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Change requests

Updated over 2 months ago

Users can request to change their address and email address in the Employee Self Service Portal. The requests will generate a notification to HR while creating a record of the request on the HR Change Request Workbench.

Notice of change requests

HR Parameter PRREQUSR contains a comma-separated list of user IDs that receive email notifications of changes.

HR Parameter PRREQUSR

When a request is submitted via My Requests in ESS, the HR members listed in HR Parameter PRREQUSER will receive email notifications that a request has been made.

Email Notification

A task is also created on the Approver’s Activity Workbench.

Activity Workbench

The Activity Workbench can be found by accessing the drop-down Menu on the User Name in the upper right hand corner of Coins ERP+.

Accessing the Activity Workbench

Manage change request

The HR Change Request Workbench allows the HR Department to view and manage change requests that come in from Employees.

HR Change Request Workbench

Filter on Pending Request, then drill on the Full Name. A list of all requests for the employee is presented and you can use filters to see only pending requests.

Pending Requests by Employee

To manage a pending request, click on the link contained in the email notification or access the task on the Activity Workbench. The request can then be approved or denied.

Request Detail Summary

Processing approved change requests

A scheduled background report processes all approved change requests. This section describes how to schedule the process.

  1. In Human Resources > Administration, select Process Change Requests from the menu.

  2. Click Output Options, click the Scheduled radio button and click Next.

    Process Change Requests

  3. Another tab will be available that will allow you to schedule the process. COINS recommends that the process runs several times a day. The process will look at all requests which are scheduled to take effect that day, and if approved, the Employee/Personnel record will be updated.

    Process Change Requests Scheduling

Create a report schedule

To create a Report Schedule that runs periodically throughout the day, go to System > Report Setup > Standard Schedules.

At the bottom of the page, select Frequency. Then click Add.

System > Report Setup > Standard Schedules

Create a schedule and click Save.

Create Schedule

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