Employee Requests | Zoho Creator Help

Employee Requests

1. What does this page cover? 

Learn how employees can raise procurement requests and track their status through out the process.

Understand more about requests in detail.
Log in to the procurement app using your employee credentials to access the Employee Requests feature.

 2. Overview of Employee Request

The Employee Requests feature in the Procurement app allows you to submit and track various procurement-related requests efficiently. This module streamlines the submission process for PRs initiated exclusively by employees, facilitating smoother communication between employees and the procurement team.
It's important to note that these employee-raised requests are essentially Procurement Requests (PRs).
Managers and Finance team can raise their procurement requests separately when there is a need (link to be added).

2.1. Steps to Create Employee Request

1. When an employee logs in they see a dashboard similar to the image below.
The +New Request button can be used to create a new request.

2. In the New Request pane, fill in all the required information and click Create to submit a new request.

In shipping address, you can choose a pre-saved location. Check this document to understand more about locations (link to be added shortly).

Take a look at our Understanding Projects document for detailed information on projects and manage them effectively (link to be added shortly).
3. The newly created request, with the Request ID PR-420, will now appear at the top of the list in My Requests.

Note: The newly created PR will have the Pending status by default, as depicted in the image above. From here it will have to go through the complete procurement process commencing from approvals.

You can learn more about approvals and procurement process.
4. To view request details, click on any request from the list which will open the Request Summary page.

The timeline at the top helps give a quick glance at the status of the request.
It has five stages, namely:
  1. Requested: When a PR is raised by the user
  2. Waiting for Manager Approval: When PR is awaiting approval from Manager
  3. Waiting for Finance Approval: When PR is awaiting approval from the Finance team
  4. Procurement: When the PR is with the procurement team for processing, includes vendor order management.
  5. Purchase: When the purchase is completed
  6. Completion: When the PR is completed full filled including purchase completion and product dispatch.

 3. Relate Articles

Finance Requests

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • Understanding Requests

                                                                                                          1. What Does This Page Cover? Learn about requests and understand the crucial role they play in initiating and guiding the acquisition of required goods or services. 2. Overview In the procurement process, requests play a pivotal role in initiating ...
                                                                                                        • Finance Requests

                                                                                                          1. What does this page cover? Learn how finance team can raise procurement requests and track their status through out the process. Availability: To access the Finance Requests feature, you need to log in to the procurement app using your finance ...
                                                                                                        • Manager Requests

                                                                                                          1. What does this page cover? Learn how managers can raise procurement requests and track their status through out the process. Availability: To access the Manager Requests feature, you need to log in to the procurement app using your manager ...
                                                                                                        • Building an employee dashboard

                                                                                                          Requirement   Create an employee dashboard with buttons that will help the employees to check in and out, find the total number of logged-in hours and apply for leave. Use Case   An Employee Management application has a dashboard for their employees. ...
                                                                                                        • Add/Manage Procurement Requests

                                                                                                          1. What does this page cover? Learn how to create and mange Procurement Requests (PRs) to ensure a smooth procurement process. Make sure you understand the procurement process before moving ahead. 2. Setting Up Procurement Request (PR) Requests mark ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources