Certificate Request

Service portal users can submit a certificate request through the service portal, for example, to get a proof of employment. The request will be processed by the company's HR department. In their portal cabinet, the users can monitor the processing of their request and communicate with the employee assigned to it.

The information about all certificate requests is stored in the HRM Request (hrm_request) table.

tip

Roles required:

• Create, read their own requests – all users with access to the HR category of the Service Catalog.
• Update – hrm_agent.
• Delete – hrm_admin.

Create a certificate request

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To create a request, complete the following steps:

1. Navigate to Portal main page → Service Catalog → HR.
2. Click Order a certificate and fill in the fields.
3. Click Send.

When the form is saved, the system redirects you to the confirmation page:

From this page, you can create another request. To do so, click New request.

You can also open your service request list by clicking Tickets.

Certificate Request form fields

Field	Mandatory	Description
Certificate type	Y	Select a type of certificate. Available options: 2-NDFL Proof of employment For the visa For benefit Other
Urgency	N	Select an urgency level. Available options: Low Medium High Very high
For the whole period	N	If the checkbox is selected, the requested document includes data for a period of time that starts on your first day at work and lasts until today. The checkbox is selected by default.
Start date	Y	Specify the date when the required period starts and needs to be reflected in the requested document. The field becomes visible and mandatory if the For the whole period checkbox is selected.
End date	Y	Specify the date when the required period ends and needs to be reflected in the requested document. The field becomes visible and mandatory if the For the whole period checkbox is selected.
Description	Y/N	Provide additional information. The field is mandatory if the selected type of certificate is For the visa or Other.
Document format	N	Select the required document format. Available options: Electronic copy Hard copy By default, the electronic copy is selected.
Year	Y	Specify the year to be covered by the 2-NDFL form. The field is visible if the selected type of certificate is 2-NDFL.

Use the attachment window to upload files related to the record. To add your files, drag and drop them into the attachment window, or click Upload from computer and add files via the file manager.

View a request in the agent interface

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The list of certificate requests is available to agent interface users with the required roles. They can view the requests in one of the following ways:

Path	Steps
Via HR Task Management	In the agent interface, navigate to Human Resource Management (HRM) → HR Task Management → All Requests Open the required record
Via HR Documents	In the agent interface, navigate to Human Resource Management (HRM) → HR Documents → Certificate Requests Open the required record

Control a request in the agent interface

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Agent interface users can process a certificate request using the UI actions described in the table below:

UI action	Description	Roles required
Assign to me	Click to assign the request to yourself. The request enters the Assigned state, and the Assigned user field is completed with the name of the current user. The button appears on the forms of Approved requests assigned to a group.	members of the assigned group hrm_manager
Reassign	Click to reassign the request to another group or user. Fill in all the required fields in the modal window that opens and click Reassign. The button appears on the request forms in all states except Closed.	assigned user hrm_manager
Postpone	Click to start working on the request later. The button appears on the forms of Assigned requests or those In progress.	assigned user hrm_manager
Start work	Click to start working on the request. The request enters the In progress state. The button appears on the forms of Assigned and Postponed requests.	assigned user hrm_manager who is a member of the assigned group
Request more info	Click to request additional information. The button appears on the forms of requests in the In progress state.	assigned user hrm_manager
Complete	Click to complete your work. The button appears on the forms of requests in the Information needed or In progress state. Fill in all the required fields in the modal window that opens. Available options for the Result field: Solved Not solved (Refused) Not solved (Dropped) If Result = Solved, upload the document by dragging your files or clicking Upload from your device.	assigned user hrm_manager
Document ready	Click to close the request The button is available on request forms in the Completed state.	assigned user hrm_manager
Delete	Click to delete the request. The button appears in the burger menu on the forms of requests in any state.	hrm_admin

Tickets

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You can find the list of all your requests on the Tickets page. Visit the page any time to monitor the state of all your requests. To do this, go to Activities → Tickets in the header of the portal.