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MicrOpay ESS - Profile Changes Workflow in ESS

Updated over 2 months ago
  1. Log in to ESS.

  2. Go to Settings, Workflows.

  3. Select Profile Changes Workflow.

  4. Select Edit.

  5. To make a change to the option When a Member changes... click Edit (pencil in a box).

When a member changes ... details of their profile, the options are

  • do nothing.

  • send a notification.

  • approval is required.

Depending on the selection above, there will be additional options:

  • send a notification, to managers in

    • the member's team

    • another team

  • approval is required, by

    • any manager, in

      • the member's team

      • another team

    • all managers, in

      • the member's team

      • another team

    • an approver

      • enter an approver's name

6. After completing the options required, select Done.

To Add an exception:

  1. Select the + on the right-hand side, and Add an exception.

Add exception workflow, when a member changes, select from the following options:

  • Name

  • Additional information

  • Medical conditions

  • Personal contact

  • Work contact

  • Address

  • Emergency contact

  • Bank accounts

2. Click Continue.

3. You will then need to select who to send notifications to or who needs to approve the change.

4. Once you've made your selections, click Add.

5. Click Save.

Note: If the Workflow is to another team that doesn't exist, the pending approvals Workflow will go to the users who have an Administrator role.

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