WorkflowMax - Invite Staff Page

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Q4 Associates

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Description

Performs actions on the WorkflowMax Invite Staff Page, and adds information of the user to be added to the WorkflowMax Portal

Prerequisites

User must be logged in and on the Invite Staff Page

Execution

Object used in the Example Process - WorkflowMax - Invite New Staff, customise start parameters to be reflected in the action call  

Inputs 

Action - Enter Name

Name (Text) - Name of the user to be added

Action - Enter Email Address

Email Address (Text) - Email Address of the user to be added

Action - Enter Notes

Notes (Text) – The additional notes for the user to be added

Action - Select Currently Working

Currently Working (Flag) - Set to True when the user is currently employed

Action - Enter Base Rate

Base Rate (Number) - The Base Rate of the user to be added

Action - Enter Billable Rate

Billable Rate (Number) - The Billable Rate of the user to be added

Action - Enter Payroll Code

Payroll Code (Text) - The Payroll Code of the user to be added

Action - Enter Address

Address (Text) - The Address of the user to be added

Action - Enter Phone

Phone (Text) - The Phone of the user to be added

Action - Enter Mobile

Mobile (Text) - The Mobile of the user to be added

Action – Select General Privileges

Full Privileges (Flag) - Set to True to select all General Privileges

Privileges (Collection) - Single row Collection with flags to select individual General Privileges

Action – Select Admin Privileges

Full Privileges (Flag) - Set to True to select all Admin Privileges

Privileges (Collection) - Single row Collection with flags to select individual Admin Privileges

Action – Select Financial Privileges

Full Privileges (Flag) - Set to True to select all Financial Privileges

Privileges (Collection) - Single row Collection with flags to select individual Financial Privileges

Action – Enter Export Code

Export Code (Text) – The Export Code of the user to be added

Outputs

Nil

Components Included

Process

Example Process - WorkflowMax - Invite New Staff

Object

WorkflowMax – Invite Staff Page

List of Functionality

Enters Name of the User to be added on WorkflowMax

Enters Email Address of the User to be added on WorkflowMax

Enters Notes of the User to be added on WorkflowMax

Selects Currently Working status of the User to be added on WorkflowMax

Enters Base Rate of the User to be added on WorkflowMax

Enters Billable Rate of the User to be added on WorkflowMax

Enters Payroll Code of the User to be added on WorkflowMax

Enters Address of the User to be added on WorkflowMax

Enters Phone of the User to be added on WorkflowMax

Enters Mobile of the User to be added on WorkflowMax

Selects General Privileges of the User to be added on WorkflowMax

Selects Admin Privileges of the User to be added on WorkflowMax

Selects Financial Privileges of the User to be added on WorkflowMax

Enters Export Code of the User to be added on WorkflowMax

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