Concept: Requests
Workday enables you to configure requests as part of a Workday business process, making it easier for you to manage requests throughout your organization. Requests can be change requests and employee self-service requests. Requests can include:
- Changes to an organization.
- Creation or modification of security groups.
- Increasing spending limit on expenses.
You can initiate requests on behalf of another person with a worker or a non-worker role, like a student or extended enterprise learner. You can initiate requests on behalf of someone else such as:
- Submit a return to office request for an employee.
- Request security access or roles for another person.
- Submit a department request on behalf of a managing director, chief of staff, or department head.
- Submit HR-related requests for an employee.
Request Business Process
Use the
Request
business process to configure how users can create, approve, and close requests in Workday. You can:
- Create a rule-based business process definition for each different request type.
- Define security policies for each business process definition.
- Create security segments based on request types.
To enable users to create a request in Workday, add their security group to the security policy associated with the
Request
business process. Workday displays only Request Types that users have permission to initiate.To enable users to initiate requests on behalf of another person with a worker or a non-worker role, like a student or extended enterprise learner, configure the request type.
To enable users to review a request in Workday, you must configure the Review Request
Action
step before the Close Request Action
step on the Request business process.You must configure the Close Request
Action
step as the last step on the Request
business process. You can select or create Request Subtype Groups
or Resolution Details Groups
that users can specify when closing a request to further categorize the request or the resolution.You can grant users permission to cancel a request that isn’t yet closed by configuring Cancel permissions on the
Request
business process security policy. Users can cancel a request as a related action on the business process.Requests Worklet
You can configure the
Requests
worklet on the Home page or on any custom dashboard to quickly and easily access tasks and reports for requests.The
Requests
worklet contains links to these actions and reports:Actions:
- Create Request
Reports:
- All Requests
- My Requests
- My Recent Requests
- Requests In Progress
- View Request Types
Workday only displays links to actions and reports according to users' permissions on the domains securing the actions and reports:
- Reports: Requests
- Self-Service: Requests
- Set Up: Requests
Requests
worklet.