Unlock the Full Potential of Sage People
Ensure your HR system is aligned with best practice, meets evolving business needs, and delivers lasting value. Our System Review Services offer two complementary approaches to help you get the most from Sage People:
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Technical Adoption Overview: Focuses on functionality, reviewing how effectively your system is being used and identifying untapped features that could enhance HR processes.
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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.
See full details of each service below.
Technical Adoption Overview
Is your Sage People system working as hard as you are? Many HR teams aren’t utilising all the system capabilities and may be missing out on functionalities that could make a significant difference.
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.
Tap into our consultants’ expertise to get the guidance you need to make the most of Sage People, now and in the future.
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 highlights key areas that require development and helps produce a system roadmap based on your priorities and our recommendations. Once the overview is complete, our Managed Services support—through Retained Monthly Support or Support Bundles—ensures your system continues to deliver for your HR function and helps implement the recommendations.
For maximum impact, we recommend pairing the Technical Adoption Overview with a Sage People Health Check. Together, they create a 12–24-month system project plan, helping you prioritise improvements, plan budgets, and align resources.
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.
Benefits
- Optimises Your System: Align configurations with best practice to support HR processes.
- Identifies Gaps & Opportunities: Highlight inefficiencies and areas for improvement.
- Actionable Plan: Receive a clear, prioritised 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.
Health Check Options
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Complete High-Level Overview – 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:
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- 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 and Assignments
- Action Event Patterns and Inherits from
- Email Conditions
- Overrides
- Recommendations
- 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
- Users and Licenses
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Complete High-Level Review – Recruit (4 hours)
The recruitment setup is reviewed and summarised in a clear document, including practical suggestions to maximise system use.
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Areas of the System Covered
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- 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
- Requisition Creation & Approval
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Deep Dive Modules (8 hours per module)
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:
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- Absence/ Time Management
- Recruit
- Forms
- Reporting & Dashboards
- Record Management
- Self- Service (WX)
- Performance
- 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.
Help is at Hand
To unlock the full potential of your Sage People HR system, explore our expert System Review Services and Health Checks. Identify gaps, optimise configurations, and create a clear 12–24 month roadmap to ensure your HR system meets your business goals.
Our Managed Services team can support any updates or changes. Please reach out to us at 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.
Learn more
Download our System Review Services brochure for a detailed overview of our services and see how we can help you maximise Sage People.
