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Configure HR request types

Request types define what employees can request through the ESS portal, which fields appear on the submission form, what is required before submitting, and which approval workflow the request follows.

  1. Open the HR request types form

    In D365, navigate to the HR request types form within the Human Resources module: Human resources ▸ Setup ▸ HR request types.

  2. Select a request type

    Choose the request type to configure — for example, Police Clearance Certificate, Early Exit, or Home Location Change.

    The Request Types list in D365 showing all available request types in a grid

  3. Configure the fields

    Click Header setup. For each field on the request type, set:

    ToggleWhat it does
    VisibleShows the field on the employee's ESS submission form
    MandatoryRequires the employee to complete this field before submitting

    The Attachment option is present on every request type by default — employees can always attach a file, so it does not appear in the field list.

    The request type detail form showing the field list with Visible and Mandatory toggles per row

  4. Assign a workflow

    Return to the main request page. Select the approval Workflow to apply to this request type from the dropdown. If multiple workflows exist, choose the appropriate one for this type (for example, routing to the WSO HRBP approval group).

  5. Control ESS visibility

    Toggle WebESS display to show or hide this request type in the employee portal. Request types that HR initiates internally should be set not to display in ESS.

  6. Set the display order

    Enter a value in the ESS display order field. Lower numbers appear first in the ESS request list (e.g., 1 = first). Assign a high number to push a request type to the bottom of the list.

  7. Save

    Click Save to apply the configuration.