Maker and Checker Request
This section handles requests raised by employees to make changes to their personal details.
In some cases, the admin transfers access permissions to the employee, allowing them to update their own information.
For instance, if an employee wants to change their Aadhaar number and has been granted the necessary access, they can make that update themselves.
This screen provides detailed information, including REQUEST ID, EMPLOYEE NAME, REQUEST TYPE, REQUEST RAISED DATE, WORKFLOW NAME, RAISED BY, APPROVER NAME, APPLIED DATE, and STATUS.
The admin can apply multiple filters to refine the search process and set a date range for specific periods. Clicking on the Excel sheet icon allows the admin to download the complete report.
Selecting all the requests visible on the screen allows the admin to take bulk actions, enabling them to approve or reject multiple requests simultaneously.
Clicking on the three dots on the right side of the request list allows the admin to view the request in detail. Here, the admin can see a detailed summary, approver remarks. From this view, the admin can also approve or reject the individual request.
Note: The maker and checker workflow can be initiated from the Workflow section under “Organization”.
