Service Manager

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Default Service Catalog Offerings

Address Change Request

Audio Conferencing Services Request

Benefits Package Claim Request

Benefits Package Enrollment Request

Benefits Package Waiver Request

Bonus Request

Computer Accessories Request

Conference Room Reservation Request

Copy Request

Create Distribution List Request

Data Backup Request

Data Restore Request

Desktop Computer Loaner Request

Direct Deposit Request

Domain Password Reset Request

Elevator Servicing Request

Employee Termination Request

Employee Transfer Request

Equipment Return Request

Escalator Servicing Request

Federal Exemption Update Request

Frequent Traveler Setup Request

FTP Request

Hardware Provisioning Request

Heating and Cooling Request

Information / Documentation Request

Leave Request

Loaner Equipment Request

Lighting Request

Mailbox Quota Request

Mobile Network Access Request

Mobile Phone Request

Multiple Software Request

New Application Access Request

New Computer Request

New E-Mail Account Request

New Employee Setup Request

New Office Equipment Request

New Service Offering Request

New Smartphone Request

Office Move Request

Order Business Cards Request

Overnight Standby Request

Performance Improvement Action Request

Personal Information Update Request

Printing Request

Release Quarantined Attachment Request

Reprovision Computer Request

Shipping and Mailing Request

Shift Differential Request

Software Installation Request

Software Uninstallation Request

System Access Request

Time Off Request

Travel Request

Training Course Request

Tuition Assistance Request

Video Conferencing Services Request

Web Site Access Request

Web Site Move Request

Address Change Request

Request a formal address change to your employee record.

Tab Name Field Description
Employee Details Upload Upload up to 3 files, maximum of 100 MB each.
Valid From

Effect date of the change.

Click the calendar icon and select a date.

Department

Department of the person changing address.

Employee Name

Person changing address.

Employee E-Mail Fills in automatically based on the employee's name.
Test Text Enter text for an email test message.
Address Fills in automatically based on the employee's name.
City
Zip / Postal Code
Country
New Address Street Enter the required information.
Address 2
City
Zip / Postal Code
Country  

Audio Conferencing Services Request

Request services related to audio conferencing.

Tab Name Field Description
Employee Details Department

Department of the employee requesting the service.

Name

The employee requesting the service.

E-Mail Fills in automatically based on the employee's name.
Type of Audio Access Permanent account or one-time conference.
One-time Conference Details Conference Host Name The person hosting the conference.
Host E-Mail The email address of person hosting the conference.
Conference Start Date Click the calendar icon and select a date.
Conference End Date
Conference Start Time  
Conference End Time
Permanent Account Details Account Holder Department Department of the account holder.
Account Holder Name The person who is the account holder.
Account Holder E-Mail The email address of person who is the account holder.

Benefits Package Claim Request

File a claim for company benefits.

Claim Details
 
Field Description
Plan Member Details Member Department

Department of the employee making the claim.

Member Name

The employee making the claim.

Member DOB

Birth date of employee making the claim.

Click the calendar icon and select a date.

Plan Sponsor Enter the name of the insurance company.
Contract / Group Number Enter the contract or group number of the plan.
Claim Details Claim result of traveling outside the country? Check the box to select this option.
Expenses related to Worker's Comp Claim?
Benefits available from another group plan?
Travel Start Date

Fields appear when "result of traveling" is selected.

Click the calendar icon and select a date.

Travel End Date
Insurance Carrier Name

Fields appear when "another group plan" is selected.

Enter the required information.

Plan or Contract Number
Patient Information Patient Name Enter the name of the patient.
Patient Date of Birth Click the calendar icon and select a date.
Relationship to Plan Member

DPCH: Domestic partner's child

AFFCH: Child by affidavit

DPC: Domestic partner by certificate

SP: Spouse, Self

DD: Disabled Dependent

Is Patient a Dependent of Plan Member Check the box to select this option.
Full Time Student?

Fields appear when "dependent of plan member" is selected.

Check the box to select this option.

Full Time Work?
Expense Details Receipt Date Click the calendar icon and select a date.
Description of Expenses Enter the required information.
Total Charges

Benefits Package Enrollment Request

Enroll yourself or a dependent in the company benefits program.

Tab Name Field Description
Employee Information Employee Status Part time, full time, or contract.
Employee Department Department of the person enrolling.
Employee Name The person enrolling.
Employee ID / SSN Enter the required information.
Date of Birth Optional.
Gender Male or female.
Employee Primary Phone Fills in automatically based on the employee's name.
Effective Date Click the calendar icon and select a date.
Benefits Package Details Enrollment Type Open enrollment, change, or new hire.
Benefits Package Type Vision, 401k, gym membership, life insurance, medical, or dental.
Dependent Information Add Dependent Check the box to select this option.
Drop Dependent
Dependent Name Enter the required information.
Dependent Date of Birth Click the calendar icon and select a date.
Dependent Gender Male or Female.
Dependent Relationship

DPCH: Domestic partner's child

AFFCH: Child by affidavit

DPC: Domestic partner by certificate

SP: Spouse, Self

DD: Disabled Dependent

Benefits Package Waiver Request

Waive one or more company benefits.

Tab Name Field Description
Employee Information Employee Status Part time, full time, or contract.
Employee Department Department of the person waiving benefits.
Employee Name The person waiving benefits.
Employee E-Mail Fills in automatically based on the employee's name.
Employee Primary Phone
Gender Male or female.
Benefit Waiver Details Benefit Being Waived Dental, vision, life insurance, or medical
Reason for Waiver
Comments

Optional. Enter any useful information.

Bonus Request

Managers use this to request a one-time bonus for an employee. All bonus requests must include justification. For a shift-differential bonus, use Shift Differential Request.

Tab Name Field Description
Employee Details Requester Department

The department of the person requesting the bonus.

Requester Name The person requesting the bonus.
Location Fills in automatically based on the requestor's name.
Justification Enter the required information.
Employee Name The person receiving the bonus.
Salary / Wage Details Effective Date Click the calendar icon and select a date.
Bonus Calculation Specific dollar amount or percent of current salary.
Amount of Bonus*

Appears when specific dollar amount is selected.

Enter an amount in round dollar figures.

Percent of Increase*

Appears when specific percent of current salary is selected.

Enter the percentage of the current salary.

* Complete just one of these fields.

Computer Accessories Request

Request additional or replacement computer accessories.

Tab Name Field Description
Requester Details Department The department of the person requesting the accessories.
Requester

The person requesting the accessories.

Date Required Click the calendar icon and select a date.
Equipment Details Keyboard / Mouse Check the box to select this option.
Power Supply / Cord
Monitor

Port Replicator

(for Laptops)

Docking Station

(for Laptops)

Printer
Scanner
Copier
Fax Machine
Multi-Function Device

Conference Room Reservation Request

Make a reservation for a conference room including catering and your needed equipment.

Tab Name Field Description
Conference Room Reservation Conference Start Date

Click the calendar icon and select a date.

Conference End Date
Conference Start Time  
Conference End Time
Name of Room Atlanta (small), Chicago (large), or Boston (mid-size).
Number of People The number of people expected to attend the conference.
Seating Arrangement Table rounds, classroom, conference style, or theater style.
Conference Style Arrangement

Appears when conference style seating is selected.

U shape or hollow center.

Beverages Coffee & Tea

Check the box to select this option.

Cost is added automatically.

Soft Drinks & Water
Food Breakfast

Check the box to select this option.

Cost is added automatically.

Snacks
Lunch
Special Food Requests Such as vegan and so on.
Equipment Conference Phone

Check the box to select this option.

Cost is added automatically.

Video Conference System
Projector
Flip Chart

Copy Request

Request photocopy and binding services.

Tab Name Field Description
Requester Details Date Required

Click the calendar icon and select a date.

Department

The department of the person making the request.

Requester Name

The person making the request.

Requester E-Mail Filled in automatically based on requestor's name.
Cost Center
Copy Details Complete By

Click the calendar icon and select a date.

Number of Copies Required Enter the required information.
Description

Optional. Enter any useful information.

Collated Check the box to select this option.

 

Double-Sided
3-Hole Punched
Stapled
Bound
Staple Location

Appears when stapled is selected.

Upper left, upper right, lower left , or lower right.

Binding Type

Appears when bound is selected.

Bound, comb, or stitch.

Costs are added automatically.

Create Distribution List Request

Request a new e-mail distribution list to be created.

Tab Name Field Description
Contact Details Department

The department of the person requesting the distribution list.

Requester

The person requesting the distribution list.

Requester E-Mail Fills in automatically based on the requestor's name.
Requester Phone
Distribution List Details List Name Enter the required information.
Primary / Active List Owner Department

The department of the owner of the distribution list.

Primary / Active List Owner

The owner of the distribution list.

Primary / Active List Owner Fills in automatically based on the owner's name.
Primary / Active List Owner
List Members Enter the required information.
Special Instructions Send Welcome E-Mail to Members

Check the box to select this option.

Cost is added automatically.

Welcome Message Subject

Appears when send welcome e-mail option is selected.

Optional. Enter the desired information.

Welcome Message Body

Data Backup Request

Request for data backup.

Tab Name Field Description
General Information Date Required The date the conference will start. Click the calendar icon and select a date.
Time Required  
After Hours Backup Check the box to select this option.
Store Offsite
Offsite Storage Location

Optional. Enter any helpful information.

File Backup Location of Files
Files to be Backed Up
Backup Media Type

Optional. Specify tape drive, network folder, DVD,or CD-ROM.

All options except network, cost is automatically added.

Database Backup Server Name

Optional. Enter any helpful information.

Database Name
Backup Media Type

Optional. Specify tape drive, network folder, DVD,or CD-ROM.

All options except network, cost is automatically added.

Data Restore Request

Request data to be restored from a backup.

Tab Name Field Description
General Information Date Required Click the calendar icon and select a date.
Time Required  
After Hours Check the box to select this option.
File Restore Location of Source Files or B ackup

Optional. Enter any useful information.

Number of Files to be Restored
File(s) to be Restored

Optional. List file names with extensions, each on its own line.

Approximate size of files to be restored

Optional. Note approximate size of files in megabytes, if known.

Database Restore Type of Media to Restore From

Optional. Specify tape drive, network folder, DVD, or CD-ROM.

Location of Source Files or Backup Optional.
Restore as New Database? Check the box to select this option.
Database Name Optional.
Overwrite Existing Database. Check the box to select this option.
Name of the Database to be Overwritten Optional.

Desktop Computer Loaner Request

Request desktop hardware to be loaned out for a specified period of time.

Tab Name Field Description
Requester Information Requester's Department

The department of the person requesting the loaner.

Requester

The person requesting the loaner.

Cost Center Optional.
Bill to Different Department Check the box to select this option.
Department to bill

Appears when bill to different department is selected.

Optional.

Hardware Information Primary Purpose of Loaner How will the loaner equipment primarily be used?
Standard Configuration Check the box to select this option.
Additional Requirements

Optional. Enter any helpful information.

Monitor Required? Check the box to select this option.
Keyboard / Mouse Required?

Direct Deposit Request

Use this to begin direct deposit or make changes to your existing direct deposit amount.

Tab Name Field Description
Employee Information Employee Name Enter the required information.
Employee E-Mail Address
Financial Details Action Type Update existing or start new.
Deposit Net Paycheck Check to deposit entire paycheck.
Specific Dollar Amount Check the box to select this option.
Dollar Amount

Appears when dollar amount is selected.

Enter the required information.

Financial Institution Details Financial Institution Name Enter the required information.
Financial Institution Address
Account Type Checking, savings, or both.
Checking Account #

Appears when checking is selected.

Enter the account number.

Savings Account #

Appears when savings is selected.

Enter the account number.

Routing or ABA Number Enter the required information.

Domain Password Reset Request

Request to have your domain password reset if you have forgotten it.

Tab Name Field Description
Service options Requester Department

The department of the person requesting the reset.

Requester

The person requesting the reset.

E-Mail

Optional. Fills in automatically based on the requestor's name.

Elevator Servicing Request

Request services related to elevators.

Tab Name Field Description
Service Options Describe Issue Describe the request.
Elevator Number

Look on the wall to the right of each elevator.

Employee Termination Request

Log an employee departure.

Tab Name Field Description
Employee Information Department

Department of the employee to be terminated.

Name

Name of the employee to be terminated.

Location

Location of the employee to be terminated.

Manager

Manager of the employee to be terminated.

Request Details Termination Date Click the calendar icon and select a date.
Exit Interview Scheduled Date
Exit Interview Performed Date
Forward E-Mail Check the box to select this option.
Forward E-Mail Address

Appears when box is checked.

Enter the required information.

Check List Access Card Check the box to select this option.
Parking Pass
Ergonomic Accommodations
Computer(s)
Mobile Device(s)
Calling Card
Corporate AMEX Card

Employee Transfer Request

Request services related to elevators.

Tab Name Field Description
Employee Details Employee Name The person requesting the transfer.
Employee Location Fills in automatically based on the employee's name.
Transfer Details From Department Fills in automatically based on the employee's name.
To Department  
Effective Date Click the calendar icon and select a date.

Equipment Return Request

Request equipment to be returned for repair or replacement.

Tab Name Field Description
Requester Details Date

Fills in automatically.

Department

The department of the person returning the equipment.

Name

The person returning the equipment.

Equipment Details Equipment Type  
Asset Tag Number

Optional. Look on the back or bottom of the equipment.

Reason for Return What is wrong with the equipment?
Accessories

Optional. Note any accessories returned with the main unit.

Escalator Servicing Request

Request services related to escalators.

Tab Name Field Description
Service Options Describe the Issue Enter information about the issue you are reporting.
Escalator Number Look on the handrail at the top and bottom of each escalator.
Approximate Location Approximate location if escalator number is unknown.

Federal Exemption Update Request

Request a change to your federal exemptions. The employee must print, sign, and turn in the completed form.

Tab Name Field Description
Service Options Date to Take Effect Click the calendar icon and select a date.
Federal W4 Form

Click the link to download the latest W4 form.

Frequent Traveler Setup Request

Request a frequent traveler profile.

Tab Name Field Description
Service Options Requester

The person requesting the setup.

Organizational Unit Fills in automatically based on the requestor's name.
E-Mail Address
Apply for Corporate Credit Card Check the box to select this option.
Corporate Mobile Phone and Data Hotspot
Travel Preference Interview
Comments Enter information as needed.

FTP Request

Request for assistance with File Transfers.

Tab Name Field Description
Requester Information Department

Department of the person requesting the file transfer.

Requester

Person requesting the file transfer.

Requester E-Mail Optional.
Cost Center
FTP Details Transfer to FTP Site Check the box to select this option.
Source File Location

Appears when transfer to FTP site is selected.

Enter the required information.

  Transfer from FTP Site Check the box to select this option.
File Destination

Appears when transfer from FTP site is selected.

Enter the required information.

URL of FTP Site Enter the required information.
Number of Files
Approximate File Size

Name of

File(s) to be transferred

Hardware Provisioning Request

Request a new piece of hardware from inventory. For new purchases, use the Hardware Purchasing Request form. The Hardware Purchasing Request form is not a default item. You must create it. See Creating a Request Offering.

Tab Name Field Description
Requester Details Department

The department of the person making the request.

Employee Name

The person making the request.

Different User Check the box to select this option.
User's Department

Appears when different user is selected.

The department of the person who will use the hardware.

 

User's Name

Appears when different user is selected.

The person who will use the hardware.

Hardware Details Type of Equipment Requested

Cost is added automatically.

Primary Purpose

Optional.

Enter any helpful information.

Date Required Click the calendar icon and select a date.
Pick Up Check the box to select this option.
Deliver

Check the box to select this option.

Cost is added automatically.

Heating and Cooling Request

Request an adjustment or repair regarding heating and cooling systems.

Tab Name Field Description
Service Options Issue is related to

Equipment, heating, or cooling.

Describe the issue What is the issue you are reporting.

Information / Documentation Request

Log a general request for information or documentation.

Tab Name Field Description
Requester Details Department

The department making the request.

Requester

The person making the request.

Information or Document Enter a description of the needed information or document.

Leave Request

Request time off for more than seven days. For seven days or less, use the Time Off Request.

Tab Name Field Description  
Service Options Leave Start Date Click the calendar icon and select a date.  
Leave End Date  
Type of Leave    

Loaner Equipment Request

Request loaner equipment other than a laptop or desktop computer.

Tab Name Field Description
Service Options Department

The department of the person requesting the loaner.

Requester

The person requesting the loaner.

Start Date Click the calendar icon and select a date.
Expected Return Date
Loaner Equipment Description

Optional. Enter any helpful information.

Reason
Additioinal Notes

Lighting Request

Request services related to lighting.

Tab Name Field Description
Lighting Details Describe Issue Describe the lighting issue.
Type of Lighting  
Location Details Department  
Closest Room / Cube Number Describe the location of the lighting issue.

Mailbox Quota Request

Request to enlarge your current mailbox quota.

Tab Name Field Description
Mailbox Quota Request Current Quota Size (if known) Optional.
Requested Quota Size

Enter the required information. Note the size in MB.

Mobile Network Access Request

Request network access via WLAN, VPN, and/or via Security Token while remote.

Tab Name Field Description
Mobile Network Access Department

The department requesting access.

Requester

The person requesting access.

Date Required Click the calendar icon and select a date.
Wireless Broadband The notebook gets WLAN configuration.
VPN Access The notebook gets VPN client software installed.
Security Token The user gets a security token.

Mobile Phone Request

Request to order a mobile phone with a basic voice package.

Tab Name Field Description
Requester Details Department

The department requesting the mobile phone.

Mobile Phone User

The person who will use the mobile phone.

E-Mail Address The email address of the person who will use the mobile phone.
Current Mobile Phone # The user's current mobile phone number.
Cost Center For purchase and ongoing charges.
New Number Required The new mobile phone will have a different phone number.
Phone and Accessories Details Phone Model  
International Roaming Required

For overseas phone usage.

Check the box to select this option.

Additional memory card (2 GB) Check the box to select this option.
Car Charger
Case

Multiple Software Request

Select software items to install via HEAT DSM automatic deployment and/or manual support.

Tab Name Field Description
Requester Details Organizational Unit

The department requesting the software installation.

Requester Name

The person requesting the software installation.

Requester E-Mail

Optional. The email address of the person requesting the software installation.

Requester Work Phone

Optional. The work phone number of the person requesting the software installation.

Software Details Date Required

Optional. Click the calendar icon and select a date.

Temporary Use

Optional. Check the box to select this option.

Permanent Use
Usage End Date

Appears when temporary use is selected.

Optional. Click the calendar icon and select a date.

Computer

Optional.

Operating System

Optional. Fills in automatically based on the computer you choose.

Fulfillment Items

Test software package.

Charges are added automatically.

New Application Access Request

Request installation of or access to a new software application.

Tab Name Field Description
Service Options Date Required

Click the calendar icon and select a date.

Department

The department of the person making the request.

Requester

The name of the person making the request.

Application Details Additional Productivity Tool The specific productivity applications requested.
Performance Evaluation Tool

For managers only.

Specifies if the requested application is for testing performance.

Financial Application Modules The specific financial applications requested.
ERP Application Modules The specific ERP applications requested.
CRM Application Modules The specific CRM applications requested.
Additional Applications Other specific applications requested.

New Computer Request

Provision of new desktop or laptop, including monitor, keyboard, mouse, and standards applications.

Tab Name Field Description
Recipient Information Department

The department of the person who will use the computer.

Recipient

The name of the person who will use the computer.

Cost Center

Optional.

Location Fills in automatically based on the recipient's name.
User Name
Hardware Details Hardware Profile Desktop or virtual client.
Hardware Type Fills in automatically based on the hardware profile.
Application Accessibility Details Software Profile Windows 7 or Windows XP.
Approval Required This option is disabled.
Installation Package

Optional. Enter any useful information.

Special Request Details Special Request

Optional. Enter any useful information.

New E-Mail Account Request

Request a new email account be created for a special program or other purpose not related to an individual.

Tab Name Field Description
Contact Details Department

The department of the person requesting the account.

Requester

The name of the person requesting the account.

Requester E-Mail Fills in automatically based on the requestor's name.
Requester Work Phone
Account Details Account Type

Temporary or Permanent.

Cost is added automatically.

Date Required Click the calendar icon and select a date.
Requested E-Mail Address

Enter the required information.

Example: [email protected]

Accesses and Permissions

Optional. Enter any helpful information.

Comments / Special Instructions

New Employee Setup Request

Provisioning of new employee including equipment, accounts, and workspace setup.

Tab Name Field Description
New Employee Information First Name Enter the required information.
M.I.
Last Name
Department Department where the new employee belongs.
Title Enter the required information.
Employment Type Contract, full time, or part time.
Start Date Click the calendar icon and select a date.
Facility Details Location  
Space Type

Office or cubicle.

Cost for office is added automatically.

Space Location Enter the required information.
Equipment Details Computer Required? Check the box to select this option.
Computer Type

Desktop, notebook, or both.

Cost is added automatically.

Ultra Portable

Appears when notebook is selected.

Check to select.

Cost is added automatically.

Port Replicator
Wireless Broadband
Primary Monitor Appears when desktop is selected.
Secondary Monitor

Appears when desktop or notebook is selected.

Cost is added automatically.

Ergonomic Keyboard and Mouse
Mobile Phone Required? Check the box to select this option.
Mobile Phone

Cost is added automatically.

Application Accessibility Details Additional Productivity Tool

This is for additional tools, such as Adobe Acrobat, Microsoft Project, Microsoft Visio, and so on.

Enter the required information.

Performance Evaluation Tool

Managers only.

Check the box to select this option.

Financial Application Ledgers Enter the required information.
CRM Application Modules
Other Applications
Other Details Business Card

Check the box to select this option.

Cost is added automatically.

American Express Corporate Card Check the box to select this option.
Special Request Enter the required information.

New Office Equipment Request

Order new equipment for your office.

Tab Name Field Description
New Office Equipment Date Required. Click the calendar icon and select a date.
Department

The department requesting office equipment.

Requester

The person requesting office equipment.

Equipment Details Cubicle

Check the box to select this option.

Cost is added automatically.

Desk
Chair
Book Case
Storage Cabinet
Trash Can

New Service Offering Request

Request a new service offering to be added to the Service Catalog.

Tab Name Field Description
Request Details Requesting Department

The department making the request.

Requester

The person making the request.

Description of New Service Enter a description of the proposed service, its business benefits, and so on.

New Smartphone Request

Request a Smartphone and associated data plan.

Tab Name Field Description
Service Options Charging Account Number of the account to be charged for the new smartphone.
Phone

Make and model of the smartphone.

Service Plan

Domestic unlimited or international unlimited.

Keep my number Check to keep the same number as the current smartphone.
Existing Phone Number

Appears when keep my number box is checked.

Number of the current smartphone.

Shipping Method

Domestic - Next Day Air,

Domestic - 2nd Day Air,

Domestic - Ground, or

International - 2nd Day.

Cost is added automatically.

Office Move Request

Request to have an entire office moved from one location to another.

Tab Name Field Description
Service Options Department

The department requesting the move.

Requester

The person requesting the move.

E-Mail The email address of the requesting the move.
Work Phone The phone number of the requesting the move.
Assistance with Developing Office Layout?

Check the box to select this option.

Cost is added automatically.

Move Details Requested Move Date Click the calendar icon and select a date.
Number of Staff Moving Enter the number of persons to be moved.
Current Building / Room Number Enter the needed location information.
New Building / Room Number
Furniture / Storage Items to Move Desks

Check the box to select this option.

Enter the quantity of this item.

Chairs
Tables
Filing Cabinets
Storage Cabinets
Book Cases
Number of Boxes

Boxes hold the contents of filing and storage cabinets and book cases.

Enter the quantity of boxes.

IT Items to Move Copiers

Check the box to select this option.

Enter the quantity of this item.

Fax Machine
Printers
Computers / Monitors
Phones
Additional IT Needs Enter a description as needed.

Order Business Cards Request

Request additional business cards.

Tab Name Field Description
Service Options Department  
Requester's Name
Requester's E-Mail Address Enter the required information.
Business Card Information
Number of Boxes Required

Cost is added automatically.

Overnight Standby Request

Tab Name Field Description
Service Options Service

 

 

Standby Date Click the calendar icon and select a date.
Service Support Team Member

The person on standby.

Performance Improvement Action Request

Create an employee performance improvement plan.

Tab Name Field Description
Employee Details Employee Department

The department of the employee that needs an improvement action.

Employee Name

The employee that needs an improvement action.

Performance Details Evaluation Date Click the calendar icon and select a date.
Needs Improvement

Check the box to select this option.

Employee almost meets performance standard but needs improvement.

Unsatisfactory

Check the box to select this option.

Employee is significantly below the performance standard.

Performance Concern List the current performance needs and any current or future development needs.
Performance Standard Enter the baseline performance that must be met.
Measurement Used Enter the reports or supporting documentation were used to determine current performance levels.
Action and Support Provided. Enter the training, educational program, job rotation or mentoring activity to develop or improve performance.
Reassessment Date Click the calendar icon and select a date.
Outcome Enter the results and accomplishments.
Completion Date Click the calendar icon and select a date.

Personal Information Update Request

Request an update to your name, address or other personal information.

Tab Name Field Description
Current Information Your Network User Name  
First Name Fills in automatically based on the network user's name.
Last Name
Work Phone
Mobile Phone
Home Phone
Current Home Address
City
Zip
Country
New Information First Name Enter the required information.
Last Name
Work Phone
Mobile Phone
Home Phone
Current Home Address
City
Zip
Country

Printing Request

Request printing services.

Tab Name Field Description
Service Options Type of Document

 

File Location

Enter the required information.

Complete By

Click the calendar icon and select a date.

Then select a time from the drop-down list.

Printing Output Paper Size

Letter, A4, or A3

Paper type

Matte, glossy, normal, photo, or card stock.

Cost is added automatically.

Number of Copies Enter the required information.
Print Type Color or black & white
Print Quality Draft (150 dpi), everyday (300 dpi), normal (600 dpi), or high quality (1200 dpi).
Watermark Draft, confidential, copy prohibited, or urgent.
Double-Sided Check the box to select this option.

 

Collated
Three-Hole Punched
Stapled
Bound
Staple Location

Appears when stapled is selected.

Upper left, upper right, lower left, or lower right.

Binding Type

Appears when bound is selected.

Bound, comb, or stitch.

Costs are added automatically.

Release Quarantined Attachment Request

Request that an attachment to an email that was quarantined be released.

Tab Name Field Description
Service options Sender's E-Mail Address Who sent you the original email?
Date Received

Optional.

Click the calendar icon and select a date.

Attachment Type Enter the required information.
What is the nature of the attachment? Describe what the attachment is, what it contains, what its purpose is, and so on.

Reprovision Computer Request

Reprovision desktop or laptop, including monitor, keyboard, mouse, and standards applications.

Tab Name Field Description
Requester Details Department

The department of the person requesting the reprovision.

Requester Name

The name of the person requesting the reprovision.

Requester E-Mail Fills in automatically based on the requestor's name.
Requester Work Phone
Hardware Details Computer to Reprovision  
Reason for Reprovisioning

Optional.

Enter any useful information.

Shipping and Mailing Request

Request for Shipping and Mail services.

Tab Name Field Description
Requester Details Department

The department requesting the shipping or mailing.

Requester

The person requesting the shipping or mailing.

Package Details Package Type

Letter, box, or tube.

Packaging

Yours or ours.

Cost is automatically added for ours option.

Description of Items(s) What are you shipping?
Fragile? Check the box to select this option.
Hazardous Materials?
Shipping Details Must Arrive no later than

Latest acceptable date: Click the calendar icon and select a date.

Latest time of arrival.

Ship To Business or residence.
Recipient or Business Name Name of the person or business to whom the item will be shipped.
Ship to Address Shipping address of the person or business to whom the item will be shipped.
Shipping Services Shipping Method One business day, two business days, or standard.
Signature Required Check the box to select this option.

Shift Differential Request

Managers use this request to add or remove shift differential bonus to an employee's compensation. For a performance bonus, use the Bonus Request.

Tab Name Field Description
Employee Details Employee Department

The department of the person who receives or loses the bonus.

Employee Name

The person who receives or loses the bonus.

Employee Location Fills in automatically based on the employee's name.
Action Type Add or remove the shift differential.
Current / Old Shift First, second, or third.
New Shift
Salary / Wage Details Effective Date Click the calendar icon to select a date.
This is a / an Increase or Decrease.
Amount of Increase or Decrease* Enter the amount of the increase/decrease in a round dollar value.
% of Increase or Decrease* Enter the amount of the increase/decrease in a percent value.
* Complete just one of these fields.

Software Installation Request

Select a software title to install from the list of authorized software.

Tab Name Field Description
Requester Details Department The department of the person requesting the software.
Requester Name The name of the person requesting the software.
Requester E-Mail Fills in automatically based on the requestor's name.
Requester Work Phone
Software Details Date Required Click the calendar icon and select a date.
Temporary Use Check the box to select this option.
Permanent Use
Usage End Date Appears when temporary use is selected. Click the calendar icon and select a date.
Software  
Computer to Install Software On
Operating System Filled in automatically based on the computer selected.
Installation Package  
Approval Required This option is disabled.

Software Uninstallation Request

Select software installed on a computer to uninstall.

Tab Name Field Description
Requester Details Department The department of the person requesting the software.
Requester Name The name of the person requesting the software.
Requester E-Mail Fills in automatically based on the requestor's name.
Requester Work Phone
Software Details Installed Computer  
Software to Uninstall

System Access Request

Request access to server applications.

Tab Name Field Description
System Access Date Required Click the calendar icon and select a date.
SAP HR Check the box to select this option.
CRM
Workforce Management
ERP

Time Off Request

Request time off for seven days or less. For more than seven days, use the Leave Request.

Tab Name Field Description
Service Options Leave Start Date Click the calendar icon and select a date.
Leave End Date
Total Hours of Time Off Enter the required information.
Type  
Paid? Check the box to select paid time off.
Comments

Optional. Enter any useful information.

Travel Request

Request transportation and accommodations for your business trip.

Tab Name Field Description
Travel Request Leaving From Enter the starting location via city or airport code.
Going To Enter the final destination via city or airport code.
Departure Date  
Return Date
Flight Details Flight Check the box if you need a flight booked.
Preferred Airline Optional.
Mileage Program Number

Optional. Enter the number of your bonus program.

Accommodation Details Hotel / Accommodation Check the box if you need a hotel.
Preferred Hotel Brand

Optional.

Hotel Program Membership # Optional. Enter the number of your bonus program.
Transportation Details Rental Car Check if you need a rental car.
Preferred Agency Optional.
Frequent Renter # Optional. Enter the number of your bonus program.
Same Pick Up / Return Location? Yes or no.
Check the box to select this option. Check the box to select this option.
Car Service

Check the box to select this option.

Cost is added automatically.

Training Course Request

Request enrollment in a training course.

Tab Name Field Description
Service Options From Click the calendar icon and select a date.
Until
Course Enter the course name.
Supplier Enter the required information.
Location
Costs

Tuition Assistance Request

Request tuition reimbursement for an approved educational program.

Tab Name Field Description
Employee Information Department

The department of the employee requesting reimbursement.

Name

Employee requesting reimbursement.

E-Mail Address

Fills in automatically based on the employee's name.

Manually enter any missing information.

Phone
Home Address
Job Title
Date of Hire
Employee Location
Emplolyed Full time or part time.
School Information School Name The URL of the existing site.
School Address The URL of the new site.
School Telephone Number

The date for the site to go live.

One week lead time is required.

Attendance Type

Online or on campus.

Degree Program Start Date  
Degree Program
Degree Major Enter the required information.
Course Information Course Title Enter the required information.
Course Number
Credit Hours
Course Start Date Click the calendar icon and select a date.
Course End Date
Cost of Tuition Enter the required information.
Fees ($50 maximum)
Total Tuition plus Fees

Video Conferencing Services Request

Request services related to video conferencing.

Tab Name Field Description
Employee Details Department The department requesting the service.
Name The person requesting the service.
E-Mail The email address of person requesting the service.
Type of Video Access Permanent account or one-time conference.
One-time Conference Details Conference Host Name The person hosting the conference.
Host E-Mail The email address of person hosting the conference.
Conference Start Date Click the calendar icon and select a date.
  Conference Start Time  
Conference End Date Click the calendar icon and select a date.
Conference End Time  
Permanent Account Details Account Holder Department The department of the account holder.
Account Holder Name The person who is the account holder.
Account Holder E-Mail The email address of person who is the account holder.

Web Site Access Request

Request access to the corporate intranet or a temporary or permanent override of the corporate URL filtering/blocking to a specific web site.

Tab Name Field Description
Request Details Date Required Click the calendar icon and select a date.
Type of Site Internal or External
Internal Sites URL Enter the required information.
External Sites URL Enter the required information.
Requires Web Site Override?

Overrides the corporate web site filter.

Check the box to select this option.

Web Site Move Request

Request that a web site be moved to another server.

Tab Name Field Description
Requester Details Department The department requesting the move.
Contact Name The contact person for this site.
Contact E-Mail The email address of the contact person.
Contact Phone The phone number of the contact person
Web Site Details Existing Site Location The URL of the existing site.
New Site Location The URL of the new site.
Requested Live Date

The date for the site to go live.

Click the calendar icon and select a date.


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