Next review email notificationto supervisor

 6 Replies
 0 Subscribed to this topic
 52 Subscribed to this forum
Sort:
Author
Messages
mbaliga
Basic Member
Posts: 13
Basic Member
    I am new to processflow and was trying to write a flow that will send an email to an employee's supervisor when they are due for their 30 & 90 day evaluations. I have the flow created that is generating the emails but I am not able to get it to send the email notification to the correct supervisor. It somehow seems to be picking up the email of the last supervisor in the supervisor query and sending the email to that supervisor. I therefore need some help getting this issue resolved. Thanks
    David Williams
    Veteran Member
    Posts: 1127
    Veteran Member
      It sounds like your supervisor query doesn't have the correct select criteria associated to it.
      Are you getting the Employee's Supervisor from HR11 and linking to HR07 to get the userid of that supervisor?
      David Williams
      mbaliga
      Basic Member
      Posts: 13
      Basic Member
        Yes I am getting the supervisor from HR11.The query is as follows:
        PROD=TEST9&FILE=EMPLOYEE&INDEX=EMPSET1&COND=IS-SUPERVISOR&FIELD=COMPANY;EMPLOYEE;LAST-NAME;FIRST-NAME;EMAIL-ADDRESS&SELECT=EMP-STATUS%21%3DTF|EMP-STATUS%21%3DRT&OUT=CSV&DELIM=~
        David Williams
        Veteran Member
        Posts: 1127
        Veteran Member
          I'm guessing this is your query to find the supervisor email address?
          This query is retrieving employee records where the employee is also a supervisor and their status meets the additional criteria. You aren't limiting by employee number (which should be a value in your index key).

          You should query EMPLOYEE to find the employee's supervisor. You should then query HRSUPER to find which employee is assigned to that supervisor code, linking to EMPLOYEE to get the supervisor's name, email, etc.

          David Williams
          mbaliga
          Basic Member
          Posts: 13
          Basic Member
            Thanks for that tip. I have my flow now picking up the supervisor email address but it seems to send every single email to the last supervisor in the supervisor listing.I don't know what I am doing wrong. I have attached my flow for your reference
            Attachments
            David Williams
            Veteran Member
            Posts: 1127
            Veteran Member
              Well, your 90DayReview Query should be the first one in the sequence and then HRSuper with the Supervisor code from 90DayReview as part of the select criteria. The "Query" query should look up the email for the supervisor from their HR11 record. If the Supervisor email is on their HR11 record then you don't need the ResourceQuery.

              You don't really need a Branch within your 90DayReview or 30DayReview since the query should only pick up valid records. You could have your first 90DayReview query pick up both 30 & 90 day values and then use a Branch to seperate them into the different MsgBuilders.

              If you want to set up a quick phone call next week, I'd be happy to walk you through this.
              David Williams
              mbaliga
              Basic Member
              Posts: 13
              Basic Member
                David,
                Thank you so much for that prompt reply to my query. I will try and see if I can modify my flow based on the recommendations you have made.If not I will set up the phone call for next week. Either way I will send you an update.
                Thanks.