Octibiz
Demo

Durchsucht Website und Dokumentation gemeinsam. Enter zeigt alle Treffer, Esc schließt.

Change requests

Change requests screen in Octibiz

Overview

Employees maintain their data in their own profile — but not everything there may be changed by everyone. Address and bank details end up on the payslip, and a skill drives staffing and quotes. Both therefore become a request: the employee enters the change, the master record stays untouched, and HR (master data) or the lead (skills) approves it.

Anyone who holds the maintenance permission still writes directly — nothing changes for HR.

Core tasks

  1. View a request — the list shows person, type and what is affected; the entered values

only appear when you open it. Address and bank details are stored encrypted.

  1. Approve — applies the values exactly where HR would enter them.
  2. Reject with a reason — the employee receives the reason as a notification.

There is at most one open request per employee and type: a new one replaces the old one.

Fields in detail

FieldMeaning
employeeIdWho submitted the request.
kindprivate_contact (address, bank details, emergency contact) or skill (skill with level).
statuspending, approved or rejected.
summaryShort form without values — the field names or skill and level.
payloadThe requested values; only in the single fetch and only for requester and deciders.
noteReason for the decision; it appears in the notification to the employee.
decisionNoteReason for the decision; it appears in the notification to the employee.
canDecideWhether the calling user may decide this very request.

Settings & permissions

  • Module module.hr.
  • Decide master data: hr.employee.edit — decide skills: hr.skill.manage.
  • Submit a request: hr.employee.edit_self_limited (own data); without it there is no

self-service.

  • Employees see their own requests in their profile under My HR area.

FAQ & troubleshooting

A request cannot be decided twice. After approval or rejection it is closed — a second attempt is rejected with 409.

The values are missing in the list. By design: address and bank details only appear in the opened request.

hr.change-requests · Available from version 0.6.104