Request types

Forms, approval steps and allowance rules.

Who can use this page

Permission needed: manage_requesttype.

Roles that have it by default: HR Manager.

Superusers can always open it. Your administrator can also give the permission to a custom role.

Settings → Request types is where you configure forms, approval steps and outcomes.

1. Select New request type, or edit an existing one.
2. Set the form: whether a description or receipt is required.
3. Add the approval steps and what happens when it’s approved.
4. Add allowance rules if this is an allowance: limits, who is eligible, years of service, and whether experience counts from joining or across a whole career. Under Who can request it and on each rule, Also only people who adds conditions such as gender, employment type, department, job level, work location, months of service or being on probation. A person must meet every one, on top of the departments or named people.
5. Optionally set an end date with Until.

You can also deactivate a type without losing past requests.

Payroll classification and entitlement windows

For payroll outcomes, configure an Entitlement window independently of the payment cycle: calendar month, pay cycle, calendar year or organization fiscal year. Submission date determines which window consumes the limit. Pending and approved reservations remain counted, and later payment does not consume the limit again. A remaining allowance is a ceiling, not an automatic salary payment.

Payroll additions require an explicit Payroll classification: taxable addition, non-taxable addition or reimbursement. Choose it according to your organization's approved treatment; the software does not decide the tax treatment for an allowance.

Recurring types choose Full allowance, Prorated for employment and assignment dates, or Approved reimbursement only (no automatic item). Person assignments take priority over department assignments, then everyone; exclusions remain effective. Items are queued once per person, type and cycle, and skipped items remain skipped. Company pay components, personal standing items and Requests allowances are separate sources: avoid configuring the same allowance in more than one.