Managing Requests

This chapter provides an overview of request management and discusses how to:

• Manage requests.

• Request a sanction or demotion.

• Run request reports.

Understanding Request Management

You can record an event or action in employee records as an action or as a request. The system enables you to create, accept, refuse, and delete requests. You can also manage sanction and demotion requests.

Request management appears in the following components:

• Increment Step/Promotion FPS (career data).

• Update Assignment FPS.

• Update Compensation FPS.

• Update Work Time FPS.

• Update Categorization FPS (employee categorization data).

• Chg Civil Service Position FPS (civil service position data).

• Update Seniority Bonus FPS.

• Grant Premiums FPS (employee premiums data).

• Absences FPS.

• Freeze Advancement/Demotion FPS (sanction/demotion actions).

In transaction mode, the system controls requests. In collective processing, requests are not considered.

Managing Requests

This section discusses how to:

• Create a request

• Accept a request

• Refuse a request

• Delete a request

Creating a Request

Creating a request is like recording an action.

To create a request:

1. Access the part of the employee record that is affected by the request.

2. Insert a new action.

3. Select Request.

4. In the Request Information group box, enter the request data.

   If the request is recorded in a given part of the employee record, no move with an action status of Actual and an effective date that is subsequent to the request effective date can be recorded in this part of the employee record (the parts are not linked).

After the request is created, the request status is In Progress. A reference number is assigned automatically to each new request.

Accepting a Request

An In Progress request can be validated and accepted.

To accept a request:

1. Access the request.

2. Select the Status Date.

   Modify the data in the component when necessary.

3. Click Validate Request.

4. Click Save to confirm the validation.

   The request status is Accepted. Data in the Request frame is unavailable for entry. The action status is Actual.

Refusing a Request

You can refuse a request if the order has not been edited. Once an order is edited, you must abrogate the request to refuse it.

Refusing a request consists of manually modifying the move by selecting the rejected request status.

To refuse a request:

1. Access the Request record.

2. In the Request Status field, select Request Rejected.

3. In the Status Date field, enter the refusal date.

4. Save the request.

   The move is deleted in the employee record. The data is stored in the delete move table.

See Also

Deleting an Action

Deleting a Request

You can delete a request if the order has not been edited. Once an order is edited, you must abrogate the request to delete it.

To delete a request, activate the delete row. The data is deleted and is not stored

See Also

Deleting an Action

Requesting a Sanction or Demotion

This section discusses how to:

• Request a sanction or demotion.

• Accept or refuse a sanction or demotion.

Pages Used to Request a Sanction or Demotion

Requesting a Sanction or Demotion

Access the Sanct/Demotion - Overall Data page.

Recording a sanction request is the same as recording a sanction or a demotion.

See Also

Managing Sanctions and Demotions

Accepting or Refusing a Sanction or Demotion

To accept a sanction request or demotion, validate it in the Sanction/Demotion component or the Career component. The system updates both parts of the employee record.

To refuse a sanction request, delete it in the Delete Career Data FPS component.

Running Request Reports

This section discusses how to run request reports.

Pages Used to Run Request Reports