Open a request for posting

To test the posting routine you have set up, you must create a new request. We will update the contacts file by changing the values in the First Name and SM Contact Name fields of the request, and then add a title.

1. Click Request Management > Quotes > Create New Quote.
2. Select Human Resources > New Employee Setup.
3. A summary form of the items you requested displays with total cost. You can choose to:
   • Cancel your request.
   • Add Items to your request.
   • Submit Request.
4. Click Submit Request. The Human Resources - New Employee Setup Request form opens.

5. Place the cursor in the SM Contact Name field of the Employee Information section, and then click Fill.

6. Place the cursor in the Contact Name field, and click Search. A record list of contacts opens. The contact information comes from the contacts file.

7. Select a name from the record list of contacts.

   Service Manager populates the Employee Information section with information from the contacts file.

8. Change the First Name and SM Contact Name in the Human Resources - New Employee Setup Request form.
9. Add a Title.
10. Fill in the required fields.
11. Copy the Employee Number to use it in the contacts file later.
12. Click Save & Exit.
13. If errors occur, read the posting messages in the Messages view.

To verify changes made to the contacts file during the posting process.

1. Click System Administration > Base System Configuration > Contacts.

2. Paste the Employee Number copied earlier into the Employee ID field, and then click Search.

   The Contact Information form opens. You can see the contact information you updated in the request, along with the title you added for the employee.