Default Service Catalog Offerings
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. |
|
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.
Tab Name |
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? | Select the checkbox to select this option. |
Expenses related to Worker's Comp Claim? | ||
Benefits available from another group plan? | ||
Travel Start Date |
Fields appear when Claim result of traveling outside the country is selected. Click the calendar icon and select a date. |
|
Travel End Date | ||
Insurance Carrier Name |
Fields appear when Benefits available from 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 | Select the checkbox to select this option. | |
Full Time Student? |
Fields appear when Is Patient a Dependent of Plan Member is selected. Select the checkbox 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 | Select the checkbox 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 requester'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 | Select the checkbox 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 necessary 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 |
Select the checkbox to select this option. Cost is added automatically. |
Soft Drinks & Water | ||
Food | Breakfast |
Select the checkbox to select this option. Cost is added automatically. |
Snacks | ||
Lunch | ||
Special Food Requests | Such as vegan and so on. | |
Equipment | Conference Phone |
Select the checkbox 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 requester'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 | Select the checkbox 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 requester'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 |
Select the checkbox 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 starts. Click the calendar icon and select a date. |
Time Required | ||
After Hours Backup | Select the checkbox 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 | Select the checkbox to select this option. | |
File Restore | Location of Source Files or Backup |
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? | Select the checkbox to select this option. | |
Database Name | Optional. | |
Overwrite Existing Database. | Select the checkbox to select this option. | |
Name of the Database to be Overwritten | Optional. |
Desktop Computer Loan 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 loan. |
Requester |
The person requesting the loan. |
|
Cost Center | Optional. | |
Bill to Different Department | Select the checkbox to select this option. | |
Department to bill |
Appears when bill to different department is selected. Optional. |
|
Hardware Information | Primary Purpose of Loan | Reason for requesting loan equipment. |
Standard Configuration | Select the checkbox to select this option. | |
Additional Requirements |
Optional. Enter any helpful information. |
|
Monitor Required? | Select the checkbox 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 | Select the checkbox 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. |
|
Optional. Fills in automatically based on the requester'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 Move Request
This service catalog feature is only available with the Ivanti Neurons for Facilities 2022.4 application.
Request to move from one facility to another. Can include assets that are assigned to the requester.
Tab Name | Field | Description |
---|---|---|
Requester Details (These fields are populated automatically and are non-editable)
|
Requester | Name of the employee requesting the move. |
Location | Location where the employee is currently located. | |
Building | Building in which the employee is currently located. | |
Floor | Floor on which the employee is currently located. | |
Cubicle |
Cubicle in which the employee is currently located. |
|
Asset Details | Assets | List of assets that are assigned to the requester. Select assets to include in the move. |
Move Details | Location | Location the requester is moving to. |
Building | Building the requester is moving to. | |
Floor | Floor the requester is moving to. | |
Room Type | Room type the requester is moving to. | |
Cubicle | Displayed if Cubicle is selected for Room Type. Select the cubicle the requester is moving to. | |
Other Space | Displayed if Other Space is selected for Room Type. Select the space the requester is moving to. |
Employee Termination Request
Log an employee termination.
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 | Select the checkbox to select this option. | |
Forward E-Mail Address |
Appears when box is selected. Enter the required information. |
|
Check List | Access Card | Select the checkbox 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 | Enter reason for returning equipment. | |
Accessories |
Optional. Note any accessories returned with the main unit. |
Facilities Asset Request
This service catalog feature is only available with the Ivanti Neurons for Facilities 2022.4 application.
Request a new asset from the Product Catalog. Cost details of the assets requested are displayed on the right side of the request form.
Tab Name | Field | Description |
---|---|---|
User Information (These fields are populated automatically and are non-editable) |
Location | Location of the requester. |
Login ID | ID of the requester. | |
Financial Owner | The team or person assigned as the financial owner. | |
Request Details (mandatory fields are marked with an asterisk) |
Request Type | Select the type of asset to request, for example: Badge Reader, Desk, Electrical Equipment, etc. |
Number of Assets | The number of items you require. | |
Catalog Item | Lists items for the selected type of asset. Select the checkbox for the item (or items) you require. | |
Non- Standard Request | Select if the request you are submitting is for a non-standard asset. | |
Non-Standard Request Details |
Shown if you selected Non-Standard Request. Enter details of the non-standard asset you are requesting. |
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. |
Facility Reservation Request
This service catalog feature is only available with the Ivanti Neurons for Facilities 2022.4 application.
Make a reservation for a conference room, cubicle or facilities space, including catering and required equipment.
Tab Name | Field | Description |
---|---|---|
Service Options (mandatory fields are marked with an asterisk)
|
Location |
Select the facility location. |
Building | Select a building at the facility location. Buildings are listed for the location you selected in the Location field. | |
Floor | Select a floor in the building. Floors are listed for the building you selected in the Building field. | |
Start Time |
Click the calendar icon and select a start date and then select a time. |
|
End Time |
Click the calendar icon and select a start date and then select a time. |
|
Room Type | Select Conference Room, Cubicle or Other Space. | |
Room/Space | Select the room or space name. | |
Number of People |
Appears when Conference Room is selected. The number of people expected to attend the conference. |
|
Seating Arrangements |
Appears when Conference Room is selected. Choices are round tables, classroom, conference style, or theater style. |
|
Conference Style |
Appears when conference style is selected for Seating Arrangement. Choices are U shape or hollow center. |
|
Catering |
Catering Requested |
Select to request catering is provided. Selecting this checkbox displays the catering options below. |
Soft Drinks and Water Breakfast Snacks Lunch Additional Catering Details
|
Select the checkbox for each of the options you require.. Cost is added automatically. Cost for each item selected, and total cost is displayed on the left side of the screen.
Enter any additional requirements details in the text box. |
|
Equipment |
Conference Phone Video Conference Equipment Projector Flip Chart Additional Equipment Details |
Select the checkbox for each of the options you require..
Enter any additional requirements details in the text box. |
Review & Submit
|
Service Options |
Return to the Service Options section to make any required changes |
Catering |
Select or clear any options you want to change. |
|
Equipment |
Select or clear any options you want to change. |
|
Submit your reservation, or cancel to discard your reservation. |
Federal Exemption Update Request
Request a change to your federal exemptions. The employee must print, sign, and submit the completed form to HR.
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 requester's name. | |
E-Mail Address | ||
Apply for Corporate Credit Card | Select the checkbox 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 | Select the checkbox to select this option. |
Source File Location |
Appears when transfer to FTP site is selected. Enter the required information. |
|
Transfer from FTP Site | Select the checkbox 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 a Hardware Purchasing Request form.
A Hardware Purchasing Request form is not an Out Of The Box (OOTB) item. You must create it. See Working with Request Offerings.
Tab Name | Field | Description |
---|---|---|
Requester Details | Department |
The department of the person making the request. |
Employee Name |
The person making the request. |
|
Different User | Select the checkbox 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 | Select the checkbox to select this option. | |
Deliver |
Select the checkbox 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 | Select the type of leave from the drop-down list. |
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 |
Enter a description of the equipment you are requesting. |
|
Reason | ||
Additional Notes |
Lighting Request
Request services related to lighting.
Tab Name | Field | Description |
---|---|---|
Lighting Details | Describe Issue | Describe the lighting issue. |
Type of Lighting | Select the type of lighting from the drop-down list. | |
Location Details
|
Department | |
Location / Building / Floor | Select the location, building and floor of the lighting issue. | |
Room Type |
Displayed when you select Floor. Select the room type from the drop-down list. |
|
Additional Information |
Enter any helpful additional information. |
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. Select the checkbox to select this option. |
|
Additional memory card (2 GB) | Select the checkbox 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. Select the checkbox 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 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 requester'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 | Select the employees location from the drop-down list. |
Space Type |
Office or cubicle. Cost for office is added automatically. |
|
Space Location | Enter the required information. | |
Equipment Details | Computer Required? | Select the checkbox 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? | Select the checkbox 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. Select the checkbox to select this option. |
|
Financial Application Ledgers | Enter the required information. | |
CRM Application Modules | ||
Other Applications | ||
Other Details | Business Card |
Select the checkbox to select this option. Cost is added automatically. |
American Express Corporate Card | Select the checkbox 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 |
Select the checkbox 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 | Select this checkbox 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. |
|
The email address of the requesting the move. | ||
Work Phone | The phone number of the requesting the move. | |
Assistance with Developing Office Layout? |
Select the checkbox 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 |
Select the checkbox to select this option. Enter the quantity of each 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 |
Select the checkbox 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 |
Select the required service from the drop-down list.
|
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 |
Select the checkbox to select this option. Employee almost meets performance standard but needs improvement. |
|
Unsatisfactory |
Select the checkbox 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 |
Select the type of document from the drop-down list. |
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 | Select the checkbox 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 | The email address of the person who sent 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 requester'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) | Describe the items to be shipped. | |
Fragile? | Select the checkbox 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 | Select the checkbox 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 requester's name. | |
Requester Work Phone | ||
Software Details | Date Required | Click the calendar icon and select a date. |
Temporary Use | Select the checkbox 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 requester'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 | Select the checkbox 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 | Select the reason for requesting time of from the drop-down list. | |
Paid? | Select the checkbox to select paid time off. | |
Comments |
Optional. Enter any useful information. |
Travel Request
Request transportation and accommodation 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 | Select the checkbox if you need a flight booked. |
Preferred Airline | Optional. | |
Mileage Program Number |
Optional. Enter the number of your bonus program. |
|
Accommodation Details | Hotel / Accommodation | Select the checkbox if you need a hotel. |
Preferred Hotel Brand |
Optional. |
|
Hotel Program Membership # | Optional. Enter the number of your bonus program. | |
Transportation Details | Rental Car | Select the checkbox 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. | |
Select the checkbox to select this option. | Select the checkbox to select this option. | |
Car Service |
Select the checkbox 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 |
Vendor Onboarding Request
This service catalog feature is only available with the Ivanti Neurons for GRC 2023.2 application.
Submit a request to on-board a vendor for services or products they provide.
Tab Name | Field/Checkbox | Description |
---|---|---|
Vendor Information (mandatory fields are marked with an asterisk)
|
Vendor Name | The name (company name) of the vendor. |
Vendor Contact Name | The name of the contact for the vendor. | |
Contact Email | The vendor contact email address. | |
Vendor Type |
Select the type of vendor: •Services •Product •Contractor |
|
Vendor Category |
Select the vendor category: •Office Supplies •Catering •Software Provider •Non-Technical Subscription •Product •Research and Development |
|
Estimated Annual Cost > $10K |
Select if the the annual cost for products or services from this vendor is greater than $10k. |
|
Cost Type |
Select the cost type: •Subscription •License •One-Time •Not Applicable •Other - enter a description of this cost type in the Other Cost Type field. |
|
Will any products be hosted online> |
Select if any of the products supplied by the vendor are hosted online. |
|
Indicate internal software or data the vendor will have access to |
Provide a description of any internal software that the vendor will have access to. |
|
Indicate software integrations with the vendor |
Provide details of any software integrations that will be implemented with the vendor. |
|
Will the vendor have access to physical sites? |
Select if the vendor will have access to any of our physical sites (facilities, offices, etc). For example, a service engineer from the vendor may need access to site facilities for servicing equipment. |
|
Privacy Questions | Will this vendor store, transfer, have access to, or otherwise process personal information of Employees? | Select if your answer is yes to this question. |
Will this vendor store, transfer, have access to, or otherwise process personal information of Customers, Partners, and/or Affiliates? | Select if your answer is yes to this question. | |
Will the organization receive any personal information from the vendor? | Select if your answer is yes to this question. | |
Attachments | NDA attached? | Select if you have attached a Non Disclosure Agreement (NDA). |
Financial forms attached? | Select if you have attached any financial forms. |
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. | |
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 for 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. Select the checkbox 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. |