Brandan Kusser

Allow Approving Managers to add additional information to a New Hire Ticket?

Discussion created by Brandan Kusser on Sep 10, 2015
Latest reply on Apr 17, 2017 by Jamie Milks
I am stuck trying to set up our new hire work flow.  What I want to happen is this :

1) HR opens a new hire ticket with very basic information (Name, Start Date, Department)

2) The ticket will then automatically route to the department manager for approval of the new hire

3) Upon approving, or along with the approval, the manager must fill out the programs needed for the employee (I can set this up as a checklist ahead of time if I need to) 

4) The ticket now has all the information and the support person can get to work.

I can get steps 1,2, and 4 to work properly, but I cant figure out how to get the information to be the responsibility of the manager in step 3.  

Keep in mind the manager would have no admin access, they are just portal users.