Skip to main content
View and manage HR requests, including active and completed requests, assign responsible parties, and review request details for processing and approval.

​
View Requests

1

Navigate to Requests

Requests View
2

Select a view

Requests OC
  • Open: Currently active requests 
  • Closed: Resolved requests
3

Search or filter results

Requests SF
  • Search: Find results based on Request ID or Subject 
  • Filter: Refine results based on assignment status
4

Select a request

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

​
Review a Request

1

Select 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. 
  • Use Select View to filter request results. 
3

Select the desired 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.