Handy 2020 Sage People Checklist

With the New Year here, Jamie Wilkins, Principal Managed Services Consultant shares his handy end-of-year housekeeping tips to help you check that your Sage People system continues to run smoothly.

Sage People 2020 Checklist:

  1. If you use exchange rates and they need to be updated annually, so remember to update them.
  2. Check that Sage People licences for all leavers have been deactivated and review that there are enough licences available for your medium-term requirements.
  3. Remember to create absence adjustments for 2020 for those who have them.
  4. Check date ranges on scheduled reports to ensure they mirror the company financial year. But be aware that this feature is not available in Lightning and alternative scheduling approaches would need to be used.
  5. Remember to post your Festive and New Year messages on your Employee Self Service or better still schedule them to appear/disappear.
  6. For those using strategic objectives, remember to edit the strategic objectives picklist to align with the Company’s 2020 Corporate Objectives.
  7. Remember to check that Snapshot reporting is working and is scheduled to run in case you need headcount figures as at the end of the year.
  8. Check that public holidays (bank holidays) not set as “reoccurring” are correct for 2020 (and beyond if you have future years). Do note in 2020 the May Day Bank Holiday has been moved back four days to coincide with the 75th anniversary of VE Day.
  9. Check that Hold Absence Balances are set to run, as this is very useful for reporting.
  10. Those using the Resource Manager, remember your new Active Resource Plan for 2020 to track the budgeted and signed off New positions.
  11. Remember to check that Carry Over has been set up on your absence accrual patterns.
  12. Consider setting up and using Pulse surveys to capture feedback from employees for an end of year engagement check-in.
  13. Also, consider using WX Reports if you don’t already – they can give Managers insights into their team’s performance over the last year, including absence, objectives and recognition, and ensure they can effectively track performance over the year to come.
  14. Schedule any annual compliance notices to appear on the Employee Self-Service and track which employees have signed the agreement.
  15. Review new functionality in the Winter 20 release such as Conversations, People Groups, Time and HR Request enhancements, as well as new Hiring Manager Field Sets
  16. Lastly, are you ready for Lightning? The Salesforce Lightning experience is now scheduled for Sage People’s January 20 release and will offer a more intuitive and optimised user interface for your HR Portal, as well as system enhancements.

These elements can all be part of the Sage People Managed Services we offer to help clients get the most out of their system. Our Managed Service packages not only provide peace of mind knowing that you are optimising your Sage People investment, but you also benefit from industry best practice from an experienced partner.

We can support you by completing full system healthcheck/audits, or alternatively longer term support in the form of a partnership – we offer solutions that work best for you, your people and your processes thus freeing up HR resources to focus on core objectives.

Take a look at our popular Sage People Managed Services packages where we take away the hassle of making sure Sage People is running efficiently.

Call us on +44 (01908) 030360 to find out more.

2019 Colleague of Year

Congratulations to Scott Brander who has been selected as the ‘2019 Colleague of the Year’ by the Tugela People team.  Scott is a stalwart of the Tugela team and always makes a positive impact on any project. His upbeat approach and keen understanding of HR processes and HRIS systems make him an asset on any implementation project.

Kevin Hume, Professional Services Manager, said ‘Well done to Scott, a well-deserved recognition from his colleagues for his efforts here at Tugela People this year. By WOWing clients and colleagues alike, Scott lives and breathes the Tugela People values.

Well done, Scott!

Sage People Winter 20 Release

As the season turns, Sage People are getting ready to release their next set of enhancements with the Sage People Winter 20 Release. With this latest release, they are aiming to improve efficiencies and offer users more flexible ways of working while improving engagement.

Aligning with Salesforce

Also, with this release, Sage People have dropped the nautical theme and now base the naming and timing of their releases on the Salesforce model. Salesforce, in some cases, announces new functionality a year in advance hence Winter 2020. In reality, Sage People are updating their customer live orgs on the 28 October (for EU8, EU9 and EU15 located orgs) and then on 4 November for all others

 

Sage People Winter 20 Release includes the following new features:

  • Groups and teams – improve how users organise, develop, recognise and communicate. Enables self-service users to create project groups, etc. and administer these. Groups can be formed across reporting lines for agile project planning purposes rather than hierarchy based.
  • Absence accrual log pagination – improves the user experience and performance of absence accruals. These screens have been made more manageable by enabling HR Managers to view results based on a date range.
  • Absence calculator 2.0 now in payflow – extending the recently improved absence calculator to payflow. This means payflow can now include absence records created as part of the new Time Off functionality.
  • Delegated access to timesheets for executive assistants – creates more flexibility around timesheet management. For example, delegated assistants can now create, submit and approve timesheets for their manager or their colleagues.
  • Absence balance enhancements – improve visibility of leave balances so you can plan more effectively. Accrual balance can now be displayed in the hr portal for any absence type that accrues, e.g. additional or voluntary entitlements, etc. and not just accruals based on holiday patterns.
  • Continuous conversations (beta) – improve how you manage performance through better engagement. Replaces the continuous feedback functionality. Continuous conversations are more flexible and are not coupled to Performance Reviews anymore. So Continuous conversations can occur independently from the Performance Review screen in the self-service. Managers and direct reports can now also add attachments to conversations.
  • People management workflow (pilot) – enhances the user experience of people management processes. The pilot begins week commencing 11 November. This enhancement is set to revolutionise how managers work with HR Requests. A new user interface means that manager-based changes, promotions, etc. have separate screens. Managers can also generate proposed changes for several employees at one time.
  • Update to the hiring manager portal – gives hiring managers more flexibility and control over their job posts. Further fields can be presented to hiring managers, as part of the list of vacancies that they see, as well as individual vacancies themselves, so that they have all the information they need to hand.

 

To find out more about the enhancements, or if you would like any support or help to get the most from your Sage People investment, please call us on 01908 030360 or contact us

Another Sage People Managed Service Contract Secured

We are pleased to report that the Sage People Managed Service offering we launched last year continues to grow with another contract signed.

This new, multinational leisure sector client needed a full-service offering to ensure that they were maximising their return on their Sage People investment. So, we created a comprehensive, bespoke retained Managed Service package to meet their multilingual requirements. They have over 6,000 employees in branches across Germany, Austria, Croatia, Gibraltar, Colombia and Malta.

New Sage People Managed Service RenataTo this end we are delighted to announce the appointment of Renata Tenorio Boesche, an experienced multilingual HRIS Technical Support Consultant. Renata  is exclusively dedicated to their account and is supporting not only their HR team, but all their end-users as they roll out the system across the business over the next few years.

To find out how we can help manage Sage People, please contact us online or call us on +(44) 1908 030360 today. And we will ensure that your organisation gets the benefit from an efficient, optimised Sage People system.

How to Fast Track your Sage People Implementation

As a Sage People preferred partner with over 110 Sage People implementation projects under our belt, we are often asked what is important to ensure a successful implementation. Here are six elements that we suggest are in place at the outset, to ensure that your Sage People implementation stays on the fast track.

1.)    Make sure your project has a quantifiable business case

2.)    Think about the end-to-end business process rather than just the software features

3.)    Ensure senior management buy-in

4.)    Identify sufficient time is made available for the project

5.)    Make sure your data is consistent and accurate

6.)    Focus on user adoption and training early on in the project

 

1.      Why a business case?

For many projects, the approval to proceed would not have been achieved if there wasn’t a clear business case with financial justification to support the investment.  However, in some cases projects are signed off with only high-level justification.

Having a clear quantifiable business case will ensure the project is focused on delivering value quickly to the areas that are most important.  It also provides a measurement for assessing whether the investment is delivering the return expected post go live.

 

2.      Why is an end-to-end business process important?

A new People system should deliver new ways of working involving a wider audience outside HR.   Going into a project with a view on how the process is going to work and who is likely to be involved at which stage, will make it easier to define the requirement.   It will also help to identify whether your business has any non-standard requirements or whether you could change your way of working to adapt to a standard process.

The HR business processes should all be aligned with each other e.g. recruitment and new starter activities.    If you don’t consider the end-to-end process at the outset parts maybe missed off, such as the on-boarding process.

 

3.      Why stakeholder buy in is so important?

Senior management may have signed off the expenditure but their buy in needs to go further. They need to be fully committed, leading by example and proactively getting their teams buy-in.

We find a useful way of engaging with the senior management team is thinking in terms of Heads, Hearts, and Hands.

  • Heads…  frequent, targeted communications to understand why the change is necessary.
  • Hearts… belief that this is the right thing to do for the business and themselves personally.
  • Hands…  leading by example.

The importance of senior stakeholder commitment cannot be overstated in terms of fast tracking your implementation.

 

4.      Why ensure sufficient resources are available?

It’s an obvious question but often the day job becomes more important than the project and a small delay could have a knock-on effect, creating additional cost and delays to the project.   It is important to understand what your responsibilities are on the project, when you will be expected to perform the task and whether there is any preparation beforehand.

If you have budget constraints, you may have chosen to have your own team deliver the project. In these instances, it’s important to make sure that your team have the time available to them for coaching sessions, otherwise they will not be trained sufficiently to carry out specific tasks. This could result in the system being set up incorrectly or result in unexpected errors during the testing phase. If you are taking this approach be very clear on what tasks are to be performed and the level of skill required. If your team is expected to deliver the system themselves and they aren’t given the necessary time to receive coaching and training your implementation could actually end up costing more than it would had you involved an implementation expert with years of experience who could provide your system efficiently and with the benefit of the experience of other customers and system best practice.

 

5.      Why is accurate data so important?

If your data is incorrect and inconsistent you will not be able to easily migrate it into your new system.   Your system will be set up with your business structure, policies and rules and if the data you have does not match those held in the system it will reject the data upload.  For example, if you have a department set up in the system and there are different variations on the department names, it will only accept the record which matches the department in the system.    Our recommendation is to start reviewing the data as early as you can as this activity can be quite a time-consuming activity.

 

6.      Why focus on user adoption and training at the outset?

As Nabil Al Zarouni said ‘If no one is using the solution, it is not a solution at all’ and we all know that change is difficult. So, we suggest at the outset prioritise both user adoption and training, rather than treating it as an add on.

It takes time for people to accept, and ultimately buy into new ways of doing things and by focusing on user adoption at the outset will help to ensure that stakeholders buy into the new system more quickly. Communicate early and often with your stakeholder groups.

Offer effective training that can provide users with hands-on learning using real data and scenarios (we prefer to use data that the users know, as it is easier for them to understand and internalise).  Then don’t stop there. Once users have used Sage People, provide follow up training to build on their knowledge as they will have different questions and issues to address.

To fast track your Sage People implementation project, and to ensure that you maximise your return on your Sage People investment, consider outsourcing to a partner who has an in-depth understanding of HR processes alongside the system’s capabilities and limitations.

An experienced implementation partner will not only bring Sage People system expertise to the project, but will add value by sharing their knowledge of HR best practice. They can also explain the various implications of configuration choices and provide guidance on getting the most from the system.

 

Outsource for less headaches and more support

Outsourcing to an implementation partner generally means less headaches and more support. Also, you can avoid the steep configuration learning curve, and instead focus on value adding process enhancements and championing user adoption.

They also bring instant credibility to the project and provide guidance to ensure that the common pitfalls are avoided so that the project stays on schedule and on budget.

 

Conclusion

If the the importance of these six elements are understood at the outset, you will be better able to ensure that your Sage People implementation stays on track.

To discuss any of the issues raised in this article or want help preparing for your implementation project, please call us on (01908) 030360 or contact us and we will be in touch.

Sage People Partnership Building

We were delighted to welcome Wendy Newbold, Sage People’s Partner Relationship Manager to our Milton Keynes offices last week to meet the Tugela team, share experiences and discuss the exciting future of our partnership with Sage People.

We were also thrilled she was here to watch the unveiling of our spectacular new piece of wall art – a triptych of Tugela Falls – the world’s second highest waterfall spanning 947 meters, which can be found in the Drakensberg mountain range in South Africa.

Thomas Schilling, Managing Director, said: ‘As the longest standing Sage People Preferred Partner, we continually work to develop a productive relationship with Sage People through knowledge sharing events like these so that we can continue to WOW our clients.’

Another Sage People Training Accreditation Achieved

We are delighted to have achieved our second Sage People training accreditation last month.  This means we are now accredited by Sage People to delivery both the Reporting and Analytics Training course as well as the HCM Fundamentals Training course.

As the longest standing preferred Sage People partner in the UK, we have been delivering bespoke Sage People training services to our clients since 2012.  However, it is still nice to have our expertise formally recognised by Sage People with this newly rolled out training accreditation programme.

Well done to the team members involved. In particular our Training Manager, Simon Jones, who has been instrumental in the success of our Sage People training programme.  As an ex Sage People trainer Simon has vast experience delivering effective training.  He uniquely combines active learning within a structured theoretical framework that successfully engages learners.

 

Cost-effective, flexible Sage People training

We train both HR team members (so they can administer the system effectively which usually requires 2-3 intense training sessions) and end users (so they can use the interface to manage their profile which usually requires 1-2 sessions).  Courses include:

Did you know that these courses can be delivered on-site, online, or at a third-party training centre depending on your requirements?  And we offer both one-to-one training as well as group training sessions.

 

Sage People upgrade / training packages

Why not ask about our popular combination upgrade / training packages?  With these we manage the Sage People upgrade on your behalf, plus provide the necessary training to team members. This means no hassle for you and peace of mind knowing the new interface is set up in an optimised way so you benefit from the new functionality and user interface.

 

To discuss your training or upgrade requirements do call us on (01908) 030360 or get in touch via our contact form below.

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New Managed Service for Sage People

We are delighted to announce the launch of our highly anticipated Sage People Managed Service offering. Our new monthly support service is both cost-effective and flexible, and can be bespoke to your specific requirements.

With our advanced technical assistance, you can benefit fully from Sage People’s highly customisable interface and ensure that Sage People delivers what it promises, including:

  • A personalised employee self-serve portal,
  • Increased team efficiency and productivity through automation,
  • Enhanced visibility of your global workforce.

As the first Sage People Partner in the UK we can leverage our Sage People tech expertise and HR process experience to your benefit.  So, sign up to our Managed Services offering and enjoy optimum performance and enhanced the return on your Sage People investment.

 

Why use our Sage People Managed Services support?

  • Save time.  We take the administrative burden from your team – managing everything from deploying new functionality made available with new releases, to fixing configuration issues and setting up new workflows, rules, company notices, reports etc.
  • Enjoy peace of mind.  Our proactive partnership approach helps you to harness the power of Sage People quickly and efficiently so you can rest assured that you are making the most of Sage People investment.
  • Frees up HR to focus on transformational activities.  We ensure Sage People executes your transactional HR tasks efficiently and is able to provide the analytics and insights needed so you can focus strategically on improving your HCM and talent management processes.
  • Flexible support options.  Our monthly support packages can be scaled up or down to meet your requirements. You decide how much support you need and how you use it best for you, your people and your processes.

 

Find out more about our Managed Service for Sage People

For prices or to find out how the managed service for Sage People works, contact us online or call us on +(44) 1908 030360 today. And let us help ensure that your Sage People system is up-to-date, secure and optimised for best performance.

 

Tugela People Spring Conference

Tugela People Spring Conference 2018

We’re back from another invigorating Tugela People conference packed with Sage People training, team-building, company updates, meeting new team colleagues and knowledge sharing sessions.

A highlight was the African drumming team building session on the second day which ended in a show to welcome and WOW our VIP Sage People guests.

A big thank you to everybody who took part and travelled to be with us for our Spring conference – especially our wonderful Sage People partners. All in all, a great event full of laughter, collaboration and enthusiasm. We are already looking forward to the next one

Another Corporate Social Responsibility Day Enjoyed

Sage Foundation NewsLast Friday, Thomas Schilling, our MD used one of his 3 volunteering days that we offer as part of our Corporate Social Responsibility commitment to work at the Thrive Gardens in Battersea with the Sage Foundation.

It was the perfect day for working outside as the UK basked in unseasonably warm weather.  Alongside 14 other Sage People partners on behalf of Sage Foundation Thomas spent the day gardening and making new friends. Thomas said: ‘It was great to have the opportunity to give back last Friday volunteering at the Thrive gardens – they do amazing work making a practical difference to those that need it. I’m already looking forward to the next chance to do my bit with the Sage Foundation’

Thrive is a national charity who use gardening and horticulture to bring about positive changes in the lives of people living with disabilities or ill health, or who are isolated, disadvantaged or vulnerable. To find out more about what Thrive does – click here