Title
Employees Requests Templates
Tags
Salary Adds & Deducts
Leave Category
Miscellaneous Category

Employees Requests Templates – DevSharp ERP Manual

📋 Employees Requests Templates

📘 Introduction

This page allows administrators to manage reusable templates for employee requests. These templates can be used to standardize and automate request forms such as leave applications, salary certificates, or ID verification letters.

📑 Table Columns

  • Name: Title of the request template (e.g., Leave Request).
  • Employee Details: Placeholders and extra fields related to employees (shown or inserted dynamically).
Templates Table

Template list showing titles and dynamic placeholders.

⚙️ Key Features

  1. Entries Per Page: View up to 5 templates per page.
  2. Pagination: Browse pages using arrow buttons.
  3. Delete Selected: Bulk-delete selected templates.
Pagination Controls

Controls to browse large lists of employee request templates.

📝 Creating a Request Template

  1. Click Create to open the template form.

📋 Template Fields

  1. Name: Title of the request template (e.g., Salary Certificate).
  2. Selected Color: Visual color code for categorization.
  3. New Label: Optional label for internal classification.
  4. Employee Details: Include placeholders such as:
    • #EmployeeName#
    • #EmployeePhoneNumber#
    • #EmployeeEmail#
    • #EmployeeAddress#
    • #EmployeeNationalId#
    • #EmployeeNo#

🛠️ Actions

  • Save: Commit the new or updated template.
  • Back To List: Return to the list without saving.
Template Creation Form

Completed request template ready for saving or editing.

💡 Tips for Efficiency

  • Use meaningful and specific template names for clarity.
  • Organize templates by color or label to distinguish request types.
  • Update templates periodically to reflect policy changes.