How do I create a request form to change employee contact information?

Requests

Set up a form that a manager or an employee can use to submit to change the employee's contact information.

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.

 

Creating a contact information change request

1. Open Connect Human Resources > Organization > Requests.

2. Click New (CTRL+N).

 

New button

3. Use the Request Type list to select Contact Information Change.

 

Request Type list

4. Use the Description box to enter a request description.

Example: Contact Information Change - Employee

Note: Use a combination of Request Type and Description that hasn't been used before.

 

6. Set up the fields on the contact information change request form.

See the help topic titled How do I add fields to a request form?

7. Assign requesters to the contact information change request form.

See the help topic How do I assign requesters?

8. Assign the contact information change request form to an approval process.

See the help topic titled How do I assign an approval process to a request?

9. Click Save (CTRL+S).

The request form is saved. Now, you can use Connect Online to submit a Contact Information Change Request.

202008, 2020Mar13

 

 

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