HR-Payroll Inbox Claim-Release

How the automatic “Claim” and “Release” functionality works. 

When you open an item in the HR/Payroll Inbox (whether it opens inside the Inbox or in a new tab or window), the task is “claimed” so that no one else can work on it while you are working on it.  

When you load your HR/Payroll Inbox, the first task is automatically selected, and if that task opens inside the HR/Payroll Inbox, that task is claimed so other approvers will not act on it. To “release” it, simply click on another task.  

Item claimed by someone else BEFORE my Inbox opens 

If someone else has claimed a task that workflow sent to both of you, it will not load in your HR/Payroll Inbox.   

Item claimed by someone else AFTER my Inbox opens 

If two or more people have a task in their inbox, then someone claims it, other users will receive a message if they try to claim the form. Following this your HR/Payroll Inbox will automatically refresh and remove that and any other tasks that are claimed.  

How manual “Claim” and “Release” functionality works. 

Items that open in a new tab or window also allow for the ability to “claim” the task so you can work on it later. This is accomplished by the “Claim” button at lower right in the HR/Payroll Inbox. Items that are claimed can be released using the “Release” button at the same location.  

Activity	Tasks that Open in Inbox	Tasks that Open in New Tab/Window
Automatically claim	When selected  When Inbox loads if this is the first task	When opened
Automatically release	When you select a different task  When approved, or rejected	When closed, approved, or rejected
Manually claim	Not available	“Claim” button in lower right of Inbo
Manually release	Not available	“Release” button in lower right of Inbox

 

Which Forms do What? 

Below are lists of which applications open inside the HR/Payroll Inbox, and which open in a new tab or window.  

Open in HR/Payroll Inbox	Open in new Tab/Window
Remote Work Agreement  Additional Payment  Annual Academic Raise  Graduate Assistant Hiring Form  Overpayment  Reappointment, Promotion & Tenure Retirement Form Student Hiring Form  Support Staff Change of Status  Support Staff Hiring Form  Support Staff Reclassification  Termination  TOC Hiring Form  TOC Position Create  Undergraduate Assistant Hiring Form Leave of Absence	Academic Posting Request  Add a Family Member or Dependent Cost Redistribution  FAS Hiring Form  Pay Change  Student Change of Status  Summer AY Appointment  Support Staff Posting Request