analytics: pulse surveys · 2020-04-02 · • adding navigation steps and supporting descriptions...

SETUP, MANAGE, USE

Analytics: Pulse Surveys

Version 28

Analytics: Pulse Surveys © Sage 2020 2

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Contents


Contents

About this Guide 4 Approach to Salesforce Lightning Experience 4 Related Guides 5 Feedback 5

Pulse Surveys 6

What You Need 7

Setting Up Pulse Surveys 8 Creating a New Survey 9 Defining Survey Questions 12 Specifying Survey Dimensions 14

Adding Dimension Fields for Selection 16 Copying a Survey 18 Configure Page Options 19

Setting Up WX to Display a Survey 20 Creating a New Internal Communication 21 Creating a New WX Service 32 Creating a New WX Process 34

Completing a Survey in WX 38

Pulse Survey Reporting 41

Process Confirmation Reporting 42

Translation Workbench (Pulse Surveys) 43

Glossary of Terms 45

Index 47


About this Guide This Sage People Analytics Pulse Surveys guide tells you how to set up and use Pulse Surveys to obtain information, responses and feedback from your WX users.

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 Sage People system. Your own implementation may vary.

Approach to Salesforce Lightning Experience Sage People is migrating all packages from the Salesforce Classic interface to Salesforce Lightning Experience. We continue to support users accessing Sage People through Salesforce Classic while we add support for Lightning Experience users, so we are using two approaches in parallel:

• Adding navigation steps and supporting descriptions for Lightning Experience to the existing Salesforce Classic navigation steps. For example: o In Salesforce Classic: Setup > Administration Setup > Communication Templates > Classic: Email

Templates o In Salesforce Lightning Experience: Setup > Administration > Email > Classic Email Templates

• Replacing screenshots taken in Salesforce Classic with Lightning Experience screenshots, starting with topics we are updating for feature enhancements and other improvements. We document new features with Lightning Experience images only.

This guide, along with all others featuring Salesforce Classic navigation and images, may use both approaches while we work through the migration.

About this Guide Related Guides


Related Guides Setup HCM & WX Coverage summary

How to set up, manage, and maintain the Sage People HCM system and the WX interface. Includes detailed configuration information.

Typical target audience

You have overall responsibility for the content of the Sage People system within your organization and provide first line support for HR Managers.

Use WX Coverage summary

How to use Sage People 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.

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 Sage People please email us:

[email protected]

• To provide specific feedback on our documentation please email our documentation team:

[email protected]

Thank you!

Pulse Surveys Feedback


Pulse Surveys Pulse surveys are commonly used to give an indication of some aspect of the health of a company. Typically comprising an easy to complete set of questions, repeated frequently to a defined, regular schedule, pulse surveys can generate valuable employee related data for reporting and analysis.

Sage People Pulse Surveys are set up by your administrator and displayed in WX for completion by Team Members.

You can:

• Include up to 10 open or closed questions. Responses can be constrained to selecting options from a defined list, or you can choose to enable text responses, limiting the permitted number of characters.

• Use help text to provide context for questions and assistance for respondents when completing a survey in WX.

• Send surveys to targeted audiences.

• Anonymize responses.

• Use fields from the Team Member and Employment Record objects as Survey Dimensions.

What You Need Feedback


What You Need Make sure your org includes:

• Sage People HCM version 20.21 or later.

Setting Up Pulse Surveys Feedback


Setting Up Pulse Surveys A Pulse Survey comprises:

• A Survey definition, including: o Name and description. o Start and end dates. o Anonymity indicator. o Reuse details.

You can define a Survey with no re-use - the Survey runs once only. Typically, pulse surveys are designed to run multiple times to measure changing data over time. Reuse details schedule the repeat frequency and duration of the Survey.

o Questions. Questions must reference a Scale in the Scales Library. If the Scales you want to use do not exist you must create them before you can complete setting up the Survey questions.

• Survey Dimensions.

Dimensions are the data fields you want to record for Team Members responding to the survey, such as Department, Employment Status, Hire Date, and so on. A range of pre-configured Dimensions is supplied - you can add your own if necessary.

• An Internal Communication process to host the Survey.

Follow this sequence:

1. Create a Survey definition (see page 9).

2. Add questions (see page 12).

Questions use Scales from the Scales Library - make sure the library holds the Scales you want to use and add any you new scales you need.

3. Add Dimensions (see page 14).

4. Set Configure page options (see page 19).

5. Set up WX to host and display the Survey (see page 20).

Setting Up Pulse Surveys Creating a New Survey


Creating a New Survey 1. Select the Surveys tab.

Sage People displays the Surveys Home page.

2. Select New.

Sage People displays the Edit Detail page:

3. Complete the fields as follows:

Field Description

Survey Name A name for the Survey. Up to 80 characters.

Description A brief description of the purpose of the Survey. Up to 255 characters.

Anonymous Checkbox. If checked, Survey data is anonymized. Bear in mind Sage People grants HR access to personal data and the Dimensions used for a Survey in many cases would enable individual responses to be derived. If your survey must guarantee complete anonymity, use an external survey application. Checked by default.

Start Date The date you want the Survey to start. Start Date and End Date together control the number of days the Survey is accessible through WX, subject to the Start and End Dates of the WX Internal Communications Process hosting the Survey. Setting Survey Start Date:

• Before the WX Process Start Date The Survey is not visible in WX until the Process Start Date is today.

• Equal to the WX Process Start Date The Survey is visible when Survey Start Date - and Process Start Date - is today.

• After the WX Process Start Date The WX Process is visible but the Survey is not accessible until Survey Start Date is today.

When Reuse is defined, Start Date is automatically updated to show the next scheduled run of the Survey.



Field Description

End Date The date you want the Survey to end. Start Date and End Date together control the number of days the Survey is accessible through WX, subject to the Start and End Dates of the WX Internal Communications Process hosting the Survey. Setting Survey End Date:

• Before the WX Process end date The Survey remains accessible until the Survey End Date is today. Between Survey End Date and Process End Date the Process is visible but the Survey is not accessible.

• Equal to the WX Process End Date The Survey is visible and accessible until Survey End Date - and Process End Date - is today.

• After the WX Process End Date The WX Process ceases to be visible - and the Survey ceases to be accessible - when the Process End Date is today.

When Reuse is defined, End Date is automatically updated to show the next scheduled run of the Survey.

Reuse section

None Weekly Monthly

Radio buttons to specify how frequently the Survey is to be reused. Select:

• None The Survey is used once and not reused.

• Weekly or Monthly Fields are displayed to enable you to define a reuse schedule.

Run every Displayed when you select Weekly or Monthly reuse buttons. Enter the number of weeks or months between each Survey run.

On each Displayed when you select Weekly or Monthly reuse buttons.

• For Weekly reuse select the picklist and choose the day of the week you want the Survey to run.

• For Monthly reuse enter the day of the month you want the Survey to run. If you set the day of the month to 31, the Survey runs on the last day of the month, resetting downwards to match the number of days in the month. Once reset to the lowest value encountered in the timespan of the survey, the day of the month does not reset upwards.

Close survey after Displayed when you select Weekly or Monthly reuse buttons. The number of days, weeks, or months you want each run of the Survey to remain accessible through WX. For example, a Survey set:

• Weekly

• Running every week

• On each Monday

• Close survey after set to 3 days ...is accessible through WX each week the Survey remains active for Monday, Tuesday, and Wednesday.

Run batch until Date. The last date the Survey is included in the Reuse Surveys Time batch. The batch runs daily at the time specified on the HCM Configure page (see page 19), and:

• Schedules the next run of the Survey.

• Changes the Survey Start and End Dates to show the next scheduled run of the Survey. Next scheduled run Automatically populated with the next date the Survey is to run.



4. Select Save.

Sage People saves the Survey and displays the Survey Detail page with the Survey Questions and Survey Dimensions Related Lists.

You are now ready to define Survey Questions for the Survey.

Setting Up Pulse Surveys Defining Survey Questions


Defining Survey Questions Survey Questions must reference a Scale in the Scales Library unless they are Comment Only questions. Comment Only questions do not require a Scale. If the Scales you want to use do not exist you must create them before you can complete setting up the Survey questions.

1. On the Survey Detail page, go to the Survey Questions Related List and select New Survey Question.


Title Text, up to 255 characters. The question as you want it to appear on WX.

Comment Only Checkbox, unchecked by default. If checked, the question is displayed with the option to respond using entered text. You can control the maximum length of response with the Character Limit field. The response can be left blank. If unchecked, Scale Type and Scale picklists are displayed for you to select the type of response to the question.

Scale Type Picklist. Scales are classified by method of selection, such as vertical radio buttons, horizontal radio buttons, drop down menu (picklist), slider bar. The picklist displays all the scale types represented in the Scales Library in your org. Select the picklist and choose the Scale Type you want to use. Your selection controls the content of the Scale picklist.

Scale Picklist. The scales defined in the Scales Library for the Scale Type you selected. Select the picklist and choose the Scale you want for this question.

Character Limit The number of characters you want to permit for the text comment box included as part of each question response. Enter a value from 1 to 255. If left blank, defaults to 255. WX displays an error message if the response exceeds the Character Limit; the response cannot be saved until it conforms to the limit.

Help Text Text, up to 32768 characters. Displayed in WX as part of the question response form. Use Help Text to provide context for the question, instructions or guidance for Team Members.

Setting Up Pulse Surveys Defining Survey Questions


3. Select Add.

The question is added to the list of questions for this Survey:

4. Select New Survey Question and repeat the procedure until you have added all the questions you want to present in this Survey.

Each Survey can present up to 10 questions.

• To change the order of presentation, use the Order buttons:

• To edit a question, select Edit.

The Question detail fields are displayed for you to edit.

• To remove a question from the Survey, select Delete.

Setting Up Pulse Surveys Specifying Survey Dimensions


Specifying Survey Dimensions Dimensions are the data fields you want to record for Team Members responding to the survey, such as Department, Employment Status, Hire Date, and so on. You can then use Dimensions for reporting and analysis of Survey data.

When you create a new Survey and before specifying any Survey Dimensions, the Survey Dimensions Related List for the Survey is blank. When you have specified Survey Dimensions they are added as selectable items to the Survey Dimensions Related List for all new Surveys.

The Survey Dimensions page lists existing fields on the Team Member and Employment Record objects you can use as Dimensions. A subset of the listed fields is pre-configured for immediate selection:

Object Field

Employment Record Basis

Team Member Department

Team Member Manager

Employment Record Salary Band

You can configure other fields to use as Dimensions (see page 16).

To specify a basic set of Dimensions available by default to all new Surveys:

1. Select the Survey Dimensions tab.

Sage People displays the list of available Dimensions:

2. Select Edit.

3. Select the checkboxes for the fields you want to make available as Dimensions. o If you select an unconfigured field, when you select Save an error message is displayed:

To enable fields for selection you must add corresponding Custom Fields to the Survey Question Response object (see page 16).

4. Select: o Save to save your selections and make them available to your Surveys. o Cancel to remove your selections and return to the Survey Dimensions page.



When you next display a Survey Detail page the Survey Dimensions Related List includes the Dimensions you have added:

For a new Survey, the Related List shows available Dimensions, with none selected.

To select Dimensions for your Survey:

1. On the Related List, select Edit Survey Dimensions.

The list opens for editing.

2. Check the boxes for the fields you want to use as Dimensions:

F

3. Select: o Save to save your selections. o Cancel to discard your changes and redisplay the Related List.



Adding Dimension Fields for Selection Each field you want to use as a Dimension for your Surveys must have a corresponding field on the Survey Question Response object. A subset of available fields is pre-configured for immediate selection:

Object Field

Employment Record Basis

Team Member Department

Team Member Manager

Employment Record Salary Band

You can add Custom Fields to support others listed on the Survey Dimensions page.

You can also add your own Custom Fields as Dimensions, provided they are defined as fields on the Team Member or Employment Record objects and with one of the following data types:

• Date

• Picklist

• Lookup

When you have set up your own Custom Fields to be used as Dimensions they are automatically added to the Survey Dimensions page under the Team Member or Employment Record tabs.

To configure fields so they can be selected as Dimensions:

1. Go to Setup > App Setup > Create > Objects

2. Go to the Survey Question Response object select the object Label.

3. On the Custom Object Definition Detail page, go to the Custom Fields & Relationships Related List and select New.

4. On Step 1 of the New Custom Field definition, select the Data Type corresponding to the field you want to add as a Dimension. Map the field data types as follows:

Team Member or Employment Record

field data type

Survey Question Response field data type

Date Text 255 character

Picklist Picklist

Lookup Text 255 character

5. Select Next.



6. On Step 2 of the New Custom Field definition complete Field Label and Field Name. Other fields displayed are dependent on the Data Type you selected in Step 1.

Field Label Must be in the form: DIM <Target_Field_Label> where <Target_Field_Label> is the label - not the API Name - of the field you want to map to this Custom Field on the Survey Question Response object. For example: DIM Start Date

Field Name Automatically created for you using the Field Label you entered. Spaces in the field name are replaced with underscores. If you subsequently edit the Field Label, Field Name is not automatically updated - make sure the Field Name retains the essential DIM starting characters.

7. Complete all other mandatory fields and any additional fields you want to, such as Description and Help Text.

8. Select Next.

9. On Step 3 of the New Custom Field definition check field level security is as you want it for the Fairsail Administrator, Fairsail HR Manager, and Fairsail Platform Team Member Profiles.

10. Select Next.

11. On Step 4 of the New Custom Field definition ensure the Add Field checkbox is checked to add the field to the Question Response page layout.

12. Select Save

The field is added to the list of Custom Fields & Relationships for the Survey Question Response object. Check the API name is in the correct format:

DIM_<Target_Field_Name>__c

For example:

DIM_Start_Date__c

If the field maps to your own Custom Field on the Team Member or Employment Record objects it is automatically added to the Survey Dimensions page under the appropriate tab.

Setting Up Pulse Surveys Copying a Survey


Copying a Survey Copying a Survey copies:

• The Survey details including: o Name o Description o Anonymous indicator o Start and end dates

• Reuse details

• Survey Questions

• Survey Dimensions

To copy a Survey:

1. Select the Surveys tab.

2. Select a View including the Survey you want to copy.

3. Select the Survey Name.

4. On the Survey page, select Copy.

The Survey is copied and the Survey Edit page is displayed.

5. Change the Survey Name and any other details you want.

6. Select Save.

The copy is saved and added to the list of available Surveys. Select the Survey Name to make any further changes including updating or adding Survey Questions, or editing Survey Dimensions.

Setting Up Pulse Surveys Configure Page Options


Configure Page Options Anonymize Surveys Time

Picklist and Run Now button. Used as part of the configuration for Internal Communication Surveys. Sets a daily time to run a batch to remove identifying information from each survey response. Select the picklist and choose the hour of the day you want the batch to run. Select Run Now to run the batch immediately.

Reuse Surveys Time Picklist and Run Now button. Used as part of the configuration for Internal Communication Surveys. Sets a daily time to run a batch to:

• Execute active Surveys with the Next scheduled run date equal to today.

• Schedule next Surveys as specified by Reuse detail on each Survey.

• Reset Survey Start and End Dates to show the next scheduled run of each Survey. Select the picklist and choose the hour of the day you want the batch to run. Select Run Now to run the batch immediately.

Update Survey Completion

Picklist and Run Now button. Used as part of the configuration for Internal Communication Surveys. Sets a daily time to run a batch to assess who has completed active surveys and who has not. The batch sets the Is Confirmed field on the WX Process Confirmation object:

• TRUE when a survey has been completed.

• FALSE when a survey has not been completed. The batch does not leave Is Confirmed null, enabling full positive reporting, analysis, and follow up action. When run in an org with multiple active surveys sent to multiple Team Members, the batch can require several minutes to run - allow adequate time when scheduling multiple batches. Select the picklist and choose the hour of the day you want the batch to run. Select Run Now to run the batch immediately.

Setting Up WX to Display a Survey Configure Page Options


Setting Up WX to Display a Survey Surveys are delivered to your Team Members through WX Internal Communications processes. You can use different Internal Communications for each survey, or reuse the same process, changing the linked Survey each time you want to run a different Survey.

Use WX Process start and end dates to control the visibility of the Survey - if the Process is not active, the Survey cannot be accessed.

Follow these steps:

1. Create an Internal Communication to host the Survey.

The Internal Communication defines the Tile and Detail View content to accompany the Survey. Team Members access the Survey using a link on the Detail View, so use text and images on the Tile and Detail View to introduce the Survey and give any necessary guidelines, for example: o Why you're running the Survey and what you want to get out of it. o How long Team Members will have to complete the Survey. o How frequently the Survey will be repeated. o Whether the Survey data will be anonymized. o What you plan to do with the data.

The Survey itself can then focus on the questions you want to ask.

Use the Advanced Options on the Internal Communication to define who is to receive the Survey (see page 21).

2. Select an existing WX Service or create a new one to host the Internal Communication Survey(s) (see page 32).

3. In the WX Service create a new Internal Communications Process and link it to the Internal Communication and to the Survey (see page 34).

For more information about creating Internal Communications, WX Services, and WX Processes, see the HCM and WX Configuration Guide.

4. Use the options on the HCM Configure page to set up the batches controlling survey reuse, anonymizing, and completion updating (see page 19).

When a Survey is activated, if the WX Process is configured with Survey has Action checked, an Action is raised for each Team Member you want to complete it, and the Survey becomes accessible through the Internal Communication Process hosting it.

Setting Up WX to Display a Survey Creating a New Internal Communication


Creating a New Internal Communication 1. Select the Internal Communications tab.

Sage People displays the Internal Communications Home page.

2. Select New.

Sage People 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.




Field Description

Basic Options tab Define the content

Internal Communication Name

The name you want to use for this Internal Communication. Used for searches. Not displayed to end users through WX.

Tile Information section

Tile Type The type of Tile you want to create for this Internal Communication. Select the picklist and choose from:

• Rich Text

• External Website

• Video

• Image

• Image Click Through

• Twitter

• YouTube

• HTML If the picklist does not display the full set of values, you can add them; in summary:

1. Go to Setup > App Setup > Create > Objects, or in Salesforce Lightning Experience, Setup > Object Manager, and select Internal Communication.

2. In the list of Custom Fields & Relationships select the Tile Type Field Label.

3. In the Values Related List, select New.

4. Add the missing values exactly as given.

5. Select Save.

Tile Content 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:

If you want the Tile to contain just an image and no text, in Tile Type select Image or Image Click Through. 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.



Field Description

External Website Url Displayed if you select External Website or Image Click Through as the Tile Type. Enter the full url of the website you want to display in the Tile in the form: https://www.example.com The website must:

• Allow display in an iframe. If it does not, a refused to connect message is displayed.

• Use the Hypertext Transfer Protocol Secure (https) communication protocol. Website urls are subject to your organization's access policy - make sure your intended target audience is authorized to access the site you want to use.

Video Url 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: https://www.example.com/filepath/filename The video must use the Hypertext Transfer Protocol Secure (https) communication protocol. Video urls are subject to your organization's access policy - make sure your intended target audience is authorized to access the video you want to use. If you specify a video to run in the Internal Communication Tile be aware some Team Members may navigate directly to the Detail view, bypassing the Tile. If the video is essential viewing, display it in the Detail view as well as, or in place of the Tile.

Image Displayed if you select Image or Image Click Through as the Tile Type.

Select Choose File, find and select the image you want. For Image Click Through you cannot select the same file name for both Tile and Detail Views. To use the same image in both Tile and Detail, copy the file and save it with a different name. A preview of the image is displayed below Tile Image Aspect Ratio. The optimum width for a source image to be used in a Tile is 430px. An image of 430px width scales effectively for all display resolutions. Smaller images are centered in the Tile. Tile images display responsively, adapting to the browser window size you are viewing, but preserve image aspect ratios. This can result in white space beside narrow images in Tiles.

Tile Image Aspect Ratio

Displayed if you select Image or Image Click Through as the Tile Type. Use to help you choose an image fitting the Tile size. Picklist. Select the picklist and choose the aspect ratio you want to use for the image on the Tile. The aspect ratios are those commonly used for images. The page displays a mask on the image, indicating how the image should be cropped for WX display at the aspect ratio selected. The mask covers the part of the image to be hidden. If your image shows significant masking the Tile will include white space as it resizes. Sage People does not enable you to resize the image - use image manipulation software to produce an image fitting the aspect ratio of the Tile. The optimum width for a source image to be used in a Tile is 430px. An image of 430px width scales effectively for all display resolutions. Smaller images are centered in the Tile.

Twitter ID Displayed if you select Twitter as the Tile Type. The unique identifier for the Twitter account you want to link to this Internal Communication. Supplied by Twitter.



Field Description

Link Color Displayed if you select Twitter as the Tile Type. The hexadecimal (hex) code for the color you want to use for the Twitter link. Enter the code in the form: #RRGGBB where: RR is the hex code for the red component of the color. GG is the hex code for the green component of the color. BB is the hex code for the blue component of the color. For example, royalblue is represented by: #4169E1

Dark Theme Displayed if you select Twitter as the Tile Type. Checkbox. If checked, the Twitter feed displays in night mode.

YouTube Video ID Displayed if you select YouTube as the Tile Type. The unique identifier for the YouTube video you want to link to this Internal Communication. Supplied by YouTube. The YouTube Video ID is displayed as the string of characters following the = sign towards the end of the URL for the video:

If you specify a video to run in the Internal Communication Tile be aware some Team Members may navigate directly to the Detail view, bypassing the Tile. If the video is essential viewing, display it in the Detail view as well as, or in place of the Tile.

Render Tile As Player Displayed if you select YouTube as the Tile Type. Checkbox. If checked, the YouTube video player is rendered within the Tile and users can play the video in the Tile, without having to access the Detail view. If unchecked, you must access the Detail view to play the video; you cannot play the video directly from the Tile view.

HTML Displayed if you select HTML as the Tile Type. To avoid creating a potential security vulnerability, do not embed hyperlinks in your HTML - use the RTF or Image Click Through Tile Types instead. If your Tile content is image only with no click through, use the Image Tile Type. Enter the html you want to be rendered in the Tile.



Field Description

Detail Information section

Detail Type 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

• Image

• Image Click Through

• Twitter

• YouTube

• HTML If the picklist does not display the full set of values, you can add them; in summary:

1. Go to Setup > App Setup > Create > Objects, or in Salesforce Lightning Experience, Setup > Object Manager, and select the Internal Communication object.

2. In the list of Custom Fields & Relationships select the Detail Type Field Label.

3. In the Values Related List, select New.

4. Add the missing values exactly as given.

5. Select Save. 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.

Detail Content 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 view. You can also embed links and pictures:

If you want the Detail view to contain an image and no text, in Detail Type select Image or Image Click Through.

External Website Url Displayed if you select External Website or Image Click Through as the Detail Type. Enter the full url of the website you want to display in the Detail in the form: https://www.example.com The website must:

• Allow display in an iframe. If it does not, a refused to connect message is displayed.

• Use the Hypertext Transfer Protocol Secure (https) communication protocol. Website urls are subject to your organization's access policy - make sure your intended target audience is authorized to access the site you want to use.



Field Description

Video Url 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: https://www.example.com/filepath/filename 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 your intended target audience is authorized to access the video you want to use. If you specify a video to run in the Internal Communication Tile be aware some Team Members may navigate directly to the Detail view, bypassing the Tile. If the video is essential viewing, display it in the Detail view as well as, or in place of the Tile.

Image Displayed if you select Image or Image Click Through as the Detail Type.

Select Choose File, find and select the image you want to use. For Image Click Through you cannot select the same file name for both Tile and Detail Views. To use the same image in both Tile and Detail, copy the file and save it with a different name. A preview of the image is displayed below Detail Image Aspect Ratio.

Detail Image Aspect Ratio

Displayed if you select Image or Image Click Through as the Detail Type. Use to help you choose an image fitting the Detail View. Picklist. Select the picklist and choose the aspect ratio you want to use for the image on the Detail View. The aspect ratios are those commonly used for images. The page displays a mask on the image, indicating how the image should be cropped for WX display at the aspect ratio selected. The mask covers the part of the image to be hidden. If your image shows significant masking the Detail View will include white space as it resizes responsively. Sage People does not enable you to resize the image - use image manipulation software to produce an image fitting the aspect ratio of the Detail View.

Twitter ID Displayed if you select Twitter as the Detail Type. The unique identifier for the Twitter account you want to link to this Internal Communication. Supplied by Twitter.

Link Color Displayed if you select Twitter as the Detail Type. The hexadecimal (hex) code for the color you want to use for the Twitter link. Enter the code in the form: #RRGGBB where: RR is the hex code for the red component of the color. GG is the hex code for the green component of the color. BB is the hex code for the blue component of the color. For example, royalblue is represented by: #4169E1

Dark Theme Displayed if you select Twitter as the Detail Type. Checkbox. If checked, the Twitter feed displays in night mode.



Field Description

YouTube Video ID Displayed if you select YouTube as the Detail Type. The unique identifier for the YouTube video you want to link to this Internal Communication. Supplied by YouTube. The YouTube Video ID is displayed as the string of characters following the = sign towards the end of the URL for the video:

If you specify a video to run in the Internal Communication Tile be aware some Team Members may navigate directly to the Detail view, bypassing the Tile. If the video is essential viewing, display it in the Detail view as well as, or in place of the Tile.

HTML Displayed if you select HTML as the Detail Type. To avoid creating a potential security vulnerability, do not embed hyperlinks in your HTML - use the RTF or Image Click Through Detail Types instead. If your Detail View content is image only with no click throughj, use the Image Detail Type. Enter the html you want to be rendered in the Detail View.



Advanced Options tab



Field Description

Audience Definitions section

Team Member

The name of the Team Member(s) you want to receive this Internal Communication.

Select Team Member Lookup , find and select one Team Member at a time. When selecting more than one Team Member, select Save after each selection to add the Team Member. As Team Members are added, their names appear to the right of the field. Use on its own to build an exclusive list of recipients, or use in conjunction with:

• Exclude Team Member To stop the selected Team Member(s) from viewing this Internal Communication.

• Level Down When selecting a single Team Member, to constrain the number of reporting levels to add below the Team Member.

Exclude Team Member

Checkbox.Use with Team Member. If checked, the selected Team Member(s) are unable to view this Internal Communication.

Level Down

Use with Team Member when a single Team Member is selected. The number of levels of the company hierarchy below Team Member you want to view this Internal Communication. If Team Member is populated, do not leave blank. Set to 0 (zero) if you want this Internal Communication to be viewed by the Team Member alone. For example, to control visibility of the Internal Communication when Team Member is the CEO:

• Level Down = 0 Can be viewed exclusively by the CEO.

• Level Down = 1 Can be viewed by the CEO and C level employees - the CEO's direct reports.

• Level Down = 2 Can be viewed by the CEO, C level employees and their direct reports, typically a senior management team.

Is Manager Checkbox. If checked, the Internal Communication is visible to Team Members who have direct reports. Do not use with Team Member.

Policy The name of the Policy or Policies assigned to the Team Members you want to view this Internal Communication. Select Policy Lookup , find and select one Policy at a time. When selecting more than one Policy, select Save after each selection to add the Policy. As Policies are added, their names appear to the right of the field. Leave blank if you don't want to define the target audience by their Policy.

Policy Group The name of the Policy Group or Groups assigned to the Team Members you want to view this Internal Communication. Enter the name of one Policy Group at a time. When adding more than one Policy Group, select Save after each entry to add the Policy Group. As Policy Groups are added, their names appear to the right of the field. Leave blank if you don't want to define the target audience by their Policy Group.

Group The name of the Group(s) containing the Team Members you want to view this Internal Communication. Select Group Lookup , find and select one Group at a time. When selecting more than one Group, select Save after each selection to add the Group. As Groups are added, their names appear to the right of the field. Leave blank if you do not want to select the target audience by Group.

Group Type The name of the Group Type(s) containing the Team Members you want to view this Internal Communication. Select Group Type Lookup , find and select one Group Type at a time. When selecting more than one Group Type, select Save after each selection to add the Group Type. As Group Types are added, their names appear to the right of the field. Leave blank if you do not want to select the target audience by Group Type.



Field Description

Employment Start Date

Checkbox and dependent fields. If checked, you can select the target audience by their Employment Start Dates. Use one of the two options to specify a range:

• A number of days ago. To specify a rolling window relative to today. Use positive values with the lowest value first. For example: o Between 1 and 7 days ago

to target employees starting in the last week. o Between 7 and 14 days ago

to target employees starting in the week before last.

• A date range. To specify a fixed calendar period. Select the fields to display a calendar and choose a date. Enter the earliest date in the first field. For example: o Between 1 August 2017 and 31 August 2017

to target all employees starting in the month of August 2017. o Between 1 January 2016 and 31 December 2016

to target all employees starting in 2016. Employment End Date

Checkbox and dependent fields. If checked, you can select the target audience by their Employment End Dates. Use one of the two options to specify a range:

• A number of days in the future. To specify a rolling window relative to today. Use positive values with the lowest value first. For example: o Between 1 and 28 days in the future

to target employees ending employment in the next four weeks.. o Between 1 and 90 days in the future

to target employees ending employment in the next three months.

• A date range. To specify a fixed calendar period. Select the fields to display a calendar and choose a date. Enter the earliest date in the first field.

Visibility Definition section

Show To Manager 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.

Show To Other 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.

Show To Team Member

Checkbox. If checked, the Internal Communication is visible to Team Members viewing their own WX pages, and not on the team pages when viewed through the manager's WX.

Show On Mobile Only Checkbox. If checked, the Internal Communication is visible on the Sage People Mobile app only.

Scoring Definition section

Scale The Scale recipients of this Internal Communication use when providing scored feedback. Required to display a Score button on the Internal Communications Detail view; selecting Score on the Internal Communication displays the Review Internal Communication view with a picklist of the Scale values. If used, specify an existing scale in your organization's Scale Library. Scales typically include those used to measure proficiency, expertise, frequency, and 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.



4. Select Save.

Sage People displays the Internal Communication Detail page, with Related Lists for: o Internal Communication Languages o Internal Communication Score Results

Setting Up WX to Display a Survey 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.

Sage People displays the New WX Service Edit page:


WX Service Name The name you want to display in WX for this service. Use a name summarizing 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.

Order 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 making it easy to change the order and add new Services, for example use 10, 20, 30 rather than 1, 2, 3.

4. 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.

Setting Up WX to Display a Survey Creating a New WX Service


You are now ready to add Processes to the Service - a Service with no Processes is not displayed in WX.

Setting Up WX to Display a Survey Creating a New WX Process


Creating a New WX Process Each WX Process is hosted by a WX Service. You must create the hosting Service before defining the Processes within it. WX Processes displaying data from Sage People HCM map directly to processes listed on the Policy page - in those cases you must enable a process on the Policy page before the corresponding WX Process can be displayed to your users.

To create a new WX Process:

1. Select the WX Services tab.

2. On the WX Services Home page, select a View showing the Service to which you want to add a Process, and select the WX Service Name.

Sage People displays the WX Service Detail page:



3. In the WX Processes related list, select New WX Process.

Sage People displays the WX Process page:


Field Description

Label

Mandatory. The name you want to use for this Process. The label is displayed:

• In the Navigation Bar and the Service Bar.

• On the Tile for the Process if Show Title in Tile is checked. If Show Title in Tile is unchecked, the Tile does not include a Title bar.

• On the Detail page for the Process if Show Title in Detail is checked. If Show Title in Detail is unchecked, the Detail page for the Process displays the default label for the Process Type.

Use a Label easily recognizable by Team Members. Labels do not have to correspond to the generic Sage People WX Process Type - choose a name meaningful for your organization.

Active

Checkbox. If checked, this Process is active and can be displayed and used in WX. Checked by default.

WX Service

The name of the Service you want to host this Process. By default, Sage People 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:



Field Description

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 making it easy to change the order and add new Processes, for example use 10, 20, 30 rather than 1, 2, 3.

Start Date The date from which you want the Process to be available. Leave blank if you want the Process to be available immediately.

End Date The date after which you no longer want the Process to be available. Leave blank if you want the Process to be available indefinitely.

Preferred Number Of Columns

Number, no decimal places. The number of columns you want Sage People 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

• Form factor WX Process Type Picklist. The Sage People Process you want to use. The picklist contains all the Sage People

processes available to you, for example:

• Performance Overview

• Internal Communications

• Recognition Select the picklist and choose the WX Process Type you want to use. The Process Type default label is displayed on the Process Detail View if Show Title in Detail is unchecked. Processes must also be enabled through Policy settings before they are available to Team Members.

WX Internal Communication

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.

Survey Displayed when you select the Internal Communications Process Type. If you have defined a Survey to be hosted by this Internal Communication Process, select Survey Lookup , find and select it.



Field Description

Show In Mobile Checkbox. If checked, this Process instance is displayed by the Sage People 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 Sage People Mobile app.

Show Title In Tile Checkbox. If checked, the Label is displayed at the top of the Process Tile. If unchecked, the Tile does not include a Title bar.

Show Title In Detail Checkbox. If checked, the Label is displayed at the top of the Detail page. For some process types Show Title In Detail is checked by default and cannot be unchecked. If unchecked, the Detail page displays the default Custom Label associated with the Process Type, for example, Current Objectives, Skills, Targets. The Show Title In Detail setting does not affect display of the Label elsewhere in WX - Label is displayed by default in Navigation Bar and Service Bar.

Additional Information

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.

Hide When Read Checkbox. Displayed when you select the Internal Communications Process Type. If checked, the Internal Communication is hidden when the Team Member confirms they have read it. If checked, Confirm When Read must also be checked.

Confirm When Read 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.

Score has Action 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.

Survey has Action Displayed when you select the Internal Communications Process Type. If checked, an Action is raised for Team Members receiving the Survey, prompting them to respond.

5. Select Save.

Sage People 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.


Completing a Survey in WX

If the Survey is configured to raise an Action when due for completion, each

Team Member included in a Survey receives an Action:

Select Complete Action to open the Survey.

If the Survey is not configured to raise an Action, navigate to the Detail View:

On the Detail View, select Survey:

Completing a Survey in WX Creating a New WX Process


Complete the Survey:

Questions with associated help text display >. Select > to display help:

Completing a Survey in WX Creating a New WX Process


Comment boxes can have limits on the

number of characters you can enter.

If you exceed the limit, WX displays a message:

You must reduce the number of characters to be within the limit before you can submit your survey response.

When you have completed the survey, select Submit:


Pulse Survey Reporting You can generate your own Reports using the Survey fields you choose, including all custom Dimension fields you have created. You can also generate reports showing who has, and who has not completed Surveys (see page 42). No pre-configured reports are supplied.

To ease the process of creating Survey Reports through the report wizard, create a dedicated Survey Report Type:

1. Go to Setup > App Setup > Create > Report Types.

2. If the What is a Custom Report Type? page is displayed, select Continue.

3. On the All Custom Report Types list page, select New Custom Report Type.

Sage People displays Step 1. Define the Custom Report Type.


Primary Object Picklist. The object forming the focus of reports generated by this Report Type. Select the picklist and choose Surveys. If more than one Surveys object is listed, select Surveys (Installed Package: Fairsail Human Capital Management).

Report Type Label A name for the Report Type, for example: Surveys.

Report Type Name Automatically created from the Report Type Label.

Description A brief description of the Report Type for display to report creators.

Store in Category Picklist. The categories of report available in your org. Select the picklist and choose the Category you want to host Survey Reports, for example Administrative Reports.

Deployment Status Select Deployed to make the Report Type visible through the report wizard.

5. Select Next.

Sage People displays Step 2. Define Report Records Set.

6. Select (Click to relate another object).

7. In the B object selector, select the picklist and choose Survey Questions.

8. For the A to B Relationship, select Each "A" record must have at least one related "B" record.

This option ensures the report returns surveys with defined questions.

9. Select (Click to relate another object).

10. In the C object selector, select the picklist and choose Survey Question Responses.

11. For the B to C Relationship, select Each "B" record must have at least one related "C" record.

This option ensures the report returns surveys with responses to the questions. Surveys with no responses are ignored.

12. Select Save.

Sage People displays the Custom Report Type Definition page for you to check the settings you have defined. The Report Type is now available for you to use when setting up a Survey Report.


Process Confirmation Reporting WX Internal Communications Processes used for surveys or generating scoring set values on the WX Process Confirmation object. You can report on the fields in this object to reveal Team Members who have responded and not responded. Pre-configured process confirmation reports are not supplied with WX, but you can create your own Report Type to enable report generation through the report wizard:

1. Go to Setup > App Setup > Create > Report Types.

2. If the What is a Custom Report Type? page is displayed, select Continue.

3. On the All Custom Report Types list page, select New Custom Report Type.

Sage People displays Step 1. Define the Custom Report Type.


Primary Object Picklist. The object forming the focus of reports generated by this Report Type. Select the picklist and choose WX Process Confirmations.

Report Type Label A name for the Report Type, for example: Survey Completion.

Report Type Name Automatically created from the Report Type Label.

Description A brief description of the Report Type for display to report creators.

Store in Category Picklist. The categories of report available in your org. Select the picklist and choose the Category you want to host Survey Reports.

Deployment Status Select Deployed to make the Report Type visible through the report wizard.

5. Select Next.

Sage People displays Step 2. Define Report Records Set.

WX Process Confirmations has no relatable objects, and one key field for reporting - the Is Confirmed checkbox.

6. Select Save to create the Report Type and make it available for reporting.

Translation Workbench (Pulse Surveys) Creating a New WX Process


Translation Workbench (Pulse Surveys)

Survey Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields

Default Field Label Field Label Override Field Type

Anonymous Checkbox

Description Text Area (255)

End Date Date

Frequency End Date Date

Is Reuse Active Checkbox

Month Day Number (2,0)

Next Survey Run Date

Periodicity Picklist

Recurrence Duration Number (2,0)

Start Date Date

Survey Duration Number (2,0)

Survey Duration Period Picklist

Weekday Picklist

Survey Dimension Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


API Name Text (255)

Path Text (255)

Source Field Name Text (80)

Survey Dimension Mapping Object

Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Survey Master-Detail (Survey)

Survey Dimension Master-Detail (Survey Dimension)

Translation Workbench (Pulse Surveys) Creating a New WX Process


Survey Question Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Order Number (2,0)

Question Title Text Area (255)

Scale Lookup (Scale)

Survey Master-Detail (Survey)

Survey Question Response Object

Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


DIM Basis Text (80)

DIM Department Text (255)

DIM Manager Text (255)

DIM Salary Band Text (80)

Question Comment Text (255)

Scale Label Text (255)

Scale Score Number (2,0)

Survey Question Master-Detail (Survey Question)

Survey Response Lookup (Survey Response)

Survey Response Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields


Anonymized Checkbox

Survey Lookup (Survey)

Team Member Lookup (Team Member)


Glossary of Terms Detail View In Sage People WX, Detail View displays detailed information for a Process and enables you to edit the information, subject to the permissions applying in your organization. Access Detail View by selecting a Process in the Navigation Bar or Service Bar, or by selecting View Details on a Tile.

Navigation Bar In Sage People WX, the left panel giving access to information about you and your team. Information is grouped into Services, such as Performance, Time & Attendance, or Personal Details. Services are broken down into Processes; for example the Performance Service might include the Objectives, Performance Review, and Training Processes.

Select a Service to display summary information in Tiles for all the Processes in that Service. Select a Process to display the Detail View for that process.

Policy A policy defines the functionality available to the Sage People user through Sage People WX. Each policy comprises a set of options and settings linked to a team member through an HR Department. An organization can have several policies for different parts of the business, such as per country or per management level.

Policies can be exported and imported to enable copying between organizations.

Pulse survey Pulse surveys are commonly used to give an indication of some aspect of the health of a company. Typically comprising an easy to complete set of questions, repeated frequently to a defined, regular schedule, pulse surveys can generate valuable employee related data for reporting and analysis.

Sage People Pulse Surveys are set up by your administrator and displayed in WX for completion by Team Members.

Pulse survey functionality is delivered as part of Sage People HCM and forms part of the Analytics service.

Team Member Generally: any Sage People HCM user with access to Sage People WX.

Specifically: one of the security profiles used by Sage People HCM. Each security profile gives a different level of access to Sage People data; a user with a Team Member security profile can view and edit permitted information. Managers and their direct reports typically share the same profile, but they have permission to see different information so managers can edit selected details of their direct reports' pages.

Tile View In Sage People WX, each Tile is a panel in the main display window used to show top level information for a WX Process. Select a Service from the Navigation Bar or the Service Bar to show all the Tiles for that Service. Most Tiles include a View Details link to the Detail View.

Glossary


WX Sage People WX (Workforce eXperience), the greatly enhanced replacement for the Sage People Collaboration Portal. Using responsive design to enable use on the full range of screen sizes from desktop to mobile, giving access to existing processes, and introducing Internal Communication, Recognition, and Summary processes.

WX Process A group of features delivering a part of Sage People WX functionality, such as Objectives, Performance Review, or Skills. You group WX Processes into WX Services, and a Process can appear in more than one Service. You can name both WX Processes and WX Services to match the needs of your organization.

WX Processes are displayed to Team Members through the WX Navigation Bar and Service Bar; selecting a WX Process displays the Detail view for the Process. As an HR Manager or Administrator you can access WX Processes through the hosting WX Services - use the WX Services tab. Each WX Process has one or more options in a Policy enabling the Process to be configured.

WX Service A group of WX Processes. For example, a Performance Management Service with component Processes for Objectives, Recognition, and Performance Review. You can name both WX Processes and WX Services to match the needs of your organization.

WX Services are displayed to Team Members through the WX Navigation Bar and Service Bar; selecting a WX Service displays Tiles for the component Processes. As an HR Manager or Administrator you can access WX Services through the WX Services tab.


Index A About this Guide • 4 Adding Dimension Fields for Selection • 14, 16 Approach to Salesforce Lightning Experience • 4

C Completing a Survey in WX • 38 Configure Page Options • 8, 10, 19, 20 Copying a Survey • 18 Creating a New Internal Communication • 20, 21 Creating a New Survey • 8, 9 Creating a New WX Process • 20, 34 Creating a New WX Service • 20, 32

D Defining Survey Questions • 8, 12 Detail View • 45

F Feedback • 5

N Navigation Bar • 45

P Policy • 45 Process Confirmation Reporting • 41, 42 Pulse survey • 45 Pulse Survey Reporting • 41 Pulse Surveys • 6

R Related Guides • 5

S Setting Up Pulse Surveys • 8 Setting Up WX to Display a Survey • 8, 20 Specifying Survey Dimensions • 8, 14

T Team Member • 45 Tile View • 45 Translation Workbench (Pulse Surveys) • 43

U Use WX • 5

W What You Need • 7 WX • 46 WX Configuration Guide • 5 WX Process • 46 WX Service • 46

analytics: pulse surveys · 2020-04-02 · • adding navigation steps and supporting descriptions...

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