Set up a request form that allows a requester to change information related to an employee's position. For example, you can set up an employee change request to adjust an employee's wage or hourly rate; assign a new position; change a pay schedule, grade, or step; and so on. Users can use Connect Online to submit the employee change request.

You have the option of assigning the employee change request to an approval process. You can also set up the employee change request to update the employee's information when the request is approved.

Access to submit an employee change request is limited to managers who have been assigned to an employee change request. You can limit access to the employee change request when you set it up.

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 add 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. See the help topic titled How do I add fields to a request form?

• 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. See the help topic titled How do I assign requesters?

Creating an employee change request

1. Open Connect Human Resources > Organization > Requests.

2. Click New (CTRL+N).

New button

3. Click to select the Search button at the end of the field titled Request.

Search button at the end of the Request field

The Search Form displays a list of templates for creating requests.

Search Form

4. Select Employee Change and then click OK.

When you select Employee Change, some of the fields on the request form will not be available because the request doesn't need to include the extra information.

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

Like report titles, Connect will append the name in this field to the request form.

Example: If Jane enters Change User Rights as the Type, Connect will save the request form with the name Employee Change - Employee Change Request.

Note: Make sure to use a combination of Request Description and Request Type that hasn't been used before.

6. Set up the fields on the employee change request form.

See the help topic titled How do I add fields to a request form?

7. Assign requesters to the employee change request form.

See the help topic How do I assign requesters?

8. Assign the employee change request form to an approval process.

See the help topic titled How do I assign an approval process to a request?

9. Click Save (CTRL+S).

The request form is saved. Now, you can use Connect Online to submit an Employee Change Request.

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