Creating New Employee Change Request Types
You can add a new employee change request type if you have the Employee Change Request Types permission at access level Create, Edit, or Full. For more information, see Employee Change Requests Permission Requirements.
To create an employee change request type:
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Go to Setup > HR Information System > Employee Change Request Types.
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Click New Employee Change Request Type.
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On the Employee Change Request Type page, enter a Name and Description for the employee change request type.
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From the Change Reason list, select a change reason.
This is the change reason used to apply the requested changes on the employee’s record after the employee change request is approved by all approvers. For more information about employee change reasons, see Managing Employee Change Reasons.
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In the Guidelines for Request field, enter any information that will assist employees when initiating this change request type. The guidelines that you enter here will be displayed to any employee who chooses to initiate a change request using this employee change request type.
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In the Related Fields subtab, select the fields you want to include in the employee change request.
The fields you choose here appear on the employee change request when you select this employee change request type. After all the approvers approve the request, these fields on the employee’s record are changed on the proposed future date.
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To add a field, select a field from the list, then click Add.
For example, if you are creating a transfer change request, you can select the following related fields:
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Location
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Department
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Supervisor
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Job
You can add related links next to each Related Field to give the manager creating the request useful information about each field.
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Under the Insights tab, check the insights that you want to appear for managers and approvers.
The following insights are available:
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Job Duration — The range of time past employees have been in this employee’s current role.
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Salary Increase — The range of salary increases for other employees within the organization in the same proposed position and location.
These insights are based on two years of organizational data.
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Click Save.