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How do I add a request?

Use Human Resources to add the different forms for the different types of requests that your organization will use.

 

Watch a video

Learn how to set up and use online requests (4m48s).

 

Before you get started

  • If the request form will use an approval process, you'll need to sketch out the people and positions in the approval process. See the help topic titled How do I set up an approval process?

  • If you want the request form to ask for specific information, you'll need to list the information you want to collect. There's space on the request form to add custom fields.

  • If you want to limit the use of the request form to a group of users, you'll need a list of users who can use the request form.



Adding a request type

1. Open Connect Human Resources > Organization > Requests.

2. Click New (CTRL+N).

3. Click to select the field titled Request to assign a name to the request.

Example: Leave Request, Address Change Request, Wage Adjustment Request

4. Click to select the field titled Type, and then enter the type of request.  

Example: Vacation, Personal, Wage

5. Click to select the field titled Pay Code, and then enter the pay code for the request type.

Example: 3-00, Vacation Pay

6. Click Save (CTRL+S).

The request form is saved.

 

 

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