Change Request Wizard

Revision as of 00:58, 2 March 2023

Change Request Wizard

Note: The Change Requests Wizard allows Users to quickly and easily submit a Change Requests - 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 Requests option. The Change Requests option only allows for a new record to be created once the Change Request is Authorised.
If there are no records in an Employees Object e.g. No Salary has been created for the Employee, if you use the Change Request Wizard and Widget to Create the First Salary Record, Create New will be the only option available in the Change Request Wizard.
If there are No Active Record, this will also be the case.
If there are Single or Multiple Active Records in the Object, then the Change Request options available will be "Change", and "New". You can create Multiple new Records at once, if the Object allows. E.g. Multi Jobs is Multi Job Functionality is active. Salary - Only one Salary Record is available. So a Change Request will always end the current Active Record and replace it with the new one.

If you don't 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. The Change Request Widgets need to be Active and Inserted into Users Dashboards to allow for Change Requests to be managed. Particularly for Managers and People & Culture Users.

Change Request Wizard Navigation Functionality

There are multiple navigation options available to you throughout the Change Request Wizard. These navigation options are outlined below.

1. 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.
2. 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.'
3. Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - allows you to create a New Record within a particular Wizard (where relevant).
5. Create - allows you to 'save' a New Record you've created.
6. Edit - allows you to Edit a Record.
7. Save - allows you to Save a Record.
8. Delete - allows you to Delete a Record.
9. Previous - allows you to go back one step.
10. 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.
11. Submit - allows you to Submit the data or Record/s you've added into a Wizard.
12. 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.
13. 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.
14. 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.
15. 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. Change Request for – If Employee is doing the Change Request for themselves, this will not show. This step is for Managers and People & Culture Users. Select the Team Member or People the Change Request is for.
2. Select Change Request – Select the Object that the Change Request is for. E.g. Next of Kin, or Salary, Or Job, Or Bank Details. Note that there are settings in the Development Tool On the Object which allow you to enable Objects which can be used in a Change Request.
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.