Change Request Wizard
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==Change Request Wizard== | ==Change Request Wizard== | ||
| − | + | Note: The Change Request Wizard allows Users to quickly and easily submit a Change Request - For Employees. Manager. People & Culture Users. Employees submit this for themselves and select an Authorisor. Managers can do this for Team Members and Select an Authorisor. People & Culture users can do this and select another People & Culture User as Authorisor. Change Requests can be based on: Creating a Brand New Record, or selecting an existing record and changing this record to a new record. Please note. Some parts of the Subscribe-HR system are single records only - E.g. Salary. Other parts allow for Employee to hold multiple Active records at once e.g. Bank Accounts, Next of Kin. Self-Service options are also available from the START Menu. My Info Self Service and Manager Self-Service are available for people to create new records, without having to use the Change Request option. The Change request option only allows for a new record to be created once the Change Request is Authorised. If you dont want Employees and Managers to be able to use Self-Service for doing this, please deactivate My Info and My Teams Info from the START option. | |
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==Change Request Wizard Navigation Functionality== | ==Change Request Wizard Navigation Functionality== | ||
Revision as of 03:25, 1 March 2023
Contents
Change Request Wizard
Note: The Change Request Wizard allows Users to quickly and easily submit a Change Request - For Employees. Manager. People & Culture Users. Employees submit this for themselves and select an Authorisor. Managers can do this for Team Members and Select an Authorisor. People & Culture users can do this and select another People & Culture User as Authorisor. Change Requests can be based on: Creating a Brand New Record, or selecting an existing record and changing this record to a new record. Please note. Some parts of the Subscribe-HR system are single records only - E.g. Salary. Other parts allow for Employee to hold multiple Active records at once e.g. Bank Accounts, Next of Kin. Self-Service options are also available from the START Menu. My Info Self Service and Manager Self-Service are available for people to create new records, without having to use the Change Request option. The Change request option only allows for a new record to be created once the Change Request is Authorised. If you dont want Employees and Managers to be able to use Self-Service for doing this, please deactivate My Info and My Teams Info from the START option.
There are multiple navigation options available to you throughout the Change Request Wizard. These navigation options are outlined below.
- START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
- View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
- Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
- Create New - allows you to create a New Record within a particular Wizard (where relevant).
- Create - allows you to 'save' a New Record you've created.
- Edit - allows you to Edit a Record.
- Save - allows you to Save a Record.
- Delete - allows you to Delete a Record.
- Previous - allows you to go back one step.
- Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
- Submit - allows you to Submit the data or Record/s you've added into a Wizard.
- Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
- Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
- Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
- Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).
How to Trigger the Change Request Wizard
How to trigger the Change Request Wizard.
1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "Change Request" option from the menu, then click "Select."
Change Wizard Steps
1. Type – use the dropdown menu to specify the type of Question being asked. The options are:
- Company Policy.
- Training.
- General Question.
- Holidays.
2. Question Details – use the free text field to type the HR Question.
3. Owner – use the dropdown menu to specify the appropriate Owner of the Question. The options are:
- Customer Service.
- Environmental.
- Executive Management.
- Finance & Admin.
- Operations.
- Sales.
- Sales & Marketing.
- Information Technology.
- Human Resources.
- OH&S.
