When employees submit requests through their HR Requests tab, those requests land in the inbox under Personnel → Requests. You can respond, change the status, add internal notes, and attach files — all in one place.
Viewing incoming requests
- Click Personnel in the menu and open the Requests tab.
- You will see every request in your agency, newest first.
- Each row shows the subject, the employee who submitted it, the request type, the current status, and when it was submitted and last updated.
Statuses
Requests move through four statuses: Open, In Progress, Escalated, and Closed. Use the Status filter above the table to narrow the list.
Responding to a request
- Click Conversation in the row actions.
- Read the employee's message and any attachments in the thread.
- Type your response in the Reply field.
- Attach any files the employee needs (a form to fill out, a policy document, etc.).
- Submit the form.
The employee will see your response on their HR Requests page, and they can reply back. The conversation continues in the same thread until the issue is resolved.
Changing status and adding internal notes
Use the Update Status row action to change the request to In Progress, Escalated, or Closed. The same form has an Internal Notes field for an audit-trail-only note such as "Checked with payroll — this is approved."
Creating a request on behalf of an employee
Use the New Request header action. Pick the employee, pick the request type, fill in the subject and description, and attach any supporting file.
Example
An employee submits a request with type Benefits / Payroll asking how to add a new dependent. You open the conversation, reply with the enrollment form attached, and submit. The employee fills it out and attaches the completed form in their reply. You use Update Status to move it to Closed with an internal note that the form was forwarded to the benefits coordinator.
Tip: Respond to requests within one business day, even if the answer is "I need to look into this." A quick acknowledgment goes a long way.