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View and manage Payroll requests, including active and completed requests, assign responsible parties, and review request details for processing and approval.

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View a Request

1

Navigate to Request

P Request
2

Select a view

P R View
  • Open: Ongoing requests
  • Closed: Resolved requests
3

Search or filter results

P R Search Requests
  • 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

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

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Review a Request

1

In the Open view, Select Assigned Requests

T R A Req
Request must be Open in order to review. 
2

Select a request

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

Select the desired action.

T 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

  • 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.