System Review Services

Unlock the full potential of Sage People

Ensure your HR system is aligned with best practice, meets evolving business needs, and delivers lasting value.

What do our System Review services include:

Our System Review Services offer two complementary approaches to help you get the most from Sage People:

  • Technical Adoption Overview: Focuses on functionality, reviewing how effectively your system is being used and identifying untapped features that could enhance HR processes.
  • Health Check: Focuses on configurations, assessing your current setup, identifying gaps, and recommending enhancements to improve efficiency, adoption, and overall productivity.

Together, these services provide a clear, actionable 12–24 month roadmap, helping you gain clarity on what’s working, where improvements are needed, and how to keep Sage People delivering against your business priorities.

SYSTEM REVIEW SERVICES

Technical adoption overview

Our Technical Adoption Overview provides a thorough review of Sage People’s functionality, answering key questions: which areas of the system are being used, which aren’t, and where untapped features could help address HR challenges. It highlights gaps that may have emerged over time due to evolving systems or changing business needs, identifies areas that require development, and helps produce a practical system roadmap based on your priorities and our recommendations. This roadmap also enables you to set clear priorities for the next 12 plus months aligned with your organisational goals.

With Sage People constantly updating, it’s easy to fall behind. Our insights highlight opportunities to streamline processes, unlock more value, and keep your HR systems aligned with business objectives.

  • 4 step process

    • Set priorities: We start with a call to understand your key focus areas.
    • Explore opportunities: Together, we review system functionality to uncover optimisation potential.
    • Plan your next moves: Receive a clear report with a practical recommendations tailored to your priorities.
    • Take action: Work with us to implement your improvements or new functionalities.

  • Benefits

    • Align your system with today’s needs and tomorrow’s goals.
    • Maximise the value of your Sage People functionality.
    • Plan for any additional training, support, or investment required.
    • Discover and leverage new features to drive HR success.

  • Outcomes & next steps

    The Technical Adoption Overview identifies opportunities for improvement and creates a prioritised roadmap for your Sage People system. Following the review, our Managed Services—through Retained Monthly Support or Support Bundles—can help implement recommendations and keep your system performing at its best.

    For the greatest value, pair it with a Sage People Health Check. Together, they provide a clear 12–24-month roadmap to prioritise improvements, plan budgets, and allocate resources effectively.

Sage People health check

Our best practice Health Check helps you maximise the benefits of your Sage People system by reviewing your current configurations, identifying gaps, and recommending enhancements. This improves efficiency, user adoption, and overall productivity.

  • Why a health check matters

    A Health Check ensures your Sage People system is set up correctly, aligned with best practice, and continues to meet your HR and business needs. It highlights gaps, optimises configurations, and produces a practical roadmap to guide system improvements.

     

  • 3 step process

    • Kick off call: An introductory session where introductions are made, system access is provided, and timelines for the Health Check are agreed.
    • System review: A consultant completes the review in the specific area(s) and delivers findings along with a project plan, including estimated timelines for any recommended actions.
    • Follow-up call: After reviewing the documentation, a further session is scheduled to discuss questions and outline next steps.

  • Benefits

    • Optimises your system: Align configurations with best practice to support HR processes.
    • Identifies gaps and opportunities: Highlight inefficiencies and areas for improvement.
    • Actionable plan: Receive a clear, prioristised plan detailing next steps to enhance system performance.
    • Expert guidance: Delivered by consultants with Sage People, HR process, and change management expertise.
    • Flexible delivery: Conducted remotely or on-site to suit your needs.
    • Ongoing support: Continuity and a single point of contact through Managed Services ensures long-term value.

System review services

Health Check Options

Complete High-Level Overview - HCM (10 hours)Reveal

HCM (10 hours)

This health check reviews your HCM system setup and provides a detailed document summarising your configuration, along with suggestions for improvements or automations to maximise system use:

Areas of the system covered:

Users and Licenses

  • System usage
  • Recommendations

HR Portal

  • Page layouts
  • Validation rules
  • Custom fields
  • Related records
  • Record management
  • Recommendations

Self Service (WX)

  • Look and feel
  • WX Services and processes
  • Recommendations

Time off (if used)

  • Absence patterns & rules
  • Overrides
  • Reasons review
  • Validation rules
  • Recommendations

HR Departments and policies

  • HR departments & HR access
  • Policies & settings
  • Overrides
  • Recommendations

Action events & assignments

  • Action event patterns and inherits from
  • Email conditions
  • Overrides
  • Recommendation

Reporting

  • Salesforce reporting
  • Snapshot reporting
  • WX reporting
  • Payflow reporting
  • Recommendations

Automations: Flows, process builders and workflows

  • Review of active process builders and workflows that will need to be converted to flows
  • Review of flows
  • Recommendation

Performance

  • What modules are used
  • Templates for these
  • Policy settings
  • Recommendations

Custom field export

Complete High-Level Review - Recruit (4 hours)Reveal

Recruit (4 hours)

The recruitment setup is reviewed and summarised in a clear document, including practical suggestions to maximise system use.

Areas of the system covered

Requisition creation & approval

  • Vacancy templates
  • Approval processes
  • Recommendations

Application portal and process

  • Applicant Portal Journey
  • Data capture
  • Notifications
  • Recommendations

Recruitment stages

  • Selection processes
  • Offer forms review
  • Notifications/communications
  • Recommendations

Hire/onboarding

  • Triggers and actions
  • Conversion of candidate to team member
  • Notifications
  • Recommendations

Candidate pool management

  • Reports/views
  • Recommendations

Deep Dive Modules (8 hours per module)Reveal

For areas of the system where challenges are frequently experienced, a deep dive is carried out, reviewing the setup and troubleshooting issues to identify how the system can work more effectively, with recommendations for automations where appropriate.

 

Available deep dive areas:

  • Absence/time management
  • Recruit
  • Forms
  • Reporting & Dashboards
  • Record Management
  • Self-service (WX)
  • Onboarding
  • Custom issue
  • Compensation planning

Outcomes & Next steps

A health check provides a clear understanding of your current system setup, with actionable recommendations and a project plan tailored to the scope of the selected package.

For maximum impact, pairing the Health Check with a technical adoption overview is recommended. Together, they create a 12-24 month roadmap, helping prioritise improvements, plan budgets, and align resources while ensuring your Sage People system continues to deliver for your organisation.

More Sage People services How we can support you with Sage People

Ready to get more from your HR technology?

Talk to us about system selection, implementation, or optimisation, wherever you are in the journey.

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EXPLORE OUR SERVICES Supporting you beyond HR system selection

  • HR System Selection

    Whether you’re investigating the initial adoption of a cloud-based HR system or considering a replacement for an existing one, we’re here to assist you.

    Visit the HR System Selection page

  • HR Systems Implementation Support

    We combine HR, technical and project management expertise to provide HR Systems implementation support services internationally from our head office in the UK.

    Visit the HR Systems Implementation Support page

  • Elearning

    Having a Learning Management System (LMS) is just the start. An LMS provides a platform for delivering and managing your company’s training programs. However, to ensure that the learning delivery is successful, you need to engage your learners through appealing and appropriate content.

    Visit the Elearning page

  • Managed Services

    Managed Services are well-placed for post-implementation support to ensure that the HRIS or Learning Management System (LMS) you have deployed continues to support your people function and company. At Tugela People, we value our client relationships and believe in providing a flexible full-service to meet your ever-changing needs.

    Visit the Managed Services page

  • Payroll Services

    Whether you’re looking to outsource payroll, improve existing processes, implement new payroll software, or manage payroll across multiple countries, our team can provide the expertise and support you need. We work as an extension of your business, helping you reduce risk, save time and create a payroll function that scales with your organisation.

    Visit the Payroll Services page

  • System Optimisation

    System optimisation is a transformative process that encompasses enhancing existing system capabilities and seamlessly integrating other related systems. By streamlining processes, optimising resource allocation, and enhancing overall efficiency, we empower HR professionals to thrive in the ever-evolving world of workforce management.

    Visit the System Optimisation page

  • HR Software and Systems

    The right HR software (also known as HRIS or HR systems) helps UK SMEs save time, stay compliant, and create a seamless employee experience. From onboarding and absence tracking to performance management and payroll, HR software powers a more effective HR function.

    Visit the HR Software and Systems page

  • Learning Management Systems (LMS)

    Identifying and selecting the right LMS for your organisation can be a challenging task. With our expert systems, industry knowledge, and experience, Tugela People can work in partnership with you to identify a solution that meets your requirements.

    Visit the Learning Management Systems (LMS) page

Make an enquiry

Let’s talk

Your people. Your potential

Our international team of expert consultants has over 50 years of collective experience and multi-system HR knowledge.

Get in touch to find out how we can help your organisation thrive.

01908 030360
info@tugelapeople.com

Milton Keynes Office
Scorpio F.1
Linford Wood Business Park
Rockingham Drive
Milton Keynes
United Kingdom
MK14 6LY