How do I add a request?
Requests
Add different request forms for the different types of requests that your organization will use.
Before you get started
If the request form will use an approval process, you'll need to sketch out the people and positions in the approval process. See the help topic titled How do I set up an approval process?
If you want the request form to ask for specific information, you'll need to list the information you want to collect. There's space on the request form to add custom fields.
If you want to limit the use of the request form to a group of users, you'll need a list of users who can use the request form.
Adding a request type
1. Open Connect Human Resources > Organization > Requests.
2. Click New (CTRL+N).
3. Set up the fields.
Request
Request type
Description
Pay code
Minimum leave hours
Increment size
Action
Approval process
Update the employee when x is completed
Fields
Add fields to the request form
Requesters
Assign requesters to the request form
4. Click Save (CTRL+S).
The new request form is saved.
2019.05, 2019Feb26
Request
Assign the form type, pay code, and approval process. The required fields will change based on the request type that has been selected.
Request type
Select a request type from the drop-down list. You can create a request form for
Contact information change
Disciplinary action
Employee change
Endorsement
Grievance
Incident, and
Leave
Request Leave drop-down list
Description
Enter a description to append to the request type. For example, if the Request Type is Leave and the Description is PTO, then the description that displays in the Request field is Leave - PTO.
Pay code
This field is only available when the Request Type is Leave. Enter the leave pay code for calculating leave time.
Minimum leave hours
This field is only available when the Request Type is Leave. Enter the minimum leave hours required by the employee requesting leave time. If the employee's leave hours is less than the minimum leave hours, the request will not be sent for approval.
Increment size
This field is only available when the Request Type is Leave.
Define the number of hours an employee can request as leave time.
Example 1: City XYZ requires an employees to request leave time in four-hour blocks. City XYZ sets the Increment Size to 4. When an employee fills in a leave request, the employee can submit a leave request for 4, 8, 12, 16, 20... and so on.
Example 2: City JKL allows employees to request leave time in two-hour segments. City JKL sets the Increment Size to 2. When the an employee fills in a leave request, the employee can submit a leave request for 2, 4, 6, 8, 10... and so on.
Action
This field is only available the Request Type is
Disciplinary action
Endorsement
Grievance
Incident
Use this field to link the request to an action that requires the user to add additional information, begin a process, etc. When a user fills in a request, Connect will initiate the action that is tied to the request.
Action field in Requests
Find out more information about actions
Approval process
Assign an approval process to a request. When a request is submitted, Connect will send the request to the first step in the approval process.
Approval Process field in Requests
Learn more about approval processes
Note: If you add an approval process while you're setting up a request, you'll need to save and reopen Requests to view the new approval process in the Search form.
Update the employee when x is completed
Select the checkbox to show in the employee's record that the request has finished the approval process.
Update the employee record when x ix completed
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