Managing Requests

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Request Insights

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HR Requests

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Time Requests

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Settings

• How can I edit loan policies?

  To edit loan policies, follow these steps: From the menu on the top right corner of the screen access the "Settings" Select the "Pay" tab to open the pay settings 3.Select the 'Loan' option from the menu 4.ModifySome readers

• How can I enable or disable specific request types?

  There are so many different request types available in the platform. You can easily allow your team to access any of the various request types by enabling them in the setting, likewise you can remove their access to any request type that you do not want your team to be able to use by disabling them in the settings. Please follow the steps below to enable or disable any request type you need: From the top right corner menu, select settings: (https://storage.crisp.chat/users/helpdesk/Some readers

• How can I set up or edit the approval flow for a request?

  To set up or adjust a request approval flow, follow the below steps: From the menu on the top right corner of the screen access settings. Select the "Requests" tab to open Request Settings Select the request type that you would like to add or edit the approval flow for. To create or add a new approval floSome readers

Pay Requests

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