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# Assigning request types to an employee

The **"Requests"** page in the employee profile decides which request types (for example annual leave, leave on demand) that person may apply for and how many days they have available. The request types themselves, their short codes and whether they are paid or unpaid are defined once for the whole organisation in Company → Requests — here you only turn them on for a particular employee and, if needed, override the limits.

|| Remember: before you assign a request to an employee, it has to exist in the organisation — see [Request type settings](https://help.proplanum.com/en/article/request-type-settings-bstwak/).

# How to open the Requests page

1. In the menu on the left click **Team** (the **ORGANISATION** group) and find the employee on the list.
2. Click the pencil **"Edit"** icon in the employee's row.
3. In the settings panel pick **"Requests"** from the **SCHEDULE AND REQUESTS** group.

The page only appears for people with the Employee, Manager or Location Manager role — the Organisation Administrator and the Advisor have no employee card in the schedule, so you will not see it in their profiles. The request settings are edited by the Organisation Administrator, the Advisor and the Location Manager.

# Turning request types on and off

The list shows every request type defined in the organisation. The employee can only submit the ones you tick here.

1. Tick the checkbox next to the request name in the **"Request name"** column to turn it on for the employee. Clearing it turns the request off.
2. Above the table you have a **"Search for request"** field (a filter by name) and an **"Active" / "Archived"** filter (it shows the active ones by default). Archived requests are greyed out and their checkbox is disabled.

![The checkbox turning a request type on for an employee](https://storage.crisp.chat/users/helpdesk/website/-/3/1/2/4/3124ad20f50ccc00/ppen26-emp-requests-tab_3bidxl.png)

The **"Request shortcut"** and **"Type"** (Paid / Unpaid) columns are informational only — they reflect the definition set at company level.

# Setting the pools (days) for limited requests

The pool fields only appear for a request that is turned on **and** limited (for example annual leave). Requests with no limit only have the enabling checkbox. The pools are expressed in **days**.

- **"Current pool"** — the number of days to use in the current period. You edit it freely, for example to correct an employee's current balance.
- **"Annual pool"** — the number of days granted to the employee at the annual limit reset.
- **"From request definition"** — a checkbox (ticked by default). When it is ticked, the "Annual pool" is disabled and inherited from the request definition in the organisation.

![The Current pool, From request definition and Annual pool fields for an enabled limited request](https://storage.crisp.chat/users/helpdesk/website/-/3/1/2/4/3124ad20f50ccc00/ppen26-emp-requests-2_1g8m54v.png)

| Important: entering your own value in the "Annual pool" field automatically clears "From request definition" — from that moment the employee has an individual annual limit instead of the organisation's value.

Here you only set the pool values for a particular employee. The annual reset and carrying unused days over to the next year (carryover) are configured per request type in Company → Requests — see [Request limits](https://help.proplanum.com/en/article/request-limits-1cwrnwo/).

# Saving the changes

The bar at the top of the page shows the **"Unsaved changes" / "No changes to save"** state. You confirm the changes by hand.

1. Make the changes in the table.
2. Click **"Save"** (the button is active only when there are changes). The "Saved successfully" message will appear.
3. To undo unsaved changes, use **"Revert changes"**.

If you try to move to another page with unsaved changes, a warning dialog appears.

# The limit change history

Every request has a history icon in its row (tooltip **"Show limit change history"**). Clicking it opens the **"Change history — {request name}"** dialog with the **"Date"**, **"Event type"**, **"Change"** ("old → new" format) and **"Performed by"** (the user's name or "System") columns. The event types are: Enabled, Disabled, Current pool change, Annual pool change, Carried over to a new year, Annual reset, Import, Manual correction. The dialog is read-only — you close it with the **"Close"** button.

# Related articles

- [Assigning requests to an employee](https://help.proplanum.com/en/article/assigning-requests-to-an-employee-1tcqsdn/) — the context of the requests module
- [Request limits](https://help.proplanum.com/en/article/request-limits-1cwrnwo/) — the annual reset and carryover
- [Request type settings](https://help.proplanum.com/en/article/request-type-settings-bstwak/) — defining request types in the company