How to set up "Profile Change Request Templates"

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Typically, only a few people have access to make changes to employee profiles, and this task is frequently assigned to admins. This can be time-consuming and tedious, resulting in some employee profile changes being overlooked or forgotten.

That’s why Humi created profile change request templates. When admins set up these templates, they can specify who can make profile change requests and who will be included in the approval flow of these requests. 

For example, an admin can allow all managers to request changes and designate a multi-step approval, including the employee's direct manager and the employee's manager's manager as the final approver of the request.

Requestors can request a change by going to the employee's profile, clicking the "Request Change" button, and then selecting a template from the list. Click here for a step-by-step tutorial on how to request a profile change.

There are five request templates available:

  • Job Information
  • Employment Type
  • Position
  • Promotion
  • Compensation

How to set up your Request Templates


People > "Approvals" tab > Request Templates > Select template > Enter the request description > Next > Select who can submit the request > Select the request approvers > Click the check box if you want the employee notified when the change is approved > Next > Toggle the activation switch on (green) > Review the template fields > Save.

In "People," click on the "Approvals" tab and select "Request Templates."


Next, click on the request template that you want to edit.

Choosing your Template Settings

Step 1: Request Template Step 2: Requesters and Approvers Step 3: Review

In the first step, enter a description of the request template in the "Request Description" field. Typically, this description should include the fields that can be updated on the template, which are displayed in the next section, "Request Field." 


Once you've completed the description, click the "Next" button. 

You did it! You've set up your first request template. Follow the steps above to activate the remaining request templates as required. 

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