This article is for administrators only.
Create a employee request or report forms
Employee requests and announcement forms (reports) are intended to solve basic processes using simple forms. You, as the administrator, can create forms based on your company's needs. All the employees with the feature turned on can see all the requests and announcement forms.
The feature for approval is displayed for users once a form with their name on the approval list is created.
What is the difference between requests and notices
The employees use notices (reports) for events that happened, and it is their responsibility to report it to their employer. The report is recorded thanks to the form, and the process can continue smoothly. For example, an accident report, an immediate medical exam, a work incident, and so on. These reports do not go through the approval process but are recorded by the system, and the responsible people are notified about this notice.
Employees ask for approval using the requests feature. These forms are intended for requests that require approval by the responsible people. It is a simple workflow. For example, a purchase request, an order request, a holiday request, and so on. The request goes through a successive approval process where selected managers approve the request one after the other or a parallel approval process where all the selected managers can approve the request at once.
Who can create a request or notice and who can approve them
All the employees can create a request or notice.
You can put any office user on the approval list.
How to create a form for requests or notices
Go to the administration settings and then go to the "Requests and Notices" tab. You can see 3 tabs here - report settings, request settings and superior settings. Open the report or request settings. Click on any form to edit it.
Create a new form by clicking on the "+" button:
- Fill in the request name, for example, "Purchase request - computer"
- Select a suiting icon and its color
- Allow or deny attachments based on the form
- Include required date
- Select the process of approval - parallel or successive
- Select responsible people in the "Who to send the notification to" section. You can also set a superior as the responsible person and they will be automatically selected when the form is sent based on the superior settings
You can create a notice similarly, but you do not select the approval process because the responsible people only need to confirm reading the notice.
How to activate requests and notices for users
Go to the administration settings and the "Roles" tab. Select a role and activate "Requests and Notices"