Process HR requests
The particulars of who handles HR request approvals depends on your organization’s processes. In some cases, an organization moves an HR request through the HR part, and then process all steps. Other organizations prefer to have payroll review the HR request, and then process all steps.
When you process an HR request, many records are created, such as:
A new or updated employee card
A new assignment in most cases
Employee benefits
Miscellaneous articles
Deductions
Rates
Employee union
Employee attendance plans
Assignment allowances and allocations
To process an HR request
Choose
, enter hr requests, and then choose the related link.The HR Requests page opens.
Select the HR request that you want to process.
The HR Request Information FactBox displays the number of unprocessed steps for this HR Request.
After the HR request has been fully reviewed and moved through the next statuses as per your internal processes, such as, Open, Pending HR Processing, Pending Payroll Processing, and Complete, you can process all steps.
On the action bar, choose Process All Steps.
An information dialog displays that indicates the number of steps that have been successfully processed.
To proceed, choose Yes.
On the action bar, choose Actions > Next Status.
The Status field changes from Open to Pending HR Action and the HR Request is transferred to the HR request inbox.
Choose
, enter hr request inbox, and then choose the related link.The HR Request Inbox page opens.
By default, the HR Request Inbox is filtered to display all requests.
To view only requests with a Status of Pending HR Action, in View Status, specify Pending HR Action.
Select your pending HR request, and then on the action bar, choose Related > Card.
The HR Request page opens.
After HR has completed their review of the HR request, to update the Status of the request to Pending Payroll Action, on the action bar, choose Home > Next Status.
Choose
, enter hr request approval entries, and then choose the related link.The HR Request Approval Entries page opens.
Select the HR request that you want to approve, and then on the action bar, choose Related > Record.
The HR Request page opens.
After payroll has completed their review of the HR request, to update the Status of the request to Completed, on the action bar, choose Home > Next Status.
Default Approval Group Code
When the Default Approval Group Code field on the HR Position Card page has a value other than blank and an HR request is processed, the Approval Group Code on employee attendance plan lines are updated with the default value. Otherwise, the employee attendance plan lines are not updated during HR request processing.
Note
Note:
The Default Approval Group Code field that is specified on the HR Position Card page takes precedence over an Approval Group Code that is specified on attendance plans.
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