eHub: Taking Action on Personnel Requests

Approving the request will move it forward in the approval process or provide the final approval needed for the request, depending on the process setup.

To approve a Personnel Request, select the card to expand the details and click on the Approve icon.

A Request Approved Successfully message displays.

The status changes to In Progress. If this is the last step in the workflow process, the status changes to either Approved or Denied.

Escalating a request moves the request to another step within the approval process. If this is the final approval in the workflow process, escalate will not display as an option.

To escalate a Personnel Request, select the card to expand the details and click on the Escalate icon.

A Request Escalated Successfully message displays.

When you escalate, you are neither approving or rejecting the request. The request moves to the next step in the Workflow process and the status changes to In Progress.

Canceling the request stops the workflow process.

To cancel a Personnel Request, select the card to expand the details and click on the Cancel icon. When you cancel a request, it will not continue with the workflow process and the status changes to Canceled.

An Alert window displays for confirmation.

Click OK to close the request and a Request Canceled Successfully message displays. Click Cancel to return to the following screen.

When a request is canceled, the workflow is stopped and the request becomes read-only with a status of Cancelled.

Cancel a Specific Service Request

To cancel a specific service request, but not the entire request, click the delete red X icon on the card you want to delete.

To reject a Personnel Request, select the card to expand the details and click on the Reject icon.

An Alert window displays for confirmation.

Click OK to reject the request and a Request rejected Successful message displays. Click Cancel to return to the following screen.

When a request is rejected, the workflow is stopped and the request becomes read-only with a status of Rejected.

When a request is canceled, the workflow is stopped and the request becomes read-only with a status of Cancelled.

To close a Personnel Request, select the card to expand the details and click on the Mark as Closed icon.

Personnel Requests can only be closed after the service date has passed.

An Alert window displays for confirmation.

Click OK to close the request and a Request Closed Successful message displays. Click Cancel to return to the following screen.

The request becomes read-only with a status of Closed.

The Submit icon is used when you are either adding an additional Service Request to an existing Personnel Request, or when changing the request's field data. See below for additional information.

You can add an additional Service Request to an existing Personnel Request (this uses the same Personnel Request and Contact Information).

1. Select the card to expand the details.
2. Fill out the Service Request fields.
3. Click the Add button.
4. Then the Submit icon. Now you will see an additional service request card at the bottom of the screen.

To create a new Personnel Request see eHub: Creating Personnel Requests

Personnel Requests will be approved through a Workflow process like other requests; however, these requests can be changed by the originator or anyone in the Workflow. Most of the fields in the Personnel Request can be modified.

Select the request card to expand the Personnel Request to see all the details. After changing the appropriate fields, click the Submit button.

Once the request has been saved, a message displays indicating you have successfully submitted the request and the request will go through the Workflow process again for approval.

Note:   When a Personnel Request is changed, the original Workflow is started over.