Step 1: To configure the Request click the add button. If you need to edit an already created template click the settings icon.
When you click the add request type button, a quick pop-up window will appear to capture essential information about the request type.
Search Requests Filter option in the Employee General Requests feature
The Search Requests Filter option allows employees to quickly search and retrieve specific requests based on various criteria such as request type, status, date range, or keywords. This saves time and effort compared to manually scrolling through a long list of requests, especially when searching for specific or past requests.
Step 2 - To filter your search for the Employee General Requests, you can Enter or Select the data using the Search Requests filter.
Field Name | Description |
Request ID | Enter the Request ID |
Request Type |
Select the type of Request from the Dropdown menu. |
Request Template |
Choose the appropriate request template from the Dropdown menu. These are the options available:
|
Request Status |
Search requests by their current status.
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Priority | You can specify the priority of your task by selecting an option from the dropdown menu. |
Request Pending With | Search requests based on the name of the individual the request is currently pending with. |
Primary Request Owner | To select the Primary Request owner, search by the Employee's name or Employee's ID |
Secondary Request Owner | To select the Secondary Request owner, search by the Employee's name or Employee's ID |
Include Employees |
You can choose from the Dropdown menu, the following options are available
|
Employee Name | You can Search by Employee's Name or ID |
Job Title | Select the Job Title from the Dropdown menu |
Sub Unit | Select the Sub Unit from the Dropdown menu |
Locations | Select the Locations from the Dropdown menu |
Submitted Date From | Select a Date from the Calendar to designate as the Submitted date. |
Submitted Date To | Select a Date from the Calendar to designate as the Submitted date. |
Due Date From | Search requests based on the name of the individual the request is currently pending with. |
Due Date To | Specify an end date from the calendar to filter requests by their due date. |
Include Active Requests | You can enable this option to Include Active Requests |
Include Archived Requests | You can enable this option to Include Archived Requests |
How to create a Request Form
Step 3: Type the relevant Request Type Name and Click Approver(s) Required if necessary.
Field Name |
Purpose |
Template |
Select the template Ex: General Request, Hiring Requisition, Employee Management. |
Request Type Name |
The name of the request type you want to create. |
Locations |
Specifying the locations where the request type is applicable. |
Who can submit |
Indicating the individuals or roles eligible to submit this particular request type. Ex: Default Ess, Default Supervisor.. etc. |
Approver Required |
If the request type needs to be approved by a supervisor or any other employee before the request passes to the final receiver. |
Primary Request Owner |
The intended receiver of the request. |
Step 4: Select the template type as employee management. Since these forms should be submitted by authorized employees the "who can submit" select "Default Supervisor"
Field Name |
Purpose |
Request Type Name |
Enter the name of the request type. |
Template |
The template name is automatically captured when selecting the template from the pop-up window. |
Approver Required |
This option is also enabled when selecting the "Approver's Required" from the pop-up window. |
Level of Approval |
Select the level of approvers Ex: 1 Level 2 Levels, .... 5 Levels. |
Primary Request Owner |
The intended receiver of the request. |
Secondary Request Owner |
The secondary request owner if the primary owner is not available. |
Status |
This feature will help to organize the system by inactivating unused request forms and keeping only the used request forms active. |
Default Approver Type
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Based on the levels we need to select the system will show the default approvers we have to select.
|
Instructions |
Provide the necessary instructions with full details. |
Who can Submit |
select the user role |
Locations |
Select the locations |
Allow Submission for employees |
Allow the selected user roles to submit forms on behalf of employees by selecting their names. When this option is enabled, a new field for entering the employee's name will appear when the user selects the form to proceed with submission.
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How To find the available custom field sections
Step 4 - Click the "Custom Field Sections" to finalize the required sections
How To find the available custom fields
Step 5- Click the "Custom Fields" to finalize the required sections. If you want to arrange the fields within the forms you can use these arrow keys. you can add the Custom Fields based on the request form that the user is configuring in the system.
How To Customize Instructions to a Request Form by Adding Custom Field Sections
Users can enhance request forms by adding instructions to various sections. This helps request owners or admins provide important information or include helpful links, thus improving clarity and efficiency. On the top navigation bar select "Custom Field Sections".
Step 1: Start by accessing the Request Type configuration screen. Click on the Custom Field Sections tab.
Step 2: To Add the Custom Field Sections click the add button.
Once the form is configured with the required custom fields and the custom section upon submitting the requests the users will the form below.