FS-WX-XXX-UG-201505--R011.30

Moving from Fairsail

Collaboration Portal to WX Version 11.30

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 2

© Fairsail 2015. All rights reserved.

This document contains information proprietary to Fairsail and may not be reproduced, disclosed, or used in whole or in part without the written permission of Fairsail.

Software, including but not limited to the code, user interface, structure, sequence, and organization, and documentation are protected by national copyright laws and international treaty provisions. This document is subject to U.S. and other national export regulations.

Fairsail takes care to ensure that the information in this document is accurate, but Fairsail does not guarantee the accuracy of the information or that use of the information will ensure correct and faultless operation of the service to which it relates. Fairsail, its agents and employees, shall not be held liable to or through any user for any loss or damage whatsoever resulting from reliance on the information contained in this document.

Nothing in this document alters the legal obligations, responsibilities or relationship between you and Fairsail as set out in the contract existing between us.

This document may contain screenshots captured from a standard Fairsail system populated with fictional characters and using licensed personal images. Any resemblance to real people is coincidental and unintended.

All trademarks and service marks mentioned in this document belong to their corresponding owners.

FS-WX-XXX-UG-201505--R011.30

Contents

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 3

Contents

About this Guide 4 Related Guides 4

Fairsail Collaboration Portal: Guide for Users 4 Fairsail WX: Guide for Users 4 Fairsail WX Configuration Guide 5

Introduction to Fairsail WX 6

Finding Your Way Around Fairsail WX 9 Navigation Bar 12 Service Bar 13 People Bar 14 Badges 15 Processes for Another Person 16 Tile View 17 Detail View 18 Org Chart 19

New Processes 20 Internal Communications 21 Recognition 22 Summary 23

Index 24

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 4

About this Guide Fairsail WX is the new way of using your Fairsail system.

Moving From Fairsail Collaboration Portal to WX provides a largely visual guide to using Fairsail WX for users who are familiar with the Fairsail Collaboration Portal but new to Fairsail WX. From initial orientation through display and editing, the guide covers the essentials, and the essential differences between the two ways of using your Fairsail system.

For more information about using Fairsail WX processes, see Fairsail WX: Guide for Users.

Related Guides

Fairsail Collaboration Portal: Guide for Users

Coverage summary

How to use Fairsail for all day to day HR processes, such as booking vacation and recording absence, setting and checking objectives, requesting training, 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.

Fairsail WX: Guide for Users

Coverage summary

How to use Fairsail 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.

About this Guide Related Guides

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 5

Fairsail WX Configuration Guide

Coverage summary

How to set up, manage, and maintain the extra functionality delivered with Fairsail WX. Includes detailed configuration information.

Typical target audience

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

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 6

Introduction to Fairsail WX Fairsail WX transforms the Collaboration Portal and extends the range of features it delivers to your workforce:

• Your Fairsail processes - vacation and absence, objectives, performance review, and so on - are all available, with simple access and use. Use process names that match your needs.

• Processes are grouped under Services in the Navigation Bar - select to see top level information on tiles, drill down for more detail, add and edit as required.

• If you run a team, team processes are also immediately visible in the Navigation Bar.

Introduction to Fairsail WX Related Guides

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 7

• People search is now an integral part of the People Bar - the same powerful search tool but with a new look and feel.

• Contact information - including phone, email, and IM - is immediately accessible and linked, so tapping a phone number on your mobile makes the call, selecting an email address opens an addressed mail.

• Switch the displayed language with the Language Selector - available at the foot of the screen.

Introduction to Fairsail WX Related Guides

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 8

• A new Internal Communications process serving many purposes, including:

o Integrating third party data feeds directly into WX, giving your workforce easy access to news feeds, share price data, and more.

o Building and displaying corporate notices for broadcast display, or for more targeted distribution.

o Seeking feedback on specific issues with scoring, voting, or just confirmation that a notice has been read.

• A new Recognition process delivering social performance management to your workforce, enabling all Team Members to give positive and visible feedback to others.

• A new Summary process delivering top level information about upcoming birthdays and recent new hires in your organization.

• An enhanced Manager Notes process, enabling you to create immediate informal notes that can build a picture of performance over time, and contribute to a more formal review.

WX uses standard smartphone and tablet terms and ways of working, with the display responding to the screen size you are using - mobile, tablet, or desktop - and retaining full functionality throughout. Existing configuration processes are unaffected - your administrator and HR team continue to support Fairsail in the same way.

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 9

Finding Your Way Around Fairsail WX

Finding Your Way Around Fairsail WX Related Guides

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 10

Finding Your Way Around Fairsail WX Related Guides

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 11

Finding Your Way Around Fairsail WX Navigation Bar

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 12

Navigation Bar

What are WX Services?

• Services host Processes

• Create Services with the names you want

o Choose names that are meaningful in your organization - don't be constrained by the Fairsail Processes hosted by each Service.

• The Navigation Bar always shows your Services

• The Service Bar always shows the Services for the person you are viewing

o You, or the person selected in the People Bar

Finding Your Way Around Fairsail WX Service Bar

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 13

Service Bar

What are WX Processes?

• Processes are hosted by Services. For example:

o Group all your personal information processes under a Profile Service

o Group all your performance management processes under a Results Service

• Create Processes with the names you want

o Shout Outs for social performance management

o Proficiencies for a skills register

• Link each Process to a Fairsail Process

o Link your Shout Outs Process to the Fairsail Recognition Process

o Link your Proficiencies Process to the Fairsail Skills Process

• Create multiple instances, place under multiple Services

o Put Shout Outs under Results and Profile

• Each Process has a Tile view and a Detail view

o Many Processes have Field Sets to enable you to control the information displayed on the Tile view and on the Detail view

Finding Your Way Around Fairsail WX People Bar

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 14

People Bar

Finding Your Way Around Fairsail WX Badges

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 15

Badges

Finding Your Way Around Fairsail WX Processes for Another Person

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 16

Processes for Another Person

Finding Your Way Around Fairsail WX Tile View

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 17

Tile View

Finding Your Way Around Fairsail WX Detail View

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 18

Detail View

Finding Your Way Around Fairsail WX Org Chart

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 19

Org Chart

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 20

New Processes As well as making existing Fairsail Collaboration Portal processes available, WX introduces three new processes to further extend the range of functionality available to you and your organization:

• Internal Communications

Text, video, or website content delivered as part of your Fairsail system (see page 21).

• Recognition

Social performance management, giving you the ability to give positive and visible feedback to others (see page 22).

• Summary

Team Member highlights in your organization - birthdays in the next seven days, new hires in the last seven (see page 23).

New Processes Internal Communications

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 21

Internal Communications

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 22

Recognition Recognition - also known as Shout Outs, Badging, Crowdsourced Performance Review - enables you to use social performance management across your organization, giving all Team Members the ability to award visible and immediate positive feedback to others.

Awards are given by you to another Team Member, in recognition of a particular achievement, task well done, outstanding contribution to a team effort, and so on. You cannot use Recognition to award yourself.

New Processes Summary

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 23

Summary The Summary process displays selected information drawn from the Fairsail system:

Moving from Fairsail Collaboration Portal to WX © Fairsail 2015 24

Index A About this Guide • 4

B Badges • 15

D Detail View • 18

F Fairsail Collaboration Portal

Guide for Users • 5 Fairsail WX

Guide for Users • 5 Fairsail WX Configuration Guide • 5 Finding Your Way Around Fairsail WX • 9

I Internal Communications • 20, 21 Introduction to Fairsail WX • 6

N Navigation Bar • 12 New Processes • 20

O Org Chart • 19

P People Bar • 14 Processes for Another Person • 16

R Recognition • 20, 23 Related Guides • 5

S Service Bar • 13 Summary • 20, 24

T Tile View • 17