Default Service Catalog Offerings

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	Click the calendar icon and select a 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	Enter the required information.

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 Details	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	Select the checkbox to select this option.
	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	Fills in automatically based on the employee's name.
	Gender	Male or female.
Benefit Waiver Details	Benefit Being Waived	Dental, vision, life insurance, or medical
	Reason for Waiver	Dental, vision, life insurance, or medical
	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	Click the calendar icon and select a 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.
Beverages	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	Filled in automatically based on requester's name.
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	Fills in automatically based on the requester's name.
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	Fills in automatically based on the owner's name.
	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	Select the checkbox to select this option.
	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	Optional. Enter any helpful information.
	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	Optional. Enter any useful information.
	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?	Select the checkbox to select this option.

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 Information	Employee E-Mail Address	Enter the required information.
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	Enter the required information.
	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 requester's name.

Elevator Servicing Request

Request services related to elevators.

Tab Name	Field	Description
Service Options	Describe Issue	Describe the request.
Service Options	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 Details	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.
Catering	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.
Service Options	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	Fills in automatically based on the requester's name.
	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	Optional.
FTP Details	Transfer to FTP Site	Select the checkbox to select this option.
FTP Details	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.
Service Options	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	Click the calendar icon and select a 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	Click the calendar icon and select a date.
	Loaner Equipment Description	Enter a description of the equipment you are requesting. Enter a reason for the equipment loan. Add any helpful additional notes.
	Reason
	Additional Notes

Lighting Request

Request services related to lighting.

Tab Name	Field	Description
Lighting Details	Describe Issue	Describe the lighting issue.
Lighting Details	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.
Mailbox Quota Request	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	Optional. Select the checkbox to select this option.
	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	Fills in automatically based on the recipient's name.
Hardware Details	Hardware Profile	Desktop or virtual client.
Hardware Details	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	Fills in automatically based on the requester's name.
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	Optional. Enter any helpful information.

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.
	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?	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	Enter the needed location information.
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	Enter the required 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.

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 Details	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	Fills in automatically based on the requester's name.
Hardware Details	Computer to Reprovision
Hardware Details	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 Details	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?	Select the checkbox to select this option.
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.
Shipping Services	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	First, second, or third.
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	Fills in automatically based on the requester's name.
Software Details	Date Required	Click the calendar icon and select a date.
	Temporary Use	Select the checkbox to select this option.
	Permanent Use	Select the checkbox to select this option.
	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	Fills in automatically based on the requester's name.
Software Details	Installed Computer
Software Details	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	Click the calendar icon and select a 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	Click the calendar icon and select a date.
	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	Click the calendar icon and select a 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 for a specific web site.

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