX Configuration Guide Fairsail

147 Changing the Appearance of Your WX How to Change the Base Color How to Change the Base Color Fairsail WX uses a single base color to drive the range of tints used for the display. The tints are calculated as percentages of the base color. Change the base color to match your requirements - all tints are automatically calculated and implemented across the display. You have two levels of control over the base color: A generic setting used as a default across your organization. A Policy-specific setting that overrides the generic setting for all users of a Policy. Fairsail WX Configuration Guide Fairsail

148 Changing the Appearance of Your WX How to Change the Base Color To change the generic base color: 1. Go to Setup > App Setup > Installed Packages. For Fairsail Human Capital Management select Configure. 2. Scroll down to the WX Setup section. 3. In Wx Base Color you can: o Enter the hexadecimal value of the RGB color code you want to use, in the form: #[Red_value][Green _value][blue_value] For example: #D46215 o Select the field to display a color picker, then select the color you want to use. 4. Select Save. To change the base color for a Policy: 1. Select the Policies tab. 2. Select Edit for the Policy controlling the version of WX you want to rename. 3. Scroll down to the WX section at the bottom of the Policy. 4. In WX Colour enter the hexadecimal value of the RGB color code you want to use, in the form: #[Red_value][Green _value][blue_value] For example: #BF3DA1 Fairsail WX Configuration Guide Fairsail

149 Changing the Appearance of Your WX How to Change the Base Color 5. Select Save. Next time you open or refresh WX, the new base color is used: Translation Workbench: Wx Base Colour Setup WX Base Colour Setup Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Wx Base Colour Text (10) Fairsail WX Configuration Guide Fairsail

150 Changing the Appearance of Your WX Guidelines for Team Member Pictures Guidelines for Team Member Pictures Fairsail WX uses circular images for Team Members - in the Service Bar, People Bar, Organization Chart and so on. The images are cropped and resized from typically rectangular source images, taking the shortest image dimension as the diameter of the circle, and centering the circle on the rectangle: Maximum and minimum resized images are: Maximum: 100px diameter circle for the Service Bar. Minimum: 45px diameter circle for the People Bar. For best results, follow these guidelines for the source image: Square or nearly square. Face centered in the image. Minimum border on the shortest dimension - with the face nearly filling the frame. Images are resized regardless of the size of the original, but bear in mind the maximum file size limit of 200KB. Fairsail WX Configuration Guide Fairsail

151 How to Add a Supported Language If your org is set up as a multi-language org you can add support for more than one language. Supported languages are those for which you want to load local language translations so that your users can see them. Fairsail managed packages are supplied with a range of translations already available and maintained; check with your administrator to find out which languages your organization already has available. Adding a language is a three step process: 1. Make the language available (see page 152). 2. Add the language to your org (see page 154). 3. Load translations (when none are provided) or override provided translations for further customization. You can also change the default language used throughout your org for any available language (see page 157). To display translations for WX Service Names and Process Labels, you must load them as Custom Labels supported with a Static Resource text file holding the Label Names (see page 32). Fairsail WX Configuration Guide Fairsail

152 How to Add a Supported Language Checking and Adding Available Languages Checking and Adding Available Languages To check Available Languages: Go to Setup > Administration Setup > Company Profile > Language Settings Fairsail displays the Language Settings page: Fairsail WX Configuration Guide Fairsail

153 How to Add a Supported Language Checking and Adding Available Languages There are three sets of languages available: Fully Supported All Salesforce standard terminology is available, including Setup and Setup Help. End User Languages Salesforce standard terminology is available, but not Setup or Setup Help. Check Enable End User Languages to add the list of End User Languages to the list of Available Languages. Platform Only Languages All terminology must be separately translated. Check Enable Platform Only Languages to add the list of Platform Only Languages to the list of Available Languages. Full Fairsail terminology can be made available for languages in all three sets. Check with your Fairsail Administrator to find out which languages have been implemented in your organization. Adding languages to the list of Available Languages does just that - it does not make those languages visible through Fairsail. To enable you to load translations for a language and make that language visible to users, you must: 1. Make sure that the language is in the list of Available Languages. 2. Select the language in the list of Available Languages 3. Select Add to move it to the list of Displayed Languages. The list of Displayed Languages is used to populate the list of languages you can choose to support in your organization. Fairsail WX Configuration Guide Fairsail

154 How to Add a Supported Language Adding a Language to Your Org Adding a Language to Your Org When you have added a language to the list of Displayed Languages (see page 152), you can add that language to your org so that you can support it with translations. 1. Go to Setup > Administration Setup > Translation Workbench > Translation Settings Fairsail displays the list of Supported Languages for your organization: The default list of Supported Languages includes all those supplied with the Fairsail managed packages to which you subscribe, and may therefore be different for different organizations. If a language is listed here, you can customize it by adding a user as a translator, and then getting that user to login and make the changes you want. Fairsail WX Configuration Guide Fairsail

155 How to Add a Supported Language Adding a Language to Your Org 2. Select Add. Fairsail displays the New Language page: 3. Select the Language picklist and select the language you want to add. Languages in the picklist are all those: o In the table of Available Languages on the Language Settings page (see page 152). AND o In the table of Displayed Languages on the Language Settings page (see page 152). EXCEPT o The languages already selected as Supported Languages. 4. In the Identify Translators for this Language section select one or more displayed users from the Available List or use Search Users to find one, then select Add to move them to the Selected List. 5. Select Save. 6. Make sure that all translators have the View Setup and Configuration permission, either through their: o Profiles, Administrative Permissions OR o Permission Sets, System Permissions Fairsail WX Configuration Guide Fairsail

156 How to Add a Supported Language Adding and Amending the Language Selector Picklist Adding and Amending the Language Selector Picklist 1. Go to Setup > App Setup > Installed Packages. 2. Select Configure next to Fairsail Human Capital Management. Fairsail displays the Configure page for Fairsail HCM. 3. In Available Languages add a line for each language you want to be available for selection. Each line must be of the form: [Name of the language as you want it displayed in the picklist]:[language code] For example: Française:fr Relevant language codes are: o For English: en_us o For Simplified Chinese: zh_cn o For Czech: cs o For Dutch: nl_nl Fairsail uses nl_nl for Flemish (Belgisch-Nederlands) o For Finnish: fi o For French: fr o For French (Canadian): fr_ca o For German: de o For Italian: it o For Korean: ko o For Polish: pl o For Portuguese (Brazilian): pt_br o For Spanish: es o For Swedish: sv o For Turkish: tr When complete, Available Languages might contain the following entries: English:en_US Čeština:cs Deutsch:de Español:es Français:fr Svenska:sv 4. Select Save. 5. Go to WX or Collaboration Portal and check that the Language Selector picklist at the bottom of the page displays the languages you have set up. Check that the translated terms display for your chosen languages by selecting the language in the picklist. Fairsail WX Configuration Guide Fairsail

157 Changing the Default Language To check the default language for your org: Go to Setup > Administration Setup > Company Profile > Company Information. Fairsail displays the Organization Detail page for your org: Default Language shows the language used for display if no other language is available or selected. To change the Default Language: 1. On the Organization Detail page for your org,select Edit. Fairsail displays the Organization Edit page. 2. In the Locale Settings section, select the picklist for Default Language and select the language you want to use. You can add any language available to you on Fairsail. Fairsail WX Configuration Guide Fairsail