To create an employee request, click the ‘+’ button in the ORG view and select CREATE EMPLOYEE REQUEST.
Select a request from the list.
If the selected request type has a completion guide attached, it will appear automatically after selecting the request. To hide it, press the HIDE INSTRUCTION button. The guide will be hidden, and the button will move to the bottom of the screen so you can reopen it at any time.
The first tab that appears in the request document is DETAILS.
To switch tabs, you can swipe left or right at the level of the navigation panel
or use the buttons in the bottom panel.
If you want to select a different request type, press the REQUEST TYPE field. A selection list will open.
The DESCRIPTION field may contain a default request description. If you want to change it, tap the field and edit or add the content.
If the request you are creating requires an attachment, click the +ATTACH THE FILE button. A file selection window from your device will open. Choose a file and confirm. You can add more than one attachment.
A template document that needs to be completed and attached can be added to the request document. To preview the template, click the button with the eye icon and its name. To download it, press the save icon (downward arrow). You can attach the completed template by uploading the file as described in the previous step.
Information tab
If you are submitting a request on someone else’s behalf, you can change the requesting person on the document. Press the REQUESTER field and select a person from the list.
In a similar way, you can select the notified persons.
Declarations tab
If declarations are assigned to a given request, you will find them in this tab. Those marked with an asterisk are mandatory, and you won’t be able to submit the approval document without checking/confirming them.
Approval tab
In this tab, you specify the people responsible for approving the document. Press the approval level field (Level 1 in the example below), select a person, and confirm. Depending on your company’s settings, the approvers in the approval workflow may be filled in automatically. Send the completed request for approval.
