Other staff requests
Ask for equipment, ask a question about your pay, or ask for anything else.
What it's for
You can also ask the team for things that are not time off: equipment, a question about your pay, or anything else. Another manager or an administrator reviews it.
Before you start
- You're signed in as a Manager.
Steps
Open My requests
In the menu on the left, click Operations → My requests.
Start a new request
Click New request. A panel called New request opens on the right of the page.
Choose the type
In Type, pick one:
- Equipment: you need something to work, for example a headset.
- Payroll question: you have a question about your pay.
- Other: anything else.
These types have no dates. The day boxes disappear.
Give it a title
In Title, write a short title, for example "New headset" or "Hours for last week". 3 to 120 characters. While testing, start it with TEST, for example "TEST headset".
Explain what you need
Write it in Details. For Equipment and Payroll question, the box is called Details (optional). For Other, it is called Details and you must fill it in. Up to 2,000 characters.
Send it
Click Submit request at the bottom of the panel (or Cancel to close it).
What you should see
- The request page opens, with the status Submitted.
- When shows a dash (—), because there are no dates.
- History shows "Submitted."
- The request is in your list on Operations → My requests.
Test checklist
Good to know
You are testing on real data
The test app shares its data with the live app, and requests can't be deleted. Start the title of a test request with TEST (for example "TEST time off"), and cancel it when you're done. Ask another tester (an administrator or a second manager) to decide it, not a real reviewer.
To follow, change or cancel your request, see Follow your staff requests.