Tickets Module in ClayHR
The Tickets module in the ClayHR system is designed to streamline and manage employee inquiries, requests, and issues efficiently.
This provides a centralized platform for employees to submit tickets and for HR personnel to track, respond to, and resolve these tickets on time.
Steps to Raise a Ticket
- Navigate to the “Ask HR” menu in the navigation bar and click “View/Open Tickets”.
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- A list of all open tickets to which the user has access will appear on the screen. Click on the “New Ticket” button to raise a new ticket.
Note: The “New Ticket” button will only be visible to users with “Ticket Edit” permission.
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- The user will be redirected to the new ticket page, where the user can fill in the necessary information required to raise the ticket.
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- Once the user has filled in the details, click the “Create Ticket” button to save the information.
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- After saving, the user will be redirected to the ticket view page where the user can make inline edits to the Subject, Description, Type, Status, and Priority fields. Note: The user can edit the Status if they have “Ticket Resolution” permission.
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- Clicking “Back to Tickets” will redirect you to the ticket home page.
Note: Tickets created by the user will be visible to them without any permission. “Ticket View” Permission will allow the user to access the tickets created by them.
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- On the ticket home page, you can click the trash icon to delete any particular ticket.
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- Clicking on the trash icon, a pop-up to confirm deletion will appear. Click on the “Delete Ticket” button to delete the ticket permanently.
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- On the ticket home page, the user can click on any ticket to view its details.
Note: “Ticket Manage” permission will allow the user to view all the tickets generated in the system.
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