If a new employee has been added to the system but they have not automatically been sent across to Access Evo, this can be resolved by following the below steps:
Click Settings area then expand System Settings.
Click the API and Workspace tab.
Ensure Organisation ID and Subscription ID have a value, and that Workspace User Integration Enabled is set to on. If Workspace User Integration Enabled is off, this will prevent users from being sent to Access Evo.
Navigate to the employee's profile.
On the Person tab under the Person menu, check whether a Workspace ID is populated. If a Workspace ID is displayed, please contact us if the Workspace ID field reads Employee is not in Access Evo, you can continue to step 6.
Open the Position tab under the Employment menu.
Scroll to the bottom of the page and click the Edit button in the Work Contact section.
If a value is present in the Work Workspace Email field, remove this and click Save. Once saved, repeat step7.
Enter the employee's email address you wish for them to use to access Access Evo in the Work Workspace Email field and click Save.
After a couple of minutes, you should see that the system has updated the Workspace ID field on the Person tab. If this is not populated after a few minutes, check the Audit Log, under security of the user's profile to see if this has failed and contact us if so.
📌Note: If the Workspace ID is populated following step 10 completing, you should now see the employee listed in the Members area of Access Evo. They will have a status of Added and will need to follow the instructions within the invitation to Access Evo email they received.
Reasons for the employee not being sent to Access Evo
Reasons for the employee not being sent to Access Evo include:
Not having a unique, valid email address entered in the Work/Workspace Email field.
The employee's current employment not being marked as Primary.
The employee already having an Evo ID populated on the Person tab.
The employee's profile not being active.