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Delivering a consolidated approach for service request management Automating HR Service Requests

Delivering a consolidated approach for service request management Automating HR Service Requests

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Page 1: Delivering a consolidated approach for service request management Automating HR Service Requests

Delivering a consolidated approach for service request management

Automating HR Service Requests

Page 2: Delivering a consolidated approach for service request management Automating HR Service Requests

Require a different process for each department request

Take away from employee productivity

Workflow and communication are often chaotic

I need…Please

fix…

Employees

Service Departments

Page 3: Delivering a consolidated approach for service request management Automating HR Service Requests

• Provides consolidated service request process for employees

• Single Service Request for all services

• Automated routing and tracking of request

• Status updates throughout process

• Powerful reporting

I need…Please

fix…

Employees

Service Departments

Page 4: Delivering a consolidated approach for service request management Automating HR Service Requests

Employee hits create ticketButton from Outlook

Employee Opens Ticket from Outlook

Page 5: Delivering a consolidated approach for service request management Automating HR Service Requests

Employee Submits Ticket

Requester contact information from Active Directory

User Definable category and types

User definable fields

Existing form links in the Details area

Approvals if required for type of request

Page 6: Delivering a consolidated approach for service request management Automating HR Service Requests

Link to existing form

Employee fills it out and it is attached throughout request tracking, ticket is routed to HR folder

Page 7: Delivering a consolidated approach for service request management Automating HR Service Requests

Assigning Ticket

Ticket Appears in the HR Folder to be assigned

Page 8: Delivering a consolidated approach for service request management Automating HR Service Requests

Assign Ticket

Ticket can be resolved now or assigned

Ticket can be assigned to 1 or more staff

Page 9: Delivering a consolidated approach for service request management Automating HR Service Requests

Assign from Active Directory

Page 10: Delivering a consolidated approach for service request management Automating HR Service Requests

Notify Assigned Staff

Page 11: Delivering a consolidated approach for service request management Automating HR Service Requests

Ticket moves to Assigned folder

Page 12: Delivering a consolidated approach for service request management Automating HR Service Requests

Assigned Staff works on Ticket

Work Log tracks activities

Can track time spent on ticket

Can re-assign if needed

Link to Outlook Calendar to set up meeting if needed

Once completed, employee is notified and ticket is moved to completed folder

Page 13: Delivering a consolidated approach for service request management Automating HR Service Requests

Assigned ticket (cont.)

Detail Tab gives more tracking detail

More Employee Detail (user definable fields)

Page 14: Delivering a consolidated approach for service request management Automating HR Service Requests

KnowledgeBase access

Access Knowledgebase from within ticket or from KB folder

Search for similar issues

Create new KB articles

Page 15: Delivering a consolidated approach for service request management Automating HR Service Requests

Notify employee task is complete

Page 16: Delivering a consolidated approach for service request management Automating HR Service Requests

Set up your choice of fields

Service Request Category and types

User definable fields and labels for employee request form

Detail fields for work order fulfillment

Page 17: Delivering a consolidated approach for service request management Automating HR Service Requests

Reporting

Report builder allows you to select info to be pushed out to Excel or other reporting tool

Page 18: Delivering a consolidated approach for service request management Automating HR Service Requests

Link to existing forms

HR Staff can define pre-existing forms to show up in description area of request ticket

Forms appear based on category and type of request

Link to policies for review

Link to actual form, which can be attached through out the tracking process

Page 19: Delivering a consolidated approach for service request management Automating HR Service Requests

Wow weNeed it!

We wouldbe more productive

Ask your employees!

Thanks for reviewing CCS ServiceRequest

For more information email: [email protected]