HR HelpDesk Categories
  • 13 Mar 2023
  • 1 Minute to read
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HR HelpDesk Categories

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Article summary

HR HelpDesk request categories serve to work with HR HelpDesk requests more efficiently. They allow grouping requests by topic and automatically assign people who will responsible for new requests in the corresponding category.

Follow these steps to set up HR HelpDesk request categories:

  1. Go to Settings > Settings and Configuration > Core HR.
  2. Click Processes and Approval Workflows in the left panel and click Edit next to the HR HelpDesk Request Categories setting name on the Basic tab.
  3. The HR HelpDesk Request Categories form will appear in spreadsheet view where you can directly edit the information you need.
  4. Enter the category name in the Title column.
  5. Select the name of the employee responsible for requests in this category from the drop-down list in the Responsible column. You can assign more than one responsible person if necessary. These person(s) will be assigned to be responsible for all new HelpDesk requests in this category by default. This can be changed when a request is being processed. If you do not assign a default responsible person, new HelpDesk requests in this category will be created without a responsible employee by default.

Another way of editing a request category is to either click on the category name or select Edit Item from the list item menu or on the Items tab.
This will open the HR HelpDesk category details form in the edit view where you can make all the necessary modifications. To create a new category, you can click New Item on the Items tab.


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