HR Help Desk - Customization

Customization in HR Help Desk allows you to edit and reorder "case status" and "sources of request" labels. Set restrictions on reopening and commenting on closed cases. Mandate descriptions for the queries raised by your employees.

Watch our help video on customization in HR Help Desk settings:

Cases status

To customize case status texts:

From your home page, go to Settings > HR Help Desk > Preferences > Customization and select Case status tab.
To edit case status text, hover over the case status and click on the edit icon.
Enter your custom status text and click Save.
The case status text will be updated.

Source of request

To customize source of request texts:

From your home page, go to Settings > HR Help Desk > Preferences > Customization and select Source of request tab.
To edit case status text, hover over the source of request tab and click on the edit icon.
Enter your custom source of request text of your preference and click Save.
The source of request text will be updated.

Restrictions

Restrictions setting can be used to disallow requestors from reopening closed cases and restrict comments on closed cases. Additionally, descriptions can be made mandatory for query submissions.

To set cases restrictions:

Go to Settings > HR Help Desk > Preferences > Customization and select Restrictions tab.
Enable or disable the toggle buttons to set required case requests restrictions.

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