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Supervisors can only view requests submitted by employees they oversee.

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View a Request

1

Navigate to Request

HR Req Nav
2

Select a view

HR Req Tab
  • Open: Currently active requests 
  • Closed: Resolved requests
3

Search or filter results

  • Use the Search bar to find requests by Request ID or subject. 
  • Use the filter to sort request results. 
    • All Requests: Requests assigned to or created by the current account.
    • Assigned Requests: Requests assigned for action and processing.
    • My Requests: Requests created by the current account.
4

Select a request

HR Req Select
Selecting a request will open the corresponding record in the Requests module 

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Review a Request

1

Filter by Assigned Requests

HR R Assigned Req
Request must be Open and assigned to the account in order to review. 
2

Select a request

HR R Select
Use the Search bar to find requests by Request ID or subject. 
3

Select an action

HR R Action
  • Approve: Approve the request for further processing.
  • Reject: Reject the request.
  • Discard: Permanently remove the request from the system.
  • Edit: Modify the request information before continuing processing.
4

Confirm the action

HR R Conf A
  • Approve: Select Approve to complete or Cancel to exit without saving changes.
  • Reject: Provide a reason for the decision and select Reject to complete or Cancel to exit without saving changes.
  • Discard: Select Discard to complete or Cancel to exit without saving changes.
  • Edit: Fill the required information and select Save to complete or Cancel to exit without saving changes.