In PeopleXD, managers can submit manager request forms on behalf of their employees by following the steps below.
From the dashboard menu search bar, select Manager Dashboard.
Click Manager Requests, then click CREATE REQUEST.
Select an Employee, then select an Appointment.
📌Note: The appointment is only required for contract-specific requests.
Select a Request Type, then complete the required form fields.
Click Attach Documents to upload any related files, then click SAVE or SUBMIT.
🤓Tip: If the user saves the request, they can complete and submit it later.