Managing your organisations new employee requests via the HR platform

The New Employee Requests Management feature allows you to submit a new employee request and then have the submission either approved or declined.  You can also use this feature to view the details of the request and cancel a submission if it is no longer needed. You will need to have your new employee request approvals set up first before you can use this feature. To read further information on this process, refer to the following article.

Important

Please be aware we developed this feature in 2017 and has received minimal updates in the preceding years. So you may run into unexpected issues with the product.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Create new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Create a New Requisition button.
    Employee_1.jpg
  4. Complete the following:
    • Position type.
    • Populate details based on an employee?
    • Hiring team.
    • Job title.
    • Total budgeted amount.
    • Base salary.
    • Benefit.
    • Employee type.
    • Expected end date.
    • Primay manager.
    • Secondary manager.
    • Locations.
    • Teams.
    • Work hours.
    • Ordinary hours.
    • Recruitment method.
    • Comments.
    • Attachments.
  5. Click the Submit button.
    Employee_2.jpg

Daily activities

Approve a new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Actions   button.
  4. Click the   View button.
    Employee_3.jpg
  5. Click the Approve button. 
    Employee_4.jpg
  6. Enter a comment and click the Approve button.
    Employee_5.jpg
Cancel a new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Actions   button.
  4. Click the   Cancel button.
    Employee_12.jpg
Decline a new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Actions   button.
  4. Click the   View button.
    Employee_8.jpg
  5. Click the Decline button. 
    Employee_6.jpg
  6. Enter a comment and click the Save button.
    Employee_7.jpg
Onboard a new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Actions   button.
  4. Click the   Onboard button.
    Employee_11.jpg
View a new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Actions   button.
  4. Click the   View button.
    Employee_8.jpg

Editing data

Copy a new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Actions   button.
  4. Click the   Make a Copy button.
    Employee_9.jpg
  5. Click the Submit button.
    Employee_10.jpg

Removing data

Delete a new employee request
  1. Click the   People menu.
  2. Click the Employee Requisitions submenu.
  3. Click the Actions   button.
  4. Click the   Delete button.
    Employee_13.jpg

Definitions

Definitions
Owner Owner of the business, and they have the same access as admin.
Admin Administrator access to the whole platform and no restrictions.
Requesters Manager The primary manager of the employee requesting the employee requisition.
Head of Employee's Team You can assign a team leader from within the Teams Settings feature. If you do not assign a leader, we will automatically approve the request.
Head of a Specific Team You can assign a team leader from within the Teams Settings feature. If you do not assign a leader, we will automatically approve the request.
Specific Person Specific person you would like to select from the employee list to approve the request.

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