Request Subtype Transitions

Request subtype transitions suspend a request while another business process completes tasks.

Note: You can configure UKG Pro Workforce Management to send an employee’s Reports To manager an email with a calendar attachment (.ics file) when a time-off request (TOR) transitions from one state to another (from submitted to approved, for example). Contact your UKG Representative for more information.

  1. Make sure that a business process model is available for time-off requests, activated, and assigned to the request subtypes.
  2. Click Tap Main Menu  > Administration > Application Setup > Employee Self ServiceRequest Subtype Transitions
  3. Do one of the following: 

    Best Practice: Because edits can affect pending requests, create new request subtype transitions rather than edit current transitions.

    • Click Tap New. Enter a Name .
    • Select one request subtype transition. Click Tap Edit or Duplicate.
    • Select transitions. Click Tap Activate or Inactivate.
    • Select transitions. Click Tap DeleteClick Tap Yes to confirm.
  4. (Optional) Enter a Description
  5. Select a From State and a To State. The From State that you select affects the To States that are available.
  6. Select the business process model to execute before (Pre-Processing) or after (Post-Processing) the state transition.
  7. To add another subtype transition, click Insert a New Row. One of the states must be unique for every transition, even if the transitions use the same business process model.
  8. Click Tap Save.