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Moving from Fairsail
Collaboration Portal to WX
Version 11.30
FS-WX-XXX-UG-201505--R011.30
© Fairsail 2015. All rights reserved.
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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
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All trademarks and service marks mentioned in this document belong to their corresponding owners.
FS-WX-XXX-UG-201505--R011.30
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Contents
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
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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.
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About this Guide
Related Guides
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.
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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.
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Introduction to Fairsail WX
Related Guides
• 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.
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Introduction to Fairsail WX
Related Guides
• 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.
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Finding Your Way Around Fairsail WX
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Finding Your Way Around Fairsail WX
Related Guides
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Finding Your Way Around Fairsail WX
Related Guides
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Finding Your Way Around Fairsail WX
Navigation Bar
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
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Finding Your Way Around Fairsail WX
Service Bar
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
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Finding Your Way Around Fairsail WX
People Bar
People Bar
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Finding Your Way Around Fairsail WX
Badges
Badges
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Finding Your Way Around Fairsail WX
Processes for Another Person
Processes for Another Person
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Finding Your Way Around Fairsail WX
Tile View
Tile View
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Finding Your Way Around Fairsail WX
Detail View
Detail View
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Finding Your Way Around Fairsail WX
Org Chart
Org Chart
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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).
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New Processes
Internal Communications
Internal Communications
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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.
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New Processes
Summary
Summary
The Summary process displays selected information drawn from the Fairsail system:
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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
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