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What to consider when changing your company name

  • Posted on
  • Author: Kevin Hume

Consideration for a name change in Sage People

So, you’ve recently undertaken a rebranding, been merged with or acquired by another company? Your Sage People Org might be looking a little out of date as a result. Here are the key areas to consider changing in order to keep your system on brand.

Domain

Your domain will appear in URLs. These URLs will include WX, the HR Portal, Careers Pages and forms such as the onboarding form. Your domain can be changed by heading to the setup quick find menu and searching for “My Domain”. Next, click “edit” on your existing domain and follow the instructions on the screen.

Sage People Domain Settings. Learn more

Company Information

A nice and quick one to change. Your Salesforce org that houses Sage People will have your company information stored. Simply head over to the setup menu, and do a quick find search for “company Information”.

Sage People Company information. Learn more.

 

Email Templates

Your email templates will likely reference your company name, “welcome to XYZ Company” on a new joiner’s onboarding email and so forth. Head over to “Classic Email Templates” in the Setup Menu. Remember that you might need to update the text and HTML email templates.

Sage People Email templates. Learn more.

 

Letterhead

You might have changed the wording, but there’s a good chance the letterhead on your emails still has your old logo. So head on over to “Classic Letterheads” to update these. Don’t forget there are coloured lines to separate the header, body and footer that you can also change.

Sage People email template. Learn more

 

WX Branding

With WX branding there are a host of items to consider. Firstly the branding colour and WX portal name. These might be set on a policy by policy basis or if globally applied, can be found in the HCM installed package under setup / quick find / installed packages.

 

Sage People WX. Learn more.

 

Your company logo image will need to be updated. This can be found in an area called Static Resources, available in the quick find menu.

Any imagery might be found in internal communications tiles and will need to be replaced accordingly.

Alternatively, you might have images and help text embedded into HR Noticeboards.

HR Portal Branding

The HR Portal Branding can be tweaked using the Themes and Branding tool in the setup area. If you’re using Lightning, you’ll likely already have a theme for your organisation, so just edit that one. If you’re not using Lightning, it’s still possible to tweak, but I’d strongly recommend you use this as an opportunity to take the leap and adopt Lightning!

Sage People Portal Branding. Learn More.

 

Careers Page Branding

Your careers page could be very heavily branded, depending on how you’ve set it up. Some customers have an API feed allowing information to be picked up and displayed in their own portal. Others use the standard Sage People portals. Regardless of how this is set up, there’s likely imagery and wording used that will need tweaking. In particular, check out Recruit Noticeboards and think about the wording of your privacy notice.

PDFs

If you have any PDF templates in the system for processes like salary changes and bonus confirmations. You’ll likely have these letterheaded, and there’ll be loads of references to your company name.

Sage People PDF template. Learn more.

 

Forms

Do you use an onboarding form or an exit interview form, or any others? If you head over to HCM Form Definitions through the app launcher menu, you’ll be able to review these for any reference to your old company name. You might also need to brand these again. HCM Forms use CSS files for branding. Sage People provide more information on applying that branding.

 

Help is at hand

If you require further information regarding the information provided in this article or support in implementing any changes to your Sage People System, please contact us directly on tel +44(0)1908 030360 or email: info@tugelapeople.com. Alternatively, complete the ‘Get in touch’ form and a member of our team will contact you directly.