The Request Desk functionality is already available from OrangeHRM as a separately licensed module. The following new functionality is available to all clients who have licensed this module.
11.1 Seamless Document Management
Welcome to the Seamless Document Management feature, designed to make your document-handling process smooth and efficient. While processing requests, you can now easily select from a wide range of PIM Document and Email Templates tailored to suit your needs. With just a few clicks, choose the template that fits the request, eliminating the need to manually create documents or emails.
Once your template is selected, simply hit the "Send Email" option, and your document is instantly sent to the recipient via email. This feature ensures faster, more organized communication, saving you valuable time and effort.
Seamless Document Management allows you to keep everything in one place and ensure a streamlined process from start to finish.
11.2 Comprehensive Request History Tracking
Welcome to our Comprehensive History Tracking feature! This feature allows you to effortlessly track and manage the complete history of generated documents and sent emails within each request. With this tool, you can:
Key Highlights:
- View Document History: Access a detailed log of all documents generated for each request. You can quickly see what has been created, by whom, and when.
- Track Sent Emails: Get a clear view of all the emails sent in relation to each request. This includes the content of the emails, the recipients, and the timestamps of when they were sent.
- Data Group Permissions: Access to the history is controlled by data group permissions, ensuring that only authorized users can view the information. This keeps your data secure and helps manage the flow of sensitive information.
By having all this data in one place, you can ensure complete transparency and maintain a detailed audit trail for your requests.
11.3 Boost Efficiency with Automated Approval Notifications
Welcome to the Smart Reminders feature! This tool is designed to help streamline your approval process and ensure timely responses from approvers. Let’s walk through how it works.
Key Highlights:
- Automated/Manual Notifications: Smart Reminders automatically notify the right approvers when action is needed.
- Timely Reminders: Notifications are sent based on the request due date to ensure approvals are timely.
- Flexible Scheduling Options: Tailor reminder settings based on the urgency of the request or business needs.
Smart Reminders is the perfect tool for automating your approval workflow and making sure no request gets delayed.