A letter request becomes a finished letter
Who is involved
| Role | What they do |
|---|---|
| Employee | Asks for a letter such as a salary certificate. |
| HR specialist | Approves the first step and prepares the letter. |
| HR manager | Approves the final step. |
Step by step
- Employee
Raises a letter request from My requests.
What they see:The request shows as submitted.
- HR specialist
Finds the request in the queue and approves step one.
What they see:The request is still submitted, now waiting for the HR manager.
- HR manager
Approves the final step.
What they see:The request becomes approved.
- HR specialist
Opens the approved request, chooses Reply with template, picks the letter template, checks the filled-in letter in the editor and attaches it, then marks the request fulfilled.
What they see:The request closes as fulfilled with the letter attached.
- Employee
Opens My requests.
What they see:The fulfilled request with the letter to download.
Who is told what
Steps assigned to a role show in the queue of everyone who holds that role. The employee sees the outcome under My requests.