Process - Request Forms

1. Benefits of Using Request Forms

The Request Form feature allows employees to submit requests such as leave applications, late arrivals, remote work, overtime, enabling the HR department to easily consolidate records at the end of the month for accurate payroll and leave tracking.

Note: This feature is part of the HRM Module in Getfly CRM.

2. Access Permissions

To create and manage request workflows, you must first enable related features via the Permission Settings on the playform.

For detailed instructions, please refer here.

3. Creating a Process

To create a process on the mobile app, go to the Extended Tab → select Process → tap Add New.

(1) Process Name: Specify the name of the request (e.g., vacation request, late arrival request, etc.)

(2) Description: Add a brief description of the process.

(3) Applicable Department: Indicate which department this process applies to.

(4) Process Type: Choose the category of request, such as:

• Annual Leave

• Statutory Leave

• Business Trip

• Working Outside Office

• Unpaid Leave

• Late Arrival

• Early Departure

• Missed Check-In

(5) Approval Method: Select one of the following approval types:

Sequential Approval: The request is approved step-by-step (e.g., Person A → Person B → Person C). The request is only completed once the final approver has approved.

Simultaneous Approval: Multiple approvers (e.g., direct manager + other assigned approvers) can approve in parallel. The request is completed once all required parties have approved.

Single Approval: The direct manager or selected approver can approve the request. Only one approval is required to complete the request.

After setting up the process,it will be available for selection when creating new request forms.

4. Creating a Request Form

To submit a new request, go to the Extended Tab → select Request Forms → tap Add New.

Fill in the following details:

(1) Title: Enter a title for your request (e.g., Vacation Request).

(2) Process: Choose the corresponding process that applies to your request type.

(3) Reason / Description: Provide the reason for your request.

(4) Requested Time Off: Select the start and end dates for the leave request.

After submission, the screen will display the list of requests you have permission to view.