You can create request forms using the employee and manager requests screen. These allow an employee, or a manager on behalf of an employee, to submit a request form within PeopleXD that's then routed to its intended recipient via a workflow process. To learn how to do this, watch the video or follow the steps below.
Create the request form
The initial step is to create a new form for the required request type.
On the PeopleXD People Management dashboard, click the Data Centre tab.
Open the HR Admin Setup Settings option.
Search for and click Employee and Manager Requests.
Click Employee Requests or Manager Requests, then click ADD.
Input a Code and a Description as follows, then click OK.
Field | Description |
Code | Up to six alphanumeric characters, the code must be unique. |
Description | Descriptive alphanumeric text, up to 40 characters long. |
Add fields to the form
Once the form has been created, you can add a maximum of 40 fields to it.
📌Note: All forms require a section field as the first field, this is generated automatically.
Click the new form's three-dot menu, then click Edit.
To update the section field, click its three-dot menu, then click Edit.
Alternatively, click ADD NEW to create a new field.
Complete details as shown in the next table.
Click OK, then define the look-up for any list items.
Against the item, click LIST ITEMS, then click Add.
Enter a List Item Description, then click OK.
Repeat for all list items, then click Edit Request Form.
Field | Description |
Item | System-generated item number. |
Form Label | Up to 50 alphanumeric characters. |
Field Type | Select one of the following.
|
Reference Type | Note: Only required for a reference field type. Select a reference data item from the drop-down list. E.g., to select from a location, set Location as the reference type. |
Description Mode | Note: Only required for a reference field type. Select the reference type's display format from the drop-down list. E.g., Description or Code - Description. |
Format Mask | Note: Only required if the field type is numeric. Specify a number format, e.g., "99.99". |
Section Type | Note: Only required for section field types. Select one of the following.
|
Mandatory | Turn off the toggle to make the field optional. |
Active | Enable the toggle to display the field within the form. |
Amend Form Settings
Apply any additional settings, such as,
Show or hide specific fields.
Add a purpose message and link at the top of the form to guide users.
Include a customised statement that users must read and agree to by ticking a checkbox before submitting the form.
To do this, follow the steps below.
📌Note: Options vary by request type, see the table below.
Click ACTIONS, then click Settings.
Click the toggles as needed, then add any guidance in the Help Text section.
You can remove or amend text added by the Admin Settings parameters.
Enter any required text in the Declarative Statement section, then click SAVE.
Field | Description | Request Type |
Hide Additional Information | Hides the additional information box on the form. | Manager |
Appointment Specific | Links the form to a contract. The employee selects the relevant appointment. | Employee |
Hide From & To Dates | Hides the form's from and to dates. | Employee |
Hide Document Option | Hides the form's document upload button. | Both |
Help Text | Enter help text to display at the top of the form, or leave it blank. | Both |
Declarative Statement | Enter a statement to display at the bottom of the form. This adds a checkbox that users must select. | Both |
Preview Form
You can preview new and existing forms from the Edit Request Form screen.
Follow the below steps to navigate to this screen.
From the People Management dashboard, click the Data Centre tab.
Against HR Admin Setup Settings, click OPEN, then click Employee and Manager Requests.
Click Employee Requests or Manager Requests.
Click the form's three-dot menu, then click Edit.
Click Preview to review the form, then click Edit Request Form to exit.