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DocumentationForms & requestsWeplanify forms: requests, reports and surveys

Follow your requests: correct, remind, cancel

In Weplanify, My requests shows where each of your requests stands and who holds it: correct it, remind the approver or cancel it when needed.

In Weplanify, Requests → My requests lists the leave, expense claims, advances and forms you sent, in three groups: To correct, In progress and Finished.

My requests: an expense claim to correct, three requests in progress with the person holding them, two finished requests
My requests: an expense claim to correct, three requests in progress with the person holding them, two finished requests

Steps

  1. Read the Where it stands column: who holds the request, since when and at which step.
  2. Click a request: its Path, your Answers and the Discussion open on the side.
  3. If a correction is asked of you, click Correct my answers, add a message for the approver if needed, then Send the request again: it goes through the whole circuit again.
  4. For a request in progress, Remind, followed by the approver's first name, sends them a reminder, once a day at most.
  5. Cancel the request withdraws it: nobody will have to handle it any more.
An expense claim to correct: the approver's message, Correct my answers, the optional message, then Cancel the request and Send the request again
An expense claim to correct: the approver's message, Correct my answers, the optional message, then Cancel the request and Send the request again

Good to know

  • A request can be cancelled as long as nobody has decided, or when a correction is asked of you.
  • The Discussion lets you talk with the approvers without changing the request.
  • For a new request: Make a request.

Go further

Make a request: leave, expense, advance or formIn Weplanify, the Make a request screen brings leave, expense claims, advances and forms together: find what you need and send your request.Weplanify forms: requests, reports and surveysIn Weplanify, every company form sits in a single list, sorted by category, showing what is waiting for your decision and what is running late.Receive employees' HR requestsIn Weplanify, HR requests is a category of forms (equipment, certificate, working hours) that employees find in their Make a request screen.