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Requests

Request types, raising a request, assigning approvers and tracking requests.

15 articles
How do I create a request type?How do I create a request type?
How do I export requests, leave and overtime?How to export requests and leave to Excel using the Reports area.
Overview of the Request and E-Document modulesSummarizes what the Request and E-Document modules do, the roles, the initial setup, daily flows, statuses and notifications on one page.
Creating request types and assigning responsible employeesExplains how to add a request type, choose its responsible employees, deactivate or delete the type and define an approval process for it.
Creating and tracking a requestExplains how, as an employee, you create a request by choosing a request type and adding your message and file, and where you see the request's status and response.
Approving and answering requestsExplains where approvers in the approval process and the request type's responsible employee see requests, and how they approve, reject and answer them.
Creating e-document types and groupsExplains how to upload the documents to send to employees as PDF on the E-Document Types screen, the timestamp option, auto-filled PDF fields, archiving and e-document groups.
Sending and tracking e-documentsExplains how to send one or more e-documents to the employees you choose from the E-document archive or the E-Document Types screen, the rejection option and what happens after sending;…
Reading and approving an e-documentExplains how to open an e-document sent to you on the My E-Documents screen or from the inbox on the home page, approve or reject it with the "I read…
E-Document Archive - tracking sent e-documents, reminding and sending againExplains how to send e-documents from the E-Document Archive screen, follow the e-documents sent to employees there with status cards and filters, remind employees of pending documents, send a rejected…
Can requests be filtered by status?Can requests be filtered by status?
Which areas can employees raise requests from?Which areas can employees raise requests from?
Can a request have more than one approver?Can a request have more than one approver?
How do I see the requests raised by a particular employee?How do I see the requests raised by a particular employee?
Can I create more than one request at a time?Can I create more than one request at a time?