Employee and manager requests can be assigned criteria groups to ensure that some requests are only available to a subset of staff. These are configured on separate screens by request type. To complete this, follow the steps below.
📌Note: If the request has no criteria group set for it, then all employees and managers have access to it.
From the dashboard menu, search for and select Data Centre.
Against HR Admin Setup Settings, click OPEN, then click the assignment tile.
For employee requests, click Employee Request Process Assignment.
For manager requests, click UDF Assignment.
📌Note: Manager request forms will have a UDF type of Manager.
Against the request, click ASSIGN, then click ASSIGN CRITERIA GROUPS.
To assign an existing criteria group, click Activate, then click SAVE.
To create a new group, click ADD GROUP.
Enter a Group Description, then click OK.
Select a Criteria Category, then under Available, click on the required reference data.
Click on the > chevron to move the items to Assigned, then click SAVE.
📌Note: Click ADD to repeat the process for further criteria. Once you've assigned all criteria, click SAVE.
Click Activate, then click SAVE.