Business processes

Employee Request Management

A leave application, a payment request or a purchase request: in EdoLine each request type is a document type with its own form and route. The employee fills in the form, the request is approved and lands with the responsible assignee, and its status is visible at every stage.

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Requests you can set up

HR applications are available right away. Other request types are configured by your organization as its own document types with the fields it needs.

HR applications

Leave, unpaid leave, transfer, resignation, financial assistance and more.

Payment request

Amount, payee and grounds, defined as form fields.

Purchase request

List of items, quantity and justification.

Business trip request

Destination, dates and purpose of the trip.

Equipment and IT requests

Hardware, access rights and maintenance.

Facilities and other requests

Any internal form your organization uses.

How a request is processed

  1. The employee fills in the formThe fields are defined for the request type.
  2. ApprovalThe manager and relevant departments endorse the request.
  3. AssignmentA resolution names the person responsible and the deadline.
  4. ExecutionThe assignee reports back and the author sees the result.

Features

  • Request form builder — fields: text, number, amount, date, drop-down list, checkbox.
  • Approval route — attached to the request type or set when the request is sent.
  • Hand-off between departments — assignees from different departments are appointed by resolution.
  • Statuses and notifications — the author and participants see the stage and receive notifications.
  • Deadline control — due dates are set in the request and the resolution; overdue items are highlighted.
  • History and storage — all correspondence and decisions are kept with the request; search by filters.

Related EdoLine features

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We will show how this scenario works in EdoLine and answer your implementation questions.

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