Overtime Work Request
Service portal users can submit an overtime work request for themselves or on behalf of another employee if they have the necessary access rights.
The request will be sent for approval and, if approved, will be processed by the company's HR department. In their portal cabinet, the users can monitor the processing of their request and communicate with the employee assigned to it.
The information about all submitted overtime work requests is stored in the HRM Request (hrm_request) table of the agent interface.
Roles required:
- Create on the service portal:
- personal request – all users with access to the HR category in the Service Catalog,
- on-behalf request – hrm_agent, direct managers, or delegates.
- Read in the agent interface:
- hrm_agent,
- agent interface users can view only the requests they submitted,
- users specified in the Assigned to field of a subtask can view the request related to the subtask,
- users specified in the Approvers field of a subtask can view the request related to the subtask.
- Update in the agent interface:
- hrm_agent can edit the requests assigned to them or their groups except the requests in the Closed or Canceled state,
- hrm_manager can edit all requests except the requests in the Closed or Canceled state.
- Delete in the agent interface – hrm_admin.
Create an overtime work request
Overtime work requests can be created by service portal users with access to the HR category of the Service Catalog. Read more in the Service Portal – Overtime Work Request article.
HRM request form fields of the 'Request overtime work' model
General tab
| Field | Mandatory | Description |
|---|---|---|
| Urgency | N | Specify the urgency of the request. Available options:
|
| Assignment group | Y | The field shows the group responsible for processing employment record book copy requests. |
| Assigned user | N | The field shows the user assigned to the request. You can specify another user or assign the request to yourself if you have the required role. |
| Company | N | The field shows the company for which the employee will work overtime. |
| Caller | Y | The field shows the user who initiated the request. |
| Employee | Y | The field shows the employee who will work overtime. |
| Start date and time | Y | The field shows the date and time when the overtime work starts. |
| Compensation type | Y | The field shows the type of compensation for the overtime work specified by the caller in the request. |
| End date and time | Y | The field shows the date and time when the overtime work ends. |
| Reason | Y | The field shows the reason for and a brief description of the overtime work. |
| Duration | N | The field shows the duration of the overtime work in hours. |
Related Records tab
The Related Records tab is available only to hrm_admin or admin users. Use this tab to create a relationship to other service requests.
Related lists
- HRM Subtasks – a list of subtasks included in the request.
- Approvals – a list of approval tickets with their states and the names of approvers.
- Form Instances – a list of filled out form instances attached to the request.
Process a request
Process a request using the UI actions described below.
| UI action | Description | Roles required |
|---|---|---|
| Assign to me | Click to assign the request to yourself. The request enters the Assigned state, and the Assigned user field is completed with the name of the current user. The button is available on the forms of Approved requests assigned to a group. |
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| Reassign | Click to reassign the request to another group or user. Fill in all the required fields in the modal window that opens and click Reassign. The button is available on the request forms in all states except Closed. |
|
| Postpone | Click to start working on the request later. The button is available on the forms of Assigned requests or those In progress. |
|
| Start work | Click to start working on the request. The request enters the In progress state. The button is available on the forms of Assigned and Postponed requests. |
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| Request more info | Click to request additional information. The button is available on the form of requests in the In progress state. |
|
| Complete | Click to complete your work. The button is available on the forms of requests in the Information needed or In progress state. Fill in all the required fields in the modal window that opens. Available options for the Result field:
|
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| Delete | Click to delete the request. The button is available in the burger menu on the forms of requests in any state. | hrm_admin |