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MicrOpay ESS - Add a user to a team in ESS

Updated over 2 months ago

How to add a user to a team in ESS

  1. Go to Teams.

  2. Select the team the person will be added to. You can also Search to open the team's page.

  3. Click the ellipsis button (three dots) to the right of the Team Name.

  4. Select Add a member.

  5. Enter the Name of the person to be added. As you start typing, you will see a list of employees that match the name.

  6. Select the person you want to add.

  7. If the person is the manager of the team, tick Assign as manager.

  8. Select the Member role.

  9. Click Next.

  10. If the person belongs to more than one team, an option will display to Remove From other teams. Tick any team you want to remove the person from.

  11. Click Next.

  12. If the person belongs to more than one team, you will need to select the Default Approval Team. This will default to their current one.

  13. Select Done.

Note: When you move a member from one team to another, any Pending Approvals will remain with the Manager at the time it was entered. That is, Leave Applications or Profile Changes will be in the Approvals List for the previous Manager, not the new one. The previous Manager or an Administrator can approve or decline it. You will receive a message when changing the member's Team if there are Pending Approvals.

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