Creating a Request

Creating a request is like recording an action.

To create a request:

  1. Access the part of the employee record that is affected by the request.

  2. Insert a new action.

  3. Select Request.

  4. In the Request Information group box, enter the request data.

    If the request is recorded in a given part of the employee record, no move with an action status of Actual and an effective date that is subsequent to the request effective date can be recorded in this part of the employee record (the parts are not linked).

After the request is created, the request status is In Progress. A reference number is assigned automatically to each new request.