{"id":10568,"date":"2023-12-10T10:35:43","date_gmt":"2023-12-10T10:35:43","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b7%d9%84%d8%a8%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d9%88%d8%b8%d9%81%d9%8a%d9%86\/"},"modified":"2026-01-26T12:21:35","modified_gmt":"2026-01-26T12:21:35","slug":"managing-employee-requests","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/managing-employee-requests\/","title":{"rendered":"Managing Employee Requests"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1747221672767{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">The system simplifies the process of managing employee requests, encompassing various types of requests such as leave applications, promotions, transfers to another branch, and more. You can add different types of requests, as well as record all incoming requests from employees and approve or reject them. The request recording process is conducted by one of your human resources staff members who are users of the system, or by the employees themselves if they are users on the system.<\/span>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<span style=\"font-weight: 400;\">You can learn more about the difference between an employee and a user from this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/difference-between-employees-and-users-in-daftra\/\">link<\/a>.\u00a0<\/span>[\/vc_message][vc_custom_heading text=&#8221;Adding a New Request Type&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703157625845{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1769430053210{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Requests are categorized to include all their specific types, so before adding requests, you should add request types.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on the <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\"> dropdown under <\/span><b>&#8220;Requests&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, then click on <\/span><b>&#8220;Request Type&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46163 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Request-Types-.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Request-Types-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Request-Types--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Request-Types--1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Request-Types--768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You will find a list of existing request types, and you can add a new one by clicking on <\/span><b>&#8220;New Request Type&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10574 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h40_10.png\" alt=\"\" width=\"1800\" height=\"577\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h40_10.png 1800w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h40_10-300x96.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h40_10-1024x328.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h40_10-768x246.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h40_10-1536x492.png 1536w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Enter the request type name, choose the corresponding icon, and select the request status:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Active.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Inactive.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10576 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h42_18.png\" alt=\"\" width=\"1305\" height=\"767\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h42_18.png 1305w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h42_18-300x176.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h42_18-1024x602.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h42_18-768x451.png 768w\" sizes=\"auto, (max-width: 1305px) 100vw, 1305px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Specify the available users who have permission to add, view, approve, reject, and manage requests from the dropdown menus in the field. You can choose from the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Everyone.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">None.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific branches.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific departments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific designations.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific employees.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific roles.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If the user has permission to approve and reject requests and also has the right to submit requests as an employee, you can control the employee&#8217;s ability to reject or approve their requests by enabling or disabling the <strong>&#8220;Allow Approve or Reject my requests<\/strong><\/span><span style=\"font-weight: 400;\"><strong>&#8220;<\/strong> feature.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10578 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h56_22.png\" alt=\"\" width=\"1298\" height=\"606\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h56_22.png 1298w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h56_22-300x140.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h56_22-1024x478.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h56_22-768x359.png 768w\" sizes=\"auto, (max-width: 1298px) 100vw, 1298px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can review the request type data and perform actions such as deletion, editing, deactivation, and reactivation.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10580 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h58_35.png\" alt=\"\" width=\"1194\" height=\"762\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h58_35.png 1194w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h58_35-300x191.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h58_35-1024x654.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h58_35-768x490.png 768w\" sizes=\"auto, (max-width: 1194px) 100vw, 1194px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Managing Employee Requests&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703158460852{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1747221886399{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">To be able to add and manage new requests, you can go to the <\/span><b>&#8220;Manage Requests&#8221;<\/b><span style=\"font-weight: 400;\"> dropdown under <\/span><b>&#8220;Requests&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu and click on the desired request type or <\/span><b>&#8220;All Requests&#8221;<\/b><span style=\"font-weight: 400;\"> to view all requests of all types.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10582 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h59_28.png\" alt=\"\" width=\"1837\" height=\"539\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h59_28.png 1837w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h59_28-300x88.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h59_28-1024x300.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h59_28-768x225.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_13h59_28-1536x451.png 1536w\" sizes=\"auto, (max-width: 1837px) 100vw, 1837px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use the search and filtering tools if desired or perform actions on requests such as editing and deleting. Additionally, you can add a new request by clicking on the <\/span><b>&#8220;New Request&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10584 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_14h04_42.png\" alt=\"\" width=\"1353\" height=\"494\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_14h04_42.png 1353w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_14h04_42-300x110.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_14h04_42-1024x374.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-21_14h04_42-768x280.png 768w\" sizes=\"auto, (max-width: 1353px) 100vw, 1353px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose the employee&#8217;s name from the dropdown menu in the employee field, whether the employee is a system user or not.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the date of request application by the employee.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specify the execution date for the request. For example, if the request is for leave, the execution date is the desired leave date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the description, provide some information to clarify the request.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can attach files from the attachments.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Then click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34402 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hyde.png\" alt=\"\" width=\"1336\" height=\"601\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hyde.png 1336w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hyde-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hyde-1024x461.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hyde-768x345.png 768w\" sizes=\"auto, (max-width: 1336px) 100vw, 1336px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Approving and Rejecting Requests&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703158669924{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1747221993228{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">After creating the request, it remains in the <\/span><b>&#8220;Pending&#8221;<\/b><span style=\"font-weight: 400;\"> status until it is approved or rejected by authorized users.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34404 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hhyfdw.png\" alt=\"\" width=\"1355\" height=\"577\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hhyfdw.png 1355w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hhyfdw-300x128.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hhyfdw-1024x436.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/hhyfdw-768x327.png 768w\" sizes=\"auto, (max-width: 1355px) 100vw, 1355px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Then its status changes to <\/span><b>&#8220;Approved&#8221;<\/b><span style=\"font-weight: 400;\"> or <\/span><b>&#8220;Rejected&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34406 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/knkml.png\" alt=\"\" width=\"1340\" height=\"645\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/knkml.png 1340w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/knkml-300x144.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/knkml-1024x493.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/knkml-768x370.png 768w\" sizes=\"auto, (max-width: 1340px) 100vw, 1340px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2197,2198],"tags":[],"class_list":["post-10568","user_manual","type-user_manual","status-publish","hentry","category-hr","category-manage-requests"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing Employee Requests - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/managing-employee-requests\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Employee Requests - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1747221672767{margin-left: 200px !important;}&#8221;]The system simplifies the process of managing employee requests, encompassing various types of requests such as leave applications, promotions, transfers to another branch, and more. You can add different types of requests, as well as record all incoming requests from employees and approve or reject them. 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