The Desk module is designed to assist in managing a wide range of cases that may arise within the company. It provides a comprehensive platform for creating new cases and facilitating discussions with specific employees. In the Categories of cases section, you can specify any category of inquiries or requests from your employees to the management or HR department.
Some common categories you can include are:
Financial matters: This category can cover requests related to salaries, reimbursements, benefits, or any other financial concerns.
Technical issues: Employees can use this category to report technical problems they encounter with software, hardware, or any other technical systems within the company.
Information updates: This category can be used for requests regarding updates to personal information, changes to account details, or any other information-related inquiries.
HR inquiries: Employees can submit inquiries related to human resources, such as questions about company policies, leave requests, performance evaluations, or other HR-related matters.
Complaints: This category can be designated for employees to report conflicts or any issues they may be facing in the workplace.
Create case categories
To effectively utilize the Desk module, follow these steps:
Access the Settings, in the Desk section choose Case categories.
2. Click on the Add button and input all relevant categories. These may include job changes, team conflicts, maternity leave, and more.
Assign the default assignee for a specific case
When creating a new category, you have the option to choose default assignees for different case categories. This allows cases to be automatically routed to the appropriate team members.
For instance, in the ''Salary'' category, you can assign your accountant as the default assignee. Whenever a case is filed under this category, it will automatically be assigned to the accountant.