Employee Requests | Comidor Digital Automation Platform

Employee Requests (People Management)

789 562 Comidor BPM Platform

Comidor Employee Requests Unit is used by Personnel for submission of personal requests that refer or not refer to work lifecycle, working environment and activities, equipment replacement, etc. Every user can add an application. When an application is added needs approval from the Manager of this Personnel. Every time an Employee application is approved by the Manager, a notification is sent to the user who made the request so that he/she is informed.

Managers have access only on their Personnel’ applications. The user can check only his applications.

 

Submit a new Request

  1. Go to Modules Menu Icon > People Management > Employee Requests.
  2. Then, click on the + icon to continue. Otherwise, you can add an Employee Requests by pressing the quick add, on the right side of your screen.
  3. In the form that opens, you should complete the following fields:
    • Title: This will be the Application title
    • Basic Info, such as the Type of Application, which can be selected from the List.
    • If applied, Start and End Dates and Times of Application can be added. Calculated Duration of Application excludes that Region’s Public Holidays and non-working days.
    • Fill in a Description and click on Save to save the new Application, Save and New to save this and start creating another one. Choosing to Save and Notify, the request will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

 

Review Employee Requests

  1. Go to Modules Menu Icon > People Management > Employee Requests.
  2. There, you may see your own accepted, pending or declined Requests and Requests that were added by Personnel that you are a Manager of.

Accept or Decline a Request

When a request is submitted, except viewing Requests through Employees Requests Unit, also a System-Notification appears to the Manager with info about who has requested a new request.

The Manager has the right to decide upon the employee request.

  1. In the form that opens in the request Summary tab, you have to check the Basic Info of Application, focusing on the Type of it.
  2. Then, below it, you can check the Scheduling of the Application. Focus on duration, for applications that refer to days. Finally, a Description of the Application may be there, too.
  3. As a Manager, you can Approve or Reject the request from green/red buttons on the top right. If Rejected, you may add a rejection reason, too.

You are not allowed to Delete a Requests, except if you are a Data Manager User, or you have a Manager role or you have created that request.

employee requests / Comidor Digital Automation Platform
When a request is being approved, or rejected, the user who submitted it, will receive a System-Notification, upon the decision and with info such as who has been decided upon it. Also, the process has been completed, too.

Edit a pending request

A User that has requested a request, users with Manager role or Data manager can see, edit or delete a pending employee request.

  1. Enter the Pending request, you wish to edit from the list of requests.
  2. Click on the Edit button to open the edit form.employee requests edit / Comidor Digital Automation Platform
  3. Adjust information needed and then press either Save to save changes or Save and Notify to also send Note-<Notification> upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

Call Off an already approved request

A User that has requested a request can call-off this already approved request. Data Managers and Managers can also call-off an already approved request.

  1. Enter the Approved employee Request, you wish to Call-off from the list of requests.
  2. Click on the Cancel Request button that exists on the top right of the request entry.
  3. A Notification will appear, confirming that the request has been canceled.

 employee requests cancel request/ Comidor Digital Automation Platform

Delete a pending request

A User that has requested a request and any Data Manager User can see, edit or delete this request.

  1. Enter the Pending request, you wish to delete from the list of
  2. Click on the Delete button that exists on the top right of request view. A confirmation box will appear.

 

Manage a request

  1. Enter the request, you wish to manage from the list of requests.
  2. Click on Notifications tab to check System-Notification that has been sent to the Manager. You may check the sent date and time, whether the notification has been disabled and seen.
  3. Click on Tags tab to add a new Tag on that request that it may be a private, group, internal or public. From this point, you can also manage old tags that were added on that. Putting Tags in requests may help you in grouping them, filtering and finally find them easier.
  4. Click on Links tab to add a new Link between this request and any other Comidor entity e.g. a Project, an Event, a Job Title, etc.
  5. Click on the Actions button to open a list of actions.
    • Refresh button gives an instant updated view of this request.
    • Click on Print whether you need to print this request. A new tab opens in the web browser. Click on Ctrl+P to Print, or in the Printer icon. (Changes may apply in different browsers)
    • Click on Link with in order to Link this request with any Comidor entity (other process, account, contact, project, opportunity, etc.). A pop-up window appears.
    • Click on Notify in order to Notify a person or group of people regarding this Application. Watch out to Notify someone that has access to this Application.
    • Create a Duplicate Application based on this one.

Manage requests

  1. Go to Modules Menu Icon > People Management> Employee Request. There, you may see your accepted, pending or declined requests and requests that were added by Personnel who you Manage.
  2. Multi-check requests, so as to:
    1.  Link them with any other Comidor entity e.g. a Project, an Event, a Job Title, etc.
    2. Add Tags add a new Tag) on that request that it may be a private, group, internal or public.
    3. Click on the Actions button to Print or Export the current requests view.