Personnel Budgeting - Add Requesters

Generally speaking, the requestor is a department head that is invited to submit their personnel budget requests.

1. Navigate to the Contributors tab from the appropriate personnel budget
2. Select the Requesters subtab.
3. Select the Add Requester button from the upper left-hand corner of the user management table.
4. Select the user(s) you wish to add from the list. To help find a user, you can filter the list by any category.  If necessary, select the Add New User button from the bottom of the table. When adding a new user enter the user’s first and last name, email address, and title, then select Save.
5. Select Save. 

Note: Your contributors will not be able to access your personnel budget until you invite them.

Select the Invite Requesters button. Select any requesters you’d like to invite. Then, select the Invitation Message button. Customize the invitation message. Select Send Invitation. 

Before leaving the Requesters subtab, decide which requestors need the Positions tab.

1. Select the edit pencil icon.
2. Toggle on the Positions Access. This allows the requestor to view position information(employees and vacancies) within assigned department(s) and division(s).
3. Select the department(s) and/or division(s) that you would like the Requester to have access to.
4. Select Save.